Group 1 - The core viewpoint of the articles highlights a shift in investor focus from the U.S. to Europe due to the instability of President Trump's tariff policies, which have increased market uncertainty in the U.S. [1][3] - European economies are currently benefiting from infrastructure and defense spending, making them more attractive to investors as the deadline for U.S.-EU trade negotiations approaches [1][3] - Data shows a significant increase in capital flow into European stock funds, with over $100 billion flowing in this year, three times the amount from the same period last year, while outflows from the U.S. have more than doubled to nearly $87 billion [3] Group 2 - Executives and fund managers express concerns over the unpredictable nature of U.S. tariff policies, leading to a heightened interest in the more stable European market [3] - Foreign direct investment in Germany has more than doubled to €46 billion in the first four months of 2025, indicating a strong shift in investment patterns [3] - Despite the current trend favoring Europe, some experts caution that the sentiment could change quickly, emphasizing the need for long-term stability in the region to maintain investor interest [3]
弃美转欧成趋势？欧洲股票基金吸金超千亿 美国遭德企三月撤资
Huan Qiu Wang·2025-07-01 06:42