---
title: "美國銀行表示，資產管理公司的現金持有量為 13 年來最低，並在 “特朗普 2.0 樂觀情緒” 中發出 “賣出” 信號"
description: "12 月份，新興市場股票的配置環比下降了 23 個百分點。全球基金經理正在縮減現金持有量，並大量投資於美國股票，這推動一個關鍵指標達到了美國銀行認為可能預示全球股票即將出現拋售的水平"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/222685570.md"
published_at: "2024-12-18T13:36:35.000Z"
---

# 美國銀行表示，資產管理公司的現金持有量為 13 年來最低，並在 “特朗普 2.0 樂觀情緒” 中發出 “賣出” 信號

> 12 月份，新興市場股票的配置環比下降了 23 個百分點。全球基金經理正在縮減現金持有量，並大量投資於美國股票，這推動一個關鍵指標達到了美國銀行認為可能預示全球股票即將出現拋售的水平

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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