美国企业掀起“抢运潮”的背后尽显焦虑

Group 1 - The core issue is the surge in "rush shipping" among U.S. companies due to a 90-day pause on tariffs, leading to increased cash flow pressure and logistics costs, which challenge supply chain stability [3][5][11] - The uncertainty in U.S. economic policy has reached a high point, causing companies to lower sales and profit forecasts as they struggle to predict future import tariff changes [3][5] - Small businesses, particularly those reliant on imports from China, are facing declining profit margins and rising costs, leading to potential layoffs and reduced product offerings [5][9] Group 2 - The rush to stock up for the summer and back-to-school seasons is causing order fulfillment issues, with hundreds of companies competing for limited shipping resources, potentially leading to port congestion [8] - The ongoing tariff conflict highlights the deep integration of the global economy, with cross-border trade trends continuing despite geopolitical uncertainties [8][11] - Initial tariffs aimed at weakening China's position in the global supply chain have instead disrupted supply chains and increased trade costs, contributing to inflationary pressures [11]