拜登大基建缩水75%_老虎社区_美港股上老虎

在美股狂飙
2021-06-28

拜登大基建缩水75%

大幅缩水的计划意味着对经济提振效果大打折扣，短期内利好，因基建导致的加税或直接挤压企业利润，影响股市估值 . 由于加税力度不及预期，市场更有理由上涨，基建缩水直接导致阻碍经济复苏美联储要再次推迟升息时间，这对市场短期是利好的。

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