【洲货币纷纷走强 减配美元资产成趋势】金十数据5月8日讯，近日，亚洲货币对美元大幅升值，亚洲出口商、险资机构等纷纷平仓美元头寸，加速资金回流。上述变化只是全球投资者降低美元资产配置的一小步。分析人士认为，接下来，无论美国关税政策如何调整，进一步降低美元资产配置已是许多国家地区和机构必然选择。华泰证券研究所所长、固收首席分析师张继强认为，除非美国关税政策显著转向，否则美元将会出现趋势性偏弱。美国的关税政策弱化了美元循环，其政策不确定性削弱美元避险属性，导致“美国例外论”动摇而带动资金流出，在多重因素影响之下，美元持续走弱。
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