[Goldman Sachs: Hedge funds are reducing their holdings of technology stocks at the fastest rate in at least a decade] On October 20, data from Goldman Sachs’ prime brokerage business unit showed that hedge funds were reducing their holdings of technology stocks at the fastest rate in at least a decade.截至10月15日的五个交易日，对冲基金削减科技股仓位的幅度创高盛2016年开始统计以来最大。与此同时，高盛全球银行与市场部门的一份报告显示，总交易活动下降速度创近三个月来最快。 Hedge funds sold off amid a global rout in technology stocks. . As AI-themed trading ebbs globally, the Nasdaq 100 fell 5.5% last week, its biggest drop since April 2025. Technology stocks were the worst-performing sector in the MSCI World Index over the five trading days covered by Goldman Sachs data. Goldman Sachs data shows that global equity net selling flows have reached two standard deviations of flows over the past year. The information technology sector's net sales were far ahead, with the information technology sector's net sales being the most prominent, and the semiconductor sector's sales being the largest. However, hedge funds still hold large positions in technology stocks. According to the report, the technology sector accounts for 23.5% of global Prime holdings, and net allocation to the sector is still at the 90th percentile over the past five years. But hedge funds have become more cautious. Net leverage, a measure of the extent to which long positions outnumber short positions, fell to a one-year low of 48.6%.