特朗普关税影响不大？“华尔街一哥”改口称赞：温和、周到且谨慎

Group 1 - Jamie Dimon, CEO of JPMorgan Chase, has expressed reduced concerns regarding the impact of "Trump tariffs," stating that the tariffs are now more moderate and cautious, potentially benefiting some companies' exports and encouraging manufacturing to return to the U.S. [1] - In a previous memo to shareholders, Dimon highlighted that recent tariffs could raise inflation and increase perceptions of a potential economic recession, indicating that the short-term effects of tariffs could slow economic growth [1] - Dimon noted that while tariffs might push inflation, the priority should be on achieving more economic growth, emphasizing that the tariffs have significantly softened [2] Group 2 - Dimon praised Trump's trade efforts, which have resulted in a baseline tariff rate of only 15% for most trade agreements, suggesting that this rate is acceptable and may only apply to a portion of imports [2] - He mentioned that the U.S. imports approximately $4 trillion worth of goods, and with an average tariff of 7% to 8%, this could translate to an annual impact of around $300 billion on a $30 trillion economy [2] - Dimon also highlighted the positive aspects of the recently passed "Big and Beautiful" tax reform, stating that it has created a stable and internationally competitive tax environment, which is crucial for the welfare of the American people, especially low-income groups [3]