从关税威胁到市场冲击:特朗普格陵兰计划搅动欧美金融格局
Sou Hu Cai Jing·2026-01-20 05:37

Group 1 - The core issue revolves around Trump's aggressive stance on Greenland, seeking control over the island due to its strategic location and resource wealth [2][3] - Trump has threatened to impose tariffs on Denmark, Germany, and six other countries if no agreement is reached regarding Greenland, indicating a potential escalation in trade tensions [3][4] - A report from the Kiel Institute for the World Economy reveals that approximately 96% of the tariffs imposed by the U.S. are ultimately borne by American importers and consumers, with foreign exporters only absorbing about 4% [3] Group 2 - European nations are preparing a strong response to Trump's tariff threats, with Sweden's finance minister calling the U.S. actions "absurd" and advocating for a firm counteraction [4] - France is pushing for a G7 finance ministers' meeting to discuss a robust response to the escalating U.S. threats, including the potential activation of Europe's trade retaliation mechanisms [4] - Goldman Sachs warns that Trump's tariff threats could exert pressure on the U.S. dollar and lead to a shift in asset allocation away from U.S. investments [5] Group 3 - Deutsche Bank analysts suggest that Trump's threats may lead to European countries reducing their holdings of U.S. assets, which could support the euro [6] - The total amount of U.S. bonds and stocks held by European countries is approximately $8 trillion, significantly higher than that held by other regions [6] - The potential "weaponization" of capital, rather than trade flows, is highlighted as a significant market impact factor [6] Group 4 - Trump has controversially linked his desire for control over Greenland to his dissatisfaction with not receiving a Nobel Peace Prize, suggesting that he may prioritize U.S. interests over peace considerations [6] - He claims that the U.S. has contributed more to NATO than any other country and insists that global security is contingent upon U.S. control of Greenland [6]