本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【9月17日美国银行调查：市场成长预期回升，股市配置升温】美国银行最新全球基金调查显示，市场 对全球成长预期显著回升，对美联储大幅降息押注升温，推动风险偏好改善。其策略师指出，全球基金 现金持有比例连续3月维持3.9%低位，股票配置净增持比例达7个月来最高，投资人加大股市投入。 此 前贸易战引发的全球衰退担忧大幅减弱，关注度从8月的29%降至12%，第二波通膨成基金最担心的尾 部风险。调查还显示，47%基金预期美联储未来一年降息4次或更多，预期明显高于先前水平。 ...

本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 【美国银行调查显示：市场对全球成长预期回升，对美联储降息押注升温】美国银行最新发布的全球基 金调查显示，市场对全球成长预期显著回升，对美联储大幅降息的押注进一步升温，推动风险偏好显著 改善。美国银行策略师Michael Hartnett指出，全球基金的现金持有比例连续3个月维持在3.9%的低位， 而股票配置的净增持比例则达7个月来最高水平。这意味着投资人正将更多资金投入股市，而非持有现 金避险。 此前主导市场情绪的贸易战引发的全球衰退担忧大幅减弱，其关注度从8月的29%降至12%。 取而代之的是，第二波通膨成为基金最担心的尾部风险。另外，调查显示，47%的基金预期美联储将在 未来一年降息4次或更多，其中30%预期降息4次，17%预期降息2次，29%预期降息3次，这一预期明显 高于先前水平。 ...

Core Insights - The global economic growth expectations have significantly improved according to the latest Bank of America global fund manager survey [1] - There is an increasing bet on substantial interest rate cuts by the Federal Reserve, which has enhanced risk appetite among investors [1] Group 1: Market Sentiment - The cash holding ratio among global fund managers has remained low at 3.9% for three consecutive months, indicating a shift towards equities [1] - The net increase in stock allocation has reached the highest level in seven months, reflecting a growing confidence in the market [1] Group 2: Economic Concerns - Concerns over a global recession driven by trade wars have significantly decreased, with attention dropping from 29% in August to 12% [1] - The second wave of inflation has emerged as the primary tail risk for fund managers [1] Group 3: Interest Rate Expectations - 47% of fund managers anticipate that the Federal Reserve will cut interest rates four times or more in the next year [1] - Among these, 30% expect four cuts, 17% expect two cuts, and 29% expect three cuts, indicating a notable increase in rate cut expectations compared to previous levels [1]