贸易战阴云下外资狂买美股 二季度购买量达2907亿美元创历史新高

Group 1 - The core point of the articles highlights the strong demand for U.S. stocks from foreign investors despite geopolitical tensions and trade wars, with foreign purchases reaching a record high of $290.7 billion in Q2, pushing their share in U.S. asset allocation to nearly 32%, the highest since 1968 [1][4] - The appeal of U.S. stocks is largely driven by the strong performance of technology stocks, particularly those related to artificial intelligence, such as Nvidia, Microsoft, and Google, which have seen significant price increases [4] - Despite a rise in foreign ownership of U.S. stocks, the dollar value of these holdings is primarily increasing due to rising asset prices, indicating that international investors are still purchasing U.S. stocks at a robust pace [4] Group 2 - The MSCI global index has risen by 15% this year, potentially outperforming the S&P 500 for the first time since 2017, while the MSCI All Country World Index, excluding U.S. stocks, has increased by 22%, significantly surpassing the S&P 500's 13% gain [5] - Foreign investors are selectively focusing on AI-themed stocks and large U.S. tech companies, which hold a unique weight in the U.S. stock market, contributing to the overall market's performance [5] - Many foreign investors holding U.S. assets but reluctant to hold U.S. government bonds recognize that their grievances are directed at the government rather than companies, which may explain the continued influx of foreign capital into U.S. equities [6]