THE BOTTOM LINE
特朗普交易的终结
投资者对美国市场的反感似乎已成事实
本文由 AI 翻译，关键事实请以原文为准。
【纽约】美国总统Donald Trump的交易已死。反特朗普交易当道。无论您将目光投向金融市场的任何角落，都能看到全球投资者正想方设法避开特朗普治下的美国。
基金经理们并未感到沮丧——远非如此。从投资者调查来看，目前市场对风险较高资产的普遍热情，与2024年底总统赢得连任后相当。
但这种热情的来源及其在市场中的表现形式，已经发生了逆转。
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