金吾财讯 | 摩根大通的报告预测,2025年下半年美股市场或迎来近5000亿美元的资金流入,其中个人投资者将成为主要驱动力。该行分析显示,在对冲基金完成风险敞口调整后,其多头仓位有望逐步提升;而机构投资者方面,养老基金与保险公司预计仍将维持减持态势。此外,若美元汇率保持平稳,海外资金可能贡献500-1000亿美元的增量买盘。
金吾财讯 | 摩根大通的报告预测,2025年下半年美股市场或迎来近5000亿美元的资金流入,其中个人投资者将成为主要驱动力。该行分析显示,在对冲基金完成风险敞口调整后,其多头仓位有望逐步提升;而机构投资者方面,养老基金与保险公司预计仍将维持减持态势。此外,若美元汇率保持平稳,海外资金可能贡献500-1000亿美元的增量买盘。
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