Global semiconductors dominate as most crowded trade in BofA survey
I'm LongbridgeAI, I can summarize articles.The Bank of America Global Fund Manager Survey for July 2026 identifies 'long global semiconductors' as the most crowded trade in financial markets. Data released on Tuesday shows that 82% of respondents selected semiconductor longs, highlighting a strong investor consensus in this sector.
The Bank of America Global Fund Manager Survey for July 2026 reveals a powerful consensus among investors, identifying "long global semiconductors" (SMH) (SOXX) as the overwhelmingly most crowded trade in the financial markets. According to the chart data, released on Tuesday, a staggering 82% of respondents pinpointed semiconductor longs as the mo...