Morgan Stanley SELL

HF Highlights 2026.08.14

Aug 17, 20269 pages页

From the report报告摘录US Equity Rebound: Hedge fund long exposure to US equities rebounds, driven by AI Tech (Semis, Memory), Health Care (GLP-1), and unwinding SaaS shorts; US L/S net leverage at 58% (up 11% from July trough).

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