汇丰称，对美元的负面情绪已达到看起来像泡沫的程度。

　　该行策略师在一份研报中写道：

　　“反美元泡沫”正在形成，“尽管它尚未破裂，但泡沫最终都会破裂”。

　　人们一直关注美元今年跌了多少，似乎难以抗拒推断其糟糕表现。这是泡沫行为的典型表现。

　　去美元化为欧元/美元注入了新活力，但欧元不能仅仅依靠人们对美元的不信任来维持涨势。

　　自1999年1月以来，欧元/美元经历了八次显著上涨行情，有四个因素往往同时出现，包括私营部门信贷加速、实际工资增长加速、库存周期恢复、支持性政策。

　　目前这四个因素充其量是发出的信号不一，表明欧元/美元涨势可能基本已结束。

　　日元多头仓位相对于波动率指数看起来偏高，意味着美元/日元面临轧空风险。

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责任编辑：刘明亮

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