华尔街兴起做空美国交易，美元计价美股停滞

原始标题: Sell America Is the New Trade on Wall Street

Source: The New York Times (rss)

External ID: https://www.nytimes.com/2026/01/31/business/sell-america-dollar-financial-markets.html

Received: 2026-01-31 21:13 (CN)

Processed: 2026-01-31 22:47

External URL: https://www.nytimes.com/2026/01/31/business/sell-america-dollar-financial-markets.html

Note: external pages may move/404. The stored content below is what the system processed.

Content (stored)

The U.S. stock market has plateaued in dollar terms since the start of the year and started to slide when measured in other currencies.

Extracted Facts (event_facts)

{
  "translated_title": "华尔街兴起做空美国交易，美元计价美股停滞",
  "theme": "US Monetary Policy",
  "event_type": "politics",
  "commodity_sector": "",
  "summary": "华尔街出现做空美国的新交易趋势，美元计价美股年初以来停滞，其他货币计价则开始下滑。",
  "key_facts": [
    "华尔街兴起做空美国的新交易趋势",
    "美元计价的美国股市自年初以来停滞不前",
    "其他货币计价的美国股市已开始下滑"
  ],
  "mentioned_commodities": [],
  "data_points": [
    {
      "name": "美股停滞起始时间",
      "value": "年初",
      "unit": "时间点",
      "direction": "flat",
      "context": "美元计价美股自年初以来停滞"
    }
  ],
  "uncertainty_notes": [
    "未提供具体下滑幅度或货币种类",
    "未明确做空交易的具体规模或参与者"
  ]
}

Politics Refiner

Score: 85 · Category: Macro-Policy · Scope: Global · Sentiment: Risk-Off

USDEquitiesFXGold

传导路径

做空美国交易 → 美元和美股下跌 → 避险资产需求上升

Refiner: 华尔街做空美国趋势反映市场对美国经济和货币政策的担忧，可能引发全球风险资产抛售和避险情绪。