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特朗普關税亂拳“嚇崩”全球市場,美股深夜驚魂!

特朗普關税日逼近,超級“黑色星期一”正在全球上演。

3月最後一天,亞太市場恐慌情緒大肆蔓延。

週一,日韓股市重挫,港A股紛紛收跌,台灣加權指數更是破了去年6月新低。

然後亞太股市崩完,歐美股崩。

疊加歐洲政壇再度上演“黑天鵝”,歐洲股市已經率先美股一步暴跌

截止發稿,德國DAX指數下跌1.32%,法國CAC40指數下跌1.54%,英國富時100跌近1%,歐洲斯托克50指數跌超1.5%。

美股今晚估計也將一夜難眠。

週一,美股大幅低開。納指盤初一度大跌2.5%,觸及去年9月11日以來的最低點;標普500指數一度失守5500點,創去年9月以來新低。

不過隨後三大股指震盪拉昇,道指轉升翻紅,標普500指數縮小跌至-0.72%,納指跌1.81%。

科技股全線暴跌,美股 "七姐妹"除蘋果硬抗外,無一倖免。

特斯拉盤中一度暴跌超7%,英偉達盤初最大跌幅超5%。

截止發稿,特斯拉跌超5%,英偉達跌超4%,亞馬遜跌超3%,meta、微軟跌超2%,谷歌跌超1%,唯蘋果微升0.61%。

特朗普關税亂拳,華爾街也很慌!

本週三(4月2日),特朗普稱之為“解放日”的大規模關税計劃將實施。

眼下,全球股市風聲鶴唳、草木皆兵。

特朗普的關税亂拳,使美國經濟陷入衰退的擔憂不斷加劇。

據美媒一項最新調查,14位經濟學家對美國GDP和通貨膨脹的調查顯示,與2024年第四季度報吿的2.3%相比,經濟學家預計美國第一季度將僅增長0.3%。

這將是自2022年以來經濟擺脱新冠大流行以來最弱的增長。

而在“4月2日”逼近之際,華爾街投行已經紛紛警吿。

貝萊德CEO拉里·芬克最新表示,特朗普的貿易戰已將投資者對全球經濟的焦慮推至近年來的最高點。

以美股市場為例,基準指數標普500指數和以科技股為主的納指目前正經歷近三年來最糟糕的季度表現。

穆迪已將美國經濟衰退的概率從15%上調至40%,而高盛則將其預測值從20%提高至35%。

花旗認為,4月2日或成為“貿易戰2.0”的階段性節點,而非終點。新一輪貿易戰可能成為觸發資本流向逆轉的導火索,特別當歐洲財政政策轉向寬鬆、美國消費者支出疲軟之際。

短期市場可能因關税衝擊出現“膝跳反應”——美元走強、美股與美債收益率承壓,但長期風險在於貿易戰對美經濟增速的拖累被低估。

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