> 数据图表一起讨论下1、全球资金大类流向:股票大幅流入,市场风偏持续回升2026-6-21、全球资金大类流向:股票大幅流入,市场风偏持续回升➢本周,全球大类资产资金中股票大幅流入。货币、债券和股票流向分别为 +251、+197、+1264亿美元,其中债券较上周+208亿美元有所回落;股票流向则由 +315亿美元大幅增加至 +1264亿美元,权益资金在大类资产中流入最多,市场风险偏好持续回升;货币流向则由上周 -25亿美元转为 +251亿美元。➢市场表现,标普500与纳指收盘点位震荡走高。图表1:全球货币、债券和股票累计净流入(自2020年9月)图表2:标普500、纳指表现货币债券股票(标准化点位,点)纳斯达克标普500(亿美元)50000450004000035000300002500020000150001000050000-50002602402202001801601401201008090/020221/020230/120260/120290/120221/120230/220260/220290/220221/220230/320260/320290/320221/320230/420260/420290/420221/420230/520260/520290/520221/520230/620260/620290/020221/020230/120260/120290/120221/120230/220260/220290/220221/220230/320260/320290/320221/320230/420260/420290/420221/420230/520260/520290/520221/520230/620260/6202数据来源:iFinD,财通证券研究所,EPFR4财通证券能源矿产