Wendyxu的个人主页 - 老虎社区

Wendyxu

Wendyxu

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IP属地：浙江

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08-01

$英伟达(NVDA)$ 多多多

07-31

$ARM Holdings Ltd(ARM)$

07-31

$ARM Holdings Ltd(ARM)$ 目标价126？那我180的咋办

07-31

我看了啥学了啥

07-30

arm，理由就是我持股哈哈

07-22

$盈汇企业控股(02195)$ 有人买这个吗？

07-17

$英伟达(NVDA)$

07-16

说明啥啊

对冲基金正在快速撤离！高盛：科技股从未如此受冷落

07-16

可以看

@美股智投:谷歌股票回购计划：市值增长的加速器

07-15

[开心] [开心]

抱歉，原内容已删除

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16:12","market":"us","language":"zh","title":"对冲基金正在快速撤离！高盛：科技股从未如此受冷落","url":"https://stock-news.laohu8.com/highlight/detail?id=1132172285","media":"老虎资讯综合","summary":"高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，科技股在对冲基金中的受欢迎程度几乎从未如此低。","content":"<html><head></head><body><ul style=\"\"><li><p>高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低</p></li></ul><p>上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，<strong>科技股在对冲基金中的受欢迎程度几乎从未如此低。</strong></p><p>高盛在最新的周报告中写道，美国多头/空头仓的总杠杆率在8周内首次上升，但净杠杆率仍在下降，<strong>显示出对冲基金越来越谨慎的态度</strong>。如下图所示，美国基础多头/空头的总杠杆率上升了1.7个百分点，达到192.7%，这是8周内的首次上升；而净杠杆率连续第五周下降，下降了1.2个百分点，至51.8%。美国基础多头/空头比率下降了1.8%，至1.735。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bde65db417c44199aa07ec4e6db087f\" tg-width=\"1028\" tg-height=\"661\"/></p><p>美股在过去一周总体上是净卖出的，这是连续第五周净卖出。市场的交易主要是由个股（尤其是TMT板块，即科技、媒体和电信）的买卖推动。</p><p>虽然宏观产品（指数和ETF）的买盘有所增加，主要是因为多头买入和少量空头回补（ETF空头净回补了1.2%），但相比之下，基金经理们继续减少对个股的净持仓。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b01b4323ea88953d0798578ed1e15a7e\" tg-width=\"674\" tg-height=\"518\"/></p><p>进一步分析，发现11个美国行业中有7个在本周净卖出，其中信息技术、通信服务、工业和日用消费品的卖出量最大，而非必需消费品、能源、公用事业和房地产行业则是净买入。</p><p>更重要的是，对冲基金连续第四周净卖出TMT股票（过去8周中有7周如此），主要由长仓和空仓的卖出推动。大多数TMT子行业在本周净卖出，其中软件、互联网和科技硬件的卖出量最大。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f25565c204aa8b00a67ad25a609a53a\" tg-width=\"1280\" tg-height=\"516\"/></p><p>总结一下：高盛的主要投资组合现在对TMT股票的持仓比标准普尔500指数少12.4%（相比5月底少8.7%）——这是有记录以来的最低持仓水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15a07eae6dd53df87f9504725198e366\" tg-width=\"786\" tg-height=\"594\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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对冲基金正在快速撤离！高盛：科技股从未如此受冷落\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-16 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低</p></li></ul><p>上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，<strong>科技股在对冲基金中的受欢迎程度几乎从未如此低。