对沖基金经理本月在退出经济敏感股票的同时，又开始扎堆投资成长股，这种成功的战术帮助他们战胜标普500的回报率。
根据Jefferies的数据，对沖基金在7月份积极增加了对成长股的持股，增持率达到12.8%，这是自2020年4月以来对该类股票的增持率。同时，这家华尔街公司表示，该行业在去年7月以来看好周期性股票后，现在已经将其风险偏好降至减持。
Jefferies股票策略师Steven DeSanctis在一份说明中说：“对沖基金尤其对金融板块失去了兴趣，而对医疗保健、信息技术和通信服务的兴趣增加了。7月份这些股票的表现已经朝着对沖基金定位的方向发展了。”
Jefferies查阅了长线投资组合的13F报告，以及对沖基金为其所谓的Uber Crowded投资组合持有的最受欢迎的股票。20支股票组成的一篮子本月上涨了5.2%，超过了标普500指数2.9%的回报。
在对沖基金和共同基金中，最受欢迎的前四位都是科技蓝筹股——亚马逊（AMZN）、Facebook（FB）、Alphabet（GOOG）和微软（MSFT）。
谷歌母公司Alphabet本周迎来了上涨的一周，在该科技巨头公布的财报中，公司广告收入大增69%。Facebook本周公布的上季度盈利也超出预期，但警告说未来的增长速度会大幅放缓。
投资者也为微软本周早些时候的大规模盈利数据欢唿。这家大科技公司还给出了乐观的收入预测。
Jefferies表示，耐克（NKE）、动视暴雪（ATVI）和Lam Research（LRCX）本月被新加入列表，而摩根士丹利（MS）、Discovery（DFS）和LPL Financial Holdings（LPLA）被删除。(中文投资网)
While exiting economically sensitive stocks this month, fund managers began to invest in growth stocks, a successful tactic that helped them beat the returns of the S & P 500.
According to Jefferies, the fund actively increased its holdings in growth stocks in July, with an increase rate of 12.8%, the highest since April 2020. Meanwhile, the Wall Street firm said the industry had reduced its risk appetite to reduce its holdings after bullish on cyclical stocks since July last year.
Steven DeSanctis, equity strategist at Jefferies, said in a note: "there has been a loss of interest in benchmark funds, especially in the financial sector, while interest in health care, information technology and communications services has increased. The performance of these stocks in July has developed in the direction of positioning the benchmark fund. "
Jefferies looked at the 13F report on the long-term portfolio and the most popular stocks held by the benchmark fund for its so-called Uber Crowded portfolio. A basket of 20 stocks is up 5.2% this month, surpassing the 2.9% return of the s & p 500.
Among the hedge funds and mutual funds, the top four most popular are technology blue chips--Amazon(AMZN),Facebook Inc(FB), Alphabet (GOOG) andMicrosoft Corp(MSFT).
Alphabet Inc-CL CAlphabet, the parent company, ushered in a rising week this week, with advertising revenue surging 69 per cent in the tech giant's results. Facebook Inc also reported better-than-expected earnings for the last quarter this week, but warned that growth would slow sharply in the future.
Investors also cheered Microsoft Corp's massive earnings data earlier this week. The big technology company also gave an optimistic revenue forecast.
Jefferies representsNike Inc(NKE),Activision Blizzard(ATVI) and Lam Research (LRCX) were added to the list this month, whileMorgan Stanley(MS), Discovery (DFS), and LPL Financial Holdings (LPLA) are deleted. (Chinese Investment Network)
