美银调查：人工智能繁荣行情料将延续，FOMO心理持续推动

Odaily Odaily Planet Daily News According to a Bank of America survey, the rally in artificial intelligence stocks appears poised to continue. Most investors believe that FOMO psychology is still driving this trading theme. In the bank's monthly survey, approximately 56% of fund managers chose the word "boom" to describe the current phase of the AI cycle. This typically refers to a period where market momentum continuously builds, attracting more investors who fear missing out on the rally. Only 21% of respondents believe the industry has entered a "frenzy" phase, where stock valuations are pushed to extreme levels; another 9% described AI as being in a "profit-taking" phase.

This survey covers investors managing a total of $465 billion in assets and was conducted from June 5 to June 11, just before the SpaceX listing. However, the survey also reveals some investor concerns about the tech sector. Four out of five respondents believe that buying and holding global semiconductor stocks is currently the most crowded trade in the market, the highest proportion in the survey's history. Overall, investors have slightly reduced their overweight allocation to the tech sector from 33% to 26%, and lowered their global stock overweight allocation from 50% to 38%. (Jin Shi)