Group 1 - The core viewpoint is that global stock markets may continue to rise due to improved economic growth expectations, with bullish sentiment dominating [1] - A net 28% of global fund managers are overweight in stocks, marking the highest level in seven months [1] - There has been a significant improvement in economic growth outlook, with only a net 16% of investors expecting economic weakness [1] Group 2 - The risks of a "recessionary trade war" are diminishing, leading to a predominance of bullish sentiment [1] - Stock market exposure has not reached extreme levels, which is favorable for sustaining upward momentum [1] - Renewed enthusiasm for artificial intelligence is driving gains in technology giants, contributing to the MSCI global index reaching an all-time high [1] Group 3 - Investors are betting that the Federal Reserve will begin to cut interest rates in a timely manner to prevent an economic downturn [1]
美银策略师称经济增长预期跃升 全球股市或进一步上涨
Ge Long Hui A P P·2025-09-16 15:41