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"title": "美元要走弱了?花旗突然转空 3个月美元指数目标砍至98.34",
"shortTitle": "美元要走弱了?花旗突然转空 3个月美元指数目标砍至98.34",
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"description": "花旗集团(Citigroup)(C-US)外汇策略师转为看空美元短期走势,理由包括联准会(Fed)政策立场可能不再那么鹰派、美国期中选举带来政治不确定性,以及财政部扩大长天期公债回购可能压低殖利率。",
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"content": "<p>花旗集团(Citigroup)(C-US)外汇策略师转为看空美元短期走势,理由包括联准会(Fed)政策立场可能不再那么鹰派、美国期中选举带来政治不确定性,以及财政部扩大长天期公债回购可能压低殖利率。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6583077/l/96973ea103858182cb826e609909d220.jpg\" alt=\"美元要走弱了?花旗突然转空 3个月美元指数目标砍至98.34\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>由Daniel Tobon率领的花旗策略团队周四(20日)将未来3个月美元指数预估,由102.12大幅下修至98.34。美元指数当日约报98.9,变动不大,前一交易日则跌至5月以来最低水准。</p>\n\n<p>花旗近几个月原本对美元持较中性看法,但随着风险逐渐增加,短期立场转为看空。团队指出,最新变化是美国财政部宣布,将截至11月的公债回购规模提高一倍,涵盖10年至30年期美债。</p>\n\n<p>策略师认为,扩大回购将透过两项管道打压美元:一方面可能压低美债殖利率,削弱美元资产的收益吸引力;另一方面则引发市场对「金融压抑」的担忧,也就是政府运用政策工具压低自身借贷成本。</p>\n\n<p>财政部宣布扩大回购前,美国政府融资成本已明显上升。8月举行的10年期与30年期美债标售利率,均创2000年代以来最高水准。</p>\n\n<p>与此同时,交易员已降低对Fed升息的押注,而升息预期先前正是推动美元走强的重要因素。花旗也认为,在11月期中选举前,政治不确定性及选举结果可能遭质疑的尾端风险,可能使投资人避免建立美元多头部位。</p>\n\n<p>不过,花旗并未改变长期美元展望,理由是美国经济成长前景仍优于其他十国集团(G10)经济体。美伊冲突与AI投资热潮则可能成为看空预测的风险:荷姆兹海峡石油运输减少,以及AI相关资本支出庞大,都可能推升通膨并迫使Fed升息,重新支撑美元。</p>\n\n<p>花旗同时将未来3个月欧元兑美元预估上调至1.1750,主要预期欧洲中央银行(ECB)9月将升息1码,加上市场降低Fed升息押注。欧元兑美元周四约在1.17附近交易。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-3302.html\" title=\"Fed不再报明牌!华许拆解前瞻指引架构 债市重新成为升息风向球\">Fed不再报明牌!华许拆解前瞻指引架构 债市重新成为升息风向球</a></li>\n <li><a href=\"/new/mg/article-8638.html\" title=\"准确预言金融海啸「华尔街先知」示警:美经济Q4迎「清算时刻」Fed本周将按兵不动\">准确预言金融海啸「华尔街先知」示警:美经济Q4迎「清算时刻」Fed本周将按兵不动</a></li>\n <li><a href=\"/new/mg/article-3795.html\" title=\"美国5月核心资本财订单劲升1.6% 企业投资动能强劲\">美国5月核心资本财订单劲升1.6% 企业投资动能强劲</a></li>\n <li><a href=\"/new/mg/article-10626.html\" title=\"美战略储油跌破3亿桶 降至1983年来最低\">美战略储油跌破3亿桶 降至1983年来最低</a></li>\n <li><a href=\"/new/mg/article-1744.html\" title=\"Anthropic抢先一步秘密申请IPO OpenAI执行长奥特曼用9个字冷回\">Anthropic抢先一步秘密申请IPO OpenAI执行长奥特曼用9个字冷回</a></li>\n <li><a href=\"/new/mg/article-1924.html\" title=\"苹果AI正式亮相 Siri迎15年来最大升级 欧盟、中国用户暂时无缘\">苹果AI正式亮相 Siri迎15年来最大升级 欧盟、中国用户暂时无缘</a></li>\n </ul>\n</div>",
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