</strong></p><p>高盛在最新的周报告中写道，美国多头/空头仓的总杠杆率在8周内首次上升，但净杠杆率仍在下降，<strong>显示出对冲基金越来越谨慎的态度</strong>。如下图所示，美国基础多头/空头的总杠杆率上升了1.7个百分点，达到192.7%，这是8周内的首次上升；而净杠杆率连续第五周下降，下降了1.2个百分点，至51.8%。美国基础多头/空头比率下降了1.8%，至1.735。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bde65db417c44199aa07ec4e6db087f\" tg-width=\"1028\" tg-height=\"661\"/></p><p>美股在过去一周总体上是净卖出的，这是连续第五周净卖出。市场的交易主要是由个股（尤其是TMT板块，即科技、媒体和电信）的买卖推动。</p><p>虽然宏观产品（指数和ETF）的买盘有所增加，主要是因为多头买入和少量空头回补（ETF空头净回补了1.2%），但相比之下，基金经理们继续减少对个股的净持仓。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b01b4323ea88953d0798578ed1e15a7e\" tg-width=\"674\" tg-height=\"518\"/></p><p>进一步分析，发现11个美国行业中有7个在本周净卖出，其中信息技术、通信服务、工业和日用消费品的卖出量最大，而非必需消费品、能源、公用事业和房地产行业则是净买入。</p><p>更重要的是，对冲基金连续第四周净卖出TMT股票（过去8周中有7周如此），主要由长仓和空仓的卖出推动。大多数TMT子行业在本周净卖出，其中软件、互联网和科技硬件的卖出量最大。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f25565c204aa8b00a67ad25a609a53a\" tg-width=\"1280\" tg-height=\"516\"/></p><p>总结一下：高盛的主要投资组合现在对TMT股票的持仓比标准普尔500指数少12.4%（相比5月底少8.7%）——这是有记录以来的最低持仓水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15a07eae6dd53df87f9504725198e366\" tg-width=\"786\" tg-height=\"594\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61dc647f2420d8f0a34e50213d18faf1","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132172285","content_text":"高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，科技股在对冲基金中的受欢迎程度几乎从未如此低。高盛在最新的周报告中写道，美国多头/空头仓的总杠杆率在8周内首次上升，但净杠杆率仍在下降，显示出对冲基金越来越谨慎的态度。如下图所示，美国基础多头/空头的总杠杆率上升了1.7个百分点，达到192.7%，这是8周内的首次上升；而净杠杆率连续第五周下降，下降了1.2个百分点，至51.8%。美国基础多头/空头比率下降了1.8%，至1.735。美股在过去一周总体上是净卖出的，这是连续第五周净卖出。市场的交易主要是由个股（尤其是TMT板块，即科技、媒体和电信）的买卖推动。虽然宏观产品（指数和ETF）的买盘有所增加，主要是因为多头买入和少量空头回补（ETF空头净回补了1.2%），但相比之下，基金经理们继续减少对个股的净持仓。进一步分析，发现11个美国行业中有7个在本周净卖出，其中信息技术、通信服务、工业和日用消费品的卖出量最大，而非必需消费品、能源、公用事业和房地产行业则是净买入。更重要的是，对冲基金连续第四周净卖出TMT股票（过去8周中有7周如此），主要由长仓和空仓的卖出推动。大多数TMT子行业在本周净卖出，其中软件、互联网和科技硬件的卖出量最大。总结一下：高盛的主要投资组合现在对TMT股票的持仓比标准普尔500指数少12.4%（相比5月底少8.7%）——这是有记录以来的最低持仓水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327893816619256,"gmtCreate":1721084087857,"gmtModify":1721094468913,"author":{"id":"3575322719150087","authorId":"3575322719150087","name":"Wendyxu","avatar":"https://static.tigerbbs.com/11f7d61889ae87418a75733f173c4999","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575322719150087","authorIdStr":"3575322719150087"},"themes":[],"htmlText":"可以看","listText":"可以看","text":"可以看