2026年零售业最大争议是什么?

英为财情
Aug 10, 2025

Investing.com - 展望2026年,零售业最大的争议焦点在于特朗普2.0政策,特别是关税、减税和刺激措施将如何塑造消费者格局。Evercore ISI 2025年8月的报告指出,这些宏观杠杆是决定板块表现的关键力量,其时机预计将创造明显的赢家和输家。关税是最直接的不利因素。Evercore已将其对世界其他地区(RoW)的有效关税率假设提高至15%,高于此前的12%,而中国的增量关税维持...

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