根据美国银行周二发布的全球基金经理调查（FMS），由于特朗普混乱的贸易政策削弱了投资者对美元资产的兴趣，2024年5月全球资产管理公司对美元的减持仓位达到19年来最大规模。

　　数据显示，基金经理将现金持有比例从4.8%降至4.5%——这通常是信心回升的迹象，但与此同时，他们对美元的减持仓位却达到了2006年5月以来最大规模。

　　四分之一受访者预计经济将出现硬着陆，但这一比例较4月调查的近50%已显著下降。61%的受访者目前将“软着陆”——即经济温和放缓但不会陷入衰退——视为基准情景。

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责任编辑：王许宁

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