星球日报
星球日报|Oct 29, 2026 12:11
[Analysis: Anthropic IPO Could Ignite AI Stock Rebound, Tech Shorts Surge] Odaily Planet Daily reports that Wall Street's recent risk aversion towards stocks could create conditions for a strong market rebound. If Anthropic's planned IPO reignites investor enthusiasm for artificial intelligence, tech stocks, in particular, could see a rally. Data from Deutsche Bank shows that investors have reduced their stock exposure to levels largely in line with historical norms. Active investors' exposure to US stocks has fallen to its lowest level in over a month, and funds employing computer-driven trading strategies have also reduced their holdings. Once market confidence recovers, there is still room for a new round of buying. Hedge funds are acting more aggressively, increasingly betting on falling stock prices. Goldman Sachs stated that this month, for every $1 of stock its hedge fund clients bought, they shorted approximately $5 worth of stock. The company's records show that the scale of hedge funds borrowing to bet on falling stock prices is currently near its highest level in five years. If the stock market subsequently strengthens, these short bets could actually act as a booster, forcing those betting on the decline to buy stocks to cover their positions. (Bloomberg)
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