Group 1 - The article highlights a shift in investor focus from the US to Europe due to increasing uncertainty in US trade policies and the desire for a more stable investment environment [1] - European infrastructure and defense spending plans are attracting capital inflows, providing policy continuity and predictability, contrasting with the erratic nature of US policies under Trump [1] - Data from LSEG indicates that European equity funds have seen inflows exceeding $100 billion this year, three times the amount from the same period last year, while US equity funds have experienced outflows of nearly $87 billion [1] Group 2 - Germany, as the largest economy in the EU, has seen foreign direct investment double to €46 billion in the first four months of 2025, marking a new high since 2022 [2] - There are warnings from investors that Europe must act quickly to maintain this momentum, with KfW's head emphasizing the need for Europe to view current sentiment as both a warning and an incentive [2] - Deutsche Bank's CEO confirmed strong investor interest in Europe and Germany but stressed the necessity for long-term stable conditions to sustain this interest [2]
因对美担忧加剧,投资者蜂拥欧洲寻求稳定