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327893816619256","repostId":"327262804361504","repostType":1,"repost":{"id":327262804361504,"gmtCreate":1720929841554,"gmtModify":1720933837154,"author":{"id":"3557296739739552","authorId":"3557296739739552","name":"美股智投","avatar":"https://static.tigerbbs.com/68ddc29f645f7bbf1d8bef38c116efa6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557296739739552","authorIdStr":"3557296739739552"},"themes":[],"title":"谷歌股票回购计划：市值增长的加速器","htmlText":"谷歌公司（GOOG）的2024年第一季度收益报告已经发布，尽管许多分析已经详细讨论了其结果，但本文将专注于较少被讨论的一个方面：谷歌的股票回购计划及其对市值增长的潜在加速作用。 根据分析师对未来六年的共识预测，谷歌的每股收益预计将以强劲的速度稳步增长，预计到2024财年末，每股收益将达到7.56美元，并以15%的复合年增长率增长。这样的增长速度预示着谷歌有望在2026至2027财年间市值达到3万亿美元，前提是维持当前的估值倍数。 谷歌一直是自己股票的积极买家，平均每季度在股票回购上的支出超过120亿美元。得益于第一季度的强劲收益，谷歌的财务状况良好，为加速股票回购提供了条件。目前，谷歌拥有超过1100亿美元的现金资产，长期债务仅为120亿美元，预计2024财年的有机经营现金流将超过1000亿美元。在公司继续专注于人工智能等计算活动的同时，预计会有大量现金通过股票回购返还给股东。 谷歌宣布了一项新的700亿美元股票回购计划，并在第一季度启动了股息支付。与股息相比，股票回购在资本回报计划中占据了较小的部分，但考虑到股票的公允估值和未来增长潜力，股票回购被认为更为有效。 通过双重复利效应——即收益增长与股票数量减少相结合——股票回购计划预计将显著提升谷歌的市值。基于几个假设：60%的运营现金流分配给股票回购、15%的复合年增长率、以及22.5倍的现金流购买股票，预测结果显示，谷歌在2025至2026财年间市值将达到3万亿美元。 谷歌目前的远期市盈率为24.4倍，占其现金流的22.5倍，这一估值在FAANG同行中是最低的。谷歌在数字领域的主导地位，以及其在搜索、YouTube、云计算和人工智能等多个运营部门之间的协同效应，为其提供了强大的增长动力。 谷歌的广告平台、搜索引擎和Android移动操作系统之间的协同作用，以及其庞大的用户数据与其广告部门之间的协同作用，为公司在自动驾驶汽","listText":"谷歌公司（GOOG）的2024年第一季度收益报告已经发布，尽管许多分析已经详细讨论了其结果，但本文将专注于较少被讨论的一个方面：谷歌的股票回购计划及其对市值增长的潜在加速作用。 根据分析师对未来六年的共识预测，谷歌的每股收益预计将以强劲的速度稳步增长，预计到2024财年末，每股收益将达到7.56美元，并以15%的复合年增长率增长。这样的增长速度预示着谷歌有望在2026至2027财年间市值达到3万亿美元，前提是维持当前的估值倍数。 谷歌一直是自己股票的积极买家，平均每季度在股票回购上的支出超过120亿美元。得益于第一季度的强劲收益，谷歌的财务状况良好，为加速股票回购提供了条件。目前，谷歌拥有超过1100亿美元的现金资产，长期债务仅为120亿美元，预计2024财年的有机经营现金流将超过1000亿美元。在公司继续专注于人工智能等计算活动的同时，预计会有大量现金通过股票回购返还给股东。 谷歌宣布了一项新的700亿美元股票回购计划，并在第一季度启动了股息支付。与股息相比，股票回购在资本回报计划中占据了较小的部分，但考虑到股票的公允估值和未来增长潜力，股票回购被认为更为有效。 通过双重复利效应——即收益增长与股票数量减少相结合——股票回购计划预计将显著提升谷歌的市值。基于几个假设：60%的运营现金流分配给股票回购、15%的复合年增长率、以及22.5倍的现金流购买股票，预测结果显示，谷歌在2025至2026财年间市值将达到3万亿美元。 谷歌目前的远期市盈率为24.4倍，占其现金流的22.5倍，这一估值在FAANG同行中是最低的。谷歌在数字领域的主导地位，以及其在搜索、YouTube、云计算和人工智能等多个运营部门之间的协同效应，为其提供了强大的增长动力。 谷歌的广告平台、搜索引擎和Android移动操作系统之间的协同作用，以及其庞大的用户数据与其广告部门之间的协同作用，为公司在自动驾驶汽","text":"谷歌公司（GOOG）的2024年第一季度收益报告已经发布，尽管许多分析已经详细讨论了其结果，但本文将专注于较少被讨论的一个方面：谷歌的股票回购计划及其对市值增长的潜在加速作用。 根据分析师对未来六年的共识预测，谷歌的每股收益预计将以强劲的速度稳步增长，预计到2024财年末，每股收益将达到7.56美元，并以15%的复合年增长率增长。这样的增长速度预示着谷歌有望在2026至2027财年间市值达到3万亿美元，前提是维持当前的估值倍数。 谷歌一直是自己股票的积极买家，平均每季度在股票回购上的支出超过120亿美元。