美国投资者在六个月内从国内股本基金中提取了750亿美元,由于外国回报增加和技术收益下降而转向海外市场。 U.S. investors pulled $75 billion from domestic equity funds in six months, shifting toward overseas markets due to stronger foreign returns and fading tech gains.

美国投资者在六个月内从国内股票基金撤资750亿美元，自2026年初以来有520亿美元退出——这是十多年来最快的资金流出——主要受科技增长减弱、人工智能担忧和海外回报增强推动。 U.S. investors pulled $75 billion from domestic equity funds in six months, with $52 billion exiting since early 2026—the fastest outflow in over a decade—fueled by fading tech gains, AI concerns, and stronger overseas returns. 虽然美国市场在过去一年中上升了14 % , 日本的Nikkei上涨了43 % , 欧洲的STOXX 600 增长 26 % , 韩国的KOSPI 翻了一番。 While the U.S. market rose 14% over the past year, Japan’s Nikkei surged 43%, Europe’s STOXX 600 gained 26%, and South Korea’s KOSPI doubled. 投资者正转向新兴市场,特别是韩国和巴西,在2026年期间流入260亿美元,偏向价值股票和海外防御部门,这些部门由较低估值所吸引。 Investors are shifting toward emerging markets, especially South Korea and Brazil, with $26 billion flowing in during 2026, and favoring value stocks and defensive sectors abroad, drawn by lower valuations. 这标志着长期以来对美国资产的偏好发生了重大转变. This marks a major pivot from the long-standing preference for U.S. assets.