豪賭美聯儲寬鬆!華爾街的賭注:科技股和債
5月5日到11日之間完成的最新美銀美林機構投資者調查顯示:
搶跑美聯儲QE/降息,美國機構投資者選擇了“高久期”資產:科技股和債券。
其中,機構投資者對於科技股的配置環比飆升14%達到淨16%的超配。科技股配置比重自3月以來飆升了22%,這是09年3月以來最大幅度的增持。
同時,機構投資者對債券的超配程度也是2009年以來最大的。
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