摩根大通戴蒙：贝森特应负责贸易谈判，美国债市将出现混乱，促使美联储出手

华尔街见闻2025-04-16

华尔街最有影响力的大佬之一、执掌摩根大通近二十载的CEO戴蒙警告，美国总统特朗普的贸易政策可能挑战美国的信誉，呼吁特朗普政府与贸易伙伴达成贸易协议，并再次公开表示，美债可能出现迫使美联储干预的混乱。美东时间4月15日周二公布的媒体访谈中，戴蒙表示，他认为，美国财长贝森特应该负责贸易协定的谈判。谈到贝森特时，戴蒙说“我有点了解他”，称他是个成熟的人。虽然自称并不赞同特朗普政府做的每件事，但戴蒙认为...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2527781304?lang=zh_CN&edition=full","thumbnail":"https://wpimg-wscn.awtmt.com/e88e9972-fee4-4c0e-b0c3-a2a78d6e3e90.jpeg","is_english":false,"pubTime":"2025-04-16 04:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2527781304","market":"hk","top_or_hot":-1,"title":"摩根大通戴蒙：贝森特应负责贸易谈判，美国债市将出现混乱，促使美联储出手","media":"华尔街见闻","content":"<div>\n<p>华尔街最有影响力的大佬之一、执掌摩根大通近二十载的CEO戴蒙警告，美国总统特朗普的贸易政策可能挑战美国的信誉，呼吁特朗普政府与贸易伙伴达成贸易协议，并再次公开表示，美债可能出现迫使美联储干预的混乱。\n美东时间4月15日周二公布的媒体访谈中，戴蒙表示，他认为，美国财长贝森特应该负责贸易协定的谈判。谈到贝森特时，戴蒙说“我有点了解他”，称他是个成熟的人。虽然自称并不赞同特朗普政府做的每件事，但戴蒙认为...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745283\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根大通戴蒙：贝森特应负责贸易谈判，美国债市将出现混乱，促使美联储出手</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根大通戴蒙：贝森特应负责贸易谈判，美国债市将出现混乱，促使美联储出手\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-16 04:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745283><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街最有影响力的大佬之一、执掌摩根大通近二十载的CEO戴蒙警告，美国总统特朗普的贸易政策可能挑战美国的信誉，呼吁特朗普政府与贸易伙伴达成贸易协议，并再次公开表示，美债可能出现迫使美联储干预的混乱。\n美东时间4月15日周二公布的媒体访谈中，戴蒙表示，他认为，美国财长贝森特应该负责贸易协定的谈判。谈到贝森特时，戴蒙说“我有点了解他”，称他是个成熟的人。虽然自称并不赞同特朗普政府做的每件事，但戴蒙认为...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745283\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0048584097.USD","symbol_name":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3745283","article_id":"2527781304","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/e88e9972-fee4-4c0e-b0c3-a2a78d6e3e90.jpeg"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3745283","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2527781304","pubTimestamp":1744750281,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"戴蒙说，美国政府应该与中国接触，他不认为与中国脱钩应该是美国的目标。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","SSO":"2倍做多标普500ETF-ProShares","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","SDS":"两倍做空标普500 ETF-ProShares","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","OEX":"标普100","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","JPM":"摩根大通","09141":"华夏亚投债-U","BK4566":"资本集团","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","OEF":"标普100指数ETF-iShares","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","IVV":"标普500ETF-iShares",".SPX":"S&P 500 Index","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4504":"桥水持仓","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0971096721.USD":"富达环球金融服务 A","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4207":"综合性银行","SH":"做空标普500-Proshares","SPY":"标普500ETF","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC"},"translate_title":"JPMorgan Dimon: Bescent should be in charge of trade talks, and chaos in the U.S. bond market will prompt the Fed to take action","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JPM":1,"OEF":0.6,".SPX":0.6,"ESmain":0.6,"09141":0.6,"SH":0.6,"SPY":1,"SSO":0.6,"SDS":0.6,"IVV":0.6,"OEX":0.6},"content_text":"华尔街最有影响力的大佬之一、执掌摩根大通近二十载的CEO戴蒙警告，美国总统特朗普的贸易政策可能挑战美国的信誉，呼吁特朗普政府与贸易伙伴达成贸易协议，并再次公开表示，美债可能出现迫使美联储干预的混乱。\n美东时间4月15日周二公布的媒体访谈中，戴蒙表示，他认为，美国财长贝森特应该负责贸易协定的谈判。谈到贝森特时，戴蒙说“我有点了解他”，称他是个成熟的人。虽然自称并不赞同特朗普政府做的每件事，但戴蒙认为，贝森特可能应该是负责贸易谈判的人。\n据新华社报道，美国政府相关网络平台上周五晚悄然发布信息，对智能手机、笔记本电脑、芯片等电子产品豁免所谓“对等关税”。此后特朗普表示，部分关税暂停实行，他特别强调这是受到了戴蒙在他最爱看的FOX商业频道专访的影响。戴蒙当时警告，持续的贸易冲突和不确定性可能导致经济放缓。\n本周二的访谈中，戴蒙呼吁特朗普达成协议，减轻关税带来的不利影响。戴蒙说，美国政府应该与中国接触。他不认为与中国脱钩应该是美国的目标，但美国应该依靠自己或亲密盟友。他认为“我们应该与盟友合作……我希望最终与欧洲、英国、日本、韩国、澳大利亚、菲律宾进行谈判，并建立非常牢固的经济关系。”\n据证券时报，本周一贝森特表示，仍希望与中国达成一项重大贸易协议，这需要一种与过去的贸易和货币协议截然不同的模式。贝森特强调，任何美中谈判都必须在最高层之间进行。他指出，关税并不是玩笑，因涉及的数字很大。他认为这些是不可持续的，没有人希望这些关税保持下去。\n戴蒙周二还谈到美国债市，称美国债市将出现混乱 从而促使美联储出手。在市场动态上，戴蒙说美国国债的去杠杆可能“暂时结束了”。\n上周五的摩根大通财报电话会上，戴蒙曾表示，美债市场可能出现“小风波”，导致美联储不得不出手干预。\n本周一美股盘后，贝森特在媒体采访中试图淡化近期美债的抛售潮，明确否认外国投资者正在抛售美国国债的猜测，说“债券价格下跌主要是去杠杆化的结果，没有证据表明主权国家抛售美国国债。”风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2527781304","isCrawlerRequest":true}