非农“急刹车”后,华尔街再度集体“空美元”

华尔街见闻
Aug 05

美联储降息预期因非农数据大幅升温,但美元的实际跌幅却低于预期。尽管如此,华尔街三大投行集体看空美元,认为其估值偏高,基本面疲软。 据追风交易台消息,花旗、高盛、大摩近日发表研报,认为从估值、贸易赤字和利差等多维度分析,美元下跌的长期逻辑依旧成立,美元头寸仍有巨大的做空空间。上周非农数据后,美元的下跌动能因风险货币承压、以及部分货币特殊性疲软而受到抑制,并未在第一时间完全释放。 展望后市,三大投行...

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