道富环球：整个6月机构投资者都在增持股票持仓比例增加了0.7%

智通财经

Jul 10, 2025

智通财经APP获悉，近日，道富环球市场公布最新机构投资者指标。道富机构投资者风险偏好指标于6月升至+0.36的高位。发布机构称，整个6月机构投资者都在增持股票，股票持仓比例增加了0.7%，目前仍高于年初水平，增持股票的资金主要来源于降低现金配置。现金持仓成为机构投资者回撤股票的主要受益者，当月上升近0.5%；固定收益持仓则基本持平。

道富市场股票研究主管Marija Veitmane表示，机构投资者在6月持续加码风险资产配置，市场波动性下降或是主要原因。尽管投资者广泛配置风险资产，但其中以资产配置、股票及大宗商品的增持幅度最为显著。机构投资者主要通过重新部署现金来增持股票，6月末股票配置比例已超越年初高点。股票资产中，美股获得持续买入，其中科技板块吸纳了主要资金；能源股及大宗商品货币也获显著增持，这或是中东冲突推升油价上涨所致。

在亚太地区，澳洲6月份吸引了机构投资者的高度关注。澳洲本国经济和企业盈利基本面相对稳健，劳动力市场持续展现出强劲的增长势头，薪资水平也在稳步上升。此外，工党在澳洲最近的大选中取得决定性胜利，为实施扩张性财政政策提供了更有力的保障。机构投资者已大幅配置澳元资产，在澳洲银行板块维持中性仓位，而股票持仓仍处于较低水平。

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