高盛在其2026年全球外汇展望中向市场传达了一个明确的信号:美元的霸权正在松动,但尚未崩溃。 据追风交易台,1月10日,高盛Kamakshya Trivedi团队发布研报认为,其核心逻辑在于,虽然美元目前的估值根据高盛的GSDEER模型计算仍被高估约15%,且美国相对于全球其他地区的经济表现优势正在缩小,但这并不意味着美元会立即崩盘。 高盛的基本情景是美元将经历一个“缓慢的下行过程”,这一过程将...
Source Link高盛在其2026年全球外汇展望中向市场传达了一个明确的信号:美元的霸权正在松动,但尚未崩溃。 据追风交易台,1月10日,高盛Kamakshya Trivedi团队发布研报认为,其核心逻辑在于,虽然美元目前的估值根据高盛的GSDEER模型计算仍被高估约15%,且美国相对于全球其他地区的经济表现优势正在缩小,但这并不意味着美元会立即崩盘。 高盛的基本情景是美元将经历一个“缓慢的下行过程”,这一过程将...
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