ccs4728
2021-05-26
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[财迷]
从“香饽饽”到市场毒药:对冲基金亲睐股是如何陨落的?
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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从“香饽饽”到市场毒药:对冲基金亲睐股是如何陨落的?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-25 21:02 北京时间 <a href=https://wallstreetcn.com/articles/3631223><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在当下通货再膨胀的市场环境下,投资者更多的押注能在经济复苏和通胀飙升中受益的资产,这也使得此前大型对冲基金青睐的美国科技股和其它成长型股票承压。\n加拿大皇家银行根据对冲基金向SEC提交的13-F季度申报文件,编制了一份最受对冲基金欢迎的股票名单,并将其称为“hedge funds (Hot Dogs)”。\n不过,虽然该一揽子股票在2020年表现强劲,但在过去几个月里,其表现已远远落后于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3631223\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51fb9fb4bb9a78041d2403ab1f31481b","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3631223","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138916224","content_text":"在当下通货再膨胀的市场环境下,投资者更多的押注能在经济复苏和通胀飙升中受益的资产,这也使得此前大型对冲基金青睐的美国科技股和其它成长型股票承压。\n加拿大皇家银行根据对冲基金向SEC提交的13-F季度申报文件,编制了一份最受对冲基金欢迎的股票名单,并将其称为“hedge funds (Hot Dogs)”。\n不过,虽然该一揽子股票在2020年表现强劲,但在过去几个月里,其表现已远远落后于标普500指数。\n\n加拿大皇家银行的美国股票策略主管Lori Calvasina在周一的一份报告中写道:“最受对冲基金欢迎的股票在2021年的表现大幅落后,这在很大程度上是因为市场风格向价值型和周期型股票的转变。”\nCalvasina提醒到,这也表明自通货再膨胀交易以来,对冲基金进行“痛苦的”交易已经有一段时日了。\n下表显示了当前一揽子最受欢迎的美元资产。\n\n相对于成长型股票,价值投资被视为相对于各种价格指标被低估。\n今年迄今,罗素1000价值指数(Russell 1000 Value Index)上涨17.3%,而罗素1000增长指数(Russell 1000 Growth Index)上涨6.1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":668,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/136087331"}
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