【美银调查：更多投资者看好欧洲股市跑赢美股】美国银行一项区域调查显示，约 38% 的基金经理预计未来一年欧洲股市将小幅跑赢美股，该比例较上月 18% 明显上升。由 Paulina Strzelinska 牵头的研究团队表示，净 44% 受访者预计欧洲股市未来 1 至 3 个月上涨，但 12 个月预期上行空间降至 4.5%，为 2025 年 1 月以来最低。欧洲仍是全球最不受青睐区域，净 23% 受访者计划在未来一年低配欧洲大陆股票。净 3% 受访者预期通胀走高；净 44% 受访者认为 12 个月内欧洲央行存款利率将上调。约 56% 受访者认为盈利上调是股市继续上涨的主要驱动因素，但 50% 受访者预计盈利上调将集中于少数板块。净 41% 受访者预计周期股将跑赢大盘，该比例为 2 月以来最高，不过投资者仅超配其中 7 个周期板块。科技板块是超配幅度最大板块，净超配比例 28%；零售板块低配幅度最高，净低配比例 47%。净 56% 受访者表示未来 12 个月将低配法国股市，该比例创历史新高。约 63% 受访者将法国财政可持续性与 2027 年大选视作欧洲股市最大政治风险。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.