川普關稅疑慮還沒完 非美市場有望持續領漲!
By Ken Fisher, Business Weekly, Wednesday, June 11, 2025
上個月,我曾指出今年春季全球股市的暴跌,呈現典型「修正」行情的所有特徵——由市場情緒主導、跌幅介於一○%至二○%,且會迅速反彈的短期下跌,而非長期「熊市」。儘管川普關稅政策引發的恐慌與不確定性仍在,但隨後的反彈即印證了這點。
Read MoreKen Fisher writes monthly, native language columns in major media organs around the world, including the New York Post in the United States; The Daily Telegraph in the United Kingdom; Australia’s most read newspaper, The Australian; Denmark’s leading business newspaper, Børsen; Singapore’s The Business Times; Taiwan’s Business Weekly; Caixin—often called the “Bloomberg of China”; Israel’s Calcalist; South Korea’s largest business paper, Chosun Weekly Biz; Japan’s Diamond Weekly; Spain’s largest business website and newspaper, elEconomista; Saudi Arabia’s Al Eqtisadiah; Mexico’s El Financiero; Germany’s Focus Money; Canada’s most read newspaper, The Globe and Mail; Switzerland’s leading business paper, Handelszeitung; the Hong Kong Economic Journal; Argentina’s Infobae; Ireland’s Irish Independent; Belgium’s La Libre; the United Arab Emirates’ The National; France’s L’Opinion; Sweden’s Privata Affärer; Italy’s third-largest newspaper and number one business paper, Il Sole 24 Ore; the Netherlands’ largest newspaper, De Telegraaf; and Austria’s Trend. In total, his 26 unique columns span more countries in more total volume than any other columnist of any type ever.
Ken is perhaps best known for his "Portfolio Strategy" column in Forbes magazine, which ran from 1984 through 2016, making him the longest continuously running columnist in Forbes’ history.
Not all past forecasts were, nor future forecasts will be, as accurate as those presented here. Forecasts are Ken Fisher's personal forecasts of the overall market as published in Forbes and do not represent the performance of Fisher Investments. Past performance is no guarantee of future returns. Investing in securities involves the risk of loss.
By Ken Fisher, Business Weekly, Wednesday, June 11, 2025
上個月,我曾指出今年春季全球股市的暴跌,呈現典型「修正」行情的所有特徵——由市場情緒主導、跌幅介於一○%至二○%,且會迅速反彈的短期下跌,而非長期「熊市」。儘管川普關稅政策引發的恐慌與不確定性仍在,但隨後的反彈即印證了這點。
Read MoreBy Ken Fisher, La Libre, Tuesday, June 10, 2025
L'approche imprévisible de Trump sème l'incertitude, et c'est l'Amérique qui écope.
Read MoreBy Ken Fisher, Privata Affärer, Monday, June 9, 2025
Den var en lysande ledstjärna, sedan ett irrbloss. Men under den senaste tiden har den smugit sig tillbaka – och pekar åt rätt håll igen. I en krönika djupdyker miljardären Ken Fisher i vändningen som gynnar Stockholmsbörsen.
Read MoreBy Ken Fisher, Calcalist, Sunday, June 8, 2025
מה זה בדיוק? טכנולוגיה? לא; אנרגיה? גם לא; ומניותיו גם ירדו במהלך אפריל, החודש שבו תוכנית המכסים של נשיא ארה"ב דונלד טראמפ טלטלה את העולם. אבל מתחילת השנה הסקטור הזה נמצא במגמת עלייה ואף מוביל את מדדי המניות בעולם. אז באיזה סקטור מדובר? שירותי תשתית (Utilities).
Read MoreBy Ken Fisher, Il Sole 24 Ore, Saturday, June 7, 2025
L’eccessiva paura rispetto alla realtà dovrebbe continuare a spingere al rialzo i rendimenti azionari - L’agenzia Usa di riscossione dazi non è in grado di riscuoterli completamente
Read MoreBy Ken Fisher, Trend, Tuesday, June 3, 2025
Since my previous column detailing US President Donald Trump’s tariff illogic, two US trade “deals” plus talks have materialised. Many pundits point to these as “proof” that Mr Trump’s tariff chaos is solely leverage for deal making and freer trade ahead.
Read MoreBy Ken Fisher, Trend, Monday, June 2, 2025
Die Zollwirren unter US-Präsident Trump haben die globalen Aktienmärkte erschüttert. Anleger weltweit fragen sich: Was erwartet uns noch? Niemand weiß es – vielleicht nicht einmal Donald Trump selbst.
Read MoreBy Ken Fisher, Business Times Singapore, Monday, June 2, 2025
Trump’s vacillations over trade tariffs and the lead taken by non-US stocks could provide opportunities for investors
Read MoreBy Ken Fisher, New York Post, Tuesday, May 27, 2025
US stocks have fallen out of the Top 40 with investors worldwide this year – and chart watchers can blame President Trump’s flip-flopping song and dance on tariffs. This year through May 20, Chinese stocks are up 19.9% while neighboring South Korea’s are up 14.3%. Europe’s are up 22.3% including Germany’s, which are up 20%. Mexico’s, for the love of avocados, are up 27%. Altogether, non-US stocks are up 15.5%.
Read MoreBy Ken Fisher, Al Eqtisadiah, Tuesday, May 27, 2025
تجاوز إعصار التعريفات الجمركية التي سببتها قرارات الرئيس الأمريكي دونالد ترمب جميع التوقعات، بما فيها توقعاتي الشخصية، التي ذكرتها في مقالي المنشور بتاريخ 25 أبريل. أحدثت صدمة "يوم التحرير" في 2 أبريل اضطرابًا واسعًا في الأسواق العالمية، تبعتها "فترة التوقف" في 9 أبريل، ما أدى إلى ارتفاع مؤقت في المعنويات. ثم جاء إعلان "صفقات" المملكة المتحدة والصين في أوائل مايو، ما دفع الأسهم لارتفاعٍ حاد. فما الخطوة التالية؟ لا أحد يعلم ما سيحدث، وربما ترمب نفسه لا يعلم.
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