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特朗普:关税将导致市场“繁荣”

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2025-04-03 19:36:14

尽管美国股市暴跌,特朗普仍坚称全面关税政策将推动市场繁荣



在美国股市经历剧烈震荡之际,前总统特朗普首次公开回应市场波动,重申其关税政策的长期利好。他在前往佛罗里达州前向记者表示:"我认为一切进展顺利,市场和国家都将繁荣。"



特朗普特别强调:"预计将有6至7万亿美元资金流入美国",并再次指控贸易伙伴"多年来持续占美国便宜"。此番言论发表于其关税新政引发全球市场动荡后,引发投资者广泛关注。



对投资者的潜在影响:



  • 政策不确定性:强硬关税立场可能加剧市场波动,需警惕贸易战风险

  • 行业分化:受保护行业或受益,出口依赖型企业面临压力

  • 资金流向:若大规模资本回流实现,或改变美元资产配置逻辑

  • 长期预期:需审慎评估贸易政策对供应链成本和通胀的实际影响

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