更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Goldman Portfolio Strategy Sachs Research 21 May 2024 I 4:23PM EDT Hedge Fund Trend Monitor Funds broaden out from the mega-caps into other Al beneficiaries and Cyclicals In this report we analyze the holdings of 707 hedge funds with s$2.7 trillion of gross equity positions at the start of 2Q 2024 ($1.8 trillion long and $965 billion short). The average Us long/short equity hedge fund has delivered an 8% YTD return, boosted by the strong performance of popular stocks. Except for ...