德国研究显示：美国两千亿关税收入“几乎全由美国人买单”

Core Insights - The additional costs from U.S. tariffs are primarily borne by American importers and consumers, rather than foreign exporters [1] - The study indicates that the impact of tariffs may manifest as rising consumer prices over time [1] - Foreign exporters have only absorbed about 4% of the burden from last year's tariff increases, while U.S. consumers and importers have shouldered 96% [1] Group 1 - The research analyzed $4 trillion worth of freight data from January 2024 to November 2025 [1] - Indian exports to the U.S. saw a significant decline of 24% in value and quantity, yet the prices remained unchanged [1] - The tariffs are effectively a consumption tax on Americans rather than a tax on foreign producers [1] Group 2 - The $200 billion in additional U.S. tariff revenue generated last year is almost entirely paid by Americans [1] - This situation may lead to an increase in inflation rates in the U.S. over time [1]