美国银行(Bank of America)策略员哈特内特(Michael Hartnett)表示,投资者正在从美国股市撤资,转为涌入现金基金,原因是市场再次担心,全面关税将抑制经济增长。 随着美国总统特朗普的新一轮关税于周四生效,投资者对企业盈利前景感到担忧。目前,美国的平均关税税率已升至15.2%,远高于去年的2.3%,是自二战以来的最高水平。 据美银引述EPFR Global数据发布的一份报告,在截至8月6日的一周内,美国股票基金被赎回近280亿美元,货币市场基金则吸引约1070亿美元资金流入,是自今年1月以来规模最大的一次。 哈特内特指出,全球股票基金出现417亿美元的资金流出,主要是由于7月31日来自三只英国注册基金的“异常清算性资金流出”。 由于数据显示美国劳动力市场正在放缓,标普500指数创纪录的升势在上周陷入停滞。
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