对冲基金以一年最快速抛售美股科技股转战必需消费品股

智通财经2025-07-28

智通财经APP获悉，高盛的客户报告显示，就在标普500指数创下历史新高之际，对冲基金以12个月来最快速度抛售科技股。标普500指数成分股中市值前十的公司包含七家科技企业，该指数自2025年低点已累计上涨约28%，同期纳斯达克综合指数涨幅更高达38%。Datastream数据显示，截至上周五，标普500指数远期市盈率(反映股价与预期未来收益的比值)达23.11，处于五个月高位附近。隆奥投资管理公司...

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对冲基金以一年最快速抛售美股科技股 转战必需消费品股

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对冲基金以一年最快速抛售美股科技股转战必需消费品股