摩根士丹利：Investor Presentation-中美关税下调，来得更快、降幅更大
摩根·2025-05-13 01:02
May 12, 2025 10:40 AM GMT Investor Presentation | Asia Pacific 20% 20% 34% tariff hikes by 90 days 3% 3% 125% 10% 125% 10% 0% 20% 40% 60% 80% 100% 120% 140% 160% Innitial Plan Current Level Initial Plan Current Level US Tariff Hike on China China Tariff Hike on the US US-China Tariff Hike in 2025 (Exemptions not Considered) Feb-Mar 25 Apr-25 Fentanyl related tariff Reciprocal tariff Tit-for-tat tariffs 107% 71% 61% 45% 11% 22% 34% 59% 123% 40% 0% 20% 40% 60% 80% 100% 120% 140% Jan-25 Feb-25 Mar-25 Apr 2, 20 ...