从贝森特主导关税开始_老虎社区_美港股上老虎

从贝森特主导关税开始，市场就进入了华尔街模式，现在还是华人街模式主导市场，大说赤字持续性和预算，

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":440443286151440,"tweetId":"440443286151440","gmtCreate":1748568808929,"gmtModify":1748569348501,"author":{"id":3503176530513854,"idStr":"3503176530513854","authorId":3503176530513854,"authorIdStr":"3503176530513854","name":"主神级交易员鄧文","avatar":"https://static.tigerbbs.com/f2ca16674f05ce7610dac8b312ef4f5b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1717,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>从贝森特主导关税开始，市场就进入了华尔街模式，现在还是华人街模式主导市场，大说赤字持续性和预算，</p></body></html>","htmlText":"<html><head></head><body><p>从贝森特主导关税开始，市场就进入了华尔街模式，现在还是华人街模式主导市场，大说赤字持续性和预算，</p></body></html>","text":"从贝森特主导关税开始，市场就进入了华尔街模式，现在还是华人街模式主导市场，大说赤字持续性和预算，","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/440443286151440","repostId":2539297437,"repostType":4,"repost":{"id":"2539297437","kind":"news","pubTimestamp":1748566850,"share":"https://www.laohu8.com/m/news/2539297437?lang=zh_CN&edition=full","pubTime":"2025-05-30 09:00","market":"hk","language":"zh","title":"高盛总裁沃尔德伦警示：美债风险正超越关税成为市场焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2539297437","media":"智通财经","summary":"智通财经APP获悉，$高盛$集团总裁约翰·$沃尔德$伦在伯恩斯坦战略决策会议上发出警示，债券市场正将关注焦点从关税争端转向美国日益攀升的政府债务。这位被视为高盛下任首席执行官热门人选的高管直言：\"当前宏观经济最大风险并非关税，而是美国预算辩论与财政状况。\"沃尔德伦指出，美国国债发行量激增正推高长期利率，尤其30年期美债收益率已攀升至近二十年来最高水平。在市场波动中，沃尔德伦捕捉到积极信号。","content":"<html><head></head><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GS\">高盛</a>集团总裁约翰·<a href=\"https://laohu8.com/S/688028\">沃尔德</a>伦在伯恩斯坦战略决策会议上发出警示，债券市场正将关注焦点从关税争端转向美国日益攀升的政府债务。这位被视为高盛下任首席执行官热门人选的高管直言：&#34;当前宏观经济最大风险并非关税，而是美国预算辩论与财政状况。&#34;</p><p>沃尔德伦指出，美国国债发行量激增正推高长期利率，尤其30年期美债收益率已攀升至近二十年来最高水平。这一趋势不仅加重政府偿债负担，更令财政赤字扩大与整体经济融资成本上升的风险加剧。值得注意的是，其表态正值特朗普政府与国会就减税法案展开博弈之际，市场普遍担忧相关政策可能进一步恶化美国财政前景。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/133d35b9f5e759241c778af27555a932\" tg-width=\"631\" tg-height=\"348\"/></p><p>无独有偶，高盛副董事长、达拉斯联储前主席罗布·卡普兰也在同期接受采访时佐证了这一观点。他透露，当前机构客户对10年期美债收益率的关注度已超越对联邦基金利率的跟踪，反映出市场对长期财政可持续性的深层忧虑。</p><p>尽管对债务问题提出警告，沃尔德伦仍对美国经济展现韧性表示认可：&#34;美国消费者持续强劲的表现确实超出预期，这种经济韧性不容忽视。&#34;不过他也坦言，受贸易政策波动影响，高盛第二季度投资银行业务收入较一季度出现回落，这与分析师此前预期趋势一致。</p><p>在市场波动中，沃尔德伦捕捉到积极信号。他披露高盛上周成功完成8宗IPO定价交易，称&#34;这是市场回暖的重要迹象&#34;，并维持对股权资本市场前景的乐观预期。</p><p>这场发生在美债收益率飙升背景下的表态，揭示出华尔街顶级投行对美国经济的新认知：当关税争端持续扰动市场时，悄然膨胀的政府债务可能正在酝酿更值得警惕的系统性风险。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛总裁沃尔德伦警示：美债风险正超越关税成为市场焦点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛总裁沃尔德伦警示：美债风险正超越关税成为市场焦点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-30 09:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1299464.