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美国银行:过去六个月投资者对欧元持仓增幅创下纪录

Core Insights - The Bank of America report indicates a record increase in investor positions in euros over the past six months, with a net 20% of investors overweight in euros, the highest level since January 2005 [1] - The overweight position in euros has risen by 39 percentage points from a net 18% underweight in January of this year, marking a historic increase [1] - In July, the most overweight assets among investors included euros, eurozone stocks, emerging market stocks, and bank stocks [1] - The survey also revealed that a net 31% of investors believe euros are undervalued, a decrease from 38% in June [1]