机构:外资美债需求下滑预示美元走弱

Odaily
Oct 21, 2025

Odaily星球日报讯 普信集团资本市场策略师 Tim Murray 指出,由于外国需求下降,美元近几个月已大幅下跌,且存在进一步贬值空间。这位策略师表示:“特朗普政府在贸易和外交政策上的对抗性立场,降低了外国机构持有美国资产——特别是美国国债——的意愿。”Murray 称,投资者或需考虑相应调整投资组合(尤其是固定收益配置),为美元进一步走弱做好准备。他建议将部分美股头寸转为非美股票(美元贬值时这类资产以美元计价往往升值),并增持其他货币资产。(金十)

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