<div id="readability-page-1">Record equity shift: A Bank of America survey found net equity overweights surged to 50% in May, the largest monthly rise on record. Earnings optimism: Strong Q1 earnings growth and AI investment have boosted market confidence despite oil above $100 and geopolitical tensions. Policy outlook split: Investors balance hopes for Fed rate cuts against market signals suggesting possible hikes later in 2026.</div>

美国银行

金融业 ETF - SPDR

金融业 ETF - Vanguard

金融指数 MSCI ETF - Fidelity

<p>美国银行的一项调查显示，5 月份净股票超配比例创下 50% 的历史新高，这一增长得益于强劲的第一季度盈利和对人工智能的投资。尽管对油价和地缘政治紧张局势存在担忧，但市场信心依然高涨。投资者正在权衡对美联储可能降息的预期与 2026 年可能加息的迹象</p>

Fund managers boost equity exposure despite rate hike fears

- 美国银行调查显示，5 月净权益超配达 50%，创历史最大月度增长。  
- 强劲的 Q1 盈利增长与 AI 投资提升市场信心，尽管油价超 $100 和地缘紧张。  
- 投资者在美联储降息预期和市场信号之间权衡，后者暗示 2026 年可能加息。

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

尽管存在加息的担忧，基金经理仍在增加股票敞口