白宮顧問哈塞特:美國GDP「極佳」,2026年就業將迎來激增
白宮經濟顧問哈塞特對美國經濟發表樂觀看法,據路透社報導,他預期GDP表現「極佳」,就業將大幅增長。本文深入分析此番言論對投資人、市場與個人荷包的潛在影響。
市場的下一步棋怎麼走?正當外界對經濟前景抱持疑慮之際,白宮經濟顧問凱文·哈塞特(Kevin Hassett)卻送來暖風。據路透社報導,哈塞特稱美國經濟現況「極佳」(fantastic),並預期進入2026年後就業增長將迎來跳升,此番言論與市場主流的保守看法形成鮮明對比。
樂觀預測的立論基礎
哈塞特的信心,似乎源於2025年末假期購物季強勁的銷售數據,以及通膨率穩定在聯準會(Fed)設定的2%目標附近。國內生產毛額(GDP)是衡量國家經濟實力的關鍵指標,哈塞特預測該數據將持續增長,背後動力可能來自科技與綠色能源領域的龐大投資,這些領域已成為經濟發展的火車頭。
市場反應與潛在風險
儘管官方看法樂觀,但華爾街的分析師們仍不敢掉以輕心。許多人認為,地緣政治的緊張局勢、以及聯準會未來貨幣政策的不確定性,都是潛在的未爆彈。如果哈塞特的預測成真,強勁的經濟將帶動企業獲利,對股市而言是重大利多。但另一方面,經濟過熱也可能迫使利率維持高檔,這對債券投資人來說並非好消息。
經濟預測存在高度不確定性。政府官員的言論雖具參考價值,但不應作為唯一的投資依據。投資者應多方求證,並為自己的財務決策負責。
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