特朗普引爆衰退担忧,美股正在经历一场“惊心动魄”的市场重估。 隔夜美股暴跌,纳指重挫4%,创2022年9月来最大单日跌幅;标普500指数收跌2.69%,创2024年12月18日以来最差单日表现;道指收跌2.08%。 与特朗普1.0相比,特朗普2.0正在上演一场完全相反的剧本。市场开始意识到,让美国衰退,这是特朗普必须要做的。 野村分析指出,美国经济正在经历一场人为制造的衰退,问题在于第一阶段(...
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