智通财经APP获悉，上周英镑兑美元触及39个月高点1.3600上方，随后因英国就业数据弱于预期回落至1.3500附近。高盛集团预计，美元将在全球市场持续走弱，且这一趋势仍有较大延续空间。该行将英镑兑美元6个月目标从1.35上调至1.40，12个月目标从1.39升至1.44。针对美国经济，高盛指出，尽管月度非农就业数据略超预期，但整体仍印证经济潜在放缓趋势。结合美国经济表现不再独树一帜，该行认为中期内美元将持续承压。
今年以来，美国股市整体表现持平，而欧洲股市涨幅显著，若计入汇率损失，两者差距更为悬殊。高盛持续强调减持美元资产的合理性，尤其鉴于美国市场对海外投资者的吸引力正在下降。
市场将密切关注关税政策最新动态及参议院即将辩论的预算法案。该行警示，即便释放资本管制信号，也将进一步打击投资者对美元资产的信心。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.