高盛：对冲基金考虑增持欧洲股票，对北美的兴趣急剧消退

Group 1 - Goldman Sachs conducted a survey of 333 investors, revealing that Europe is viewed as the most attractive region for investment in the second half of this year [1] - This marks the first time since 2018 that Europe has become the primary target for investors, while interest in North America has sharply declined [1] - The report indicates that 28% of asset allocators plan to increase their investments in Europe, whereas only 2% intend to reduce their investments in the region [1] Group 2 - The European stock market is expected to outperform the U.S. market in the first half of 2025, driven by fiscal measures and a surprising return of defense spending plans [1] - In contrast, the U.S. stock market faces challenges due to concerns over tariffs and the impact of artificial intelligence trade shrinkage on the economy [1]