2016年以来最疯狂！高盛：上周暴跌期间，对冲基金大举做空美股

Group 1 - Concerns about artificial intelligence disrupting business models have led hedge funds to short U.S. stocks, with nominal short selling reaching the highest level since 2016 [1] - The sell-off was particularly severe in the software sector, which accounted for approximately 75% of the net selling in that sector, resulting in a total market value loss of $611 billion across 164 stocks in software, financial services, and asset management [1][3] - Hedge funds have net sold U.S. stocks for the fourth consecutive week, with the largest selling magnitude since April last year, particularly impacting the information technology sector [3] Group 2 - Defensive sectors are gaining attention from hedge funds, with healthcare becoming the most net bought sector last week, surpassing industrials in fund inflows for the year [4] - Despite a rebound in the market due to bargain buying, the Nasdaq 100 index recorded its worst weekly performance of the year [4] - Semiconductor stocks saw an increase last week, indicating a divergence between chip stocks and software stocks as investors continue to sell off industries perceived to be at risk from AI [3]