BofA 调查:53% 基金经理视做多半导体为最拥挤交易

链捕手
Sep 20

ChainCatcher 消息,美国银行 BofA 于 9 月 4 日至 10 日开展的调查显示,53% 的全球基金经理将“做多全球半导体”视为最拥挤交易,这是该交易连续第 4 个月位居榜首。

尽管 33% 受访者认为相关公司存在过度投资,创下有记录以来最高比例。“做空国债”首次升至第二,18% 受访者将其列为最拥挤交易。仅 7% 受访者认为“做多 Magnificent 7”最拥挤。

此前该交易在 2023 年至 2025 年间连续 23 个月占据首位,并于 2024 年 6 月达到约 70% 峰值。半导体股票继续吸引投资者关注。

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