英国投资银行Panmure Liberum的分析师表示："年初时我们曾抱有希望，认为监管机构和政府的务实态 度将为专业贷款机构带来更好的一年，无论是从运营层面还是股价方面来看都是如此。目前来看，一切 进展顺利。" 报告称，银行通常在利率较高的时期更容易赚钱，但利率较低的前景已经反映在股价中。 高盛的报告称，自八月以来一直减少交易量的对冲基金，在上周将总杠杆率提高至八个月来的最高水 平。 总杠杆率是衡量对冲基金交易量的指标。 根据高盛大宗经纪部门的监测，金融公司是第二大买入板块，其次是科技板块。 高盛在一份研究报告中表示，对冲基金上周以三个月来最快的速度涌入银行、保险和消费金融公司，原 因是交易活动增多将提升利润，且监管政策有望进一步放宽。 今年迄今，欧洲银行指数已上涨逾40%，而美国银行指数涨幅略高于20%。 高盛的报告显示，这些基金并未选择热门的地区投资对象，而是将大部分资金投入了北美和欧洲市场， 押注这些市场的股票会上涨。 美联储上周下调利率，这是自去年12月以来的首次降息。鉴于美国劳动力市场出现疲软迹象，美联储暗 示将在10月和12月的会议上进一步降息。 高盛集团首席执行官David Solomon本月 ...

Group 1 - The core viewpoint of the article highlights a significant sell-off of energy stocks by hedge funds due to a decline in oil prices following the easing of tensions in the Middle East, marking the fastest pace of selling since September 2024 and the second-fastest in the past decade [1] - The report indicates that the sell-off was triggered by a ceasefire agreement between Israel and Iran, leading to a drop in crude oil prices by over $10, with OPEC+ also planning to increase supply [1] - Hedge funds have predominantly sold stocks related to oil, gas, and energy services, with the largest sell-off occurring in North America and Europe, where short positions were increased and long positions were abandoned [1] Group 2 - Despite the increase in short positions on energy stocks, the overall positioning of speculators in global energy stocks remains predominantly long [1] - Goldman Sachs reports that the total leverage ratio of hedge funds is at a five-year high, indicating a significant scale of holdings [2] - The report also notes that there was the largest stock buying activity in five weeks, with hedge funds purchasing stocks across all regions, particularly in the financial, technology, and industrial sectors [3][4]