Abandon the US dollar, but still embrace US stocks?

華爾街見聞
2025.08.08 00:25

自 4 月以來，納指（藍線）和美元（黃線）分道揚鑣，納指一路走高，而美元則不斷貶值。 對於 “美國例外論” 是否破滅的問題，市場的選擇是 “繼續相信美股，但對沖美元”？

自 4 月以來，納指（藍線）和美元（黃線）分道揚鑣，納指一路走高，而美元則不斷貶值。

對於 “美國例外論” 是否破滅的問題，市場的選擇是 “繼續相信美股，但對沖美元”？

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