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美國總統特朗普宣布新一輪關稅,加劇全球貿易緊張。週二,他對汽車進口徵收25%關稅,並威脅對半導體和製藥產品進口施加進一步關稅。
汽車關稅旨在向歐盟和日本等貿易夥伴施壓,要求降低其對美國汽車的關稅。特朗普認為,歐盟對美國汽車徵收10%關稅,相較於美國對歐洲汽車僅2.5%的關稅,是不公平的。
自特朗普一個月前就任以來,他已經宣布了一系列關稅政策,進一步加劇全球貿易緊張,包括:
今日稍早,美聯儲公佈了1月會議紀要,顯示聯儲官員對近期關稅政策對經濟的潛在影響表示擔憂。決策者強調,將密切關注全球貿易發展,因為這可能會影響未來的貨幣政策決定。
在當前經濟展望方面,FOMC成員對通脹持續高於2%目標表示擔憂。他們強調,在考慮任何利率調整之前,必須看到通脹進一步降溫的跡象。委員會預計,實現通脹目標的過程將是漸進且可能不均衡的。
此外,他們對勞動市場保持信心,形容當前狀況「穩健」,但仍對潛在風險保持警惕。
美元兌日圓技術展望

(USDJPY 4小時圖分析,來源:TradingView)
美元兌日圓跌破151.30支撐位後進一步下行,主要因全球貿易擔憂升溫。這使該貨幣對可能進一步測試150.00的重要心理關口。
若貿易緊張局勢因新關稅政策進一步加劇,日圓作為避險貨幣的吸引力可能增強,從而進一步施壓美元兌日圓。若跌破150.00,可能進一步下探148.90,但該水平的支撐力度有限。若跌勢持續,美元兌日圓可能進一步跌向147.00,創下五個月低點。
隨時隨地留意市場動態
市場易受供求關系變化的影響
對關注價格波動的投資者極具吸引力
流動性兼顧深度與多元化,無隱藏費用
無對賭模式,不重新報價
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