美銀調查：全球股票配置升至 17 個月高位

智通財經
2023.09.12 08:31
美國銀行對全球基金經理的調查顯示，全球股票配置處於 17 個月高位，表明投資者情緒不再極度看空。但投資者也還沒有看漲，因為股票依然為低配，現金水平也在上升。60% 受訪者認為 “美聯儲已完成” 緊縮；74% 認為美聯儲將在明年第二季度實施首次降息。
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