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总结
多家媒体报道,2025年美国市场出现显著行情:在关税带来的扰动以及特朗普与美联储关系紧张等因素影响下,美股仍再度上涨,并被部分机构称为当年“最值得跑赢的市场”。同时,市场交易机会集中在若干“大交易”主题上,波动加大,个别资产录得约367%的大幅涨幅。另一部分观点则指出,“美国例外论”叙事面临考验,市场领先地位能否延续仍存不确定性,对全球资金配置预期与风险偏好产生影响。
正文
Y'all thought stocks and crypto would soar Morning Brew The 11 Big Trades of 2025: Bubbles, Cockroaches and a 367% Jump Bloomberg.com US stocks rose again in 2025 after overcoming turbulence from tariffs and Trump's fight with the Fed Yahoo Finance So long, American exceptionalism Financial Times The U.S. Remained the Market to Beat In 2025. Will That Last? Barron's
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