就在周五!美最高法院关税意见日敲定,美股、美债市场迎来“大考”

华尔街见闻
Jan 09

美国最高法院即将裁决特朗普关税合法性,其结果将深刻影响市场走向。若关税被推翻,预计将提振股市尤其是依赖进口的消费与制造业,并提升企业利润预期;但同时会削弱政府收入、加剧财政赤字担忧,可能短暂推高美债收益率。尽管长期不确定性仍在,但市场普遍预期裁决引发的短期波动将相对可控,债市抛压或有限。美国最高法院即将对特朗普推出的全面关税计划的合法性作出最终裁决,此判决结果将对美股及美债市场构成重大考验。分析师...

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