得益于第一季度的强劲收益，谷歌的财务状况良好，为加速股票回购提供了条件。目前，谷歌拥有超过1100亿美元的现金资产，长期债务仅为120亿美元，预计2024财年的有机经营现金流将超过1000亿美元。在公司继续专注于人工智能等计算活动的同时，预计会有大量现金通过股票回购返还给股东。 谷歌宣布了一项新的700亿美元股票回购计划，并在第一季度启动了股息支付。与股息相比，股票回购在资本回报计划中占据了较小的部分，但考虑到股票的公允估值和未来增长潜力，股票回购被认为更为有效。 通过双重复利效应——即收益增长与股票数量减少相结合——股票回购计划预计将显著提升谷歌的市值。基于几个假设：60%的运营现金流分配给股票回购、15%的复合年增长率、以及22.5倍的现金流购买股票，预测结果显示，谷歌在2025至2026财年间市值将达到3万亿美元。 谷歌目前的远期市盈率为24.4倍，占其现金流的22.5倍，这一估值在FAANG同行中是最低的。谷歌在数字领域的主导地位，以及其在搜索、YouTube、云计算和人工智能等多个运营部门之间的协同效应，为其提供了强大的增长动力。 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有人买这个吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330254178271376","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328153070485520,"gmtCreate":1721145475630,"gmtModify":1721147195821,"author":{"id":"3575322719150087","authorId":"3575322719150087","name":"Wendyxu","avatar":"https://static.tigerbbs.com/11f7d61889ae87418a75733f173c4999","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575322719150087","authorIdStr":"3575322719150087"},"themes":[],"htmlText":"说明啥啊","listText":"说明啥啊","text":"说明啥啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328153070485520","repostId":"1132172285","repostType":4,"repost":{"id":"1132172285","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721117527,"share":"https://www.laohu8.com/m/news/1132172285?lang=&edition=full","pubTime":"2024-07-16 16:12","market":"us","language":"zh","title":"对冲基金正在快速撤离！高盛：科技股从未如此受冷落","url":"https://stock-news.laohu8.com/highlight/detail?id=1132172285","media":"老虎资讯综合","summary":"高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，科技股在对冲基金中的受欢迎程度几乎从未如此低。","content":"<html><head></head><body><ul style=\"\"><li><p>高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低</p></li></ul><p>上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，<strong>科技股在对冲基金中的受欢迎程度几乎从未如此低。</strong></p><p>高盛在最新的周报告中写道，美国多头/空头仓的总杠杆率在8周内首次上升，但净杠杆率仍在下降，<strong>显示出对冲基金越来越谨慎的态度</strong>。如下图所示，美国基础多头/空头的总杠杆率上升了1.7个百分点，达到192.7%，这是8周内的首次上升；而净杠杆率连续第五周下降，下降了1.2个百分点，至51.8%。美国基础多头/空头比率下降了1.8%，至1.735。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bde65db417c44199aa07ec4e6db087f\" tg-width=\"1028\" tg-height=\"661\"/></p><p>美股在过去一周总体上是净卖出的，这是连续第五周净卖出。市场的交易主要是由个股（尤其是TMT板块，即科技、媒体和电信）的买卖推动。</p><p>虽然宏观产品（指数和ETF）的买盘有所增加，主要是因为多头买入和少量空头回补（ETF空头净回补了1.2%），但相比之下，基金经理们继续减少对个股的净持仓。