---
title: "儘管存在加息的擔憂，基金經理仍在增加股票敞口"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286971363.md"
description: "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"
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)
---

# 儘管存在加息的擔憂，基金經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.

### 相關股票

- [BAC.US](https://longbridge.com/zh-HK/quote/BAC.US.md)
- [XLF.US](https://longbridge.com/zh-HK/quote/XLF.US.md)
- [VFH.US](https://longbridge.com/zh-HK/quote/VFH.US.md)
- [FNCL.US](https://longbridge.com/zh-HK/quote/FNCL.US.md)
- [BAC-Q.US](https://longbridge.com/zh-HK/quote/BAC-Q.US.md)
- [BML-L.US](https://longbridge.com/zh-HK/quote/BML-L.US.md)
- [BAC-L.US](https://longbridge.com/zh-HK/quote/BAC-L.US.md)
- [BAC-K.US](https://longbridge.com/zh-HK/quote/BAC-K.US.md)
- [BML-H.US](https://longbridge.com/zh-HK/quote/BML-H.US.md)
- [BAC-N.US](https://longbridge.com/zh-HK/quote/BAC-N.US.md)
- [BAC-E.US](https://longbridge.com/zh-HK/quote/BAC-E.US.md)
- [MER-K.US](https://longbridge.com/zh-HK/quote/MER-K.US.md)
- [BAC-O.US](https://longbridge.com/zh-HK/quote/BAC-O.US.md)
- [BML-G.US](https://longbridge.com/zh-HK/quote/BML-G.US.md)
- [BAC-M.US](https://longbridge.com/zh-HK/quote/BAC-M.US.md)
- [BAC-B.US](https://longbridge.com/zh-HK/quote/BAC-B.US.md)
- [BML-J.US](https://longbridge.com/zh-HK/quote/BML-J.US.md)
- [BAC-S.US](https://longbridge.com/zh-HK/quote/BAC-S.US.md)
- [BAC-P.US](https://longbridge.com/zh-HK/quote/BAC-P.US.md)
- [8648.JP](https://longbridge.com/zh-HK/quote/8648.JP.md)

## 相關資訊與研究

- [分析：美國今年加息機會仍不大 觀望失業率會否季節性上升](https://longbridge.com/zh-HK/news/287156879.md)
- [【銀行股】美國加息預期升温全球債息攀升，銀行股強勢邊隻最值博？](https://longbridge.com/zh-HK/news/286892654.md)
- [費城聯儲主席鮑爾森：市場考慮加息情境是「健康」的](https://longbridge.com/zh-HK/news/286991496.md)
- [油價下跌 市場憂慮美國可能加息](https://longbridge.com/zh-HK/news/286325529.md)
- [冰島加息 0.25 厘](https://longbridge.com/zh-HK/news/287039030.md)