随着美国银行最新发布的全球基金经理调查结果揭晓，市场情绪正经历显著转变。7月数据显示，基金经理对企业盈利前景的悲观预期大幅缓解，风险承受意愿明显增强。
调查显示，预计未来12个月全球企业盈利将恶化的基金经理净占比仅为11%。这一比例远低于上月26%的净看跌比例，与四月份高达90%的极度悲观预期形成强烈反差。值得注意的是，过去三个月内市场预期改善幅度创下2020年8月以来之最。
风险偏好指标同样呈现积极变化。衡量金融市场稳定性的风险指标在7月降至0.4，较此前3.2的水平大幅回落，创下2021年10月以来新低。数据印证了投资者正在逐步撤离防御姿态，风险资产配置意愿持续升温。
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