摩根士丹利称基金因买入标的接连爆雷而无法重建 AI 敞口
Funds can't rebuild exposure because every time they try, the thing they bought blows up - MS
AI 导读
ZeroHedge 转述摩根士丹利观点,称基金无法重建敞口,因为每次买入的标的都会出问题。其文章称对冲基金自 2023 年以来首次低配 AI,创纪录降杠杆伴随创纪录低相关性。
来源:@zerohedge · x.com
Funds can't rebuild exposure because every time they try, the thing they bought blows up - MS
ZeroHedge 转述摩根士丹利观点,称基金无法重建敞口,因为每次买入的标的都会出问题。其文章称对冲基金自 2023 年以来首次低配 AI,创纪录降杠杆伴随创纪录低相关性。
来源:@zerohedge · x.com