美股市场对冲基金做空规模空前，散户与“聪明钱”现分歧

Group 1 - The core viewpoint of the articles indicates a significant increase in short-selling activities in the market, with a total short position reaching $11.1 billion, despite $4.2 billion in new long positions, resulting in a net decrease of $6.9 billion in overall long positions [1] - Hedge funds are the primary drivers of this short-selling trend, with a net selling amount of $7.3 billion and short positions surging to $9.4 billion [1][3] - The cumulative short-selling amount by hedge funds has reached $25 billion, marking the largest scale in at least the past decade, with short positions accounting for 41% of total open contracts, the highest since February 2021 [3] Group 2 - The increase in hedge fund short positions may be a hedging strategy against other long positions, reflecting skepticism towards the rise of U.S. stocks [4] - Notably, some CEO statements align with hedge fund positions, deviating significantly from the usual correlation between stock market trends and CEO confidence [4] - Despite a downgrade of the U.S. credit rating by Moody's, retail investors actively bought $5.4 billion, contributing to a significant rebound in the stock market [4]