华尔街大佬对关税风险发声警告美国经济短期走弱

2025-03-13 22:56:20

摩根大通CEO：关税政策影响企业决策消费者行为短期难改变

摩根大通CEO杰米·戴蒙周三在接受采访时表示："我不认为普通美国消费者早晨醒来去上班时，会因读到关税新闻而改变其日常消费行为。但企业决策者或许会因此调整其商业策略。"他进一步强调，"政策不确定性终归不是好事，这会影响企业的投资信心和长期规划。"

特朗普关税新政引发市场担忧

周三，美国总统特朗普宣布将对所有进口美国的钢铁和铝材加征25%的全面关税。尽管白宫声称此举旨在重振美国制造业、遏制非法移民并阻断芬太尼走私，但经济学家普遍警告称，这一保护主义政策可能导致从食品到新建住宅等各类商品价格上涨，最终将转嫁给终端消费者。

贝莱德CEO：关税导致经济增速放缓

全球最大资产管理公司贝莱德首席执行官拉里·芬克在接受采访时表示，关税政策正在削弱经济增长动能。"短期内的综合影响是，企业正在暂停投资、收缩业务规模，"芬克表示，"从我与各行业CEO的交流来看，经济确实在当下逐渐失速。"

长期影响仍存争议

不过芬克同时指出，特朗普政府的政策（尤其是关税举措）从长远看可能为美国带来好处。他认为，保护性关税可能促使制造业回流，创造更多就业机会，但这一过程需要时间，且可能伴随阵痛。

对投资者的影响：

1. 短期市场波动加剧，投资者需警惕关税政策带来的不确定性风险

2. 制造业和原材料相关板块可能面临重新估值

3. 出口型企业盈利能力可能受到冲击

4. 通胀预期上升可能影响美联储货币政策走向

5. 长期投资策略需考虑供应链重构带来的机会与挑战

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华尔街大佬对关税风险发声警告美国经济短期走弱

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华尔街大佬对关税风险发声警告美国经济短期走弱