[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio27739038":3},{"user":4,"document":8,"mainDocument":26,"columnUrl":28,"subscription":29,"footer":41,"text":76},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":22,"videoId":6,"liveVideoUrl":6,"duration":23,"price":23,"priceText":24,"priceBadgeText":24,"priceBadgeClass":25,"freeForMinGroupLevel":23,"redirectUrl":6,"readyToStream":5},"dcio27739038","高盛称，对冲基金正以近十年来最快的速度买入美国科技股","\u002Fdoc\u002Fdcio27739038","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>根据高盛的数据，对冲基金连续第三周买入美国信息科技股，本周更是每天都在买入。\u003C\u002Fp>\n\u003Cp>\u003Cimg style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202506-stk\u002F1867625317mceclip0.png\">\u003C\u002Fp>\n\u003Cp>根据主经纪商部门的数据，上周以美元计算的多头买入规模为自去年11月以来最大。高盛的Vincent Lin指出，这一趋势表明对冲基金承担个股特有风险的意愿增强。\u003C\u002Fp>\n\u003Cp>从行业来看，美国11个行业中有10个出现净买入，其中信息技术板块领跑。该板块经历了十多年来最显著的多头买入。基金经理几乎买入了科技领域的每一个子行业，其中半导体和半导体设备领涨。然而，软件行业上周出现小幅净卖出。\u003C\u002Fp>\n\u003Cp>上周，对冲基金调整了仓位，减持了“Magnificent 7”科技股，并在第一季度增加了对中国ADR（美国存托凭证）的敞口。尽管季度末贸易紧张局势升级，对冲基金仍增加了对中国ADR的投资。美国对冲基金最青睐的中国ADR包括阿里巴巴 (NYSE:BABA)、拼多多 (NASDAQ:PDD)、百度 (NASDAQ:BIDU) 和京东 (NASDAQ:JD)。\u003C\u002Fp>\n\u003Cp>然而，这种投资策略的转变并未产生预期的结果，“Magnificent 7”股票今年第二季度迄今回报率为正12%，而贸易紧张局势对中国ADR产生了负面影响。尽管如此，美国大型股仍然是对冲基金最受欢迎的多头头寸之一。\u003C\u002Fp>\n\u003Cp>此外，根据美股大数据 StockWe.com 上周全球对冲基金以自2024年11月以来最快的速度买入全球股票，而股市也以数十年来最佳的5月表现结束了当月。\u003C\u002Fp>\n\u003Cp>标普500指数 (SPX) 5月份上涨略高于6%，为自2023年11月以来最大的月度涨幅，也是自1990年以来5月份的最佳表现。纳斯达克指数 上涨约9.6%，同样是自2023年11月以来最大的月度涨幅，也是自1997年以来5月份的最佳表现。\u003C\u002Fp>\n\u003Cp>高盛的报告显示，对冲基金本周在全球所有地区都持乐观态度，北美和欧洲领涨。\u003C\u002Fp>\n\u003Cp>科技公司吸引了最高的投资兴趣，对冲基金在该行业积累了五年多以来最大的单周净多头头寸。报告称，买入集中在对人工智能产业至关重要的公司，包括半导体制造商、科技硬件生产商和电气设备公司。\u003C\u002Fp>\n\u003Cp>高盛表示，北美科技公司受到对冲基金交易的青睐，其次是欧洲同行。泛欧斯托克指数 (STOXX) 5月份回报率超过5%。高盛的报告称，对冲基金连续第三周买入欧洲股票，且买入速度为三个月以来最快。\u003C\u002Fp>\n\u003Cp>高盛的报告指出，本周净买入最多的欧洲市场是西班牙、法国、芬兰、德国、瑞典和丹麦，而爱尔兰、荷兰和瑞士是净卖出最多的市场。数据显示，上周全球对冲基金买入的欧洲股票行业包括非必需消费品、金融、医疗保健和通信公司。\u003C\u002Fp>\n\u003Cp>高盛表示，对冲基金主要买入个股，但也进行了一些股指的多头交易。多头头寸预期资产价格上涨。\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202506-stk\u002FUploader1mslov5urpn_2025_06_02_11_21_59.jpg","2025-06-02T18:14:52.42","2025.06.02","2025\u002F06\u002F02",57166,[],"Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":27,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":22,"videoId":6,"liveVideoUrl":6,"duration":23,"price":23,"priceText":24,"priceBadgeText":24,"priceBadgeClass":25,"freeForMinGroupLevel":23,"redirectUrl":6,"readyToStream":5},[],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":30,"services":31,"recentDocuments":40},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[32,36],{"productId":33,"serviceName":34,"priceText":35},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":37,"serviceName":38,"priceText":39},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":42,"images":67,"summaryHtml":72,"aboutTitle":73,"aboutHtml":74,"copyrightHtml":75},[43,46,49,52,55,58,61,64],{"label":44,"url":45},"深度报告","\u002Fcol\u002FdepthReport",{"label":47,"url":48},"VIP会员","\u002Fplan",{"label":50,"url":51},"期权推荐","\u002FOption",{"label":53,"url":54},"低价暴涨股","\u002FPenny",{"label":56,"url":57},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":59,"url":60},"美股课程","\u002Fcol\u002Fvideos",{"label":62,"url":63},"免责声明","\u002Fdisclaimer",{"label":65,"url":66},"联系我们","\u002FContactUs",[68,69,70,71],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":77,"search":78,"searchPlaceholder":78,"hotContent":79,"draft":80,"noData":81,"searchNoData":82,"edit":83,"editVideo":84,"courseContent":85,"more":86,"buyNow":87,"subscribeNow":88,"encoding":89,"paidContent":90},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]