智通财经APP获悉,周一,长周末归来,华尔街抛售现象加重。道指狂泄超1000点,跌幅超过2.6%,纳指跌幅扩大至3%,标普500跌超2.7%。消息面上,分析人士认为,特朗普的关税是美国例外主义时代终结的催化剂,也损害了美国市场作为投资首选地、拥有无可比拟业绩的形象。他引发的贸易冲突影响了商业决策,扰乱了经济增长预测。CEO们纷纷下调业绩指引,华尔街各大银行也纷纷下调了标普500指数的年底目标。美国银行最新的全球基金经理调查显示,有意减持美国股票的全球投资者数量创下2001年数据收集以来的最高纪录。73%的受访者表示,他们认为美国例外主义已经达到顶峰。
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