中金：料地缘风险事件对美元汇率冲击偏向“单次性”"/> <meta property="og:contentid" content="comos:nhitaeh5804218"/> <meta property="og:url" content="https://finance.sina.cn/hkstock/ggyw/2026-01-27/detail-inhitaeh5804218.d.html"/> <meta property="og:time" content="2026-01-27 09:36:02"/> <meta property="og:published_time" content="2026-01-27 09:36:02"/> <meta property="og:updated_time" content="2026-01-27 09:36:02"/> <meta property="og:author" content="智通财经网"/> <meta property="og:site_name" content="手机新浪网"/> <meta property="og:locale" content="zh_CN"/> <meta property="article:modified_time" content="2026-01-27 09:36:02"/> <meta property="article:published_time" content="2026-01-27 09:36:02"/> <meta property="og:description" content="中金发布研报称，短期来看，地缘风险相关事件对美元汇率的冲击或偏向于单次性，此后有望逐步回归美国基本面等周期性因素所隐含的水平。长期来看，中金认为特朗普政府的政策风险或成为悬在美元资产上方的达摩克利斯之剑，或对美元体系构成了新的挑战，或将进一步动摇美元储备资产的"/> <meta property="og:image" content="//n.sinaimg.cn/default/2fb77759/20151125/320X320.png"/> <meta property="og:category" content="财经"/> <meta property="article:section" content="财经"/> <meta property="article_tags" content="外汇"/> <meta property="article_tags" content="中金"/> <meta property="article_tags" content="美元"/> <meta property="article_tags" content="地缘"/> <meta property="article_tags" content="美元汇率"/>  <link rel="canonical" href="https://finance.sina.cn/hkstock/ggyw/2026-01-27/detail-inhitaeh5804218.d.html?vt=4"/><meta name="publishid" content="nhitaeh5804218, 唐纳德·特朗普, 中金, 地缘, 特朗普, 于单, 风险, 基本面, 研报, 风险事件, 克利斯, 周期性