---
title: "Wall Street sentiment creeps toward 'sell' as risk appetite builds, says BofA"
description: "Wall Street's sentiment is shifting towards a 'sell' signal as Bank of America's Sell Side Indicator (SSI) approaches a contrarian sell threshold, currently at 55.7%. Despite a 2% gain in the S&P 500,"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/251340079.md"
published_at: "2025-08-03T12:59:17.000Z"
---

# Wall Street sentiment creeps toward 'sell' as risk appetite builds, says BofA

> Wall Street's sentiment is shifting towards a 'sell' signal as Bank of America's Sell Side Indicator (SSI) approaches a contrarian sell threshold, currently at 55.7%. Despite a 2% gain in the S&P 500, concerns over valuations and rising speculative activity, including meme stocks, are noted. BofA favors large-cap value stocks as a hedge against potential market corrections, indicating that while optimism is growing, it hasn't reached extreme levels yet.

Wall Street strategists are keeping their equity allocations largely unchanged, but Bank of America’s Sell Side Indicator (SSI) is edging closer to a contrarian "sell" signal, hinting that investor optimism may be running ahead of fundamentals. The bank's SSI (a gauge of average recommended equity exposure among sell-side strategists) ticked up by ...

### Related Stocks

- [BAC.US - Bank of America](https://longbridge.com/en/quote/BAC.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| “就業報告的超級碗” 將於週三發佈：這為什麼重要 | 1 月的就業報告定於週三上午 8:30（東部時間）發佈，因其可能對美聯儲政策和市場預期產生影響而備受關注。該報告包括重要的修訂和更新，可能會重新塑造對勞動力市場動能的理解。美國銀行預測非農就業人數將增加 45,000，失業率預計將保持在 4 | [Link](https://longbridge.com/en/news/275507426.md) |
| 本輪 AI 大清洗，財富管理平台被錯殺了？ | 隨着 AI 税務規劃工具的推出，財富管理平台股價承壓，市場情緒恐慌。美銀美林的研報指出，這一拋售是情緒化的錯殺，AI 是增強而非替代顧問的工具。高淨值客户仍需人類顧問的專業建議，AI 的價值在於提升效率。報告認為，具備高淨值客户基礎、積極嵌 | [Link](https://longbridge.com/en/news/275890826.md) |
| 索羅斯逆市加碼微軟及 Nvidia 等科企 新買入黃金股 清倉 4 隻股份 | 索羅斯基金管理公司在 2022 年第四季度加大對微軟、英偉達和蘋果等大型科技股的投資，同時增持黃金股以對衝風險。基金還增持了 Atlassian、Salesforce 和 Uber 等軟體公司股票，但大幅減持了 Snowflake 和 Ci | [Link](https://longbridge.com/en/news/275990619.md) |
| 突發觀點——為什麼美國銀行對穩定幣的請求存在缺陷 | 美國銀行，尤其是美國銀行，正在對穩定幣表示擔憂，認為如果穩定幣能夠間接支付利息，可能會吸引 6 萬億美元的存款。雖然銀行認為這可能會損害它們的放貸能力，但像 USDC 這樣的穩定幣為儲户提供了一個具有競爭力的替代選擇。爭論的焦點在於穩定幣是 | [Link](https://longbridge.com/en/news/275851247.md) |
| 美國銀行公司將其在 Nagarro SE 的總投票權提高到 5.18% | 美國銀行已將其在 Nagarro SE 的投票權從 4.96% 提高至 5.18%，上升了 0.22 個百分點 | [Link](https://longbridge.com/en/news/275345343.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.