美银的一项月度调查显示,基金经理以创纪录的速度重返风险资产,对美股的配置创去年12月以来最大增幅。
news flash·2025-07-16 00:47
Core Insights - A monthly survey by Bank of America indicates that fund managers are returning to risk assets at a record pace, with the allocation to U.S. stocks showing the largest increase since December of last year [1] Group 1 - Fund managers are significantly increasing their exposure to risk assets, reflecting a shift in market sentiment [1] - The allocation to U.S. equities has reached its highest level since December, suggesting renewed confidence in the market [1]