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高盛:对冲基金连续5周购买主食

2024-12-16 04:40

  • Hedge funds for the fifth straight week were net buyers of stocks in companies that make consumer staples, according to a December 13 report by the prime brokerage service at Goldman Sachs.
  • In addition, the notional net buying was the biggest since August 2023 and was in the 95th percentile for the past five years, “led by European and to a lesser extent Asia/U.S. names,” according to the bank.
  • Beverages and food products led the buying among almost all subsectors except for personal care, the report said.
  • The Goldman Sachs prime book’s consumer staples sector weighting compared with the MSCI All Country World Index (ACWI), a stock index to track broad global equity-market performance, is negative 3%, compared with negative 4% at the beginning of 2024 – the least underweight level in more than five years, according to the report.

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