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中文(ZH) 华尔街大行限制对冲基金对SK海力士和三星等亚洲芯片股的做多杠杆

Banks Restrict Hedge Fund Leverage on Asian Chip Stocks Amid Rally Concerns

Major global banks are reportedly restricting the leverage available to hedge funds for bets on Asian chip stocks, including SK Hynix and Samsung Electronics. This move comes amid concerns of a potential pullback following a significant rally in these stocks this year. Brokerages like Citigroup, JPMorgan Chase, and Goldman Sachs have increased financing costs for swap-based bets and tightened terms for new trades, with some even declining requests. Similar measures have been observed for Taiwan Semiconductor Manufacturing Company (TSMC). AI

IMPACT Increased scrutiny and potential pullback in chip stock leverage could affect investment flows into AI hardware development.

RANK_REASON Major financial institutions are implementing new restrictions on trading leverage for specific market segments, impacting major technology companies. [lever_c_demoted from significant: ic=1 ai=0.4]

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Wall Street giants limit leveraged long bets on Asian chip stocks like SK Hynix and Samsung

    据知情人士透露,全球银行正在限制对冲基金对亚洲顶级芯片制造商(包括SK海力士和三星电子)的杠杆押注,此前今年以来的猛烈上涨引发了可能回调的担忧。知情人士表示,包括花旗集团、摩根大通和高盛在内的经纪商已经提高了对冲基金通过掉期方式押注SK海力士和三星电子股票的融资成本。银行收紧了新交易的规模以及向哪些公司提供交易,有些银行甚至拒绝客户提出的新掉期交易请求,或根据具体情况进行评估。针对台积电,银行也采取了类似措施。(新浪财经)