【分析:杠杆多头减仓也无妨 欧元/美元上行仍可期】欧元/美元过去一周失去上行动能,恰逢杠杆基金削减多头头寸。不过,在美联储降息前景的推动下,欧元要延续今年以来的涨势不会等太久。欧元多头不必担心去年第四季度的情景会重演,当时随着欧元跌向平价,杠杆头寸严重转向看跌欧元。自那以来,最大的变化是投资者在降低对美元资产的展望。由于标普500指数和美元双双下跌,外国投资者面临重大损失,纷纷加大汇率对冲的使用。尽管预计欧洲央行将再次降息,但6月美联储会议似乎也有降息可能。这将为欧元提供潜在支撑,并使其在中期路径上走高。

金融界
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欧元/美元过去一周失去上行动能,恰逢杠杆基金削减多头头寸。不过,在美联储降息前景的推动下,欧元要延续今年以来的涨势不会等太久。欧元多头不必担心去年第四季度的情景会重演,当时随着欧元跌向平价,杠杆头寸严重转向看跌欧元。自那以来,最大的变化是投资者在降低对美元资产的展望。由于标普500指数和美元双双下跌,外国投资者面临重大损失,纷纷加大汇率对冲的使用。尽管预计欧洲央行将再次降息,但6月美联储会议似乎也有降息可能。这将为欧元提供潜在支撑,并使其在中期路径上走高。

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