周三盘中,三倍做多富时中国ETF-Direxion(YINN)股价大幅下跌7.63%,引发市场广泛关注。这一显著跌幅主要反映了投资者对中美贸易关系恶化的担忧。
据报道,美国正在考虑对中国实施所谓的"对等关税"政策,这一消息引发了市场对中国经济前景的担忧。专家们认为,这种贸易政策的不确定性可能通过贸易、金融和预期三重渠道对中国经济形成冲击,进而对中国出口企业造成负面影响。这种担忧直接反映在了YINN ETF的表现上,该基金旨在跟踪富时中国50指数的三倍日间表现。
面对外部环境的变化,多位首席经济学家建议中国应保持宏观政策的稳定性,以此来稳定市场预期、强化市场信心。同时,他们也呼吁加大力度提振内需,通过扩大消费和有效投资来对冲外部不确定性带来的影响。尽管短期内可能面临挑战,但专家们普遍认为,中国资产重估的长期逻辑并未改变,中国经济的基本面优势和创新潜力仍然存在。投资者应密切关注中美贸易关系的进一步发展,以及中国政府可能采取的应对措施。
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