来源：环球网

【环球网财经综合报道】今年以来，标普500指数累计下跌6%，但受美元指数近8%跌幅的叠加冲击，以欧元、日元等非美货币计价回报的全球投资者实际亏损已扩大至14%，“股汇双杀”正引发国际资本对美国市场安全性的深度质疑。

东方IC

巴黎Natixis财富管理公司首席投资官Benoit Peloille警告称，投资者正经历股票与货币的双重暴击。

据市场机构统计，全球投资者持有的美国股票规模达18万亿美元，占美股总市值近20%。随着美国政策转向加剧汇率波动，摩根士丹利与美国银行均证实，其客户正购买对冲美元贬值的保护性资产。

为抵御汇率风险，投资者正通过远期合约与期权市场构建防御屏障，但高昂的对冲成本正逐渐侵蚀收益空间。当前，日元或瑞士法郎投资者锁定美元汇率的三个月远期合约年化成本约4%，欧元投资者成本则超2%。东京瑞穗证券首席策略师Shoki Omori称，对于在美元兑日元高位入场的日本机构而言，汇率每下跌1日元，都像是在伤口上撒盐。

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