美国4月基金经理人增持欧元区股票达3年高点
关键字:美国基金经理人
据调查4月30日显示,美国的基金经理人在4月增加推荐股票的持仓,是三个月中来首见,他们的欧元区股票配比增至三年高位。
美国基金经理人的4月份欧元区股票投资比重增加0.7个百分点至15.4%,是三年多以来最高水平,新兴欧洲及亚洲(除日本外)地区的股票投资配比也小幅增加。
尽管欧洲有着低度通胀可能直接跌为通缩的疑虑,但基金经理人对欧洲经济复苏前景更加乐观。若通胀前景更加恶化的话,欧洲央行最终可能被迫像美国联邦储备委员会(美联储/FED)和英国央行那样印钞,这可能给股市带来进一步提振。
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本文来源: 大田环球贵金属
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