---
title: "股市的主要投資者正在撤退，但他們對一個關鍵點持樂觀態度"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/279473812.md"
description: "投資者正在青睞新興市場，五年來的最大配置，以及日本的股票"
datetime: "2026-03-17T17:53:16.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/279473812.md)
  - [en](https://longbridge.com/en/news/279473812.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/279473812.md)
---

# 股市的主要投資者正在撤退，但他們對一個關鍵點持樂觀態度

Investors are favoring emerging markets, with the largest allocation in five years, and equities in Japan.

### 相關股票

- [VWO.US](https://longbridge.com/zh-HK/quote/VWO.US.md)
- [EVLU.US](https://longbridge.com/zh-HK/quote/EVLU.US.md)
- [EMGF.US](https://longbridge.com/zh-HK/quote/EMGF.US.md)
- [1346.JP](https://longbridge.com/zh-HK/quote/1346.JP.md)
- [2525.JP](https://longbridge.com/zh-HK/quote/2525.JP.md)
- [SCHE.US](https://longbridge.com/zh-HK/quote/SCHE.US.md)
- [SPEM.US](https://longbridge.com/zh-HK/quote/SPEM.US.md)
- [1369.JP](https://longbridge.com/zh-HK/quote/1369.JP.md)
- [FEMX.AU](https://longbridge.com/zh-HK/quote/FEMX.AU.md)
- [FLJP.US](https://longbridge.com/zh-HK/quote/FLJP.US.md)
- [EMXC.US](https://longbridge.com/zh-HK/quote/EMXC.US.md)
- [EEM.US](https://longbridge.com/zh-HK/quote/EEM.US.md)
- [EDIV.US](https://longbridge.com/zh-HK/quote/EDIV.US.md)
- [EEMS.US](https://longbridge.com/zh-HK/quote/EEMS.US.md)
- [EWJ.US](https://longbridge.com/zh-HK/quote/EWJ.US.md)
- [DEM.US](https://longbridge.com/zh-HK/quote/DEM.US.md)
- [AVEM.US](https://longbridge.com/zh-HK/quote/AVEM.US.md)
- [IEMG.US](https://longbridge.com/zh-HK/quote/IEMG.US.md)
- [DFEV.US](https://longbridge.com/zh-HK/quote/DFEV.US.md)
- [AVES.US](https://longbridge.com/zh-HK/quote/AVES.US.md)

## 相關資訊與研究

- [穆迪將墨西哥評級下調至最低投資級 稱財政實力持續減弱勢頭將持續](https://longbridge.com/zh-HK/news/287134190.md)
- [新興市場：泰銖和韓元領跌亞洲貨幣](https://longbridge.com/zh-HK/news/286495731.md)
- [又一多數派委員倒向加息！日本央行委員小枝淳子 “放鷹” 6 月加息概率已飆至 80%](https://longbridge.com/zh-HK/news/287165552.md)
- [普徠仕：日元波動下日股仍展現韌性 AI 及科技需求推動升勢](https://longbridge.com/zh-HK/news/286993506.md)
- [日本工廠活動擴張步伐放緩，成本壓力飆升](https://longbridge.com/zh-HK/news/287134571.md)