美对冲基金抛售2025年以来全部AI股票，科技股市值重挫
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高盛与摩根士丹利数据显示，美国对冲基金在10月连续抛售AI相关股票，已悉数出清自2025年初以来的全部净买入头寸。受此次杠杆平仓影响，大型科技股市值累计缩水约2万亿美元；三星、SK海力士以及美光等存储厂商市值在两周内蒸发逾7000亿美元。高盛指出，即便经历本轮减持，对冲基金目前的AI持仓水平仍处于近三年高位，抛售清仓进程可能尚未接近尾声。
AI-generated from reports · Updated 17 hours ago
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- Hacker News · AISelectedUS hedge funds sell off all AI stocks bought since 2025
According to data from Goldman Sachs and Morgan Stanley, US hedge funds aggressively sold AI stocks throughout October, completely unwinding their net long positions accumulated since early 2025. This leveraged unwinding wiped out approximately $2 trillion in Big Tech market capitalization, with memory makers including Samsung, SK Hynix, and Micron shedding over $700 billion in market value in just two weeks. Goldman Sachs noted that hedge funds' AI exposure remains near three-year highs, suggesting the selloff may be far from over.
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