2026年投资欧美股市面临两难选择

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Dec 24, 2025

据西班牙《国家报》网站12月21日报道,即将过去的一年开端于唐纳德·特朗普重返白宫。所谓的“特朗普交易”,即市场对新总统政策将提振美国经济的预期,曾为美股描绘出一幅美好前景。大选过后,美股一度领涨。尽管当时也有分析师寄望于欧洲股市能最终跑赢势不可挡的华尔街,但全年都笼罩在浓重的不确定性阴云之下。而现实没有让人失望。起初,关税措施引发资金外流至欧洲。经历最初震荡之后,后续达成的贸易协议安抚了市场情绪...

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