美银调查显示投资者以创纪录的速度重返风险资产

Core Insights - A record number of investors are returning to risk assets driven by optimism about economic growth and strong corporate profits [1] Group 1: Investor Sentiment - The risk level in investor portfolios has reached the highest level since 2001 over a three-month period [1] - There has been a significant increase in allocations to U.S. and European stocks, as well as technology stocks [1] Group 2: Allocation Changes - The July survey indicates the largest increase in allocations to U.S. stocks since December of the previous year [1] - Allocations to technology stocks have seen the largest three-month increase since 2009 [1] - The overweight position in Eurozone stocks has reached its highest level in four years [1]