2024 年大選前，投資人策略轉變青睞債券和比特幣

隨著 2024 年美國大選臨近，投資者將大筆資金投入債券和比特幣，這標誌著資產偏好的明顯轉變

Investors are pouring vast sums into bonds and bitcoin in a strategic shift ahead of the 2024 U.S. election, a move that signals a clear departure from previous preferences, according to CNBC, citing Bank of America credit strategist Yuri Seliger.

根據CNBC 引述美國銀行信貸策略師尤里·塞利格(Yuri Seliger) 的話報道，投資者正在向債券和比特幣投入大量資金，這是2024 年美國大選之前的戰略轉變，此舉標誌著明顯背離了之前的偏好。

Over the past week, bond purchases surged significantly, with investments in "high-grade" bonds reaching over $6 billion, the highest level in two months, Seliger noted. Moreover, high-yield credit funds also saw an influx, largely driven by exchange-traded funds (ETFs).

Seliger指出，過去一周，債券購買量大幅增加，「高等級」債券的投資額超過60億美元，為兩個月來的最高水準。此外，高收益信貸基金也大量湧入，這主要是由交易所交易基金（ETF）推動的。

In contrast, equity funds experienced minor outflows during the same period, indicating a cautious pivot toward less volatile options. The demand remained strong across various bond categories, including investment-grade corporate, municipal, and long-term Treasury bonds, suggesting that investors are rebalancing rather than pulling out.

相較之下，股票基金在同一時期出現了小幅資金外流，顯示投資人謹慎轉向波動性較小的選擇權。各種債券類別的需求仍然強勁，包括投資級公司債、市政債券和長期國債，這表明投資者正在重新平衡而不是退出。

In a separate development, the Ishares Bitcoin Trust ETF (IBIT) is attracting爆発的な関心事, CNBC reports. Blackrock's IBIT ETF garnered over $2 billion in a week, including a record one-dayمواد بلاستيكية of $870 million. Bitcoin ETFs collectively have drawn over $23 billion since Jan., underscoring the growing appeal of cryptocurrencies as alternative assets.

根據 CNBC 報道，Ishares 比特幣信託 ETF (IBIT) 在一周內吸引了超過 20 億美元的資金，其中比特幣 ETF 的單日資金總額達到創紀錄的 8.7 億美元。力日益增長。

Seliger's observations highlight a broader appetite for assets that are perceived as secure stores of value amid rising economic unease and geopolitical concerns tied to the upcoming election. In a parallel trend, gold also rose, trading at $2,736 per ounce. This dual strategy showcases a nuanced approach by investors who are seeking stability in bonds while also exploring the potential of digital currencies.

塞利格的觀察突顯出，在經濟不安和與即將到來的選舉相關的地緣政治擔憂加劇的情況下，人們對被視為安全價值儲存手段的資產產生了更廣泛的興趣。同時，金價也上漲，交易價格為每盎司 2,736 美元。這種雙重策略展示了投資者在尋求債券穩定性的同時探索數位貨幣潛力的細緻入微的方法。

These pre-election adjustments reveal a mixed sentiment: some investors are prioritizing the perceived safety of high-grade bonds, while others are drawn to bitcoin, perhaps considering its resilience in volatile economic climates.

這些選舉前的調整揭示了一種複雜的情緒：一些投資者優先考慮高等級債券的安全性，而另一些投資者則被比特幣所吸引，也許是考慮到其在動盪的經濟環境中的彈性。