美银调查：市场情绪仍然极度看多第一季度资产价格上行难度较大

环球市场播报02-17

美国银行的“全球基金经理调查”显示，投资者情绪依然“极度看多”，但由于几乎所有人都已为第一季度的上涨进行布局，资产价格在一季度进一步上行将更为困难。　　美国银行由Michael Hartnett领衔的策略师团队指出：投资者对大宗商品的超配程度升至2022年5月以来最高，达到净28%；对股票的超配程度升至2024年12月以来最高，为净48%；对债券的低配程度为2022年9月以来最高，为净40%；...

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美银调查：市场情绪仍然极度看多 第一季度资产价格上行难度较大

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美银调查：市场情绪仍然极度看多第一季度资产价格上行难度较大