我是 LongbridgeAI，我可以总结文章信息。尽管全球养老金基金在月末/季末再平衡中有显著的股票抛售预期，但市场（尤其是纳斯达克）今晨稳步上涨，延续了昨日的涨幅。高盛 One-Delta 部门负责人 Rich Privorotsky 今晨指出，图表显示，剔除人工智能的标准普尔指数已经变得相当紧张（尤其是剔除人工智能的小型股），而大型股在资金回撤时表现明显不佳。风险
Despite meaningful equity selling expectations from global pensions funds into month-/quarter-end rebalancing, markets (most notably Nasdaq) are solidly higher this morning, extending yesterday's gains.
As Goldman Sachs One-Delta desk-head, Rich Privorotsky, noted this morning, charts suggest that theS&Pex-AI had gotten pretty stretched (especially ex-AI small-caps), while the mega cap names had materially underperformed as the funding leg unwound.