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Arthur Hayes:若特朗普繼續其政策選擇,PE 和 VC 的預期回報會大幅下降

2025-04-05 14:13:56

ChainCatcher 消息,Arthur Hayes 發推表示,最新一代美國股票投資者太習慣於結構性上行牛市。這更像是一種例外,而不是全球常態,有很多例子表明,即使潛在的經濟增長良好,股市也會持續 10 年的橫向/區間波動。

預計市場將為能夠快速適應並蓬勃發展的交易者類型提供完美的環境,但對於許多私人導向的策略來說,市場將極其悲觀。如果特朗普繼續其政策選擇,PE 和 VC 的預期回報應該會大幅下降。

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