http://news.cnyes.com/news/id/2182003
最後大家要怎麼下車呢?
乃是自2008年至今最差的第二季財報. 環球經濟真的不好.

全球主要主權基金投資金額也是過去五年最低(新聞出處:Financial Times)

再看看美國各大退休基金與共同基金,現金水位都是自金融海嘯2007至今的最高位.
http://www.wsj.com/articles/pensions-mutual-funds-turn-back-to-cash-1452421981
U.S. public pension plans and mutual funds are sheltering more of their holdings in cash than they have in years, a sign of growing stress in financial markets.
The ultradefensive stance reflects investors’ skittishness about global economic growth and uncertain prospects for further gains in assets. Pension funds have the added need to cut more checks as Americans retire in greater numbers, while mutual funds want cash to cover the risk that investors spooked by volatile markets will pull out more of their money.
Large public retirement systems and open-end U.S. mutual funds have yanked nearly $200 billion from the market since mid-2014, according to a Wall Street Journal analysis of the most recent data available from Wilshire Trust Universe Comparison Service, Morningstar Inc. and the federal government.
That leaves pension funds with the highest cash levels as a percentage of assets since 2004. For mutual funds, the percentage of assets held in cash was the highest for the end of any quarter since at least 2007.
我是留存現金為主.



























































































