美国，突发利空！

Group 1 - The core viewpoint is that European investors, particularly Swedish and Danish pension funds, are selling off significant portions of their U.S. assets due to rising political and financial uncertainties in the U.S. [2][4] - Alecta, Sweden's largest pension fund, has sold most of its U.S. Treasury holdings, with the estimated reduction in holdings being between 70 billion to 80 billion Swedish Krona, which translates to approximately 7.7 billion to 8.8 billion USD [2][3] - Akademiker Pension from Denmark plans to sell U.S. Treasury securities worth 100 million USD this month, indicating a broader trend among European funds to reduce exposure to U.S. assets [2] Group 2 - Deutsche Bank's CEO, Christian Sewing, made a call to U.S. Treasury Secretary Scott Bentsen to clarify that the bank does not endorse a report suggesting that European investors might sell U.S. assets, highlighting the sensitivity of the topic [4] - The report by Deutsche Bank's analyst, George Saravelos, suggested that European investors might lower their holdings in U.S. assets due to geopolitical tensions, particularly following comments from former President Trump [4][5] - Saravelos noted that Europe is the largest creditor to the U.S., holding approximately 8 trillion USD in U.S. bonds and stocks, which is nearly double the amount held by the rest of the world combined [4]