格隆汇7月15日|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...
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