CNBC:市场已不再关注欧美贸易协议,急需另一新催化剂

Blockbeats
Jul 29, 2025

BlockBeats 消息,7 月 29 日,据 CNBC 报道,欧美股市对上周末达成的欧美贸易协议反应平淡。标普 500 指数微幅上涨,但几乎可以忽略不计;而欧洲斯托克 600 指数则下跌。两个指数在各自交易时段中一度上涨,但临近收盘时均回吐涨幅。

对欧洲大陆来说,人们也许开始意识到,这项协议对他们其实并不有利。德国总理弗里德里希·梅尔茨以及法国欧洲事务部长本杰明·阿达德均表示希望贸易能更加开放。与此同时,美国总统特朗普周一宣布,他“很可能”对未与美国签署贸易协议的国家征收 15% 至 20% 的统一关税。这意味着未来多数关税可能会稳定在这一水平,有助于缓解市场此前的不确定性。

此外,经济学家也在下调关税对美国经济影响的预期——这意味着未来即便有新协议出台,也未必能在华尔街引发强烈上涨。因此,关税议题暂时被搁置。投资者的注意力现在转向了“七巨头”中的财报发布:Meta 和微软将于周三公布业绩。如果表现良好,或许能给市场带来周一所缺乏的乐观情绪。

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