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白天唱衰，晚上买入

为何外国投资者持续将资金涌入美国

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    • 去年，外国投资者向美国金融资产投入了约1.6万亿美元，其中包括近7000亿美元的股票投资——这两项数据均创下新纪录，并远高于近年来的水平。
    • 去年，外国投资者向美国金融资产投入了约1.6万亿美元，其中包括近7000亿美元的股票投资——这两项数据均创下新纪录，并远高于近年来的水平。 图片来源：路透社

    Ruchir Sharma

    Published Mon, Feb 9, 2026 · 05:43 PM

    本文由AI辅助翻译

    查看原文

    谈及美国，如今全球投资者似乎都热衷于“白天唱衰，晚上买入”。

    我最近在亚洲、欧洲和中东各地访问时，深切感受到外界对 Donald Trump 总统治下的美国怨声载道，且抱怨声愈发激烈。这些抱怨涵盖了从关税问题，到对格陵兰岛的意图，再到对旧有全球秩序的公然漠视等方方面面。

    民意调查也显示出同样的负面趋势，全球范围内对美国的好感度急剧下降。

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