美股短线波动不大，美国财长贝森特称，关税对通胀的影响最为短暂，最后一周将有一系列贸易协议达成，仍可能恢复至4月2日关税水平。若贸易伙伴”拒不妥协”，关税将重新上调。目前正在谈判对等关税，我们将拭目以待232条款。

Group 1 - The core viewpoint is that U.S. Treasury Secretary Janet Yellen stated that the impact of tariffs on inflation is temporary, and a series of trade agreements are expected to be reached in the coming week [1] - There is a possibility of restoring tariffs to the levels seen on April 2 if trade partners "refuse to compromise" [1] - Ongoing negotiations are focused on reciprocal tariffs, with attention on the Section 232 provisions [1]