华尔街传奇大佬:已清空所有美国股票,目前持有中国股票和黄金白银
Mei Ri Jing Ji Xin Wen·2025-08-02 12:26

Group 1: Jim Rogers' Investment Views - Jim Rogers has cleared all his U.S. stock holdings and currently holds stocks from only two countries, one of which is China [1][4] - He expresses a strong belief in the potential of various industries in China, particularly highlighting the tourism sector as having significant growth prospects [3][4] - Rogers emphasizes the historical changes in China and predicts that it will be the most important country in the 21st century [3][4] Group 2: Economic Concerns and Predictions - Rogers warns that the next U.S. economic crisis could be the most severe he has ever witnessed, citing the unsustainable nature of the current economic boom [4] - He expresses deep concern over the U.S. debt situation, suggesting that the perception of safety regarding U.S. debt may change if the country's leading position is challenged [4] - The U.S. stock market has experienced a prolonged bull run since 2009, but Rogers believes that the subsequent recession will be equally extraordinary [4] Group 3: Market Reactions to U.S. Policies - Following President Trump's announcement of "reciprocal tariffs," the U.S. stock market saw significant declines, with the Dow Jones Industrial Average dropping by 542.4 points [5][6] - The employment data released by the U.S. Labor Department showed disappointing job growth, which contributed to market volatility and dissatisfaction from President Trump [5][6] - The average effective tariff rate on imported goods in the U.S. has reached its highest level since 1934, which is expected to negatively impact GDP growth and increase household expenses [11][12] Group 4: Global Economic Impact - Experts believe that the U.S. tariff policy will not only affect the domestic economy but will also exert additional pressure on the global economy [15] - The combination of tariffs and weak employment data is likely to lead to further declines in the U.S. stock market, with potential repercussions for consumer spending and business investment [14][15] - The tariffs are projected to increase consumer prices significantly, particularly for clothing and footwear, which could further strain household budgets [11][12]