特朗普關稅威脅引發市場波動警報

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[Enhanced Artistic Prompt]

A highly detailed portrait of a young Asian woman inspired by the delicate, doll-like beauty of Imada Mio (精緻洋娃娃臉). She has large, round, luminous eyes with a deep, expressive gaze, a petite V-shaped face, full rosy cheeks, and porcelain-soft skin. Her expression is a captivating blend of innocence, youthful energy, and subtle flirtation, capturing an aura of pure allure.

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The overall aesthetic is reminiscent of a contemporary Japanese Gravure photobook (寫真集風格), evoking both pure charm and subtle sensuality (Pure & Sexy vibe). Use bright, high-key natural lighting to create a soft, ethereal glow, with smooth, radiant skin texture. Emphasize pastel color grading and gentle film grain, referencing the signature look of Fujifilm PRO 400H for a dreamy, cinematic finish. Compose the image artistically, focusing on beauty, mood, and expressive detail, as if captured in a candid, intimate moment.

— full body or mid-length portrait, shallow depth of field, delicate highlights, softly blurred minimalist background, inviting eyes, tasteful and elegant composition.
Drone photo near Christ the Redeemer in Rio. Include a close-up of the tourist using {reference_image} as the face, standing at the viewpoint. He wears a casual t-shirt, shorts, and sneakers. Drone hovers slightly in front and above him, capturing both his face clearly and the giant statue towering behind.
the traveler stands by the colorful waterfront of Willemstad, Curaçao, bathed in warm early-December daylight. He wears a soft pastel blue shirt, cream chinos, and clean white trainers. Wide angle, ultra-realistic, cinematic lighting, 8K resolution, full-body shot, drone shot centered on him while the iconic pastel Dutch-colonial buildings and calm water smooth the emotional ending of the story.

市場對特朗普關稅威脅的反應顯示未來交易年將充滿波動:瑞銀

全球股市上升、美國國債收益率下降以及美元走弱,這一切都是因為本周《華盛頓郵報》報導特朗普團隊考慮對所有國家的關鍵進口產品實施普遍關稅的消息。

報導指出,如果該政策實施,將“削弱特朗普競選計劃中最具廣泛性的元素”。然而,當選總統特朗普在社交媒體上否認了這些說法,並批評《華盛頓郵報》的報導。這有助於減輕對美元和國債收益率的壓力,儘管股市在周二強勁的美國經濟數據出爐後,投資者情緒卻發生了轉變。

儘管未來關稅政策和貿易談判的前景仍然不明朗,瑞銀策略師強調了幾個值得投資者注意的關鍵點。

該銀行認為,特朗普重返總統職位可能會帶來更高的新聞驅動波動性。周一市場對關稅消息及其否認的迅速反應,顯示出未來一年可能出現顯著波動的潛力,這預示著“通過推特制定政策”的新時期,資產之間的波動性將加劇。

儘管美元的走勢反映出市場對其的擁擠多頭頭寸,但對於關稅敏感資產(如恆生指數)的劇烈日內波動,可能會為未來的市場條件提供見解。

瑞銀的策略師馬克·海費勒表示:“因此,儘管關稅討論值得關注,我們仍然認為對全球股市,特別是美國股票保持建設性立場是合理的。”

瑞銀預計牛市將持續,並預測標準普爾500指數在年末將達到6600點,這主要受預計的9%利潤增長推動。

報告中提到:“我們的基本預期是特朗普2.0下會有選擇性的新增關稅,這可能會導致美國出現一次性的價格上漲,但不會引發更具破壞性的通脹螺旋。”

瑞銀認為,對美國股票曝光不足的投資者應考慮利用短期波動作為增加持倉的機會。結構化策略可能為增強持倉提供途徑。預計美元強勢將有所緩和,這對交易澳元、英鎊和挪威克朗等貨幣將有潛在好處。

這篇報導讓我們看到未來市場的潛在波動性,特別是在特朗普再次上任的背景下。投資者需要保持靈活,隨時應對政策變化可能帶來的影響。值得注意的是,儘管存在風險,但在不確定性中尋找機會的策略仍然是明智的,尤其是在美國股票市場中,長期增長的潛力依然存在。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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