美银报告：投资者上周撤出531亿美元现金、买入645亿美元股票基金，科技股年内流入达创纪录的1960亿美元
伦敦——据路透社10月16日报道，美国银行全球研究发布的周度汇总显示，投资者在截至周三的一周内撤出现金、买入股票和债券。美银称，该汇总基于EPFR的资金流向数据。
股票基金当周流入645亿美元。其中科技股流入107亿美元，年内累计流入达创纪录的1960亿美元；美股流入391亿美元，年内累计流入达创纪录的6360亿美元。
债券基金当周流入118亿美元。其中美国国债流入36亿美元，为连续第16周流入，是2024年8月以来最长的连续流入。被美银归为现金的货币市场基金当周流出531亿美元。
新兴市场当周流入177亿美元，其中流向中国的为86亿美元。巴西在过去两周录得创纪录的47亿美元流入。
市场背景方面，路透社在同一报道中提到，科技股近几个交易日波动较大，纳斯达克指数周四下跌1.8%；同日政府债券大幅反弹，10年期美债收益率下跌10个基点，此前数月该收益率曾持续上行。
BofA: Investors Pulled $53.1 Billion From Cash and Put $64.5 Billion Into Stock Funds Last Week, With Tech Inflows at a Record $196 Billion for the Year
London — Investors pulled money out of cash and put it into stocks and bonds in the week to Wednesday, according to a weekly flow summary from BofA Global Research based on EPFR data, Reuters reported on October 16.
Stock funds took in $64.5 billion in the week. Technology stocks received $10.7 billion, bringing their year-to-date inflows to a record $196 billion, while U.S. stocks received $39.1 billion, bringing their year-to-date total to a record $636 billion.
Bond funds received $11.8 billion. U.S. Treasuries received $3.6 billion, a 16th straight weekly inflow and the longest such streak since August 2024. Money market funds, which BofA counts as cash, saw outflows of $53.1 billion.
Emerging markets received $17.7 billion, including $8.6 billion into China. Brazil recorded a record $4.7 billion of inflows over the past two weeks.
Reuters noted in the same report that technology shares had been volatile in recent sessions, with the Nasdaq down 1.8% on Thursday, while government bonds rallied sharply that day and the 10-year Treasury yield fell 10 basis points after a steady selloff in recent months.
发布：GSM·美国（发布链接）
图片来源：图：纽约曼哈顿第六大道与43街交口的美国银行大厦（仰拍）。图片来源：Tdorante10，Wikimedia Commons，CC BY-SA 4.0。Photo: Bank of America Tower at Sixth Avenue and 43rd Street in Midtown Manhattan, looking up. Image: Tdorante10, via Wikimedia Commons, CC BY-SA 4.0.
GSM Global · 本篇英文版 English edition of this story
