关税威胁刺激市场“卖出美国”

Group 1 - The core viewpoint of the articles highlights a significant market reaction to the U.S. government's threats of increased tariffs, leading to a "sell America" trend among investors [1][2]. - The U.S. stock market experienced notable declines, with the Dow Jones Industrial Average dropping by 870.74 points (1.76%), the S&P 500 falling by 143.15 points (2.06%), and the Nasdaq Composite decreasing by 561.065 points (2.39%) [1]. - The U.S. dollar index fell by 0.41%, closing at 98.642, while the yield on the 10-year U.S. Treasury bond rose to 4.316%, the highest level since August 25, 2025 [1]. Group 2 - The "sell America" trend re-emerged amid global risk aversion, particularly after President Trump's threats of imposing tariffs on various European countries [2]. - Concerns over the U.S. government's financial situation have prompted some investors, such as Denmark's pension fund, to sell U.S. Treasury bonds, indicating a shift in investment strategies [3]. - The Chicago Board Options Exchange Volatility Index (VIX) surged by 26.67%, reaching its highest level since November 25, 2025, reflecting increased investor anxiety [3]. Group 3 - Analysts suggest that while there are concerns about potential financial weaponization between the U.S. and Europe, there are currently no signs indicating an imminent risk of such actions [4]. - Foreign holders of U.S. assets may face financial losses due to the uncertainty surrounding U.S. policies, particularly after the announcement of tariffs on eight European countries [4].