美银：主动型基金经理的持仓情况更新-究竟是怎么想的呢？
美银·2025-04-02 14:06
LO relative weight in S&P 500 stocks with high foreign sales exposure (top decile) 0.7 0.9 1.1 1.3 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Active managers' holdings update But how do you really feel? Investor positioning tells us… Liberation Day: another plug for Large Cap Value Any tariff news tomorrow that fuels stagflation concerns could drive further upside in Utilities, Energy and Staples, and downside in exporters (see Exhibit 13 for geographical breakdown of US stocks with high foreign sal ...