美国银行月度基金经理调查显示得益于乐观的盈利表现以及全球经济情绪的改善投资者重新涌入股市持有美国大型科技股再度成为最热门

智通财经
Aug 11
美国银行月度基金经理调查显示得益于乐观的盈利表现以及全球经济情绪的改善投资者重新涌入股市持有美国大型科技股再度成为最热门交易。8月的调查涵盖169位参与者他们管理的资产规模达4130亿美元。其中45%的受访者认为最拥挤的交易是“做多‘七大科技巨头’”——这一组合包括英伟达和微软等美国大型科技股。8月投资者整体情绪有所改善仅5%的资产管理机构押注经济将出现“硬着陆”。净14%的受访者对全球股票持仓超重这一比例为2月以来最高但仍较去年12月净49%的超重比例大幅下降。

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