：美国股票战略大暴跌，小幅跃升，经理们感到高兴

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 ab 12 July 2024 Global Research and Evidence Lab Equity Strategy Stocks Rotate on Weaker Inflation, Falling Yields 更多一手调研纪要和研报数据加V：shuinu9870 Historically, when the market experiences a significant one-day rotation from large to small caps, the trend tends to continue for the following four weeks. When reviewing the top 5 instances, the largest 10 companies underperformed the rest of the market by -4.8% over the next month. Importantly, the S&P 500 advanced by 4.5% over the same ...