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Too much increase! Hedge Funds are starting to reduce their holdings in USA Nuclear Power stocks.
Recently, with the strong rebound of Nuclear Power stocks, some hedge fund managers have started to be cautious about their high valuations and have reduced their exposure to Nuclear Power stocks. However, Guy Keller, the portfolio manager at Tribeca, also stated that he would never establish short positions.
How to find the "alpha" market in U.S. stocks next year? Goldman Sachs provides an investment guide.
Zhihui Finance has learned that Goldman Sachs analysts said in a report that over the next six months, the materials, Software, and services industries in the USA are most likely to outperform the Large Cap. Goldman Sachs strategist David Kostin stated in a report on December 20 that they introduced a model for USA Stocks to select industries expected to exceed the benchmark Index by 5 percentage points or more, "to identify 'high conviction' views with significant Alpha potential." He noted, "Our model incorporates macro, fundamental, and valuation data as independent variables. We run probability models separately for each Industry, only including
Materials, Software Stocks Are Best Poised for H1 Outperformance: Goldman Sachs
Morgan Stanley Maintains Vistra Energy(VST.US) With Buy Rating, Maintains Target Price $169
5 High-Flying Stocks In Dan Loeb's Portfolio: Cinemark, Corpay, Amazon Lead
The five most popular U.S. stocks for the year have been announced. Which of these could be the "code to financial freedom" in 2025?
Reddit, Palantir, and Vistra's stock prices soared due to the expansion of AI-related business; while Intel and Super Micro Computer's stock prices plummeted due to specific company issues.