金十数据8月1日讯,AMP首席投资长Shane Oliver表示,根据最新宣布的消息,美国实际关税税率可能会在17%-18%之间,低于“解放日”约30%的水平。Oliver表示,尽管这对股市来说是个好消息,一些不确定性已经消散,但涨幅仍将受到限制。Oliver称:“问题在于,市场已经反弹至接近历史最高点。但现实是,我们仍然会看到比‘解放日’前更高的关税,并且在未来几个月里,我们将开始看到这些关税的经济影响。当前,与墨西哥的谈判又被延迟了90天,关于各个行业关税的细节也尚未公布。”
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