尽管经历了特朗普关税政策带来的剧烈市场动荡,全球股市在4月依然微微收涨,演绎了一场惊人的"深V"反弹。市场回升在很大程度上由于特朗普政府采取的几项措施来软化其贸易政策,这让市场相信,如果经济数据恶化且市场再次暴跌,特朗普将采取进一步措施缓解关税。也有观点认为,衰退预期激发了市场对美联储降息的预期,再次唤起了"坏消息就是好消息"的市场逻辑。但也有分析师并不乐观,认为市场的反弹不过是暴风雨来临前的短暂...
Source Link尽管经历了特朗普关税政策带来的剧烈市场动荡,全球股市在4月依然微微收涨,演绎了一场惊人的"深V"反弹。市场回升在很大程度上由于特朗普政府采取的几项措施来软化其贸易政策,这让市场相信,如果经济数据恶化且市场再次暴跌,特朗普将采取进一步措施缓解关税。也有观点认为,衰退预期激发了市场对美联储降息的预期,再次唤起了"坏消息就是好消息"的市场逻辑。但也有分析师并不乐观,认为市场的反弹不过是暴风雨来临前的短暂...
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