川普關稅大棒落下,美國例外主義遭遇逆風? episode artwork

EPISODE · Apr 6, 2025 · 7 MIN

川普關稅大棒落下,美國例外主義遭遇逆風?

from 渣打市場洞察 · host 渣打銀行

美國長期以來被視為全球經濟與金融市場的領頭羊,「美國例外論」支撐了數十年的投資信念。然而,2025年初以來,歐洲與中國股市表現領先,標普500指數相對疲弱,加上美國政策日益偏向保護主義,這一既定的假設是否開始動搖?本期《渣打市場洞察》由投資策略部主管劉家豪分析在關稅貿易衝突升高期間,投資人應該如何調整策略。點此查看渣打最新市場觀點 。講者:投資策略部主管  劉家豪

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川普關稅大棒落下,美國例外主義遭遇逆風?

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