金吾财讯 | 高盛策略师在报告中指出,最近几周并无明显迹象显示外国投资者大规模抛售美国国债,但全球投资组合料将逐步调整。
该行策略师表示,美债风险溢价的重置与美元走弱是对风险组合恶化进行补偿、激励全球投资者未来需求所需的调整。
该行维持原有判断——相较于其他主权债券品种,美债的风险溢价修正过程将呈现更显著的持续性特征。
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