高盛列出基金经理最爱美股名单，AppLovin等上榜

智通财经网02-24

智通财经获悉，高盛的策略师表示，第四季度末，对冲基金和共同基金“共同偏爱”的股票包括AppLovin(APP.US)、CRH水泥(CRH.US)、万事达(MA.US)、Spotify(SPOT.US)和Visa(V.US)。该公司还表示，对冲基金在金融类股上的头寸似乎比共同基金更具选择性。高盛策略师David Kostin在2月21日的一份报告中称：“对冲基金和共同基金都看好的股票以往表现优异，但...

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href=https://www.zhitongcaijing.com/content/detail/1253194.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经获悉，高盛的策略师表示，第四季度末，对冲基金和共同基金“共同偏爱”的股票包括AppLovin(APP.US)、CRH水泥(CRH.US)、万事达(MA.US)、Spotify(SPOT.US)和Visa(V.US)。该公司还表示，对冲基金在金融类股上的头寸似乎比共同基金更具选择性。高盛策略师David Kostin在2月21日的一份报告中称：“对冲基金和共同基金都看好的股票以往表现优异，但...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1253194.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1868837300.USD","symbol_name":"CT (LUX) I AMERICAN FUND \"9\" (USD) 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Inc","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD"},"translate_title":"Goldman Sachs lists fund managers' favorite U.S. stocks, AppLovin and others are on the list","themeId":"7397ad7025b7a62f496e8deb03999b92","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/343c51064b99088c9ce1ae7d5ebc7bcb","symbols_score_info":{"AAP":1.1},"content_text":"智通财经获悉，高盛的策略师表示，第四季度末，对冲基金和共同基金“共同偏爱”的股票包括AppLovin(APP.US)、CRH水泥(CRH.US)、万事达(MA.US)、Spotify(SPOT.US)和Visa(V.US)。该公司还表示，对冲基金在金融类股上的头寸似乎比共同基金更具选择性。高盛策略师David Kostin在2月21日的一份报告中称：“对冲基金和共同基金都看好的股票以往表现优异，但代价是波动性加大。自2013年以来，共同喜爱的股票的年回报率为16%，标准差为21%。”根据高盛的数据，应用营销平台AppLovin是2024年第四季度唯一一个新加入共同喜爱名单的公司。截至上周五收盘，该股年初至今累计上涨39%，此前12个月累计上涨逾7倍。作为一个整体，今年迄今为止，双方共同看好的股票上涨了14%，比标普500指数高出10个百分点。不过，这些股票的定价相当合理，市盈率中位数为35倍，而标普500指数的市盈率中位数为19倍。根据高盛的数据，去年第四季度，Fiserv(FI.US)、Progressive(PGR.US)和Vertiv Holdings(VRT.US)被排除在热门股票名单之外。高盛表示，共同基金平均增加了对金融服务业股票的敞口，而对冲基金在第四季度“退出”了。这一差异之所以引人注目，是因为在大选日之前，这两类基金都增加了对金融行业的敞口，认为该行业是“支持增长和放松监管的政策机构议程的受益者”。然而，截至本季度末，共同基金增持金融类股的比例增加了36个基点，至223个基点。相反，对冲基金从第三季增持135个基点，至第四季减持41个基点，“降幅最大”。对冲基金削减了对富国银行(WFC.US)、美国合众银行(USB.US)和美国银行(BAC.US)等多元化银行、阿波罗环球管理(APO.US)等多元化金融服务以及PayPal(PYPL.US)等交易和支付处理服务的敞口。对冲基金加入了像RobinHood(HOOD.US)这样的地区性银行和经纪商，高盛称RobinHood在第四季度是一颗“冉冉升起的新星”。与此同时，共同基金普遍增加了对金融业的敞口，尤其是在银行、资本市场和保险业。更具体地说，高盛发现了六个大型共同基金在第四季度增加敞口的“热门头寸”：富国银行，万事达，美国银行，嘉信理财(SCHW.US)，美国合众银行和花旗(C.US)。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 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