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全球金融市场运行逻辑重塑
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湾众咨询邱思甥:美国主权信用评级调降 中国资产战略价值正被重新定价
news flash· 2025-05-21 03:15
Core Viewpoint - The downgrade of the US sovereign credit rating by Moody's is reshaping the operational logic of global financial markets, indicating that the maintenance of global monetary hegemony is no longer reliant on credit rating metrics but rather on the ability to construct a more inclusive global financial infrastructure [1] Group 1 - The strategic value of Chinese assets is being re-evaluated in light of the recent credit rating downgrade [1] - There is an expectation that the status of the US dollar will further weaken, prompting funds to seek alternative options [1] - Chinese yuan assets, supported by solid fundamentals, are anticipated to become a new choice for global funds alongside euro, yen, and pound assets [1]