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刚刚！
#对冲基金首次低配AI，科技巨头资金压力升温
《对冲基金减仓 科技巨头现金转负》
摩根士丹利数据显示，对冲基金自2023年以来首次整体低配AI。
微软、Alphabet、亚马逊、Meta和甲骨文前三季度自由现金流从正1435亿美元转为负140亿，回购同比减少83%。
此前Meta信用展望转负。市场正盯紧下期财报，看资金流能否支撑持续扩张。 $BTC
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