瑞银：对冲基金减持动能与芯片股
2026-07-21 07:35:50
瑞银环球金融服务（UBS）主经纪业务数据显示，对冲基金将动能股和半导体股的多头仓位削减了约占总市值的5%。据 NS3 报道，瑞银认为这轮抛售接近尾声，可能在7月底前触底，并建议投资者逐步重建人工智能和半导体股票仓位。
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