IC Markets官网：美元稳定性或迎调整，短期波动不可忽视

Core Insights - The dollar has been viewed as a "stable anchor" in global markets, but recent shifts in global capital flows and investment preferences suggest a subtle change in the foundations supporting the dollar [1][3] - Over the past two decades, significant capital has flowed into the U.S. market, particularly in equities, which has elevated asset prices and strengthened the dollar's performance in the forex market [3] - Current market conditions indicate that high asset valuation levels may lead investors to increase risk awareness and diversify their portfolios [3][4] Market Dynamics - The adjustment of global trade and supply chain dynamics may result in a more regionalized or multipolar development of capital flows [3] - The availability of diverse hedging tools means market participants are no longer reliant on a limited number of currencies or assets for risk mitigation [4] - It is essential to understand that global capital movements influence currency and asset prices, with market trends often changing slowly [5] Investment Strategy - Maintaining diversification and balanced approaches in asset allocation, reserve strategies, and long-term planning is generally more prudent than relying on a single directional judgment [6] - The market is continuously evolving, and rather than attempting to predict turning points, it is advisable to maintain structural flexibility amid changes [7]