Hedge Funds Are Dumping Bank Stocks and Piling Into One Sector, Says Goldman Sachs: Report
-
最新报道：Hedge funds are rapidly shifting investments from bank stocks to the cryptocurrency sector, according to a Goldman Sachs report. The analysis reveals a 35% reduction in bank holdings over the past quarter, with major funds reallocating capital to Bitcoin and Ethereum. Goldman analysts note this marks the largest sector rotation since 2021, driven by crypto's strong performance and banks' declining profitability. Several top funds have reportedly increased crypto exposure to 15-20% of portfolios, citing regulatory clarity and institutional adoption as key factors. The report suggests this trend may accelerate if macroeconomic conditions remain favorable for digital assets.
下一篇
BlackRock Just DUMPED BONDS for Bitcoin!
- BlackRock has reportedly shifted its investment strategy by reducing exposure to bonds and...
24小时热点
热点专题
418154