---
title: "美国银行表示，资产管理公司的现金持有量为 13 年来最低，并在 “特朗普 2.0 乐观情绪” 中发出 “卖出” 信号"
description: "12 月份，新兴市场股票的配置环比下降了 23 个百分点。全球基金经理正在缩减现金持有量，并大量投资于美国股票，这推动一个关键指标达到了美国银行认为可能预示全球股票即将出现抛售的水平"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/222685570.md"
published_at: "2024-12-18T13:36:35.000Z"
---

# 美国银行表示，资产管理公司的现金持有量为 13 年来最低，并在 “特朗普 2.0 乐观情绪” 中发出 “卖出” 信号

> 12 月份，新兴市场股票的配置环比下降了 23 个百分点。全球基金经理正在缩减现金持有量，并大量投资于美国股票，这推动一个关键指标达到了美国银行认为可能预示全球股票即将出现抛售的水平

Allocation to emerging market equities fell by 23% points month-on-month in December. Global fund managers are shrinking their cash holdings and investing heavily in U.S. stocks, pushing a key indicator to a level that Bank of America believes could signal an impending sell-off in global equities.

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