EPISODE · Aug 19, 2026 · 7 MIN
债市ICU股市KTV的基金狂欢
from 深度
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。
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债市ICU股市KTV的基金狂欢
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