对冲基金巨头纷纷涌入，Steve Cohen旗下Point 72考虑开启大宗商品交易

Group 1 - Point72 Asset Management, led by billionaire Steve Cohen, is considering entering the commodities trading business to seek new revenue growth amid a trend of multi-strategy funds betting on volatile assets [1][2] - The firm has begun initial discussions with potential candidates for commodities trading but has not made any hiring decisions or allocated investment funds for this strategy yet [2][3] - If Point72 enters the commodities market, it will join other large multi-strategy funds like Citadel, Balyasny Asset Management, and Millennium Management, which have already established a presence in this area [1][3] Group 2 - Multi-strategy hedge funds are actively expanding their strategies to allocate their large capital bases, with commodities gaining interest due to their volatility [3] - Point72 manages $41.5 billion in assets, with approximately two-thirds invested in equities and the remainder in macro strategies and its quantitative trading division, Cubist [3] - The commodities market has shown mixed performance this year, with oil prices pressured by oversupply expectations while metal prices surged due to economic uncertainty [4] Group 3 - The success of commodity traders during the global energy crisis triggered by the Russia-Ukraine conflict in 2022 has further stimulated hedge funds' interest in this sector [4] - Historical trends indicate that hedge funds often flood into commodities during boom periods but quickly withdraw during price collapses, testing institutions' risk tolerance and long-term investment commitment [4]