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，高盛集团总裁约翰·沃尔德伦在伯恩斯坦战略决策会议上发出警示，债券市场正将关注焦点从关税争端转向美国日益攀升的政府债务。这位被视为高盛下任首席执行官热门人选的高管直言：\"当前宏观经济最大风险并非关税，而是美国预算辩论与财政状况。\"沃尔德伦指出，美国国债发行量激增正推高长期利率，尤其30年期美债收益率已攀升至近二十年来最高水平。这一趋势不仅加重政府偿债负担，更令财政赤字扩大与整体...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1299464.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d4eb38b95a6b8cf963d8108ff90eb2e3","relate_stocks":{"688028":"沃尔德","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BND":"债券指数ETF-Vanguard美国","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","BK4504":"桥水持仓","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","GOVT":"iShares安硕核心美国国债ETF","BK4588":"碎股","UFIV":"US Treasury 5 Year Note ETF","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","UTHY":"US Treasury 30 Year Bond ETF","SHY":"债券指数ETF-iShares Barclays 1-3年国债","UTRE":"US Treasury 3 Year Note ETF","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IEF":"债券指数ETF-iShares Barclays 7-10年","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","TLT":"20+年以上美国国债ETF-iShares","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","UTWY":"US Treasury 20 Year Bond ETF","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4585":"ETF&股票定投概念","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IEI":"iShares Barclays 3-7 Year Trea","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","USVN":"US TREASURY 7 YEAR NOTE ETF","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","GS":"高盛","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1299464.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539297437","content_text":"智通财经APP获悉，高盛集团总裁约翰·沃尔德伦在伯恩斯坦战略决策会议上发出警示，债券市场正将关注焦点从关税争端转向美国日益攀升的政府债务。这位被视为高盛下任首席执行官热门人选的高管直言：\"当前宏观经济最大风险并非关税，而是美国预算辩论与财政状况。\"沃尔德伦指出，美国国债发行量激增正推高长期利率，尤其30年期美债收益率已攀升至近二十年来最高水平。这一趋势不仅加重政府偿债负担，更令财政赤字扩大与整体经济融资成本上升的风险加剧。值得注意的是，其表态正值特朗普政府与国会就减税法案展开博弈之际，市场普遍担忧相关政策可能进一步恶化美国财政前景。无独有偶，高盛副董事长、达拉斯联储前主席罗布·卡普兰也在同期接受采访时佐证了这一观点。他透露，当前机构客户对10年期美债收益率的关注度已超越对联邦基金利率的跟踪，反映出市场对长期财政可持续性的深层忧虑。尽管对债务问题提出警告，沃尔德伦仍对美国经济展现韧性表示认可：\"美国消费者持续强劲的表现确实超出预期，这种经济韧性不容忽视。\"不过他也坦言，受贸易政策波动影响，高盛第二季度投资银行业务收入较一季度出现回落，这与分析师此前预期趋势一致。在市场波动中，沃尔德伦捕捉到积极信号。他披露高盛上周成功完成8宗IPO定价交易，称\"这是市场回暖的重要迹象\"，并维持对股权资本市场前景的乐观预期。这场发生在美债收益率飙升背景下的表态，揭示出华尔街顶级投行对美国经济的新认知：当关税争端持续扰动市场时，悄然膨胀的政府债务可能正在酝酿更值得警惕的系统性风险。","news_type":1,"symbols_score_info":{"688028":1,"TNmain":0.6,"ZFmain":0.6,"BND":1,"UTHY":1,"IEF":0.6,"UTRE":1,"ZBmain":0.6,"TLT":0.6,"IEI":0.6,"UTWY":1,"USVN":1,"UBmain":0.6,"GOVT":0.6,"UFIV":1,"ZTmain":0.6,"GS":1,"SHY":0.6}},"isVote":1,"tweetType":1,"viewCount":842,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":92,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/440443286151440"}