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“特朗普关税”反复无常？黑石总裁：不要听风就是雨 仓促做决定！
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bg-c-de0422 detail-title-content">“特朗普关税”反复无常？黑石总裁：不要听风就是雨 仓促做决定！</span></div><div class="m-b-20 f-s-14 l-h-2 c-999 clearfix"><div class="f-s-18 f-w-b c-de0422 b-c-de0422 t-a-c detail-tag">原创</div><div class="clearfix bg-c-f4f5fa b-c-e6e7ea label-item"><a class="f-l f-s-12 " href="/subject/1556">环球市场情报<span class="bg-c-e6e7ea label-bar-icon"></span></a><em class="iconfont iconadd iconfont-add"></em></div><div class="f-l m-r-10">2025-03-25 10:32 星期二</div><div class="f-l">财联社 黄君芝</div></div><pre class="m-b-20 f-s-18 c-57585f bg-c-f5f5f5 detail-brief">①黑石集团总裁乔恩·格雷警告投资者，不要对特朗普的关税政策做出“膝跳式反应”，建议等待潜在的谈判结果。 ②特朗普几乎每天都在决定新的关税政策，市场对全面贸易战的经济影响感到焦虑。</pre><div class="m-b-40 detail-content "><div class="m-b-10"><p><strong>财联社3月25日讯（编辑 黄君芝）</strong>自美国总统特朗普上任以来，其关税政策就出了名的反复无常，此前甚至导致美股连跌四周。</p> <p>有鉴于此，黑石集团总裁乔恩·格雷（Jon Gray）周二警告投资者，<strong>不要对特朗普的关税闹剧做出“膝跳式反应”的决定，而是建议等待，看看潜在的谈判结果如何。</strong></p> <p>当天，格雷在墨尔本举行的亚太金融与创新研讨会上表示：“要有一点耐心。观察这种关税外交的演变，并在更长的一段时间内做出投资决定。我认为，在这样一个时期，危险在于你做一些短期的事情，你会失去机会。”</p> <p>特朗普几乎每天都在决定新的关税政策，市场对全面贸易战的经济影响感到焦虑。周一，他又宣布，他将很快宣布针对汽车、制药和其他行业的关税。他还把木材和半导体行业也列入了他的清单，并表示这两个行业的关税将“在未来”实施。</p> <p>特朗普暗示，汽车关税可能会在对等关税开始之前宣布。</p> <p>“我们可能会在未来几天很快宣布，然后4月2日到来，这将是对等关税，”他说。</p> <p>特朗普周一还表示，随着4月2日“对等关税”生效日临近，他“可能会在对等关税上给很多国家一些喘息机会（即关税优惠）”，但需要实现“对等”。</p> <p>他告诉记者，这一举措将以各国为基础，与针对美国产品的关税和其他贸易壁垒相对应。</p> <p>总之，在特朗普关税政策没有正式落地前，没人能猜到剧情最终会走向哪里。格雷说：“我认为你必须退后一步。政府可以做出反应，他们可以决定怎样做出让步，然后最终又到了不同的境地。”</p> <p>整体而言，格雷表示，<strong>他认为前景“没那么糟糕”。</strong>他说，一个更加谨慎的环境最终可能比一个“超级自信”的环境要好。</p> <p>“现在不是2000年，不是2007年，也不是2021年，那时候如果你象现在这样出席会议，我不敢相信当时我们会为基础设施、房地产和私募股权投资买单。而现在我们处在一个价格普遍合理的环境中。”他说。</p> <p>2000年正值互联网泡沫时期，而2007年正值全球金融危机爆发前夕，2021年正处全球新冠疫情初由全球货币政策大放松所引发阶段性牛市。</p></div></div><div class="bg-c-fff detail-option-box"><div class="clearfix bg-c-f6f8f9 detail-option"><div class="f-l f-s-12 c-222 m-r-20 c-p favorite"><em class="iconfont iconcollection favorite-icon false"></em><span>收藏</span></div><div class="f-l f-s-14 c-222 detail-option-readnumber">阅<!-- -->79.11W</div><div class="f-r"><a 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