格隆汇4月17日|高盛发表报告指,特朗普的关税措施虽可能刺激制造业就业率上升,但受关税影响的其他行业的职位流失,将导致美国就业出现净负面影响。报告提到,特朗普的关税保护,将使制造业就业岗位增加不到10万人,但较高的投入成本将对就业造成近50万个岗位拖累。总体而言,该估计表明,即使考虑到受保护制造业的就业增加,美国经济的整体就业岗位仍将减少40万个。
由Jan Hatzius领导的高盛经济学家在报告中表示,一些研究发现,关税在适用于新兴产业、需求弹性特别高的产品,或对下游产业成本影响较小的产品时,可能会有效。然而,报告指出特朗普政府推出的关税范围更广,且其实施方式并非不针对新兴产业、需求弹性大的商品或最终产品。统计分析表明,尽管关税计划可能有助于制造业就业,但可能对美国整体就业产生净拖累。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.