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澳元、欧元:交易员借其看空美元,聚焦美通胀等事件
Sou Hu Cai Jing·2025-08-11 03:11

Group 1 - The core viewpoint of the article highlights that option traders are using currencies like the Australian dollar and Euro to express a bearish outlook on the US dollar following disappointing US economic data [1] - The Australian dollar is supported by the Reserve Bank of Australia's cautious and gradual easing stance, along with improved market risk sentiment [1] - The Euro's attractiveness has increased due to expectations of increased defense spending in the Eurozone, which is believed to provide support to the region, and a more hawkish stance from the European Central Bank [1] Group 2 - The outlook for the US dollar appears challenging as data indicates that July's US job additions fell short of expectations, with previous months' data also being revised down [1] - Following the release of non-farm payroll data, there is strong interest in call options for both Euro/USD and AUD/USD, as noted by the global FX options head at Standard Chartered Bank [1] - The market is currently focused on upcoming events, such as US inflation data and the Federal Reserve's Jackson Hole symposium [1]