自今年一月以来,美国股票基金的资金流入创下历史新高。根据美国银行策略师的一份报告,股票基金今年迄今的年化流入量约为 4,480 亿美元。资金流入表明投资者对美国股市的信心不断增强。
美国银行策略师发布的报告显示,截至年底,美国股市流入量已创下 4480 亿美元的历史新高。这个数字是 2022 年和 2023 年记录总和的两倍。资金流入超过了 2021 年牛市创纪录的 4000 亿美元。
报告称,货币市场基金也见证了投资者的需求不断增长。美国银行在报告中预测,到今年年底,这些金融产品的收益可能高达1万亿美元。
美国股市年度流入额创历史新高,达 4,480 亿美元(今年尚未结束)🚨🚨 pic.twitter.com/pRF4ht5hd2
—条形图 (@Barchart) 2024 年 11 月 25 日
In the week starting November 3, the equity fund market saw $14.4 billion in inflows, while the bond market inflows reached $9.1 billion. Meanwhile, cryptocurrencies gained $900 million.
In the same duration, other markets, such as money market funds and the gold market, endured negative flows. Gold saw outflows worth $600 million, while money market funds saw outflows worth $1.3 billion. The report also outlined that Treasury securities witnessed the highest negative flows since December 2023, worth $6.4 billion in the last two weeks.
According to the report, the financial sector witnessed inflows worth $6 billion in the last four weeks. Healthcare stocks recorded the largest negative flows since December worth $1.1 billion.
U.S. stocks had their seventh straight week of growth with $16.4 billion in inflows. Europe’s eighth losing run continued with outflows worth $3.6 billion while emerging market stocks had their sixth week of outflows, totaling $1.8 billion.
Last week, Hartnett urged investors to invest more money in stocks outside the United States heading into next year. The analyst recommended equities in China and Europe. The S&P 500 has soared by 25% this year, following gains similar to the previous year.
Bank of America strategists under Michael Hartnett’s leadership believe the S&P 500 will hit “another big double-digit move” in 2025. The strategists believe the declining bond yields in inflation and fewer interest-rate cuts at the beginning of 2025 will fuel the upsurge, which they described as the hidden catalyst for maintaining equity gains and evading sharp reversals.
The S&P 500 trades near all-time highs due to a strong sentiment on the U.S. economy, the hype around the rise of artificial intelligence innovations, and Federal Reserve rate cuts. According to the Kobeissi Letter, investors are all in on U.S. stocks.
According to strategists, it would be surprising to see the meltdown not continue shortly because few do not believe President-elect Donald Trump will allow a bear market. The strategists also think the recently elected Trump administration intends to use rising stocks and crypto as a strategy to encourage “animal spirits.”
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