美国银行表示,随着人工智能支出激增,欧洲强劲的经济前景更具吸引力,投资者越来越青睐欧洲股票而非美国股票。美国银行的一项调

智通财经
Aug 19
美国银行表示,随着人工智能支出激增,欧洲强劲的经济前景更具吸引力,投资者越来越青睐欧洲股票而非美国股票。美国银行的一项调查显示,约47%的基金经理预计,未来一年欧洲股市回报率将略高于美国股市,这是自2月份伊朗战争爆发以来的最高水平。约97%的受访者预计欧洲不会陷入衰退,为2007年以来最高水平。同时,超过四分之三的受访者表示,股市进一步上涨主要将由企业盈利预期上调推动。美国银行策略师Andreas Bruckner表示:“我们正在重新关注年初以来看好欧洲的主题,而伊朗战争曾一度阻碍了这一趋势。”。

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