March 12, 2025 • 24 mins
美国新钢铝进口关税3月12日开始生效，中国对美国的农产品关税也已经在3月10日开征。美国股市近日经历大幅震荡和回调。目前标普500和纳斯达克100指数均处于接近或陷入市场调整水平。共和党参议员兰德.保罗说：“市场指数是情绪的提炼。当市场因关税而暴跌时，我们需要倾听它的声音。””但国家经济委员会主席凯文·哈塞特将人们对经济健康状况的担忧淡化为“昙花一现的数据”，认为随着人们逐渐看到减税现实的出现，第一季度将进入正增长的阶段，第二季度将会开始出现增长”。如何看待新关税的开征以及当前的股盘动荡？美国股市长期向好的基本面改变了吗?
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