2024 年大选前，投资者战略转变青睐债券和比特币

随着 2024 年美国大选临近，投资者将大笔资金投入债券和比特币，这标志着资产偏好的明显转变

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.

据 CNBC 援引美国银行信贷策略师尤里·塞利格 (Yuri Seliger) 的话报道，投资者正在向债券和比特币投入大量资金，这是 2024 年美国大选之前的战略转变，此举标志着明显背离了之前的偏好。

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，过去一周，债券购买量大幅增加，“高等级”债券的投资额超过60亿美元，为两个月来的最高水平。此外，高收益信贷基金也大量涌入，这主要是由交易所交易基金（ETF）推动的。

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.

相比之下，股票基金在同一时期出现了小幅资金外流，表明投资者谨慎转向波动性较小的期权。包括投资级公司债券、市政债券和长期国债在内的各种债券类别的需求仍然强劲，这表明投资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.

据 CNBC 报道，Ishares 比特币信托 ETF (IBIT) 在一周内吸引了超过 20 亿美元的资金，其中比特币 ETF 的单日资金总额达到创纪录的 8.7 亿美元。自 1 月以来，加密货币的吸引力日益增长。

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.

塞利格的观察突显出，在经济不安和与即将到来的选举相关的地缘政治担忧加剧的情况下，人们对被视为安全价值储存手段的资产产生了更广泛的兴趣。与此同时，金价也上涨，交易价格为每盎司 2,736 美元。这种双重策略展示了投资者在寻求债券稳定性的同时探索数字货币潜力的细致入微的方法。

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.

这些选举前的调整揭示了一种复杂的情绪：一些投资者优先考虑高等级债券的安全性，而另一些投资者则被比特币所吸引，也许是考虑到其在动荡的经济环境中的弹性。