道富环球市场策略师Marija Veitmane指出托管数据库显示机构投资者在6月份增加了其投资组合的风险敞口但同时大幅

智通财经2025-07-09

道富环球市场策略师Marija Veitmane指出托管数据库显示机构投资者在6月份增加了其投资组合的风险敞口但同时大幅减持美债和美元资产。这一点尤其引人注目因为投资者在这两类资产中的持仓已处于多年来的最低水平。她还提到投资者继续对这两项资产的传统避险地位提出质疑。无论是第一季度美股的抛售、第二季度日益加剧的财政可持续性担忧还是最近中东冲突的爆发都没有引发市场对美元或美债的买入热潮。这种抛售美债的...

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