美银最新全球基金经理调查显示，7月寻求增加对冲美元下行风险的投资者比例出现下滑。约33%的投资者计划提升美元走弱对冲敞口，较6月的39%和5月的40%持续回落。
当被问及外汇敞口对冲比例时，41%的投资者表示将维持现有对冲操作不变，高于6月32%的占比。这一数据创下三个月来最高水平，反映市场参与者对汇率波动的预期趋于稳定。
调查数据表明，随着美联储政策路径逐渐明朗，机构投资者正重新评估外汇风险敞口管理策略。部分市场参与者可能认为当前美元汇率已充分反映基本面因素，因此调整了外汇对冲操作的紧迫性。
值得注意的是，维持现状的投资者比例与调整敞口的投资者比例形成明显分化，暗示市场对美元前景判断存在显著分歧。这种分化格局可能预示着未来汇率市场波动性将有所回升。
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