1、

Allocations to technology stocks in general have risen sharply, hitting a record 20.6 per cent in March, according to Copley, while holdings of energy and materials stocks have slumped in line with plunging commodity prices, as the second chart shows.

Copley的数据显示,科技股的配置比例总体上大幅上升,3月触及创纪录的20.6%,而对能源、材料类股的配置则伴随大宗商品价格的暴跌而锐减(如下面的图二所示)。

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2、

"this has the potential to provide additional etf inflows, supporting prices but be aware of the potentially negative impact of liquidation of speculative holdings, which currently stand near record highs in the futures market," said mr major.

“这有可能为etf带来更多的资金流入,从而支撑价格,但应当小心投机性资金退出的潜在负面影响,目前期货市场中的投机性资金接近历史高位,”梅杰表示。

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