Main takeaway: Bank of America clients kept buying U.S. stocks for a fourth straight week. Institutions led with the largest weekly net buys since Dec 2020 and the second-highest level for BofA since 2008; retail also bought, while hedge funds sold. Tech, financials, and industrials saw the strongest inflows (industrials hit record demand after months of outflows); communication services, energy, and materials lagged.
BlockBeats 消息，7 月 29 日，据彭博数据，美国银行客户上周继续积极买入美股，将他们的连续买入纪录延长至连续四周。 机构投资者引领了这一趋势，录得自 2020 年 12 月以来最大的周度净买入额，以及美银自 2008 年以来的记录中第二高的水平。散户投资者也继续买入，而对冲基金则连续第三周净卖出。 科技、金融和工业板块吸引了最强劲的资金流入，其中工业板块在经历了数月流出后录得创纪录的需求。 通信服务、能源和材料板块则是表现最弱的领域。