According to Deutsche Bank strategists, overall stock holdings rose to a slight overallocation range last week, and active and systemic investors' holdings increased. The team led by Parag Tat said that in the systemic strategy, the share allocation ratio of volatility-controlled funds has increased and is currently at a high level of 98%; commodity trading advisors' stock positions have risen slightly. The team said that at the sector level, the holdings of large-cap growth stocks and technology stocks rose sharply to a significant overbalance. At the same time, the strategist wrote that there is still room for continuation of the market where capital rotates to the technology sector. According to the report, equity funds experienced their first weekly outflow in three months, mainly because the US market recorded the largest weekly outflow in six months. Bond fund inflows have increased, and money market funds have also received net capital inflows.

According to Deutsche Bank strategists, overall stock holdings rose to a slight overallocation range last week, and active and systemic investors' holdings increased. The team led by Parag Tat said that in the systemic strategy, the share allocation ratio of volatility-controlled funds has increased and is currently at a high level of 98%; commodity trading advisors' stock positions have risen slightly. The team said that at the sector level, the holdings of large-cap growth stocks and technology stocks rose sharply to a significant overbalance. At the same time, the strategist wrote that there is still room for continuation of the market where capital rotates to the technology sector. According to the report, equity funds experienced their first weekly outflow in three months, mainly because the US market recorded the largest weekly outflow in six months. Bond fund inflows have increased, and money market funds have also received net capital inflows.