POPA Recon📊 Hedge funds buy large quantities of U.S. semiconductor stocks
📊 Hedge funds buy large quantities of U.S. semiconductor stocks Last week, hedge funds reportedly made the largest net purchases of U.S. semiconductor stocks in three and a half years. • Largest net purchase since June 2024 • The proportion of semiconductors rose to approximately 10% of the total portfolio. • Highest level in recent years ✍️However, since it is still lower than the high of 14% recorded last May, I think it is a low-price buying trend due to volatility rather than a strong buying trend.
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