摩根士丹利指出,因追溯性减税政策生效,美国消费者将在2026年第一季度收到总额约3500亿美元的退税,同比激增20%。这笔“现金雨”将短期提振消费,但因主要流向中高收入及老年群体(其消费意愿较低),对经济增长的实际拉动有限,且难以抵消高关税与进口疲软带来的结构性压力。美国消费者即将迎来一场规模空前的“现金雨”。据追风交易台,根据摩根士丹利1月23日发布的最新研报,得益于“大漂亮法案”(One ...
Source Link摩根士丹利指出,因追溯性减税政策生效,美国消费者将在2026年第一季度收到总额约3500亿美元的退税,同比激增20%。这笔“现金雨”将短期提振消费,但因主要流向中高收入及老年群体(其消费意愿较低),对经济增长的实际拉动有限,且难以抵消高关税与进口疲软带来的结构性压力。美国消费者即将迎来一场规模空前的“现金雨”。据追风交易台,根据摩根士丹利1月23日发布的最新研报,得益于“大漂亮法案”(One ...
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