AI仓位出清或已近尾声,对冲基金或在这个节点重新买入
【AI仓位出清或已近尾声,对冲基金或在这个节点重新买入】金色财经报道,10月对冲基金大幅去风险并集中清算AI仓位,反而改善了年底前美股、尤其AI板块的仓位环境。若11月AI股逐步企稳,同时散户继续买入股票基金,对冲基金可能从11月底开始重新增加AI敞口。不过,长期资金对债券的配置仍可能限制收益率进一步下行,后续利率下降或更依赖动量等投机型资金推动。(摩根大通)()
| 排名 | # | 交易平台 | 24H成交额 | 成交涨跌幅 | 活跃度 | 交易平台 | 活跃度 |
|---|---|---|---|---|---|---|---|
| 1 | $178.75亿 | -11.22% | 86.7% | 86.7% | |||
| 2 | $25.98亿 | 0.44% | 68.6% | 68.6% | |||
| 3 | $391.74亿 | -8.33% | 85.4% | 85.4% | |||
| 4 | $9.00亿 | -15.35% | 69.3% | 69.3% | |||
| 5 | $106.92亿 | -6.66% | 65.3% | 65.3% | |||
| 6 | $12.29亿 | -8.47% | 53.3% | 53.3% | |||
| 7 | $2.11亿 | 18.55% | 65.3% | 65.3% | |||
| 8 | $7.53亿 | -8.76% | 68.4% | 68.4% | |||
| 9 | $2.80亿 | -21.48% | 56.9% | 56.9% | |||
| 10 | $70.21亿 | 0.51% | 71.1% | 71.1% | |||
| 11 | $4.50亿 | 5.27% | 36.2% | 36.2% | |||
| 12 | $2,985.43万 | -18.52% | 59.5% | 59.5% | |||
| 13 | $214.58亿 | -0.43% | 31% | 31% | |||
| 14 | $109.26亿 | 1.3% | 76.2% | 76.2% | |||
| 15 | $1.41亿 | -9.25% | 66.9% | 66.9% | |||
| 16 | $108.38亿 | -12.14% | 55.2% | 55.2% | |||
| 17 | $11.66亿 | -6.52% | 26% | 26% | |||
| 18 | $16.46亿 | 26.98% | 46.9% | 46.9% | |||
| 19 | $1.09亿 | -10.85% | 31.5% | 31.5% | |||
| 20 | $1,623.07万 | -20.53% | 58.2% | 58.2% |