情绪变得"过热",但短期内不太可能回调——美银调查

英为财情
Jul 15, 2025

Investing.com - 根据美国银行(BofA)的调查,投资者情绪现已达到自2月以来最为乐观的水平,这主要受到企业利润增长预期和风险偏好激增的推动。 美银引用其全球基金经理调查结果表示,"超配"仓位的数量尚未达到"极端"水平,同时债券市场波动性仍然较低。 "贪婪[总是]比恐惧更难逆转,"该券商预测,投资者今年夏季更可能坚持"对冲交易和轮动"策略,而非"大规模做空和撤退"。 然而,分析师们...

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