一度“不被看好”的美股反弹 如今吸引大型买家回流市场

Core Viewpoint - Short-term investors are gradually returning to the U.S. stock market after missing a significant rally, which enhances expectations for continued market growth and potential new highs [1] Group 1: Market Sentiment - A measure by BNP Paribas assessing stock positions of various investors, including Commodity Trading Advisors (CTAs), volatility-targeting funds, and hedge funds, shows a steady increase, currently slightly above neutral levels [1] - The S&P 500 index has experienced a rebound over several months, recovering from the brink of a bear market to reach new highs [1] Group 2: Historical Context - According to BNP Paribas, the last time institutions held such low stock positions during a significant market rebound was in 2023 [1]