花旗：AI忧虑打击美股，欧洲市场风险偏好逆势回升

格隆汇08-04

花旗集团策略师David Chew表示，欧洲股市是近期唯一一个风险偏好出现明显改善的主要市场区域，这主要得益于新的资金流入以及好于预期的企业盈利表现。报告中指出，上周欧洲所有主要股指的投资仓位情绪均有所改善，而美国市场的相关指标显示，投资者信心正在减弱。在亚洲市场，与人工智能相关的担忧导致投资者仓位出现明显分化，其中韩国基准股指的投资仓位情绪已进入极度看空区域。Chew写道：“整个7月期间，欧洲...

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