Treasury secretary blames China’s DeepSeek for stock-market plunge ‘A Mag 7 problem, not a MAGA problem’

美國財長將股市暴跌歸咎于中國的 DeepSeek：這是七大科技巨頭的問題，而非 MAGA 的問題

The stock market plunge has more to do with the emergence this year of China’s DeepSeek artificial intelligence tool than with President Trump’s policies, Treasury Secretary Scott Bessent said in an interview released on Friday that signaled little concern about the ongoing nosedive.

美國財政部長斯科特·貝森特在周五發(fā)布的采訪中表示，股市暴跌與中國今年推出的深度求索（DeepSeek）人工智能工具的關(guān)聯(lián)性大于特朗普總統(tǒng)的政策影響，此番言論顯示出其對當前市場持續(xù)下挫的淡然態(tài)度。

“For everyone who thinks these market declines are all based on the President’s economic policies, I can tell you that this market decline started with the Chinese AI announcement of DeepSeek,” Bessent told conservative commentator Tucker Carlson.

“對于那些認為這次市場下跌全是總統(tǒng)經(jīng)濟政策所致的人，我可以告訴你們，市場下跌始于中國人工智能公司深度求索（DeepSeek）的公告，”貝森特對保守派評論員塔克·卡爾森說道。

“If I were to analyze in my old hat, and this is the only time I’m going to talk about it, … what’s happening with the market I’d say it’s more a Mag 7 problem, not a MAGA problem,” Bessent, who used to run a hedge fund, said, referring to the shares of the “Magnificent 7” – the seven high-performing tech stocks that had helped drive the market higher before its recent selloff. MAGA refers to Trump’s “Make America Great Again” political slogan.

“如果讓我用老本行的眼光來分析——這是我唯一一次談?wù)摯耸隆視f當前市場問題更多是‘七巨頭’的問題，而非‘MAGA’的問題，”曾經(jīng)營對沖基金的貝森特表示。他提到的“七巨頭”是指此前推動市場上揚、近期卻遭遇拋售的七只高增長科技股，而 MAGA 則指特朗普的政治口號“讓美國再次偉大”。
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US stocks have tumbled by around 10% in the two days since Trump announced a new global tariff regime that was more aggressive than analysts and investors had been anticipating. It is a drop that market analysts and large investors themselves have laid at the feet of Trump’s aggressive push on tariffs, which most economists and the head of the Federal Reserve believe risk stoking inflation and damaging economic growth.

自特朗普宣布比分析師和投資者預(yù)期更為激進的新全球關(guān)稅制度以來，美國股市在兩天內(nèi)暴跌約 10%。市場分析師和大型投資者將這一下跌歸咎于特朗普在關(guān)稅問題上的激進舉措，多數(shù)經(jīng)濟學家和美聯(lián)儲主席認為此舉可能刺激通脹并損害經(jīng)濟增長。

Stocks did take a hit in late January when Chinese startup DeepSeek launched a free AI assistant that it says uses less data at a fraction of the cost of incumbent services. It resulted in a record one-day loss of nearly $600 billion in value from the shares of AI chipmaker Nvidia, one of the Magnificent 7.

1 月下旬，中國初創(chuàng)企業(yè) DeepSeek 推出了一款免費的人工智能助手，并稱該產(chǎn)品能以現(xiàn)有服務(wù)的一小部分成本消耗更少數(shù)據(jù)，股市確實因此受到?jīng)_擊。這導(dǎo)致"美股七巨頭"之一的 AI 芯片制造商英偉達(Nvidia)市值在一天內(nèi)創(chuàng)紀錄地蒸發(fā)了近 6000 億美元。

But the market soon found its footing again and by mid-February, the benchmark S&P 500 Index had regained a record-high level. Then stocks turned south again starting in late February after a widely followed survey of consumers showed households growing broadly pessimistic about the economy’s prospects and fearful that Trump’s push for tariffs would drive up inflation.

但市場很快重拾升勢，截至二月中旬，基準標普 500 指數(shù)已收復(fù)歷史高點。隨后從二月底開始，隨著一項廣受關(guān)注的消費者調(diào)查顯示家庭對經(jīng)濟前景普遍悲觀，并擔憂特朗普推動的關(guān)稅政策會推高通脹，股市再度掉頭向下。

A raft of other surveys of businesses and consumers since then have flagged similar concerns, and other data has shown the pace of activity has slowed over the course of the first quarter of 2025.

此后一系列針對企業(yè)和消費者的調(diào)查均反映出類似擔憂，其他數(shù)據(jù)也顯示 2025 年第一季度經(jīng)濟活動步伐有所放緩。

The S&P has lost nearly 14% since February 19, and nearly $10 trillion of US stock market value has been erased.

自 2 月 19 日以來，標普 500 指數(shù)已下跌近 14%，美股市值蒸發(fā)近 10 萬億美元。
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Bessent is only the latest Trump administration official to shrug off the plunge in markets, which has intensified following Trump’s announcement on Wednesday of a global baseline import tax of 10% and much higher rates for goods from dozens of countries. Commerce Secretary Howard Lutnick has been dismissive of the drop as well.

貝森特只是特朗普政府中最新一位對市場暴跌不以為然的官員。這場暴跌在特朗普周三宣布對全球進口商品征收 10%的基準關(guān)稅，并對數(shù)十個國家的商品大幅提高稅率后進一步加劇。商務(wù)部長霍華德·盧特尼克同樣對此次下跌輕描淡寫。

Trump himself on Friday retweeted a social media post bearing the caption “Trump is Purposely CRASHING The Market” and featuring images of the president pointing at a large downward red arrow and of him signing executive orders at the White House.

特朗普本人周五轉(zhuǎn)發(fā)了一則社交媒體帖子，標題為“特朗普故意讓市場崩盤”，并配以總統(tǒng)指著大幅下跌的紅色箭頭以及在白宮簽署行政命令的圖片。

Meanwhile, Bessent also told Carlson the administration retains a “strong dollar” policy and dismissed assertions by some analysts that the tariff drive was a deliberate effort to weaken the dollar to make US goods more competitive on global markets.

與此同時，貝森特還向卡爾森表示，政府堅持“強勢美元”政策，并駁斥了一些分析人士的斷言，即關(guān)稅行動是故意削弱美元以使美國商品在全球市場上更具競爭力的舉措。

“No one should listen to anyone in the markets talk about the US dollar other than President Trump or myself,” Bessent said. “We are the only ones that speak for this administration, the United States government on dollar policy.”

“除了特朗普總統(tǒng)或我本人，市場人士關(guān)于美元的任何言論都不應(yīng)被采信，”貝森特稱，“我們是本屆政府及美國政府美元政策的唯一發(fā)言人?！?/b>

“We have a strong-dollar policy and we are putting in all of the necessary ingredients to make sure the dollar is strong over the long run,” he said.

“我們實行強勢美元政策，并且正在投入所有必要的要素，以確保美元長期保持強勢，”他說道。

The dollar has shed nearly 6% of its value against major trading partners’ currencies since Trump’s inauguration on January 20.

自特朗普 1 月 20 日就職以來，美元對主要貿(mào)易伙伴貨幣的匯率已下跌近 6%。