Odaily星球日报讯 道富环球市场策略师 Marija Veitmane 指出，托管数据库显示，机构投资者在 6 月份增加了其投资组合的风险敞口，但同时大幅减持美债和美元资产。这一点尤其引人注目，因为投资者在这两类资产中的持仓已处于多年来的最低水平。她还提到，投资者继续对这两项资产的传统避险地位提出质疑。无论是第一季度美股的抛售、第二季度日益加剧的财政可持续性担忧，还是最近中东冲突的爆发，都没有引发市场对美元或美债的买入热潮。这种抛售美债的趋势与对日债和欧债的增持形成鲜明对比。（金十）
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