对冲基金对美股“七巨头”净敞口据报升至22%历史新高
PANews援引Hupzy（Spot On Chain）称，对冲基金对美股“七巨头”净敞口升至22%，高于2024年6月的21%峰值。
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PANews援引Hupzy（Spot On Chain）称，对冲基金对美股“七巨头”净敞口升至22%，高于2024年6月的21%峰值。
Capital expenditures of the seven U.S. tech giants and SpaceX AI are highly concentrated, prompting market concerns that a collective cooling of the investment cycle could weigh on the U.S. and global economies.