美银：杰克逊霍尔会议后股票市场料将迎来一波获利回吐

Group 1 - The core viewpoint of the article highlights that the recent record rebound in the US stock market presents an excellent opportunity for profit-taking, especially if the Federal Reserve signals a dovish stance at the Jackson Hole meeting [1] - Investors are increasingly moving into risk assets such as stocks, cryptocurrencies, and corporate bonds, driven by optimism that the Federal Reserve will lower interest rates to support a weak labor market and alleviate the US debt burden [1] - The strategist Michael Hartnett warns that if Fed Chair Powell delivers dovish comments at the Jackson Hole meeting, it could lead to a decline in the stock market, as investors tend to "buy the rumor, sell the fact" [1] Group 2 - Hartnett expresses a preference for international stocks over US stocks, a view that has proven correct this year [1] - There is a warning from Hartnett that the stock market may be forming a bubble, as investors seek to hedge against inflation and a weakening dollar [1] - Hartnett identifies gold, commodities, cryptocurrencies, and emerging market assets as potential big winners in the current economic climate [1]