每經(jīng)AI快訊,中信證券點(diǎn)評(píng)歐央行2025年4月議息會(huì)議稱,歐央行4月如期降息25個(gè)基點(diǎn),在聲明中刪去“限制性”一詞,對(duì)歐元區(qū)經(jīng)濟(jì)前景的評(píng)估措辭變得更悲觀,拉加德亦表示經(jīng)濟(jì)下行風(fēng)險(xiǎn)增加,中信證券測(cè)算美國(guó)目前各項(xiàng)關(guān)稅措施共將拖累歐盟GDP約0.5%。仍預(yù)計(jì)歐央行會(huì)在6月降息25個(gè)基點(diǎn)后維持存款便利利率于2%,市場(chǎng)近期對(duì)美元信用和美債避險(xiǎn)價(jià)值的疑慮可能會(huì)使得歐元在關(guān)稅博弈明朗前得到階段性支撐。
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