04/29/2025, 01:00 PM UTC
空港:迫在眉睫的经济危机信号Empty Ports: Sign Of A Looming Economic Crisis
1、美股投资者因关注企业财报而忽视港口活动锐减预示的经济危机;2、来自中国/亚洲的港口流量下降将冲击农业、运输、制造业和零售业,加剧经济风险;3、中美贸易战正造成重大经济损害,可能引发商业周期衰退,股市或下跌30%-50%,建议投资者主动调整投资组合。1. US equity investors are overlooking a looming economic crisis signaled by a sharp decline in port traffic, distracted by corporate earnings; 2. Reduced port activity from China/Asia threatens agriculture, transportation, manufacturing, and retail sectors, exacerbating economic risks; 3. The US-China trade war is intensifying economic damage, potentially triggering a recession, with stock markets at risk of 30%-50% declines, urging proactive portfolio management.---
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