债券收益率是“房间里的大象” 股票投资者却对其视而不见

智通财经
Aug 21
【债券收益率是“房间里的大象” 股票投资者却对其视而不见】如果专业投资者担心全球债券收益率上升会破坏股票牛市,那么从他们的资金配置来看,你根本猜不到他们有这种担忧。美国银行最新的全球基金经理调查显示,股票在这些基金经理投资组合中的占比达到56%,为2021年11月份以来最高。在这份调查结果表明基金经理看涨股票的同时,同一份调查还显示,“债券收益率无序上升”被视为股市面临的第二大威胁,仅次于对AI泡沫的担忧。在相关风险方面,25%的受访者将第二波通胀列为最大风险。Sevens Report Technicals通讯的编辑Tyler Richey在接受电话采访时表示,收益率飙升是“房间里的大象”,在过去一年股市屡创新高,但一直难以维持在历史高位附近之际,这可能会破坏股市行情。

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