最新报道:According to Bijie.com, Bank of America's monthly fund manager survey shows that investors are pouring back into the stock market, thanks to optimistic earnings performance and improving global economic sentiment, with holdings of large-cap US technology stocks once again becoming the most popular trade. The August survey covered 169 participants, who manage $413 billion in assets. The probability of a hard landing has fallen to its lowest level since January 2025, and equity allocations are rising, but not yet reaching extreme levels. A net 78% of respondents expect short-term interest rates to fall over the next 12 months. Twenty-nine percent of respondents believe that the trade war remains the largest tail risk, and 27% believe that inflation is hindering the Federal Reserve from cutting interest rates.