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| | 高盛：美股可能会下跌约20% | | | 财联社 ｜ 2025-05-10 | | | |
| 声明： 本消息或因风格和篇幅原因进行过编辑，但未经核实，也不代表我们的立场、观点或建议。如有侵权，联系秒删。[ 使用条款 ] |
scroll 0 1 高盛表示，美国股市面临近20%的下跌风险，衰退对股市来说是一个巨大的风险。在周四的播客中，高盛首席经济学家JanHatzius和首席全球股票策略师PeterOppenheimer显得格外谨慎。Hatzius重申“未来12个月美国经济衰退可能性为45%”这一预期，承认近期数据好坏参半，既有情绪调查等疲软的软数据，也有最新的非农就业数据等较好的硬数据。高盛首席政治经济学家AlecPhillips警告说，美国总统围绕与英国的贸易协议的评论表明，许多国家最终将面临比特朗普连任前更高的关税。
美企发布美经济衰退"4步走"时间表：第一波在5月上中旬
4月30日，美国商务部公布了2025年美国一季度经济数据，美国一季度国内生产总值环比（按年率计算）萎缩0.3%，为三年来首次负增长。
糟糕的经济表现拉响了美国经济衰退的警报。按《经济学人》的说法，美国距离巨大的经济冲击还有几周的时间。
如果说“几周”的表述仍显模糊，一份“分4步走”的美国经济衰退进程时间表则明确预测了美国衰退进程中各阶段的典型表现。
美最新经济数据详情揭示关税影响深入骨髓
三年来首次负增长、上一季度增2.4%、这一季度直接跌负，构成了大众对美国最新经济数据的最笼统认知。
美商务部经济分析局给出的细致数据构成，则深刻揭示了一个现实：在美新关税措施产生的普遍涨价预期下，“抢进口”成一季度主题。
在美国家经济层面，这表现为“进口”暴增，直接拖累GDP数据；在美民众层面，则表现为因“囤货”创下一年来最高的核心个人消费支出。
进口暴增——拖累投资和消费者支出增长
美国商务部表示，第一季度GDP萎缩主要受进口大幅增加和政府支出减少拖累，第一季度净出口对GDP的拖累达4.83个百分点。进口暴增部分抵消投资与消费者支出的增长，将GDP数据拉入负增长区间。
一季度美国进口年增长率约为41%，为近五年来最大增幅。因为这些商品和服务不是在美国生产的，所以它们会从GDP中减去。
基础通胀指标回升至3.5%——关税涨价促“囤货”
经通胀调整后的一季度核心个人消费支出（PCE）物价指数年化季环比初值3.5%，超出预期的3.1%，前值为2.6%，为一年来最高。消费者支出的增长反映了服务和商品的增长。
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高盛：美股可能会下跌约20%
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