欧洲投资吸引力上升，资金流向透露哪些信号？

Group 1 - The core viewpoint of the articles indicates a significant shift of investor focus from the United States to Europe due to perceived instability and intervention in the U.S. capital markets [1][3] - Over $100 billion has flowed into European equity funds this year, which is three times the amount from the same period last year, while U.S. equity funds have seen outflows exceeding $87 billion [3] - Germany's foreign direct investment inflows have more than doubled in the first four months of 2023, reaching €46 billion, marking the highest level since 2022 [3] Group 2 - The sentiment among investors and companies is increasingly positive towards Europe, as indicated by the comments from European Central Bank President Christine Lagarde, who noted that market forces are recognizing the value in Europe [3] - The stock price of Holcim, focused on Europe, Latin America, and North Africa, surged by 15%, reflecting growing investor confidence in these regions [3] - There is a warning from the head of KfW Bank regarding the potential for rapid shifts in market sentiment, emphasizing the need to capitalize on current momentum [3]