---
title: "Jamie Dimon 鍾愛的外匯專家再次買入美元"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286920296.md"
description: "改變在今年的大部分時間裏，做空美元成為華爾街最受歡迎的共識交易之一。但摩根大通的 Meera Chandan 認為背景正在變化：美國的數據出乎意料地走高，美聯儲可能會維持更長時間的緊縮政策，而做空美元的情緒現在看起來已經過於擁擠。更有利於美元"
datetime: "2026-05-19T13:17:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286920296.md)
  - [en](https://longbridge.com/en/news/286920296.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286920296.md)
---

# Jamie Dimon 鍾愛的外匯專家再次買入美元

## **Changing**

For most of this year, betting against the dollar became one of Wall Street’s favorite consensus trades. But JPMorgan’s Meera Chandan argues the backdrop is changing: U.S. data is surprising higher, the Fed may stay tighter for longer, and bearish dollar sentiment now looks crowded.

## **More dollar positive**

### 相關股票

- [USDU.US](https://longbridge.com/zh-HK/quote/USDU.US.md)
- [UUP.US](https://longbridge.com/zh-HK/quote/UUP.US.md)
- [JPM.US](https://longbridge.com/zh-HK/quote/JPM.US.md)
- [JPM-M.US](https://longbridge.com/zh-HK/quote/JPM-M.US.md)
- [JPM-C.US](https://longbridge.com/zh-HK/quote/JPM-C.US.md)
- [JPM-D.US](https://longbridge.com/zh-HK/quote/JPM-D.US.md)
- [JPM-L.US](https://longbridge.com/zh-HK/quote/JPM-L.US.md)
- [8634.JP](https://longbridge.com/zh-HK/quote/8634.JP.md)
- [JPM-K.US](https://longbridge.com/zh-HK/quote/JPM-K.US.md)
- [JPM-J.US](https://longbridge.com/zh-HK/quote/JPM-J.US.md)

## 相關資訊與研究

- [餘偉文：外匯基金持有美元資產比例少於八成 會朝多元化方向作投資部署](https://longbridge.com/zh-HK/news/285020624.md)
- [Fed 7 月恐重啟升息！華爾街老將警告：聯準會已從寬鬆轉向緊縮](https://longbridge.com/zh-HK/news/286989785.md)
- [天嶽先進增擬增外匯衍生品交易業務額度 4 倍，至不超過 5 億美元](https://longbridge.com/zh-HK/news/286690468.md)
- [《財資快訊》美電軟報 7.8331，一週拆息較上日微軟至 2.31%](https://longbridge.com/zh-HK/news/287031356.md)
- [沃什的 “燙手山芋”：降息毀美元，不降息毀經濟](https://longbridge.com/zh-HK/news/286984100.md)