-- 根據週五提交給澳洲證券交易所的文件，Regal Partners Global Investments（ASX：RG1）表示，半導體和黃金領漲其投資組合在3月季度的收益，其中三星、SK海力士和台積電是主要貢獻者。 文件顯示，該公司增加了金融和黃金板塊，儘管季度末市場波動較大，但其黃金投資仍貢獻了積極收益。此外，該公司還清倉了嘉能可，並將資金重新配置到其看好的投資標的，例如阿波羅和優步。 Regal Partners表示，其空頭部位帶來了利好，尤其是在3月份，同時，隨著澳元在本季度走強，對沖澳元風險也帶來了收益。 該公司表示：“該投資組合保持較低的軟體板塊配置，並在市場普遍拋售後有選擇地尋找機會。”
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