一纸关税政策,吹冷了市场信心,顶级投行集体下调标普500全年目标。4月2日,据央视新闻,美国白宫发表声明称,特朗普将对所有国家征收10%的“基准关税”,并追加对等关税,引爆市场,标普500从2月19日的历史高点一路回撤近14%。而更大的冲击,发生在预期层面。在这场风暴后的短短两周内,摩根大通、美国银行、花旗、Evercore ISI等十家顶级投行集体下调了标普500年终目标点位。年初,市场普遍预期...
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