在错过了一波猛烈的上涨行情之后短线资金投资者正逐步重返美国股市这进一步增强了股市有望继续上涨、进入未知高位的预期。法国巴黎银行一项对包括商品交易顾问(CTA)、波动率目标基金和对冲基金在内的投资者的股票仓位进行测算的指标稳步上升目前略高于中性水平。在此之前标准普尔500指数经历了长达数月的反弹从熊市的悬崖边反弹至新高。据该银行称上一次机构在股市大幅回升时对股票如此轻仓还是在2023年。
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