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b01b4323ea88953d0798578ed1e15a7e\" tg-width=\"674\" tg-height=\"518\"/></p><p>进一步分析，发现11个美国行业中有7个在本周净卖出，其中信息技术、通信服务、工业和日用消费品的卖出量最大，而非必需消费品、能源、公用事业和房地产行业则是净买入。</p><p>更重要的是，对冲基金连续第四周净卖出TMT股票（过去8周中有7周如此），主要由长仓和空仓的卖出推动。大多数TMT子行业在本周净卖出，其中软件、互联网和科技硬件的卖出量最大。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f25565c204aa8b00a67ad25a609a53a\" tg-width=\"1280\" tg-height=\"516\"/></p><p>总结一下：高盛的主要投资组合现在对TMT股票的持仓比标准普尔500指数少12.4%（相比5月底少8.7%）——这是有记录以来的最低持仓水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15a07eae6dd53df87f9504725198e366\" tg-width=\"786\" tg-height=\"594\"/></p></body></html>","collect":0,"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>对冲基金正在快速撤离！高盛：科技股从未如此受冷落</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; 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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对冲基金正在快速撤离！高盛：科技股从未如此受冷落\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-16 16:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低</p></li></ul><p>上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，<strong>科技股在对冲基金中的受欢迎程度几乎从未如此低。</strong></p><p>高盛在最新的周报告中写道，美国多头/空头仓的总杠杆率在8周内首次上升，但净杠杆率仍在下降，<strong>显示出对冲基金越来越谨慎的态度</strong>。如下图所示，美国基础多头/空头的总杠杆率上升了1.7个百分点，达到192.7%，这是8周内的首次上升；而净杠杆率连续第五周下降，下降了1.2个百分点，至51.8%。美国基础多头/空头比率下降了1.8%，至1.735。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1bde65db417c44199aa07ec4e6db087f\" tg-width=\"1028\" tg-height=\"661\"/></p><p>美股在过去一周总体上是净卖出的，这是连续第五周净卖出。市场的交易主要是由个股（尤其是TMT板块，即科技、媒体和电信）的买卖推动。</p><p>虽然宏观产品（指数和ETF）的买盘有所增加，主要是因为多头买入和少量空头回补（ETF空头净回补了1.2%），但相比之下，基金经理们继续减少对个股的净持仓。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b01b4323ea88953d0798578ed1e15a7e\" tg-width=\"674\" tg-height=\"518\"/></p><p>进一步分析，发现11个美国行业中有7个在本周净卖出，其中信息技术、通信服务、工业和日用消费品的卖出量最大，而非必需消费品、能源、公用事业和房地产行业则是净买入。</p><p>更重要的是，对冲基金连续第四周净卖出TMT股票（过去8周中有7周如此），主要由长仓和空仓的卖出推动。大多数TMT子行业在本周净卖出，其中软件、互联网和科技硬件的卖出量最大。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f25565c204aa8b00a67ad25a609a53a\" tg-width=\"1280\" tg-height=\"516\"/></p><p>总结一下：高盛的主要投资组合现在对TMT股票的持仓比标准普尔500指数少12.4%（相比5月底少8.7%）——这是有记录以来的最低持仓水平。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/15a07eae6dd53df87f9504725198e366\" tg-width=\"786\" tg-height=\"594\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/61dc647f2420d8f0a34e50213d18faf1","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132172285","content_text":"高盛：科技股在对冲基金中的受欢迎程度几乎从未如此低上周四，科技股的疯狂抛售、纳斯达克指数暴跌、纳指与罗素2000之间创下自雷曼危机以来的最大差距，这似乎是在暗示投资者一旦AI泡沫破裂，市场会如何表现。