美银最新报告:资金正大举流向这两个领域!

金十Опубліковано о 2024-03-01Востаннє оновлено о 2024-03-01

根据美国银行全球研究部周五发布的一份报告,截至周三当周,投资者向科技股投入的资金达到8月份以来的最高水平,对加密货币的投入金额更是增加了一倍。

分析师认为,投资者越来越相信美联储将在年中降息,而美国经济又继续表现出韧性,导致新一波资金流入高风险资产。美国银行也在报告中表示,“美联储降息正在激发‘动物精神’并推动风险资产的投资。”

其中,资金大量流入科技股,其中包括所谓的“七大科技巨头”,即苹果(AAPL.O)和英伟达(NVDA.O)等。美国银行援引EPFR数据称,当周流入科技股的资金额达到47亿美元,为8月份以来的最高水平,年化流量有望创下988亿美元的新纪录。

另外,随着投资者纷纷涌入现货比特币交易所交易基金(ETF),最近一周加密货币的资金流入量从前一周的12亿美元增至24亿美元,帮助推动比特币触及接近69000美元的历史高位。LSEG数据显示,2月份投资者向10大现货比特币ETF共计投入了62.1亿美元,下半月投入了41.8亿美元。

资金流入激增帮助比特币实现了2020年12月以来最强劲的45%月度涨幅,而较小的加密货币以太坊则创下了自2022年12月中旬以来的最大月度涨幅,上涨47%至3500美元附近。

与此同时,美国银行表示,新兴市场股票出现自11月份以来首次资金外流,额度达到10亿美元,这是自10月份以来最大的外流金额。

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