You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
高盛:上季對沖基金大幅削減美股科技七雄持倉
高盛(GS.US)發表報告,稱對沖基金在去年第四季度削減對美股科技七雄(Magnificent Seven)的投資,除亞馬遜(AMZN.US)外,蘋果(AAPL.US)、微軟(MSFT.US)、 Alphabet(GOOGL.US)、Nvidia(NVDA.US)、Meta(META.US)及Tesla(TSLA.US)的倉位均有所下降。
高盛稱,基金在削減大型科技股投資的同時亦在一些周期性股份及增長型股份中尋找機會。今次報告分析722間對沖基金,總股票倉位達到2.6萬億美元,發現基金大多數是美股科技七雄的淨賣家,因投資者憂慮這些科技股能否重現去年的強勁業績。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.