全球股市逼近历史新高！下一个投资热点或已浮现

Group 1 - Global stock markets are nearing historical highs, with analysts predicting further increases supported by "buying the dip" activities [1][4] - The MSCI All Country World Index is just 0.5% away from surpassing its historical closing high of 887.72 points set on February 18, having rebounded 19% from its low in April [1] - Many investors are seeking potential pullback opportunities to deploy funds, as the U.S. temporarily exempted most tariffs on trade partners, boosting market risk appetite [4] Group 2 - Analysts forecast an 11% increase in the MSCI global stock benchmark index over the next 12 months, with strategists beginning to adjust allocations to major markets [4] - Morgan Stanley strategists have raised their positions on U.S. stocks and bonds, anticipating that a series of interest rate cuts by the Federal Reserve will support bonds and boost corporate earnings [4] - European stocks have emerged as significant winners, with 8 out of the 10 best-performing stock markets globally this year located in Europe [4][5] Group 3 - The Euro Stoxx 600 index has outperformed the S&P 500 index by 18 percentage points, driven by historic fiscal spending plans in Germany and a stronger euro [5] - Strong corporate earnings and attractive valuations in Europe are making the region a safer investment option amid trade and fiscal debt concerns in the U.S. [5] - Interest in European markets has surged, with inquiries about Europe increasing more in the past two months than in the last decade [5]