汇丰策略师：对美股接近最大程度超配

Group 1 - HSBC's Max Kettner and team maintain an "aggressive risk appetite" stance, nearing maximum overweight in US equities [1][2] - The stock market is currently near record highs following the passage of key risk events in December [1][2] - Mixed US economic data is favorable for the stock market, provided inflation remains neither too cold nor too hot, and bond yields stay away from levels that would be concerning for risk assets [1][2] - Kettner notes that the team's confidence and positioning are slowly approaching overbought territory [1][2]