削减美元资产配置

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亚洲货币纷纷走强 减配美元资产成趋势
Zheng Quan Shi Bao· 2025-05-07 17:53
Group 1 - The article highlights the impact of U.S. tariff policies on global trade and financial markets, leading to a significant appreciation of Asian currencies against the U.S. dollar and a shift in investment strategies away from dollar assets [1][3]. - Asian currencies, including the Hong Kong dollar and New Taiwan dollar, have seen substantial gains, with the Hong Kong Monetary Authority intervening multiple times to maintain its currency peg, and the New Taiwan dollar experiencing a notable rise of over 10% against the dollar in just two trading days [2][3]. - There is a growing trend of foreign investors reducing their exposure to U.S. assets, with a reported decline of over 10% in the U.S. dollar index this year, indicating a shift in market sentiment towards the dollar [3][4]. Group 2 - The article discusses the weakening of the "American exceptionalism" narrative, as U.S. tariff policies create uncertainty and diminish the dollar's safe-haven status, prompting capital outflows from the dollar [4]. - Notable investors, including Warren Buffett, have expressed concerns about the future value of the dollar, warning of potential risks associated with U.S. fiscal policies that could lead to a depreciation of currency assets [4].