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巴克萊:美國對歐盟徵收關稅將再次考驗美股韌性
格隆匯 07-14 19:00
格隆匯7月14日|巴克萊分析師在一份研究報告中表示,美國威脅對歐盟徵收30%關稅,這將再次考驗美股的韌性。分析師稱,若歐盟採取報復措施,加之經濟陷入更深層次衰退,股市可能會出現兩位數下跌。如果全面貿易戰爆發,可能會重現‘解放日’後的暴跌行情——當時週期性股和金融股表現最爲糟糕,而夏季市場流動性不足可能會加劇這一局面,他們寫道。分析師仍對關稅維持在如此高位持懷疑態度。他們表示,特朗普對股市和債市承壓(進而對美國經濟受損)的容忍度似乎有限。他們補充稱,這可能會限制他最終對美國主要貿易夥伴徵收的關稅水平。
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