EPISODE · May 30, 2026 · 7 MIN
美银预警：资金大轮动攻略
from 深度
美银表示，其牛熊指标虽回落至9.4但仍处“极度看涨”区间，市场呈现泡沫后期特征。目前资金正从科技七巨头、比特币等“AI崇拜”资产，向白银、工业金属及小盘价值股等实体经济复苏板块轮动。美银建议2026年采取防御策略，并看好新兴市场接棒下一轮长期牛市。
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美银预警：资金大轮动攻略
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