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特朗普签令!新“对等关税” 税率自10%至41%不等!期市多品种回调,预期变了?
Qi Huo Ri Bao·2025-08-01 02:10

Group 1: US Tariff Policy Developments - The US government has implemented "reciprocal tariffs" ranging from 10% to 41% on various countries and regions, effective August 1 [1][2] - Canada’s tariff rate has been increased from 25% to 35% in response to perceived inaction and retaliatory measures [2] - The new tariffs include specific rates for countries such as Japan, South Korea, and New Zealand at 15%, while Syria faces the highest rate at 41% [1] Group 2: Legal Challenges and Implications - The legality of the "reciprocal tariffs" has been questioned by US federal appellate judges, suggesting that the implementation may exceed congressional authority [2][3] - The case against the tariffs has been brought by multiple states and businesses, with previous rulings indicating potential overreach by the Trump administration [3] Group 3: Market Reactions and Economic Indicators - A decline in A-share indices was observed, attributed to profit-taking and a lack of substantial policy support amid uncertainties surrounding US tariff policies [4][6] - The domestic commodity futures market also experienced a downturn, driven by profit-taking and concerns over demand recovery [6][7] - Economic data from the US, including ADP employment figures and GDP growth, exceeded market expectations, contributing to a hawkish stance from the Federal Reserve [6][7]