特朗普四处“兴风作浪”，欧洲富豪开始"逃离"美国资产

Core Viewpoint - The unpredictable actions of Trump regarding geopolitical issues, such as the Greenland sovereignty dispute and tariff threats, are prompting some European wealthy individuals to consider reducing their exposure to U.S. assets and diversifying their investments geographically [1]. Group 1: European Wealthy Individuals' Investment Strategies - A Danish pension fund has begun to exit U.S. Treasury investments, partly due to Trump's comments on Greenland [2]. - Ray Dalio, founder of Bridgewater Associates, noted that there is a trend of funds diversifying away from the U.S. [2]. - Swiss private bank Edmond de Rothschild is contemplating tactical adjustments to its overweight positions in U.S. stocks based on Trump's policies regarding Greenland [2]. - European clients are particularly anxious about becoming targets of potential retaliation from Trump [2]. Group 2: Historical Context of European Investments in the U.S. - Historically, the close ties between Europe and the U.S. have allowed global elites to easily invest across the Atlantic, facilitating wealth diversification [2]. - Notable European investors include Amancio Ortega, who rents properties to companies like Amazon, and the Wertheimer family, who manage investments in U.S. cosmetics retailer Ulta Beauty Inc. [3]. - Richard Branson sold over $1 billion in shares of Virgin Galactic during the pandemic to support his business empire [3]. - A number of American billionaires have acquired sports teams across Europe over the past two decades [3]. Group 3: Challenges in Reducing U.S. Investment Exposure - Despite the reassessment of U.S. holdings by European wealthy individuals and institutional investors, the sheer size and scale of the U.S. economy make it extremely difficult to completely avoid investing in the country [4]. - Sergio Ermotti, CEO of UBS Group, warned that weaponizing U.S. Treasury holdings is a "dangerous gamble" [5]. - Trump indicated that significant retaliation would occur if European nations sold U.S. assets due to tariff threats related to Greenland, suggesting that any withdrawal strategy may focus on reducing concentration and hedging tail risks rather than a large-scale exit [5].