Bank of America strategists say economic growth expectations have surged, and global stock markets may rise further

智通财经
2025.09.16 15:32
美国银行的 Michael Hartnett 表示，全球股市可能会进一步上涨，因为经济增长预期的跃升让多头牢牢掌控局势。该行最新调查显示，净 28% 的全球基金经理超配股票，创下七个月来的最高水平。Hartnett 表示，关于经济增长的看法出现了近一年来最显著的改善，目前仅有净 16% 的投资者预计经济会走弱。 这位策略师在一份报告中写道，随着 “衰退性贸易战” 的风险减弱，“多头比比皆是”。他补充说，股市敞口尚未达到极端水平，目前而言有利于延续涨势。随着人们的人工智能的热情重燃，推动科技巨头上涨，而美国大规模关税的影响迄今小于预期，MSCI 全球指数创下历史新高。投资者还押注美联储将及时开始降息以避免经济陷入衰退。
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