
债市ICU股市KTV的基金狂欢
美银8月全球基金经理调查,当前全球基金经理处于极度乐观的加仓狂欢,股票配置飙高现金占比极低,债市隐忧重重,AI泡沫等风险凸显,策略师提示当前是该考虑撤退的危险时刻。
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.

美银8月全球基金经理调查,当前全球基金经理处于极度乐观的加仓狂欢,股票配置飙高现金占比极低,债市隐忧重重,AI泡沫等风险凸显,策略师提示当前是该考虑撤退的危险时刻。
The skinny isn't ready yet — notes appear once the transcript is processed.