EPISODE · May 11, 2025 · 1 MIN
美股2025年第一季度企业财报电话会议中的高频词：不确定性
from 茶水S的美股交易
据 IoT Analytics 数据，“不确定性” 一词在 2025 年第一季度 35% 的财报电话会议中出现，较 2024 年第四季度激增 49%。贸易紧张局势成为焦点，特朗普的关税政策使经济前景不明，“关税” 提及率环比飙升 190% 至 43%。受不确定性影响，CEO 们招聘意愿下降，部分担忧进口关税推高美国物价，但也有企业领导认为本地生产商或因进口依赖型对手提价而获优势。尽管贸易摩擦有缓和迹象，整体前景仍不稳定。工业和公用事业领域 CEO 对不确定性提及显著增加。
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美股2025年第一季度企业财报电话会议中的高频词：不确定性
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