资金流向方面美国股票基金迎来了8个月来最大单周资金净流入。伦交所(LSEG)向第一财经提供的数据显示美股基金过去一周的净

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资金流向方面美国股票基金迎来了8个月来最大单周资金净流入。伦交所(LSEG)向第一财经提供的数据显示美股基金过去一周的净流入量为316亿美元。尽管所谓“对等关税”90天的截止期限即将到来贸易谈判进展相对有限但在人工智能乐观情绪以及美联储宽松前景推动下美股触及纪录高位。在火热的市场环境下美银却想给投资者降温。该行明星策略师哈特内特(Michael Hartnett)表示如果标普500指数在7月突破6300点可能触发“卖出信号”。“已经超买的市场可能持续超买因为贪婪比恐惧更难征服” 哈特内特在报告中写道。他将市场前景描述为“要么出现泡沫要么涨势破灭”(bubble or bust)认为随着众议院通过了3.4万亿美元的大而美法案美股的泡沫风险将在夏季上升。

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