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今年4月起，在关税威胁与通胀阴影笼罩下，美股市场走势出人意料，一路攀升。然而，随着关税战逐步升级，全球投资者对美国经济的忧虑持续加剧。

日本财务省周四公布数据表明，截至8月2日当周，日本国内投资者从外国股票净撤出7521亿日元（约51亿美元），扭转了此前连续两周净买入态势。同时，日本投资者连续第二周抛售海外长期债券，规模达5263亿日元。这一转变突显日本投资者对美国经济前景及新一轮贸易关税的谨慎态度。

尽管如此，今年海外股市仍吸引3.37万亿日元日本投资，去年同期净流入额为9158亿日元，同比增长267%。

英国投资人也撤资了？

受美国7月就业报告不及预期以及美国对数十个国家征收新一轮惩罚性关税影响，MSCI全球指数上周大幅下跌2.5...

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