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美国关税政策不确定性
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美国关税不确定,德国加大欧洲投资
Huan Qiu Shi Bao· 2025-07-08 22:46
索特尔表示,"德企发现,东欧作为'欧洲工作台',劳动力成本更低、官僚主义更少、地方补贴更多, 而且经济文化也更加友好"。德国联邦统计局的数据显示,这些国家的小时劳动力成本有时甚至比德国 低30%以上。 此前,美国前任总统乔·拜登通过大规模的税收减免措施,为美国带来了数十亿美元的投资,尤其是在 可再生能源和绿色技术领域,德国公司也被此吸引。与之相对,"大而美"法案生效后,美国一旦取消对 绿色科技和电动汽车的补贴,这将使得美国在该领域的投资吸引力进一步削减。 此外,国内市场仍是德国企业投资的"重中之重"。这些企业平均计划将37%的投资预算用于国内市场。 但与去年的调查结果相比,这一数字已下降两个百分点。此外,超过半数的企业计划未来5年内在德国 裁员。 另一方面,德国企业计划将12%的投资预算投向东欧,投向南欧和西欧的投资预算则占13%。这比一年 前的调查结果都高出3个百分点。印度和中国则占6%和9%份额。 【环球时报驻德国特约记者 青木】美国关税政策未能迫使德国企业进入美国投资,反而加速了其产业 向东欧等其他地区转移。德国《商报》日前报道称,德国霍瓦特管理咨询公司公布的一项调查结果显 示,德国企业未来5年在美国的 ...
日股太贵了?连买11周后,外资开始抛售日本股票
Hua Er Jie Jian Wen· 2025-06-26 06:28
Group 1 - Foreign investors have shifted to net selling of Japanese stocks for the first time since March, selling 524.3 billion yen (approximately 3.62 billion USD) after 11 consecutive weeks of buying totaling 7.236 trillion yen [1] - Analysts attribute the shift to high market valuations, as the market continues to rise despite weak earnings, leading to concerns about overvaluation [1] - The geopolitical tensions, particularly the Israel-Iran conflict, may also be influencing foreign investors' decisions due to potential impacts on Japan's oil imports and inflation levels [1] Group 2 - Despite the recent net selling, foreign investment in Japanese stocks this quarter has reached approximately 6.81 trillion yen, marking the largest inflow in two years [2] - In the bond market, foreign investors sold 368.8 billion yen of Japanese long-term bonds, ending a three-week buying streak, but purchased 1.5 trillion yen in short-term notes, the highest level in nine weeks [2] - Japanese investors have been net sellers of foreign stocks for six consecutive weeks, selling 88.2 billion yen, while buying about 615.5 billion yen in long-term foreign bonds [2]