担忧韩国股市过热多头寻求持仓对冲_老虎社区_美港股上老虎

担忧韩国股市过热多头寻求持仓对冲

智通财经06-07

市场对韩股的乐观情绪逐渐消退，谨慎心态抬头。部分投资者担忧本轮涨势过热过快，开始对冲持仓、减持扎堆交易标的。对冲基金Golden Horse已降低风险敞口，并增配衍生品对冲工具；英国保诚投资则减持存储芯片与晶圆制造企业个股，向人工智能产业链下游布局。对韩国ETF-iShares MSCI期权的分析显示，投资者纷纷买入看跌避险合约。该ETF上周五在美国市场大跌14%。上述操作反映出全球资管机构面临...

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