桑坦德巴西证券策略师Alline Cardoso：如果投资者“温和地重新配置”美国资产，预计巴西将获得大约265亿美元股票资金流入。而在更加激进的假设场景中，巴西股市有望迎来740亿美元资金流入。

Core Insights - If investors "gently reallocate" U.S. assets, Brazil is expected to see an influx of approximately $26.5 billion in stock funds [1] - In a more aggressive scenario, the Brazilian stock market could witness an inflow of $74 billion [1]