贸易战缓和预期升温，对冲基金大举押注亚洲，交易增长创五年最强

Group 1 - The core viewpoint of the articles highlights a significant surge in capital inflow into Asian markets, driven by increased trading activity from hedge funds, marking the highest level in over five years [1] - According to Goldman Sachs, net long positions among hedge funds rose to the highest level since September 2024 during the period from June 6 to June 12 [1] - The share of developed Asian markets in the total risk exposure tracked by hedge funds has increased to 9%, placing it in the 94th percentile of the past five years, indicating a high allocation level [1] Group 2 - The uptick in hedge fund activity coincides with easing signals from high-level trade negotiations between China and the U.S., which took place in London on June 9-10 [2] - The new pro-market South Korean president has boosted confidence in Asian markets, with promises to push the Kospi index to 5000 and legislative reforms to enhance shareholder rights [2] - Since the election of the new South Korean president, the Kospi index has risen over 7%, surpassing 2900 points [2] Group 3 - Some market participants suggest that the trend of "de-dollarization" to hedge against further dollar weakness is also supporting the overall Asian market [5]