[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio58b39919":3},{"user":4,"document":8,"mainDocument":28,"columnUrl":30,"subscription":31,"footer":43,"text":78},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},"dcio58b39919","美股有望再上涨10-20%，预计将有5000亿美元资金入场","\u002Fdoc\u002Fdcio58b39919","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>摩根大通指出，一股高达5000亿美元的资金洪流预计将在今年下半年涌入美国股市，其中散户投资者将扮演主导角色，推动美股上涨高达10%。\u003C\u002Fp>\n\u003Cp>由尼古拉斯·帕尼吉尔佐格鲁（Nikolaos Panigirtzoglou）领导的摩根大通的策略师团队预计，今年零售股票基金仍有3600亿美元的购买力，而预期总额将达到6300亿美元。这些投资者在上半年三月和四月逢低大量买入后，于五月和六月选择了获利了结。\u003C\u002Fp>\n\u003Cp>换句话说，今年散户的短暂获利了结并非行为模式转变，而是对美股V型反弹的自然反应。策略师团队表示：“我们相信，散户投资者将从七月开始恢复他们的股票购买，并推动股市继续上涨。”\u003C\u002Fp>\n\u003Cp>至于其他潜在的买家，策略师们提到，对冲基金已经在今年早些时候增加了看涨头寸，不太可能再大量买入。\u003C\u002Fp>\n\u003Cp>摩根大通表示，量化基金在五月和六月减少了一些仓位，但可能会在今年晚些时候增加。\u003C\u002Fp>\n\u003Cp>养老基金和保险公司一直稳步抛售股票，转向固定收益领域，他们可能在2025年继续这一趋势，预计今年净卖出额约为3600亿美元。\u003C\u002Fp>\n\u003Cp>帕尼吉尔佐格鲁和他的团队还发现一个令人惊讶的群体可能会支撑美股，那就是外国投资者。国际收支数据和资金流向指标显示，自二月以来，外国投资者总体上处于“买家罢工”状态。\u003C\u002Fp>\n\u003Cp>他们指出：“我们认为外国投资者‘抵制’美股是不可持续的，因为投资者无法避开全球股票市场中最大、最重要的增长板块，即标普500指数或‘七巨头’。”\u003C\u002Fp>\n\u003Cp>然而，在“买家罢工”结束之前，美元可能需要稳定。摩根大通团队表示，对美元进一步走弱的担忧一直阻止这些投资者进入美国股市。SPY SPX QQQ\u003C\u002Fp>\n\u003Cp>他们指出，美元的稳定可能正在形成，ICE美元指数目前徘徊在四月底的98附近，该指数衡量美元兑其他主要货币的汇率。他们表示，如果美元稳定下来，可能会带来额外500亿到1000亿美元的购买力。\u003C\u002Fp>\n\u003Cp>这意味着，在散户投资者引领下，今年剩余时间将有近5000亿美元资金流入美国股市，足以推动美股在年底前再上涨5%到10%。\u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202507-stk\u002FUploadertvuq1jjkm1j_2025_07_10_12_22_15.jpg","2025-07-10T19:20:08.633","2025.07.10","2025\u002F07\u002F10",53597,[22,23],"NASDAQ","SPY","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":29,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":24,"videoId":6,"liveVideoUrl":6,"duration":25,"price":25,"priceText":26,"priceBadgeText":26,"priceBadgeClass":27,"freeForMinGroupLevel":25,"redirectUrl":6,"readyToStream":5},[22,23],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":32,"services":33,"recentDocuments":42},"\u003Cfigure 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":79,"search":80,"searchPlaceholder":80,"hotContent":81,"draft":82,"noData":83,"searchNoData":84,"edit":85,"editVideo":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]