高盛：美大选结束后对冲基金疯抢银行股

智通财经网2024-11-11

高盛的一份报告显示，随着投资者对特朗普赢得美国总统大选做出反应，对冲基金上周以三年来最快的速度抢购银行股，同时做空可再生电力生产商。根据上周五发布的报告显示，银行和贸易公司等金融股是高盛机构经纪交易部门上周最受欢迎和净买入最多的板块。虽然该报告没有具体说明哪个地区的银行最受关注，但高盛机构经纪部门在同一天发出的另一份报告称，美国银行将受益。第二份报告称，许多人认为，随着特朗普的新任期，监管力度将...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1197886793?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4","is_english":false,"pubTime":"2024-11-11 21:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1197886793","market":"us","top_or_hot":-1,"title":"高盛：美大选结束后对冲基金疯抢银行股","media":"智通财经网","content":"<div>\n<p>高盛的一份报告显示，随着投资者对特朗普赢得美国总统大选做出反应，对冲基金上周以三年来最快的速度抢购银行股，同时做空可再生电力生产商。根据上周五发布的报告显示，银行和贸易公司等金融股是高盛机构经纪交易部门上周最受欢迎和净买入最多的板块。虽然该报告没有具体说明哪个地区的银行最受关注，但高盛机构经纪部门在同一天发出的另一份报告称，美国银行将受益。第二份报告称，许多人认为，随着特朗普的新任期，监管力度将...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1209516.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛：美大选结束后对冲基金疯抢银行股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：美大选结束后对冲基金疯抢银行股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 21:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1209516.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛的一份报告显示，随着投资者对特朗普赢得美国总统大选做出反应，对冲基金上周以三年来最快的速度抢购银行股，同时做空可再生电力生产商。根据上周五发布的报告显示，银行和贸易公司等金融股是高盛机构经纪交易部门上周最受欢迎和净买入最多的板块。虽然该报告没有具体说明哪个地区的银行最受关注，但高盛机构经纪部门在同一天发出的另一份报告称，美国银行将受益。第二份报告称，许多人认为，随着特朗普的新任期，监管力度将...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1209516.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"KBE","symbol_name":"银行指数ETF-SPDR KBW","start_time":0,"source_url":"https://www.zhitongcaijing.com/content/detail/1209516.html","article_id":"1197886793","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4258cd0edd20f0c6d2f9cff3da54a1b4"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1197886793","pubTimestamp":1731333221,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"公用事业板块四周来首现净抛售。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"KBE":"银行指数ETF-SPDR KBW"},"translate_title":"Goldman Sachs: Hedge funds rush to grab bank stocks after the US election","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e6b22ec3811e3b1ac5cf758d3cea87d6","symbols_score_info":{"KBE":1.1},"content_text":"高盛的一份报告显示，随着投资者对特朗普赢得美国总统大选做出反应，对冲基金上周以三年来最快的速度抢购银行股，同时做空可再生电力生产商。根据上周五发布的报告显示，银行和贸易公司等金融股是高盛机构经纪交易部门上周最受欢迎和净买入最多的板块。虽然该报告没有具体说明哪个地区的银行最受关注，但高盛机构经纪部门在同一天发出的另一份报告称，美国银行将受益。第二份报告称，许多人认为，随着特朗普的新任期，监管力度将有所放松，金融股预计将得到提振。报告补充称，预计金融公司也将受益于预期中的税制改革。高盛的第二份报告称：“美国金融类股的仓位有进一步上升的空间。”并补充道，目前对冲基金在这类股的仓位仍处于历史低位。11月6日，在特朗普赢得大选的消息传出后，美国银行股比前一天收盘上涨了11.1%。第一份报告称，银行以及提供消费金融、资本市场和金融服务的公司在做多押注中排名前列。看涨押注主要集中在美国股市，但也包括亚洲发展中市场的股票。在欧洲，对冲基金退出了空头头寸，增持多头头寸。高盛的第一份报告称，公用事业类股四周来首次出现净抛售，“几乎完全是由于空头推动的”。该行表示，独立电力和可再生电力生产商被抛售最多，对冲基金对美国公用事业公司的多空头寸比例为1:2。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1197886793","isCrawlerRequest":true}