高盛称对冲基金对亚洲股票买入规模创十年来最高

环球市场播报02-17

上周，对冲基金对亚洲新兴和发达市场的净买入规模创下高盛Prime Services交易台自2016年开始追踪该数据以来的最高纪录，该地区受益于市场对人工智能基础设施企业的乐观预期。　　该交易部门报告显示，上周对冲基金成为全球股票净买方，这是三周以来的首次，资金涌入所有主要市场 —— 但亚洲尤为突出。随着投资者轮换退出动量趋势，同时对美元走弱作出反应，新兴市场持续跑赢。　　MSCI新兴市场指数...

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—— 三星电子和SK海力士等主要制造商功不可没。相比之下，截至上周五收盘，标普500指数微跌0.1%。\n　　高盛交易部门在致客户报告中指出，上周亚洲市场行情主要由多头买盘驱动，多头买盘与空头回补的比例高达8.4：1。\n\n　　就全球板块而言，该交易台表示，信息技术、工业、必需消费品和材料板块的买盘量超过了其他所有领域的卖盘量。可选消费品、通信服务和金融板块的抛售最为激烈。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：丁文武","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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