-- 根据周五提交给澳大利亚证券交易所的文件，Regal Partners Global Investments（ASX：RG1）表示，半导体和黄金领涨其投资组合在3月份季度的收益，其中三星、SK海力士和台积电是主要贡献者。 文件显示，该公司增持了金融和黄金板块，尽管季度末市场波动较大，但其黄金投资仍贡献了积极收益。此外，该公司还清仓了嘉能可，并将资金重新配置到其看好的投资标的，例如阿波罗和优步。 Regal Partners表示，其空头头寸带来了利好，尤其是在3月份，同时，随着澳元在本季度走强，对冲澳元风险也带来了收益。 该公司表示：“该投资组合保持较低的软件板块配置，并在市场普遍抛售后有选择地寻找机会。”
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