智通财经APP获悉，周一，邮轮、航空股走低，截至发稿，皇家加勒比邮轮(RCL.US)跌超3.9%，嘉年华邮轮(CCL.US)跌超3.8%，挪威邮轮(NCLH.US)跌超3%，美国航空(AAL.US)跌近5%，达美航空(DAL.US)跌超4.4%，联合大陆航空(UAL.US)跌超6.8%。消息面上，高盛将未来12个月美国经济陷入衰退的概率从此前的20%大幅提升至35%。这一悲观预期主要源于特朗普政府即将于4月2日宣布的“对等关税”政策。高盛预计该政策将对所有美国贸易伙伴平均征收15%的对等关税，导致美国平均关税率上升15个百分点，高于此前预测的10个百分点。高盛警告称：“我们上调衰退概率反映了我们更低的经济基准预期、家庭和企业信心的急剧恶化，以及白宫官员表示为实现其政策目标而更愿意容忍短期经济疲软的言论。”
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