美国银行汇总的数据显示标普500指数创出新高的同时美国股市录得了10周以来最大规模的净卖出。美国银行策略师Jill Ca

智通财经
Jul 01, 2025
美国银行汇总的数据显示标普500指数创出新高的同时美国股市录得了10周以来最大规模的净卖出。美国银行策略师Jill Carey Hall说上周该行客户三周来首次净卖出美国股票。Hall指出卖出由机构客户主导对冲基金则是第二周卖出私人客户是六周以来第一次。他表示客户在八个板块卖出股票其中工业和房地产居首;这两个板块已连续四周出现资金流出。与此同时公用事业股近期遭遇的卖出时间最长;该板块和清洁技术股“受到参议院/众议院法案协调版不确定性的阻碍”。客户在卖出个股的同时买入了ETF推动股票ETF流入创下4月以来的最高纪录。

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