--- title: "在最新的美国银行基金经理调查中，“卖出信号” 被触发：股票配置创下纪录的激增，而现金水平则大幅下降" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286952002.md" description: "最新的美国银行基金经理调查显示，投资专业人士的股票配置创下纪录，同时现金水平显著下降。这一趋势是在强劲的股市反弹之后出现的，主要受到少数科技行业的推动，引发了对可持续性和基础经济基本面的担忧" datetime: "2026-05-19T18:02:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286952002.md) - [en](https://longbridge.com/en/news/286952002.md) - [zh-HK](https://longbridge.com/zh-HK/news/286952002.md) --- # 在最新的美国银行基金经理调查中，“卖出信号” 被触发：股票配置创下纪录的激增，而现金水平则大幅下降 With stocks levitating in a straight, diagonal line from the post-war bottom in late March - a move driven entirely by a offside positioning and a historic squeeze in a handful of memory, chip and AI stocks on hopes that trillions in debt-funded capex will magically trickle down in perpetuity to feed an AI beast whose return on invested capital still remains a giant mystery - it will probably not be a surprise to anyone that Bank of America's latest Fund Manager Survey (_available here for pro subs_) reveals a **record rise in equity allocation among Wall Street's investment professionals...** ### 相关股票 - [VUG.US](https://longbridge.com/zh-CN/quote/VUG.US.md) - [IVV.US](https://longbridge.com/zh-CN/quote/IVV.US.md) - [QLD.US](https://longbridge.com/zh-CN/quote/QLD.US.md) - [FBT.US](https://longbridge.com/zh-CN/quote/FBT.US.md) - [BIS.US](https://longbridge.com/zh-CN/quote/BIS.US.md) - [XBI.US](https://longbridge.com/zh-CN/quote/XBI.US.md) - [IBUY.US](https://longbridge.com/zh-CN/quote/IBUY.US.md) - [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [VOO.US](https://longbridge.com/zh-CN/quote/VOO.US.md) - [IGV.US](https://longbridge.com/zh-CN/quote/IGV.US.md) - [VBK.US](https://longbridge.com/zh-CN/quote/VBK.US.md) - [RTH.US](https://longbridge.com/zh-CN/quote/RTH.US.md) - [QQQ.US](https://longbridge.com/zh-CN/quote/QQQ.US.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [XSW.US](https://longbridge.com/zh-CN/quote/XSW.US.md) - [TQQQ.US](https://longbridge.com/zh-CN/quote/TQQQ.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [SCHG.US](https://longbridge.com/zh-CN/quote/SCHG.US.md) - [SNSR.US](https://longbridge.com/zh-CN/quote/SNSR.US.md) - [IWF.US](https://longbridge.com/zh-CN/quote/IWF.US.md) - [SPY.US](https://longbridge.com/zh-CN/quote/SPY.US.md) - [LABU.US](https://longbridge.com/zh-CN/quote/LABU.US.md) - [ONLN.US](https://longbridge.com/zh-CN/quote/ONLN.US.md) - [QQEW.US](https://longbridge.com/zh-CN/quote/QQEW.US.md) - [EBIZ.US](https://longbridge.com/zh-CN/quote/EBIZ.US.md) - [IBB.US](https://longbridge.com/zh-CN/quote/IBB.US.md) - [BAC.US](https://longbridge.com/zh-CN/quote/BAC.US.md) - [BAC-Q.US](https://longbridge.com/zh-CN/quote/BAC-Q.US.md) - [BML-L.US](https://longbridge.com/zh-CN/quote/BML-L.US.md) - [BAC-L.US](https://longbridge.com/zh-CN/quote/BAC-L.US.md) - [BAC-K.US](https://longbridge.com/zh-CN/quote/BAC-K.US.md) - [BML-H.US](https://longbridge.com/zh-CN/quote/BML-H.US.md) - [BAC-N.US](https://longbridge.com/zh-CN/quote/BAC-N.US.md) - [BAC-E.US](https://longbridge.com/zh-CN/quote/BAC-E.US.md) - [MER-K.US](https://longbridge.com/zh-CN/quote/MER-K.US.md) - [BAC-O.US](https://longbridge.com/zh-CN/quote/BAC-O.US.md) - [BML-G.US](https://longbridge.com/zh-CN/quote/BML-G.US.md) - [BAC-M.US](https://longbridge.com/zh-CN/quote/BAC-M.US.md) - [BAC-B.US](https://longbridge.com/zh-CN/quote/BAC-B.US.md) - [BML-J.US](https://longbridge.com/zh-CN/quote/BML-J.US.md) - [BAC-S.US](https://longbridge.com/zh-CN/quote/BAC-S.US.md) - [BAC-P.US](https://longbridge.com/zh-CN/quote/BAC-P.US.md) - [8648.JP](https://longbridge.com/zh-CN/quote/8648.JP.md) ## 相关资讯与研究 - [全球债券抛售加剧](https://longbridge.com/zh-CN/news/286777774.md) - [“搞钱”，才是 Revolution 千亿神话密码](https://longbridge.com/zh-CN/news/286888792.md) - [美银调查：全球基金经理疯狂加仓股票，接近触发抛售信号！](https://longbridge.com/zh-CN/news/286908017.md) - [大摩首席最新预判：债市风暴或致美股面临回调 长期牛市前景依旧乐观](https://longbridge.com/zh-CN/news/286761370.md) - [市场关注沃什的缩表举措](https://longbridge.com/zh-CN/news/286778711.md)