高盛：对冲基金考虑增持欧洲股票对北美的兴趣急剧消退高盛集团对333名投资者进行的一项调查显示欧洲被视为今年下半年最受关注

智通财经2025-08-04

高盛：对冲基金考虑增持欧洲股票对北美的兴趣急剧消退高盛集团对333名投资者进行的一项调查显示欧洲被视为今年下半年最受关注的地域。这些投资者的对冲基金资产总额超过1万亿美元。该报告称这标志着自2018年以来欧洲大陆首次成为头号目标而对北美的兴趣急剧消退。高盛报告称：“2025年的前六个月美国的波动性和政策不确定性持续存在。因此投资者现在似乎正在转向其他潜在的重点领域。”调查显示28%的配置者计划增加...

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