美股再陷跌势，但4月2日关税大限后或迎转机？
美股周三结束三连涨重拾跌势，特朗普政府酝酿的"对等关税"政策大限（4月2日）步步紧逼。尽管周二消费者信心数据疲软未阻市场反弹，但截至当日，标普500指数录得近一周来首度收跌。
BCA Research首席策略师Marko Papic警告，标普500与纳斯达克指数近期陷入技术性回调的抛售潮可能卷土重来，投资者需警惕下行风险。他在周二客户报告中指出："白宫将于4月2日宣布一系列'对等关税'，这标志着美国在当前的全球贸易战中摆出'极限施压'姿态。"基于华盛顿圈内"清一色看空关税"的传闻，Papic预计媒体将陆续释放政策信号，进一步加剧股市风险。
不过Papic强调，此次关税声明更多是美方与贸易伙伴谈判的"开局筹码"，而非旨在增加财政收入的框架性政策。他认为，特朗普的策略或将在未来6-12个月内促成美国进出口关税双降。"战术上看，我们预计股市在4月2日前后的动荡中将承压下行，但随着投资者意识到贸易战最糟阶段或已过去，市场有望迎来修复。"
除关税阴云外，债市交易员正等待疲软调查数据向"硬指标"传导的迹象——10年期美债收益率虽脱离1月高点，但仍胶着于4.3%区间。
文章源自MarketWatch《Stocks are falling again. Why they may look safer after the April 2 tariff deadline.》
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