根据美国银行的一项月度调查对经济增长和强劲企业利润的乐观情绪正推动基金经理以创纪录的速度重返风险资产。调查显示以三个月来

智通财经
15 Jul
根据美国银行的一项月度调查对经济增长和强劲企业利润的乐观情绪正推动基金经理以创纪录的速度重返风险资产。调查显示以三个月来看投资者投资组合中的风险水平已达到2001年以来的最高水平投资者对美国和欧洲股票以及科技股的配置大幅增加。7月调查显示投资者对美国股票的配置出现去年12月以来的最大增幅。对科技股的配置也创下2009年以来的最大三个月增幅。此外对欧元区股票的超配程度达到四年之最。

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