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“美元贬值交易”重燃？黄金、比特币双双创3个月新高_我的网站

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A | 　　文章来源：财闻　　财闻海外资讯援引日经中文网报道，押注美元下跌的“贬值交易（Debasement Trade）”出现重新升温的迹象。 KINSHASA, Congo -- A boat capsized in Congo’s northwest killing at least 27 people, and more than 70 others were missing, a senior government official said Saturday as rescuers searched frantically for survivors.The locally made boat capsized late Friday in the city of Mbandaka in Equateur Province as it transported more than 100 passengers along the Congo River to the town of Bolomba, according to Taylor Nganzi, deputy provincial governor.“Already 27 bodies of victims have been removed from the waters (and) transported to the morgue of the general hospital in Mbandaka,” said Nganzi, adding that an investigation to find out the cause of the accident had begun.The New Civil Society of Congo, a local civil society group, said 49 people died in the accident, which it said occurred after an engine failure. “Everything started to sink,” Jean-Pierre Wangela, president of the group, told reporters.The contradictory death tolls, which is common in such incidents in Congo, could not immediately be reconciled.Volunteers joined rescuers in the search for survivors and for bodies, while families mourned loved ones who were among the victims.“We are supervising the search for bodies with the river services and accompanied by the victims’ families,” said Nganzi.Boat accidents are common on the Congo River and on the nation’s lakes because of the prevalent use of makeshift boats that are often overloaded. The majority of the population in the country's northwest use the rivers to travel because of a lack of good roads and because it is a less expensive.The Congolese government had banned night travel throughout the country to avoid accidents, although many defy the directive.。原因是，市场开始注意到美国的财政风险。

B | 从美元流出的资金正在流向黄金和加密资产（虚拟货币）。　　“贬值交易”是指在预期货币价值下跌时，将资金投向黄金、白银等与货币走势相关性较低的资产。与通货膨胀导致的货币贬值不同，这种情况被认为通常发生在财政扩张和过度的金融宽松等货币信用动摇之际。　　目前，市场开始有观点认为，这种交易可能正在针对轴心货币美元展开。

C | 　　显示相对于多种主要货币的美元综合走势的美元指数上周跌至98.5区间，创出3个月来的最低水平。

D | 与7月下旬的高点相比，跌幅已达3%。

E | 本周仍在低位区间徘徊。

F | 　　相比之下，明显上涨的是黄金。作为国际指标的伦敦现货价格在8月24日的交易中升至每金衡盎司4650美元以上区间，创出3个月以来的新高。过去一周涨幅超过8%，其上涨势头还在波及白银和铂金。

G | 　　另外，作为代表性虚拟货币的比特币也迅速上涨至接近8万美元，同样创出3个月来的新高。　　背景是市场对美国财政状况的担忧。　　美国财政部8月19日宣布将偿还期限超过10年的国债的回购注销（Buyback）的上限至少提高至目前的2倍，即40亿美元。此举旨在抑制持续上升的长期和超长期利率。　　然而，美国利率的上升速度虽有所放缓，但尚未出现下降。

H | 日本市场分析师丰岛逸夫表示，“这一次甚至到了美国财政部也要采取实际行动的地步，说明财政担忧作为现实风险已经显现”，这种观点反而变得更为普遍。　　美国的联邦政府债务总额于8月18日首次突破40万亿美元。由于对伊朗的战争开支膨胀等原因，截至7月的10个月的财政赤字已超过上一财年（2024年10月至2025年9月）全年的规模。　　美国桥水基金创始人瑞·达利欧8月21日在商业社交平台LinkedIn （领英）上表示，如果美国财政状况不发生变化，债务危机将在“三年内到来”。他指出，将资产中约10%至15%配置于黄金，“能降低投资风险并提高回报”。