股市，突发！爆买19000亿，上调回报预期！

Group 1 - The core viewpoint of the article highlights the significant inflow of capital into both the US and Asian stock markets, driven primarily by retail investors and favorable macroeconomic conditions [1][2][3][12]. Group 2 - According to a report by JPMorgan, it is predicted that $500 billion (approximately 36 trillion RMB) will flow into the US stock market in the second half of this year, mainly from retail investors [2][5]. - Retail investors have already net purchased $270 billion (approximately 19 trillion RMB) worth of stocks this year, showcasing unprecedented enthusiasm for stock trading [6][7]. - The report indicates that retail investors are expected to resume stock purchases starting in July, potentially driving the market up by 5% to 10% by the end of the year [6][10]. Group 3 - Asian stock markets have also attracted foreign capital, with net inflows recorded for two consecutive months as of June [3][12]. - Goldman Sachs has raised its return expectations for the MSCI Asia Pacific (excluding Japan) index, projecting a 9% return over the next 12 months [13][15]. - The report emphasizes that macroeconomic factors, such as tariff policies and monetary easing, will significantly influence Asian stock market performance in the third quarter [14][19].