精准跑路?特朗普威胁对欧加税前夕,对冲基金已提前做空欧元

华尔街见闻
Jan 19

在地缘政治风险升级前,对冲基金已提前将欧元持仓由多翻空,展现了其对潜在政策风险的敏锐预判。此举不仅与技术面恶化形成共振,更凸显了市场在特朗普关税威胁下对欧洲经济及欧元走势的深度担忧。但若演变为更广泛的美元信任问题,也可能引发资本回流欧洲,从而为欧元提供意外支撑。在美国总统特朗普因格陵兰岛问题威胁对欧洲国家征收新关税的前几天,对冲基金已敏锐地退出了对欧元的看涨押注。这一及时的仓位调整显示出部分市场...

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