对冲基金反手做多，以七周最快速度大举买入美股

Group 1 - Hedge funds have shifted from a bearish to a bullish sentiment, marking the fastest buying of U.S. stocks in seven weeks, with a buying intensity ratio of 2.4:1 compared to short selling [2][3] - The total leverage ratio for fundamental long-short strategies has increased to 210.1%, indicating a rise in market aggressiveness, while the net leverage ratio remains at a median level of 52.7% [2][3] - Despite the increase in leverage, the long-short ratio has decreased to 1.67, suggesting that there is still a lack of overwhelming bullish sentiment among funds [2][3] Group 2 - The market is experiencing a significant style shift, with previously popular stocks facing sell-offs while neglected sectors, such as healthcare, are rebounding [3][4] - The "high volatility momentum stock" index has dropped 7% over the past five days, indicating a withdrawal of funds from high-risk stocks [3] - The healthcare sector has shown a notable rebound of 4%, marking its best weekly performance since October 2022, contrasting with declines in nuclear and previously winning stocks [3][4] Group 3 - There is a trend of large-cap tools being favored, while defensive sectors are being abandoned, with macro products like indices and ETFs seeing significant net inflows [4] - Individual stocks have experienced slight net selling over the past two weeks, with healthcare, consumer staples, utilities, and financials being the main sectors sold off [4] - Notably, hedge funds have made the largest withdrawal from defensive stocks in four months, particularly in the consumer staples sector, indicating a shift in investment strategy [4]