高盛：人工智能基建热潮引爆亚洲股市，对冲基金扫货力度创近十年之最

Core Insights - Hedge funds have significantly increased their investments in Asian emerging and developed markets, reaching the highest net buying level recorded by Goldman Sachs since 2016 [1] - The optimism surrounding artificial intelligence infrastructure companies is driving this influx of capital [1] - For the first time in three weeks, hedge funds have become net buyers of global equities, with inflows observed across all major markets, particularly in Asia [1] Market Activity - The trading activity in Asian markets last week was primarily driven by long positions, with a buy-to-cover ratio of 8.4 to 1 [1] - Emerging markets continue to outperform the broader market as investors shift away from trend-chasing strategies and the US dollar weakens [1]