外媒:华尔街加速流出,转向新兴市场
Huan Qiu Wang·2026-02-23 01:47

Group 1 - The core viewpoint of the article indicates that U.S. investors are withdrawing from domestic stock markets at the fastest pace in 16 years, driven by diminishing returns from large tech stocks and the attractiveness of better-performing overseas markets [1][3] Group 2 - According to Lipper data, U.S. investors have pulled approximately $75 billion from U.S. equity products over the past six months, with $52 billion of that outflow occurring since the beginning of 2026, marking the largest outflow in the first eight weeks of the year since 2010 [3] - Despite a weaker dollar making overseas asset purchases more expensive, U.S. investors are increasingly diversifying away from American assets, reflecting a trend previously observed among international investors [3] - Concerns over potential risks and costs associated with artificial intelligence have diminished the appeal of Wall Street stocks, prompting investors to seek more attractive opportunities elsewhere [3] - A Bank of America survey indicates that the speed at which investors are shifting from U.S. stocks to emerging market equities is the fastest in five years [3] - UBS's Gerry Fowler noted that discussions with U.S. wealth management clients reveal a growing interest in increasing overseas investments, as they recognize missed opportunities in foreign markets [3] - LSEG data shows that U.S. investors have allocated approximately $26 billion to emerging market stocks this year, with South Korea receiving the largest inflow of $2.8 billion, followed by Brazil with $1.2 billion [3]

外媒:华尔街加速流出,转向新兴市场 - Reportify