最高法院质疑“特朗普关税”零售股应声大涨，“千亿美元退税”在望？

Group 1 - The U.S. Supreme Court is questioning the legality of tariffs imposed by former President Trump under the International Emergency Economic Powers Act, which could lead to the cancellation of tariffs affecting various retail brands [1][3] - A ruling against the tariffs may result in the government needing to refund over $100 billion to importers, alleviating a significant burden on companies [1][3] - Non-essential consumer goods stocks have performed well, with notable increases in companies like Lululemon (up 4.3%), Williams Sonoma (up 2.6%), Kohl's (up 8.9%), Macy's (up 7%), and Mattel (up 4%) [1] Group 2 - Major automotive manufacturers such as General Motors and Ford have seen their stock prices rise due to hopes of tariff reductions, which could indirectly boost consumer spending and automotive sales [2] - Analysts suggest that a favorable ruling for retailers could enhance consumer purchasing power, potentially benefiting the automotive sector [2] Group 3 - During a two-and-a-half-hour hearing, several Supreme Court justices expressed skepticism about Trump's use of emergency powers to impose tariffs, indicating a possible overreach of authority [3] - The tariffs in question, announced on April 2, 2025, imposed rates between 10% and 50% on most U.S. imports, justified by claims of addressing trade deficits and combating fentanyl smuggling [3] - Previous lower court rulings have deemed these tariffs illegal, making this case one of the most significant trade law disputes in recent Supreme Court history [3]