【惠誉:市场波动或将缓和美国关税的影响】金十数据11月26日讯,惠誉解决方案公司旗下BMI的首席经济学家Cedric Chehab说,市场波动可能最终会限制美国贸易关税的幅度。他说,如果美元大幅升值,美国进口商品就会变得更便宜,这可能导致贸易逆差扩大,而不是缩小。他指出,美元走强还意味着美国企业的盈利可能会走弱,因为海外利润兑换回美元后价值会降低。Chehab补充道,像英伟达、Meta和苹果这样的公司都有很大一部分收入来自海外。他说:“关税不确定性的激增也可能给股市带来压力,而波动性的急剧上升可能会限制特朗普在关税方面的政策。”
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