最新资管调查:卖出美元是“共识”,美股成“最不受欢迎股市”,增持欧股和日股

华尔街见闻
May 29, 2025

全球头部资管机构整体形成了“卖出美国”的共识,集体减仓美股、美债、美元。 据追风交易台消息,5月28日,花旗发布了一份重磅报告,研究了全球最大的15家资管机构的动向。这些机构合计管理超20万亿美元资金,是全球资金流向的风向标。 资金流向数据显示,全球大资金正集体“去美国化”,减少美股、美债、美元配置。而“买亚洲和欧洲”正成为全球大资金达成的共识。 机构集体“卖出美国” 1、股市:美股成全球最不...

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