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5000亿美元即将杀到!摩根大通高呼:美股年底前还要再涨10%
Jin Shi Shu Ju·2025-07-11 05:04

Group 1 - Investors are expected to inject $500 billion into the stock market for the remainder of 2025, primarily driven by retail traders [1] - Retail investors have net purchased $270 billion worth of stocks so far this year, with an aggressive buying pace in the first four months of 2025 [1] - The total retail stock purchases for the year are projected to reach $630 billion, with an additional $360 billion expected in the second half of the year [1] Group 2 - Foreign investors may increase their net investment in the U.S. market by $50 billion to $100 billion, despite concerns over tariffs and budget deficits [1] - The resistance of foreign investors to the U.S. stock market is deemed unsustainable, as they cannot overlook the significant growth segment of the global market [1] - The U.S. dollar index has stabilized around 98, which may encourage foreign investors to increase their interest in U.S. stocks [1] Group 3 - Retail investors have shown unprecedented enthusiasm for stock purchases in the first half of the year, with net purchases reaching $155.3 billion for stocks and ETFs, the highest level in at least a decade [2][4] - Nvidia (NVDA) was the most favored stock among retail traders, attracting $19.3 billion in inflows, followed by Tesla (TSLA) with $11.9 billion and the SPDR S&P 500 ETF Trust (SPY) with $6.3 billion [4]