格林尼治时间01:24——麦格理最新研报警示，外资疯狂涌入澳大利亚银行股的浪潮可能迎来逆转。数据显示，今年二季度国际机构豪掷27亿澳元扫货澳银股票，本土机构同期投入仅7亿澳元，创2020年一季度以来外资最大买入规模。
然而报告向客户发出预警：多重迹象表明这股热潮即将消退。美国监管政策松绑释放关键信号，此举有望释放千亿美元级别的资本回报潜力。全球资本正重新校准方向，当美国银行股焕发资本回报新机，澳大利亚银行股的资本回报增长空间已然有限。国际资金或将掉转船头，转向更具吸引力的美国同业。
（注：文中数据及观点源自麦格理研报）
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