星球日报|Jun 16, 2026 09:44
**[Bank of America Survey: AI Boom Expected to Continue, FOMO Psychology Continues to Drive]**
Odaily Planet Daily News – According to a survey by Bank of America, the rally in artificial intelligence stocks appears likely to persist. Most investors believe that FOMO (fear of missing out) psychology continues to drive this trading theme. In the bank's monthly survey, approximately 56% of fund managers chose the word "boom" to describe the current stage of the AI cycle. This typically refers to a period where market momentum continues to build, attracting more investors who fear missing out on the trend. Only 21% of respondents believe the sector has entered the "mania" stage, where stock valuations are pushed to extreme levels; another 9% described artificial intelligence as being in the "profit-taking" stage.
The survey covered investors managing a total of $465 billion in assets and was conducted from June 5 to June 11, just before SpaceX's IPO. However, the survey also revealed some concerns among investors regarding 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, with this proportion reaching a record high in the survey's history. Overall, investors slightly reduced their tech sector overweight allocation from 33% to 26% and lowered their global equity overweight allocation from 50% to 38%. (Jin10)
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