美国银行7月全球基金经理调查显示投资者认为做空美元是当前最拥挤的交易约34%的受访者持这一观点。这是该调查历史上做空美元

智通财经
Jul 15, 2025
美国银行7月全球基金经理调查显示投资者认为做空美元是当前最拥挤的交易约34%的受访者持这一观点。这是该调查历史上做空美元首次取代做多黄金成为最拥挤的交易。投资者对美元的持仓最为低配同时低配的还有美国股票、能源及必需消费品板块股票。调查显示47%的投资者认为美元被高估较6月调查的61%有所下降。此外14%的投资者认为美元因资本外流而暴跌是第三大尾部风险(即发生概率较低的事件)。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10