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特朗普关税“神助攻” 反让国际股市再次伟大
Ge Long Hui A P P·2025-08-08 10:41

Core Insights - The tariff measures implemented by U.S. President Donald Trump are significantly boosting international stock markets while potentially ending the dominance of the S&P 500 index globally, at least for the time being [1] - International stock markets are expected to outperform the U.S. stock market benchmark for the first time since 2022, and this is also the first occurrence in a bull market environment since 2009 [1] - Concerns regarding the impact of tariffs and trade uncertainties on U.S. corporate profit growth are the primary reasons for this shift [1] Performance Comparison - The MSCI All Country World Index (excluding the U.S.) has significantly outperformed the S&P 500 index, rising by 18% so far in 2025, while the S&P 500 index has only increased by 7.8% [1]