“油进金退”--对冲基金的新“选择”

华尔街见闻02-07

对冲基金增持原油的同时大幅削减黄金多头头寸。据华尔街见闻，截至2月3日的一周内，资金经理将布伦特原油净多头头寸增至近10个月高位。同期，黄金净多头头寸则降至15周最低水平。这一"油进金退"的操作反映了市场风险偏好的微妙变化。本周在SaaS行业崩盘引发的混乱导致各类资产波动性激增之后，黄金仍较1月历史高点跌超11%，原油则较年内低点涨逾13%。 (近期各类资产走势) 美国与伊朗之间持续的紧张局势...

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