高盛：散户占美股30%交易量，6月交易额创新高

Odaily Odaily reported that Goldman Sachs released data on retail trading in U.S. stocks. Currently, retail investors contribute approximately 30% of the daily trading volume in U.S. stocks. Market trading activity continues to heat up. In May, retail trading volume rose 10% from the peak of the retail investor frenzy in 2021. June once again set a new all-time high. The options market has simultaneously heated up, with daily trading volume exceeding 50 million contracts on multiple occasions this year, doubling from three years ago.

Citadel data shows that retail buying was extremely strong in July, with no single day of net selling, forcing underweight institutions to chase prices at high levels. Goldman Sachs estimates that assets in retail direct brokerage accounts amount to $12 trillion, accounting for 10% of the U.S. stock market's total value. Total assets of individual investors across all channels amount to $111 trillion, which institutions refer to as the market's "big white whale."

Regarding the current AI-driven market, opinions are divided: some industry insiders warn that the computing power debt could trigger a crisis in the AI field, while Howard Marks is optimistic about AI's long-term productivity value to offset short-term pressures.