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  每经编辑杜宇

  当地时间4月15日,美股三大指数集体收跌,纳指跌0.05%,标普500指数跌0.17%,道指跌0.38%。

  大型科技股涨跌互现,奈飞涨超4%,英伟达涨超1%,特斯拉涨0.7%,谷歌、亚马逊跌超1%,苹果跌0.19%。

  纳斯达克中国金龙指数收盘跌0.49%。热门中概股多数下跌,小鹏汽车跌超6%,京东、理想汽车、阿里巴巴、哔哩哔哩、网易跌超1%。

  奥斯汀科技涨299.25%,亿珑能源涨43.14%。

  国际油价4月15日下跌。截至当天收盘,纽约商品交易所5月交货的轻质原油期货价格下跌20美分,收于每桶61.33美元,跌幅为0.33%;6月交货的伦敦布伦特原油期货价格下跌21美分,收于每桶64.67美元,跌幅为0.32%。

  据中国证券报,当前,全球市场密切关注美国关税政策变化。美国银行近日的一项调查显示,基金经理的悲观情绪尚未完全反映在资产配置中,这可能意味着美国股票市场将面临进一步下跌。

  美银表示,基金经理相当悲观,82%的受访者预计全球经济将走弱,42%的受访者表示美国可能面临衰退。此外,打算减少美股敞口的受访者数量创纪录。

  美银策略师预计,标普500指数短期内料守住4月低点,但警告称:“大幅上涨需要大幅减少关税、美联储大幅降息,或美国经济数据表现坚韧。”

  美银表示,此项全球调查在4月4日至10日进行,共有164名参与者,管理资产总规模达3860亿美元。

图片来源:视觉中国

  据券商中国,当地时间4月14日,高盛CEO大卫·所罗门警告称,在贸易政策不确定性加剧的背景下,美国经济衰退的可能性正在上升。所罗门在电话会议上称:“前进道路的不确定性以及对‘贸易战’可能升级影响的担忧,给美国和全球经济带来了重大风险。”

  华尔街的警告声不断。上周,摩根大通CEO杰米·戴蒙也对美国经济的前景发出警告称,美国经济正面临“相当大的动荡”。此外,贝莱德CEO拉里·芬克警告称,美国经济可能已经疲软到增长为负的程度。

  贝莱德CEO拉里·芬克告诉分析师,“这些全面的关税政策公告的影响程度超出了我在金融行业49年从业生涯中的想象”,并警告称其影响可能会广泛蔓延。拉里·芬克称,“客户们的谈话中充满了对市场和经济未来的不确定性和焦虑情绪。”

  美国前财政部长耶伦4月14日也表示,美国的关税政策加剧了经济衰退的风险。“经济衰退的可能性大幅上升,”耶伦在接受CNBC采访时表示,“我不想贸然预测经济衰退,但如果关税维持现状,对个人消费者而言,损失可能在4000美元左右,这对家庭收入是一个巨大的冲击,会导致消费者在众多商品上的支出减少。”

  此外,耶伦还表示,在关税政策不确定的情况下,企业将不愿投资,这有可能引发“严重的经济衰退”。尽管如此,耶伦认为,美联储鉴于关税带来的通胀风险,将“不愿”降低利率。

  每日经济新闻综合中国证券报、券商中国、市场公开资料

  免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自担。

 

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