---
title: "尽管存在加息的担忧，基金经理仍在增加股票敞口"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286971363.md"
description: "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"
datetime: "2026-05-19T22:03:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286971363.md)
  - [en](https://longbridge.com/en/news/286971363.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286971363.md)
---

# 尽管存在加息的担忧，基金经理仍在增加股票敞口

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.

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- [BAC.US](https://longbridge.com/zh-CN/quote/BAC.US.md)
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- [VFH.US](https://longbridge.com/zh-CN/quote/VFH.US.md)
- [FNCL.US](https://longbridge.com/zh-CN/quote/FNCL.US.md)
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- [BAC-B.US](https://longbridge.com/zh-CN/quote/BAC-B.US.md)
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- [不只是 “不降息” 了！这三种情况下，美联储甚至可能重新加息](https://longbridge.com/zh-CN/news/286837310.md)
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- [欧元区：增长没了，通胀高了，加息还来吗？](https://longbridge.com/zh-CN/news/287193303.md)