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ZEC $1,391.46 -0.33%
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AMZN $251.58 +0.95%
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美銀:市場情緒指數升至2021年以來最極端的看漲水平,應適當減小風險敞口

2026-08-07 17:11:48

ChainCatcher 消息,美國銀行的策略師表示,投資者看漲情緒已達到極端水平,建議開始減小風險資產的敞口。牛熊指數從 9.4 升至 9.7,創下 2021 年以來的最高水平。股市上漲、較高的收益債券資金流入及信用利差收窄是樂觀情緒的原因。

Hartnett 表示,仍處於夏季"撤退/輪動"階段,建議投資者減少風險資產配置,轉向防禦性資產和美元。

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