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AI仓位出清或已近尾声，对冲基金或在这个节点重新买入
10月对冲基金大幅去风险并集中清算AI仓位，反而改善了年底前美股、尤其AI板块的仓位环境。若11月AI股逐步企稳，同时散户继续买入股票基金，对冲基金可能从11月底开始重新增加AI敞口。不过，长期资金对债券的配置仍可能限制收益率进一步下行，后续利率下降或更依赖动量等投机型资金推动。（摩根大通）#非农在即，就业数据能否强化12月加息预期？ $BTC $ETH $SOL
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