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Mad Money w/ Jim Cramer 3/12/25
2025/3/12
Mad Money w/ Jim Cramer
吉
吉姆·克莱默
我观察到，市场对特朗普总统的关税政策反应复杂。一方面，关税政策可能导致某些行业的衰退，因为我们的贸易伙伴可能会减少从美国的进口，从而影响就业和经济增长。另一方面，关税也可能带来一些积极的影响，例如刺激国内生产，创造新的就业机会，以及提升某些美国产业的竞争力。
我认为，关税政策对股市的影响取决于多种因素，包括关税的幅度、实施方式、以及全球经济环境。如果关税的幅度过大，实施方式过于粗暴，或者全球经济环境不佳，那么股市可能会出现下跌。反之，如果关税的幅度适中，实施方式较为温和，并且全球经济环境良好，那么股市可能会出现上涨。
总的来说，我认为特朗普的关税政策对股市的影响是复杂的，既有积极方面，也有消极方面。最终的影响取决于多种因素的综合作用。
Deep Dive
Jim Cramer discusses the unexpected market reaction to President Trump's tariffs, arguing that the US doesn't export enough to be significantly hurt by reciprocal tariffs. He points out that the policy's implementation has created unnecessary anxiety, and suggests a more measured approach would have been more effective.
- US exports are not substantial enough to be significantly impacted by reciprocal tariffs
- The trade war's negative impact on consumer confidence is a concern
- A more measured approach to tariffs could have been more effective
Shownotes Transcript