虽然上周五科技股并未继续大幅下跌，反而出现了一些广泛的空头回补，但对冲基金已经在快速撤离科技板块。根据高盛的主要经纪业务报告，科技股在对冲基金中的受欢迎程度几乎从未如此低。高盛在最新的周报告中写道，美国多头/空头仓的总杠杆率在8周内首次上升，但净杠杆率仍在下降，显示出对冲基金越来越谨慎的态度。如下图所示，美国基础多头/空头的总杠杆率上升了1.7个百分点，达到192.7%，这是8周内的首次上升；而净杠杆率连续第五周下降，下降了1.2个百分点，至51.8%。美国基础多头/空头比率下降了1.8%，至1.735。美股在过去一周总体上是净卖出的，这是连续第五周净卖出。市场的交易主要是由个股（尤其是TMT板块，即科技、媒体和电信）的买卖推动。虽然宏观产品（指数和ETF）的买盘有所增加，主要是因为多头买入和少量空头回补（ETF空头净回补了1.2%），但相比之下，基金经理们继续减少对个股的净持仓。进一步分析，发现11个美国行业中有7个在本周净卖出，其中信息技术、通信服务、工业和日用消费品的卖出量最大，而非必需消费品、能源、公用事业和房地产行业则是净买入。更重要的是，对冲基金连续第四周净卖出TMT股票（过去8周中有7周如此），主要由长仓和空仓的卖出推动。大多数TMT子行业在本周净卖出，其中软件、互联网和科技硬件的卖出量最大。总结一下：高盛的主要投资组合现在对TMT股票的持仓比标准普尔500指数少12.4%（相比5月底少8.7%）——这是有记录以来的最低持仓水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327893816619256,"gmtCreate":1721084087857,"gmtModify":1721094468913,"author":{"id":"3575322719150087","authorId":"3575322719150087","name":"Wendyxu","avatar":"https://static.tigerbbs.com/11f7d61889ae87418a75733f173c4999","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575322719150087","authorIdStr":"3575322719150087"},"themes":[],"htmlText":"可以看","listText":"可以看","text":"可以看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327893816619256","repostId":"327262804361504","repostType":1,"repost":{"id":327262804361504,"gmtCreate":1720929841554,"gmtModify":1720933837154,"author":{"id":"3557296739739552","authorId":"3557296739739552","name":"美股智投","avatar":"https://static.tigerbbs.com/68ddc29f645f7bbf1d8bef38c116efa6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557296739739552","authorIdStr":"3557296739739552"},"themes":[],"title":"谷歌股票回购计划：市值增长的加速器","htmlText":"谷歌公司（GOOG）的2024年第一季度收益报告已经发布，尽管许多分析已经详细讨论了其结果，但本文将专注于较少被讨论的一个方面：谷歌的股票回购计划及其对市值增长的潜在加速作用。 根据分析师对未来六年的共识预测，谷歌的每股收益预计将以强劲的速度稳步增长，预计到2024财年末，每股收益将达到7.56美元，并以15%的复合年增长率增长。这样的增长速度预示着谷歌有望在2026至2027财年间市值达到3万亿美元，前提是维持当前的估值倍数。 谷歌一直是自己股票的积极买家，平均每季度在股票回购上的支出超过120亿美元。得益于第一季度的强劲收益，谷歌的财务状况良好，为加速股票回购提供了条件。目前，谷歌拥有超过1100亿美元的现金资产，长期债务仅为120亿美元，预计2024财年的有机经营现金流将超过1000亿美元。在公司继续专注于人工智能等计算活动的同时，预计会有大量现金通过股票回购返还给股东。 谷歌宣布了一项新的700亿美元股票回购计划，并在第一季度启动了股息支付。与股息相比，股票回购在资本回报计划中占据了较小的部分，但考虑到股票的公允估值和未来增长潜力，股票回购被认为更为有效。 通过双重复利效应——即收益增长与股票数量减少相结合——股票回购计划预计将显著提升谷歌的市值。基于几个假设：60%的运营现金流分配给股票回购、15%的复合年增长率、以及22.5倍的现金流购买股票，预测结果显示，谷歌在2025至2026财年间市值将达到3万亿美元。 谷歌目前的远期市盈率为24.4倍，占其现金流的22.5倍，这一估值在FAANG同行中是最低的。谷歌在数字领域的主导地位，以及其在搜索、YouTube、云计算和人工智能等多个运营部门之间的协同效应，为其提供了强大的增长动力。 