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机构:亚洲股市暴跌,市场正渴望美国迅速降息

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2025-04-07 02:05:55

亚洲股市周一全线重挫:关税阴云叠加降息预期,投资者恐慌情绪加剧



亚洲主要股指周一遭遇大幅抛售,普遍跌幅超过2%,创下三个月来最大单日跌幅。市场恐慌情绪主要源于两大因素:



1. 美国关税政策持续施压:白宫官员最新表态显示,特朗普政府坚持推进对华全面关税计划,未表现出任何让步迹象



2. 经济衰退担忧升温:投资者开始押注美国经济衰退风险显著上升,期货市场已迅速消化美联储今年可能实施多达五次、每次25个基点的降息预期,最早降息时点或提前至5月



悉尼ITC Markets高级外汇分析师Sean Callow指出:"市场唯一的救赎希望是特朗普总统的政策转向,但目前没有任何迹象表明,近期市场暴跌会改变他数十年来坚持的贸易保护主义立场。"这一表态粉碎了投资者此前的预期——他们曾认为数万亿美元市值蒸发和对经济的潜在冲击可能促使特朗普重新评估其关税政策。



对投资者的潜在影响:

1. 短期避险情绪可能继续主导市场,建议增持防御性资产

2. 美联储政策预期急转弯将引发跨资产类别重新定价

3. 亚洲出口型企业股价可能持续承压

4. 外汇市场波动率将显著提升,特别是亚洲货币对美元汇率

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