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做空、对冲、转赛道……本周,投资策略课上新!
Sou Hu Cai Jing·2025-08-17 13:27

Group 1 - The article discusses various investment strategies including shorting oil stocks, investing in gold, and shifting focus to renewable energy, reflecting market sentiment and industry trends [1][4] - Tencent's stock has seen a significant increase in market value, growing over $180 billion this year, yet it remains approximately 21% below its historical peak, indicating potential for recovery [2] - Asian ultra-high-net-worth individuals are increasingly investing directly in gold, with Hong Kong investors doubling their allocation to gold within a year, highlighting a surge in demand for gold as a hedge against risks [3] Group 2 - Hedge funds are shifting from a long position in oil stocks to a net short position, influenced by global economic slowdown and concerns over oil supply-demand balance, while showing optimism towards solar and wind energy sectors [3][4] - VinFast's founder is pivoting the company's strategy towards Asian markets after unsuccessful attempts in the US and Europe, having invested at least $14 billion into the company despite significant losses [5][6] - The trend of launching leveraged ETFs is gaining momentum, with multiple companies submitting applications to capitalize on popular stocks, indicating a competitive landscape in the ETF market [7]