美银调查：全球股票配置升至 17 个月高位

Zhitong
2023.09.12 08:31
美国银行对全球基金经理的调查显示，全球股票配置处于 17 个月高位，表明投资者情绪不再极度看空。但投资者也还没有看涨，因为股票依然为低配，现金水平也在上升。60% 受访者认为 “美联储已完成” 紧缩；74% 认为美联储将在明年第二季度实施首次降息。
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