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Thread: 澳元/美元触及2个月高位,对冲基金经理建议出脱澳元

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    Default 澳元/美元触及2个月高位,对冲基金经理建议出脱澳元

    对冲基金Cambridge Strategy的首席投资官Russell Thompson建议,投资者应利用澳元/美元本周升至2个月高位的机会出脱澳元,因为全球经济大幅下滑可能会在明年初将澳元拉至新低。

    Thompson指出,美国本周大幅降息令澳元/美元周四上破0.70,触及2个月高位,但这种涨势可能不会持久。他认为,现在是开始做空澳元的好时机。由于中国经济增速骤降,令全球商品需求加速放缓,他预计澳元/美元可能会跌破0.60。

    Thompson表示,该基金在11月清仓前曾做空澳元。该对冲基金在世界范围内共管理8.5亿美元的资产。

    他还认为,利差交易在未来六个月不太可能升温,由于金融市场过于动荡,不利于开展高风险交易,且全球范围的降息削弱了高收益货币的魅力。

    摩根士丹利(Morgan Stanley)本周表示,澳元可能在2009年6月前跌破0.50,原因在于商品价格下滑,且民间部门资金短缺,可能将澳洲经济拖至衰退泥潭。

    由于具备收益优势,澳元曾备受利差交易投资者的青睐,但对全球性衰退的担忧令谨慎的投资者纷纷解除利差交易,导致澳元/美元今年已挫跌近22%,并在10月27日触及五年半来低位0.6004,澳元/日元跌幅则高达58%。

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    Default

    那些基金公司的话也不能全相信
    可能他们现在在悄悄的减仓了

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