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高盛:對衝基金對亞洲交易量創五年新高 上週買入日股及港股等
高盛發表報告,稱上週全球對衝基金在亞洲市場的交易量創下五年來最大增幅,於6月6日至6月12日期間亞洲的好倉位達到去年9月以來新高,超過淡倉的水平。 高盛表示,對衝基金上週買入日本、香港、臺灣及印度股票,但沽空中國股票。有市場參與者認爲,爲對衝美元進一步下跌的風險,去美元化令整個亞洲市場受惠。
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