高盛警告歐股上漲顯示投資者未正視美國關稅風險
外電報道,高盛高級歐洲股票策略師Sharon Bell表示,歐洲股市上漲顯示投資者錯誤估計美國關稅所帶來的風險,認爲投資者顯得有些過度自信。
在剛剛過去週末,美國總統特朗普威脅要對歐盟徵收30%的關稅,Bell表示,若投資者最終相信30%關稅會實施,歐洲股市的跌幅將會更大。她又警告,歐元走強將對歐元區企業的出口盈利帶來打擊,預計今年歐洲企業的盈利將基本持平。
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