对冲基金大佬科恩:特朗普关税、打击移民、DOGE减支将损害美国经济,美股或回调

华尔街见闻
22 Feb

媒体报道,亿万富翁投资者科恩(Steve Cohen)周五对美国经济表达了负面看法,而且表示加大了看空押注。他认为,惩罚性关税、移民执法以及由所谓的“政府效率部(Department of Government Efficiency, DOGE)”主导的联邦支出削减,将对美国经济产生不利影响。他预计,今年下半年美国经济增长将从2.5%放缓至1.5%,美股也将出现回调。掌管对冲基金Point72的...

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