美国银行客户对美股采取防御性立场，为最近六周首次

Core Viewpoint - The strategist team led by Jill Carey Hall indicates that U.S. bank clients have adopted a defensive stance towards U.S. stocks for the first time in six weeks, with net inflows into defensive sectors and outflows from cyclical sectors [1] Summary by Category - Client Behavior - Clients overall are net buyers, with a total net inflow of $800 million [1] - Sector Performance - Inflows were observed in technology, energy, healthcare, and consumer staples stocks [1] - The largest outflows were from consumer discretionary stocks, followed by industrials and utilities [1]