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美股,拉响警报!外国投资者3月初以来抛售630亿美元!知名机构发声:逢高卖出
Mei Ri Jing Ji Xin Wen·2025-04-27 03:51

Group 1 - The U.S. stock market experienced a rebound this week, with the Dow Jones up 2.48%, S&P 500 rising over 4.5%, and Nasdaq increasing by 6.73% [1] - Despite the rebound, some Wall Street institutions remain pessimistic about the market's future [1][2] - Bank of America warns that the recent stock market rally will be temporary, advising investors to sell during the rebound [4] Group 2 - Goldman Sachs reported that foreign investors have withdrawn $63 billion from the U.S. stock market since early March, with Europe being the largest seller [3] - A survey by JPMorgan indicates that U.S. stocks will see the most significant capital outflow this year, while cash is viewed as the most favorable asset class [3] - Analysts expect continued market volatility, with upcoming earnings reports from tech giants being crucial for market direction [5] Group 3 - The U.S. economy faces multiple challenges, including long-term growth imbalances, significant wealth gaps, and over $36 trillion in national debt [6] - The International Monetary Fund (IMF) forecasts a slowdown in U.S. economic growth to 1.8% by 2025, marking the largest downward revision among developed economies [6] - Wall Street anticipates a substantial slowdown in U.S. GDP growth for the first quarter, with Goldman Sachs predicting a growth rate of only 0.1% [6] Group 4 - Concerns over "stagflation" have heightened, leading to increased volatility in U.S. markets, with simultaneous declines in U.S. stocks and bonds [7] - The U.S. government's debt burden is rising, with increased financing costs due to high inflation and interest rates, raising concerns about potential defaults [7] - Market expectations for the Federal Reserve to implement "recession-style" rate cuts are growing, reflecting deteriorating economic fundamentals [7]