摩根大通的报告预测下半年将有近5000亿美元资金流入美股由散户投资者引领。预计对冲基金在降低风险后会增加看多敞口而养老基金和保险公司预计将继续卖出股票。外国投资者可能带来额外500亿至1000亿美元的买盘但需要美元稳定作为前提。
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