<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>

美國銀行

金融業 ETF - SPDR

金融業 ETF - Vanguard

金融指數 MSCI ETF - Fidelity

<p>美國銀行的一項調查顯示，5 月份淨股票超配比例創下 50% 的歷史新高，這一增長得益於強勁的第一季度盈利和對人工智能的投資。儘管對油價和地緣政治緊張局勢存在擔憂，但市場信心依然高漲。投資者正在權衡對美聯儲可能降息的預期與 2026 年可能加息的跡象</p>

Fund managers boost equity exposure despite rate hike fears

- 美國銀行調查顯示，5 月淨權益超配達 50%，創歷史最大月度增長。  
- 強勁的 Q1 盈利增長與 AI 投資提升市場信心，儘管油價超 $100 和地緣緊張。  
- 投資者在美聯儲降息預期和市場信號之間權衡，後者暗示 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

儘管存在加息的擔憂，基金經理仍在增加股票敞口