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  ·02-01
  老虎新闻的及时性和丰富度都是问题
  特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战
  不会进行大规模豁免。
  特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战
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08:41","market":"us","language":"zh","title":"特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=1195836404","media":"智通财经网","summary":"不会进行大规模豁免。","content":"<html><head></head><body><p>当地时间1月31日，白宫表示，<strong>确认将从2月1日起对墨西哥和加拿大商品征收25%的关税。</strong>尽管此前有报道称，部分产品可能会获得豁免，且关税可能推迟至3月1日生效，但白宫已否认这一说法，强调不会进行大规模豁免。白宫尚未公布具体的关税清单，仅表示完整的文件将在周六公开。</p><p style=\"text-align: justify;\">经济学家初步估计了特朗普这一“关税大棒”的潜在影响，称这取决于关税水平、目标或豁免商品以及关税实施的持续时间，同时也取决于墨西哥和加拿大如何应对。</p><p style=\"text-align: justify;\">不过，已经很清楚的是，在特朗普对来自墨西哥和加拿大两国约9000亿美元商品征收新关税的情况下，从鳄梨、汽车到能源等日常用品的价格都很容易上涨。</p><p style=\"text-align: justify;\">瑞银全球财富管理首席经济学家Paul Donovan表示，关税是否会影响到消费者价格，将是决定特朗普贸易政策如何发挥作用的一个核心变量。他表示：“美国消费者将以多快的速度感受到价格上涨?石油和食品价格可能会在一个月内做出反应，美国国内的库存水平决定了其他商品价格上涨的时机。”“不过，如果政治焦点转移到更广泛的通胀认知上，任何税收的持续时间都可能很短。自特朗普当选以来，美国鸡蛋价格飙升，食品价格可能比药品价格更重要。”</p><p style=\"text-align: justify;\">高额的新关税将对墨西哥比索和加拿大元构成重大风险，同时推高美元。荷兰国际集团分析师表示：“新政府对美加墨局势的处理可能会被市场用作判断特朗普未来政策推进的基准，因此应该会对全球外汇市场产生重大影响。”</p><p 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-01 08:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1245173.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间1月31日，白宫表示，确认将从2月1日起对墨西哥和加拿大商品征收25%的关税。尽管此前有报道称，部分产品可能会获得豁免，且关税可能推迟至3月1日生效，但白宫已否认这一说法，强调不会进行大规模豁免。白宫尚未公布具体的关税清单，仅表示完整的文件将在周六公开。经济学家初步估计了特朗普这一“关税大棒”的潜在影响，称这取决于关税水平、目标或豁免商品以及关税实施的持续时间，同时也取决于墨西哥和加拿大...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1245173.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dd30567bdb596c8153b4982ff324d5dd","relate_stocks":{},"source_url":"https://www.zhitongcaijing.com/content/detail/1245173.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1195836404","content_text":"当地时间1月31日，白宫表示，确认将从2月1日起对墨西哥和加拿大商品征收25%的关税。尽管此前有报道称，部分产品可能会获得豁免，且关税可能推迟至3月1日生效，但白宫已否认这一说法，强调不会进行大规模豁免。白宫尚未公布具体的关税清单，仅表示完整的文件将在周六公开。经济学家初步估计了特朗普这一“关税大棒”的潜在影响，称这取决于关税水平、目标或豁免商品以及关税实施的持续时间，同时也取决于墨西哥和加拿大如何应对。不过，已经很清楚的是，在特朗普对来自墨西哥和加拿大两国约9000亿美元商品征收新关税的情况下，从鳄梨、汽车到能源等日常用品的价格都很容易上涨。瑞银全球财富管理首席经济学家Paul Donovan表示，关税是否会影响到消费者价格，将是决定特朗普贸易政策如何发挥作用的一个核心变量。他表示：“美国消费者将以多快的速度感受到价格上涨?石油和食品价格可能会在一个月内做出反应，美国国内的库存水平决定了其他商品价格上涨的时机。”“不过，如果政治焦点转移到更广泛的通胀认知上，任何税收的持续时间都可能很短。自特朗普当选以来，美国鸡蛋价格飙升，食品价格可能比药品价格更重要。”高额的新关税将对墨西哥比索和加拿大元构成重大风险，同时推高美元。荷兰国际集团分析师表示：“新政府对美加墨局势的处理可能会被市场用作判断特朗普未来政策推进的基准，因此应该会对全球外汇市场产生重大影响。”标普全球评级的分析显示，汽车和电气设备行业是墨西哥最容易受到关税冲击的行业，而加拿大的大宗商品加工行业将受到冲击。而如果遭到报复，美国面临的风险要小得多，尽管标普全球的分析师认为，农业、渔业、金属和汽车行业会受到一些影响。标普分析师在一份报告中表示：“将美国的产出与加拿大和墨西哥的产出进行比较，我们的设想表明，墨西哥和加拿大的整个经济面临的影响分别是美国的11倍和5倍。”他们补充称，如果只看受影响最大的10个行业，墨西哥和加拿大的经济面临的影响仍分别是美国的6倍和5倍。Bloomberg Economics表示，白宫确认的最新关税措施将使美国对所有进口商品的平均关税从3%提高到11%以上，并引发全球贸易的重大重组。Bloomberg Economics表示：“我们估计，一旦各经济体完全适应新形势，从中期来看，美国从墨西哥和加拿大进口的商品可能下降近70%。”“美国从世界其他地区的进口将增加，亚洲经济体将成为赢家。”对加拿大输美商品征收25%的关税将推高大宗商品价格，打击加拿大出口商的利润率。据牛津经济研究院称，加拿大的生产和投资也将受到影响。牛津经济研究院表示：“美国市场在加拿大出口中所占的主导地位表明，将产量转移到其他市场将是困难的，这将导致加拿大出口商的利润率受到挤压，产量也将下降。相比之下，一个庞大的美国国内钢铁行业、以及对加拿大进口的依赖程度较低，将导致美国钢铁价格较基线水平的涨幅较小。”","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398803969581472,"gmtCreate":1738386757608,"gmtModify":1738387358600,"author":{"id":"3557539284447106","authorId":"3557539284447106","name":"冲鸭8","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557539284447106","idStr":"3557539284447106"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多","listText":"<a 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