虽然该报告没有具体说明哪个地区的银行最受关注，但高盛机构经纪部门在同一天发出的另一份报告称，美国银行将受益。A Goldman Sachs report showed that as investors reacted to Trump's victory in the US presidential election, hedge funds last week snapped up bank stocks at the fastest rate in three years while shorting renewable electricity producers.
The Zhitong Finance App learned that a Goldman Sachs report showed that as investors reacted to Trump's victory in the US presidential election, hedge funds snapped up bank stocks at the fastest speed in three years last week while shorting renewable electricity producers.
According to a report released last Friday, financial stocks such as banks and trading companies were the most popular and net-bought sector in Goldman Sachs's institutional brokerage trading department last week.
Although the report did not specify which regional banks received the most attention, another report issued by Goldman Sachs's institutional brokerage department on the same day stated that Bank of America would benefit.
According to the second report, many believe that with Trump's new term, regulations will be relaxed and financial stocks are expected to be boosted.
The report added that financial companies are also expected to benefit from anticipated tax reforms.
Goldman Sachs's second report said, “There is room for further growth in US financial stock positions.” He also added that currently hedge fund positions in such stocks are still at historically low levels.
On November 6, Bank of America shares rose 11.1% from the previous day's close after news broke that Trump had won the election.
According to the first report, banks and companies providing consumer finance, capital markets, and financial services are among the top players in betting long.
Bullish bets are mainly focused on the US stock market, but also include stocks in developing Asian markets. In Europe, hedge funds have exited short positions and increased their long positions.
Goldman Sachs's first report said that utility stocks saw a net sell-off for the first time in four weeks, “almost entirely driven by bears.”
The bank said independent power and renewable electricity producers were sold the most, and the ratio of hedge funds' long and short positions to US utilities was 1:2.
