全球投资者正陷入“极致贪婪”的状态,市场情绪已被推升至2021年年中以来的最高水平。根据美银最新发布的全球基金经理调查,随着基金经理们大举追逐风险资产,投资组合中的现金水平已暴跌至历史最低点,市场普遍押注全球经济将出现“不着陆”的情景。 据追风交易台,美银1月20日发布的调查显示,宏观预期的风向标发生了决定性转变,“不着陆”首次在三年内取代“软着陆”,成为投资者的基准预期。这种极度乐观的情绪推动...
Source Link全球投资者正陷入“极致贪婪”的状态,市场情绪已被推升至2021年年中以来的最高水平。根据美银最新发布的全球基金经理调查,随着基金经理们大举追逐风险资产,投资组合中的现金水平已暴跌至历史最低点,市场普遍押注全球经济将出现“不着陆”的情景。 据追风交易台,美银1月20日发布的调查显示,宏观预期的风向标发生了决定性转变,“不着陆”首次在三年内取代“软着陆”,成为投资者的基准预期。这种极度乐观的情绪推动...
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