LBBW高级固定收益分析师Elmar Voelker在一份报告中表示,目前来看,来自私营部门的外国投资者显然已经回归了他们多年来扮演的角色,即美国国债的稳定净买家。伊朗战争爆发后金融市场全球不确定性的增加,至少在目前重新激活了美国国债作为避险资产的作用。这一发现与自2026年2月底以来美元兑其他主要货币的大幅升值相一致。
LBBW高级固定收益分析师Elmar Voelker在一份报告中表示,目前来看,来自私营部门的外国投资者显然已经回归了他们多年来扮演的角色,即美国国债的稳定净买家。伊朗战争爆发后金融市场全球不确定性的增加,至少在目前重新激活了美国国债作为避险资产的作用。这一发现与自2026年2月底以来美元兑其他主要货币的大幅升值相一致。
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