特朗普松口关税认栽，可为什么美国航运反而先崩了？

Core Viewpoint - The article discusses the recent escalation in trade tensions between the U.S. and China, highlighting Trump's contradictory stance on tariffs and the subsequent Chinese countermeasures, which could have significant implications for the shipping industry and broader economic relations [2] Group 1: Tariff Policies - Trump acknowledged that his tariff policies could harm the U.S. economy, yet he imposed a new port fee of $50 per net ton on Chinese ships, amounting to $5 million for a 100,000-ton vessel [2] - In response, China introduced a special port fee of 400 RMB per net ton, with exemptions for certain situations, effectively countering the U.S. move [2] Group 2: Economic Impact - The U.S. shipping assets are valued at over $116.4 billion, with Wall Street controlling 40% of the fleet, indicating a significant financial burden from the new fees [2] - The article notes that inflation could rise, costing consumers an additional $30 billion annually due to these tariffs [2] Group 3: Industry Dynamics - The U.S. shipbuilding capacity is only 1/230th of China's, raising questions about the feasibility of the U.S. maintaining its aggressive stance [2] - China's countermeasures not only serve as a lesson to the U.S. but also attract global shipowners to consider Chinese shipbuilding options [2] Group 4: Political Context - The article suggests that Trump's actions may be influenced by electoral pressures, questioning whether his acknowledgment of tariff failures is genuine or a strategic move for future negotiations [2]