JPMorgan: Sau đợt bán tháo cổ phiếu công nghệ tháng Bảy, nhà đầu tư lẻ có thể gia tăng ảnh hưởng

The Huoxing Finance report states that on August 6, according to J.P. Morgan’s preliminary assessment of data from long-short hedge funds in the technology, media, and telecommunications sectors, tech stock trading may be becoming increasingly reliant on retail investors following the severe sell-off in July, leading to heightened volatility. J.P. Morgan strategists, including Nikolaos Panigirtzoglou, noted that Pivotal Path data shows these hedge funds incurred losses exceeding 10% in July. This drawdown does not yet account for the Situational Awareness fund, which was forced to sell the majority of its public equity portfolio last week after sharp sell-offs in semiconductors and tech stocks. Panigirtzoglou believes this suggests that other tech-focused long-short equity hedge funds may also have faced forced liquidations in semiconductor and memory chip stocks.