回流的可能性很多。比如，1）前段时间，包括许多机构投资者都低配置美国。现在开始可能寻机要补仓了。
2） 许多hedge fund underweight tech, specially big tech. They may re-exam their investment theme.
3）波动性会持续下降, 有些Volatility parity strategy will increase their allocation to (US) equity.
4) 许多international investors may come back to US as the risk subsiding here.
当然，有些balanced strategy 也可能forced to sell equity, because of equity's huge outformance.
Risk：
but, valuation is quite high, and get higher
If for some reason, the hard economy data (not soft data) starts to point to recession, then ....
