美股大选行情降温背后:“聪明钱”涌向这个行业

第一财经
21 Nov 2024

随着原本明朗的年末降息预期遭遇重大打击,近期美股波动有所加剧,市场焦点从特朗普和共和党大获全胜转向对下届政府下美联储降息路径和潜在通胀风险的担忧。 机构最新汇总发现,被称为“聪明钱”的对冲基金持仓变动较大,核电领域成为新宠,而此前大热的特朗普交易则被获利了结,工业等周期性板块承压。核电板块成新宠高盛本周对管理着超过3万亿美元资产的697只对冲基金进行的分析显示,基金经理正在抢购核电生产商的股票,以...

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