谷歌的广告平台、搜索引擎和Android移动操作系统之间的协同作用，以及其庞大的用户数据与其广告部门之间的协同作用，为公司在自动驾驶汽","listText":"谷歌公司（GOOG）的2024年第一季度收益报告已经发布，尽管许多分析已经详细讨论了其结果，但本文将专注于较少被讨论的一个方面：谷歌的股票回购计划及其对市值增长的潜在加速作用。 根据分析师对未来六年的共识预测，谷歌的每股收益预计将以强劲的速度稳步增长，预计到2024财年末，每股收益将达到7.56美元，并以15%的复合年增长率增长。这样的增长速度预示着谷歌有望在2026至2027财年间市值达到3万亿美元，前提是维持当前的估值倍数。 谷歌一直是自己股票的积极买家，平均每季度在股票回购上的支出超过120亿美元。得益于第一季度的强劲收益，谷歌的财务状况良好，为加速股票回购提供了条件。目前，谷歌拥有超过1100亿美元的现金资产，长期债务仅为120亿美元，预计2024财年的有机经营现金流将超过1000亿美元。在公司继续专注于人工智能等计算活动的同时，预计会有大量现金通过股票回购返还给股东。 谷歌宣布了一项新的700亿美元股票回购计划，并在第一季度启动了股息支付。与股息相比，股票回购在资本回报计划中占据了较小的部分，但考虑到股票的公允估值和未来增长潜力，股票回购被认为更为有效。 通过双重复利效应——即收益增长与股票数量减少相结合——股票回购计划预计将显著提升谷歌的市值。基于几个假设：60%的运营现金流分配给股票回购、15%的复合年增长率、以及22.5倍的现金流购买股票，预测结果显示，谷歌在2025至2026财年间市值将达到3万亿美元。 谷歌目前的远期市盈率为24.4倍，占其现金流的22.5倍，这一估值在FAANG同行中是最低的。谷歌在数字领域的主导地位，以及其在搜索、YouTube、云计算和人工智能等多个运营部门之间的协同效应，为其提供了强大的增长动力。 谷歌的广告平台、搜索引擎和Android移动操作系统之间的协同作用，以及其庞大的用户数据与其广告部门之间的协同作用，为公司在自动驾驶汽","text":"谷歌公司（GOOG）的2024年第一季度收益报告已经发布，尽管许多分析已经详细讨论了其结果，但本文将专注于较少被讨论的一个方面：谷歌的股票回购计划及其对市值增长的潜在加速作用。 根据分析师对未来六年的共识预测，谷歌的每股收益预计将以强劲的速度稳步增长，预计到2024财年末，每股收益将达到7.56美元，并以15%的复合年增长率增长。这样的增长速度预示着谷歌有望在2026至2027财年间市值达到3万亿美元，前提是维持当前的估值倍数。 谷歌一直是自己股票的积极买家，平均每季度在股票回购上的支出超过120亿美元。得益于第一季度的强劲收益，谷歌的财务状况良好，为加速股票回购提供了条件。目前，谷歌拥有超过1100亿美元的现金资产，长期债务仅为120亿美元，预计2024财年的有机经营现金流将超过1000亿美元。在公司继续专注于人工智能等计算活动的同时，预计会有大量现金通过股票回购返还给股东。 谷歌宣布了一项新的700亿美元股票回购计划，并在第一季度启动了股息支付。与股息相比，股票回购在资本回报计划中占据了较小的部分，但考虑到股票的公允估值和未来增长潜力，股票回购被认为更为有效。 通过双重复利效应——即收益增长与股票数量减少相结合——股票回购计划预计将显著提升谷歌的市值。基于几个假设：60%的运营现金流分配给股票回购、15%的复合年增长率、以及22.5倍的现金流购买股票，预测结果显示，谷歌在2025至2026财年间市值将达到3万亿美元。 谷歌目前的远期市盈率为24.4倍，占其现金流的22.5倍，这一估值在FAANG同行中是最低的。谷歌在数字领域的主导地位，以及其在搜索、YouTube、云计算和人工智能等多个运营部门之间的协同效应，为其提供了强大的增长动力。 谷歌的广告平台、搜索引擎和Android移动操作系统之间的协同作用，以及其庞大的用户数据与其广告部门之间的协同作用，为公司在自动驾驶汽","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327262804361504","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327790178193432,"gmtCreate":1721058850265,"gmtModify":1721059276093,"author":{"id":"3575322719150087","authorId":"3575322719150087","name":"Wendyxu","avatar":"https://static.tigerbbs.com/11f7d61889ae87418a75733f173c4999","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575322719150087","authorIdStr":"3575322719150087"},"themes":[],"htmlText":"[开心]&nbsp;[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;[开心]&nbsp;&nbsp;","text":"[开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327790178193432","repostId":"1120683750","repostType":4,"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}