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對等關稅來襲下的股票交易員:無法定價、無所適從、無可奈何 @ 2025-04-02T Back Hot News
Keyword:美股 關稅
Concept:
此外,「對等」的范圍亦成為另一焦點。黃焯偉表示,如果將貿易限制和增值稅補貼納入關稅范圍,加征的稅率可能高達30%。不過,特朗普早前透露的對等關稅措施將比先前承諾的「更加慷慨」,市場預計首階段加征稅率可能約為20%。如果實際加征力度和稅率低於市場預期,美股短期反彈的力度將會加大。否則,市場可能重演2018年第四季度的恐慌性拋售行情,當時美股調整幅度高達18%。
美股在第二季首個交易日表現反覆,標普500指數一度跌近1%,收市連同納斯達克指數上升,道瓊斯指數跌11點,。市場等待美國總統特朗普星期三公布對全球國家的「對等關稅」的內容,白宮發言人表示,關稅會在公布後即時生效。經濟數據再差過預期,市場衡量經濟放緩甚至衰退的可能。
白宮新聞秘書KAROLINE LEAVITT表示,特朗普將於4月2日在白宮玫瑰園,宣布對等關稅,LEAVITT表示,屆時將宣布「基於國家」(COUNTRY-BASED)的關稅,但總統也致力於在其他時間宣布實施行業關稅,市場預期關稅或針對個別國家,對全球「全面」征收關稅的憂慮抒緩,美股道指收市倒升417點。

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