国泰海通证券林隆鹏:科技主题热度望延续 投资者观察企业价值要放长远

东方财富
Mar 15, 2025

林隆鹏(国泰海通证券研究所首席市场分析师)近期美国大幅加征关税的政策冲击打破了原有的全球贸易平衡。世界银行在1月16日便警告称,如果美国实施10%的全面关税,并且贸易伙伴采取报复性关税措施,2025年全球经济增速可能会因此下降0.3个百分点,从2.7%下降至2.4%。目前看美国政府加征关税的力度有可能超出10%,对全球经济的影响充满不确定性。这种不确定性迫使投资者重新评估风险溢价,投资者风险承担...

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