< type="application/ld+json">{"@context":"http://schema.org","@type":"NewsArticle","mainEntityOfPage":"https://tw.news.yahoo.com/%E6%9B%BE%E6%BA%96%E7%A2%BA%E9%A0%90%E8%A8%802008%E9%87%91%E8%9E%8D%E6%B5%B7%E5%98%AF-%E8%8F%AF%E7%88%BE%E8%A1%97%E5%85%88%E7%9F%A5-%E5%86%8D%E6%8B%8B%E9%9C%87%E6%92%BC%E5%BD%88-103400599.html","headline":"曾言2008金融海! 「街先知」再震撼","datePublished":"2025-08-23T10:34:00.000Z","dateModified":"2025-08-23T10:34:00.000Z","keywords":["惠特尼","","Meredity Whitney Advisory Group"],"description":"曾精2008年金融海、素有「街先知」之的金融分析惠特尼(Meredith Whitney),近日再度投下一枚震撼。她警告,美正於界,超一半家庭恐面「第二次就衰退」,直言:「我就是大麻!」","publisher":{"@type":"Organization","name":"Yahoo奇摩新","logo":{"@type":"ImageObject","url":"https://s.yimg.com/cv/apiv2/twmobi/icon/yahoo_tw_logo_structuredata_20200630.png","width":136,"height":60}},"author":{"@type":"Person","name":"三立新","url":"","jobTitle":""},"creator":{"@type":"Person","name":"三立新","url":"","jobTitle":""},"provider":{"@type":"Organization","name":"三立新 setn.com","url":"http://www.setn.com/","logo":{"@type":"ImageObject","width":316,"height":48,"url":"https://s.yimg.com/os/creatr-uploaded-images/2025-01/2c15e170-d866-11ef-97ff-6019437716ae"}},"image":{"@type":"ImageObject","url":"https://s.yimg.com/ny/api/res/1.2/cICQ_ISqUcgKS.ljrDZQHA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTIyMDI7aD0xMjM4O2NmPXdlYnA-/https://media.zenfs.com/zh-tw/setn.com.tw/2063be19e9c8e594c8b0389392fc8cf0","height":619,"width":1101},"thumbnailUrl":"https://s.yimg.com/ny/api/res/1.2/cICQ_ISqUcgKS.ljrDZQHA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTIyMDI7aD0xMjM4O2NmPXdlYnA-/https://media.zenfs.com/zh-tw/setn.com.tw/2063be19e9c8e594c8b0389392fc8cf0"}
中心/惟甯
「街先知」Meredith Whitney再震撼。(/翻自Meredity Whitney Advisory Group)曾精2008年金融海、素有「街先知」之的金融分析惠特尼(Meredith Whitney),近日再度投下一枚震撼。她警告,美正於界,超一半家庭恐面「第二次就衰退」,直言:「我就是大麻!」
惠特尼接受美媒指出,美目前的能主要自高端消群支,整呈明「化」。一旦效持酵,消恐快速裂,尤其店、旅,用了超成美工,但平均年薪不到6美元,一旦景反,些基位首其。
她警告,若失率走升、通膨持高不退,美面停性通膨(stagflation)威,重中低收入家庭,形成性循。
除了旅宿和,惠特尼,零售市房地同令人。她表示,去被抗通膨利器的「1美元商店」,如今也逃寒冬;反如沃(Walmart)、家得(Home Depot)等高零售商,因服的客多有企主,相能承受波。
房市方面,惠特尼正走向「十年最糟局面」。她表示,美逾六成房屋由55以上族持有,群人基於款成本考量,不出售,致房屋供停。成屋售量年化後跌破400,下近25年最低。方要求折扣、方不,使市陷入僵局,形成「M型房市」。窗框矽利康
管官方失率仍持在史低,惠特尼直言,各察,美市已出「」力。窗框矽利康尤其高度依服的州份,面通膨重,需求已有收象。
而言,使政策更加棘手。抑通膨,必就市;持就定,可能通膨法回落。若惠特尼成真,美恐步入「低成、高物」的困局,全球市也善其身。
以下文出自: https://tw.news.yahoo.com/%E6%9B%BE%E6%BA%96%E7%A2%BA%E9%A0%90%E8%A8%802008%E9%87%91%E8%9E%8D%E6%B5%
文章定位: