管涛:美元暴跌无关“抛售美国”交易

第一财经
Mar 01

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端   美国国际资本不但继续净流入,且净流入额不降反升,表明“抛售美国”交易只是宏观叙事,却非客观事实。   长期以来,由于外汇短缺环境下形成的“升值是好事、贬值是坏事”的思维定式,大多数国人心中都有个“汇率升值—外资流入—本国资产重估”的执念。因此,2025年,洲际交易所(ICE)美元指数下跌9.4%,创八年来最大跌幅,这让“...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10