“抛售美国资产”惹风波，贝森特称德银CEO已否认自家分析师研报

Group 1 - The U.S. Treasury Secretary revealed that Deutsche Bank's CEO personally contacted him to distance the bank from a controversial analyst report suggesting European investors might sell U.S. assets [1] - The report, authored by Deutsche Bank's global forex research head, indicated that European willingness to hold U.S. assets could decline due to political tensions, specifically referencing President Trump's threats regarding Greenland [1] - Deutsche Bank's distancing from its own research highlights the sensitivity of the topic, especially for a German bank with significant operations in the U.S. [1] Group 2 - UBS's Paul Donovan emphasized that the focus on "selling America" is misleading, stating that the real risk lies in the inflow of funds rather than the selling of existing debt [2] - He pointed out that financial crises, such as the UK's Truss collapse and the Greek financial crisis, are fundamentally about the sources of funding, with reduced inflows posing a greater risk than large-scale sell-offs [2]