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美元将迎新一轮“空袭”,下一个汇市新宠是谁?
Jin Shi Shu Ju·2025-07-07 11:36

Group 1 - Traders are seeking alternatives to the euro, such as the Chinese yuan, Australian dollar, and South Korean won, to capitalize on expectations of further dollar weakness [1] - The volume of dollar-yuan options trading reached a one-month high, with significant demand for call options indicating a bearish outlook on the dollar [1] - Interest in Korean won call options is increasing, with hedge funds anticipating a potential rise similar to the Taiwanese dollar's surge earlier this year [1] Group 2 - The South Korean won has been supported by a weaker dollar and gradual appreciation of the yuan, with further appreciation potential without threatening export dynamics [2] - Interest in the Australian dollar is growing, with hedge funds increasingly taking long positions against the US dollar in recent weeks [2] - Sentiment towards the Japanese yen has cooled, with reduced interest in long positions following its decline in May and June [2]