"Foreign Exchange" Goldman Sachs: The market shifts to focus on growth risks, and the dollar's upward momentum may slow down

阿斯達克財經網
2026.03.24 17:55

高盛外匯策略師週二表示，市場焦點由伊朗戰事帶來的通脹影響，轉向經濟增長風險，美元升勢或會放緩。

高盛策略師 Isabella Rosenberg 指出，若市場更關注增長下行風險，將削弱美元兑 G10 貨幣的整體升勢，避險貨幣如日圓及瑞士法郎將表現較佳。

同時，若市場轉向增長憂慮，新興市場貨幣前景亦可能顯着轉差。不過，高盛仍預期美元兑 G10 貨幣將維持上升趨勢，但升幅難以延續 3 月的強勁動能。

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