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利空突袭,超20万人爆仓!美国关税,传出“B计划”
券商中国·2025-05-30 08:18

Core Viewpoint - The article discusses the uncertainty surrounding the Trump administration's tariff policies, particularly in light of recent court rulings and the potential implementation of a "Tariff B Plan" to impose tariffs globally under new legal frameworks [1][3][4]. Group 1: Tariff B Plan - The Trump team is preparing a "Tariff B Plan" which may involve utilizing Section 122 of the Trade Act of 1974 to impose tariffs of up to 15% within 150 days [1][3]. - The plan also considers using Section 301 of the Trade Act, although this would involve a longer notification and discussion process [3][4]. - White House officials have indicated that they will pursue other legal avenues to implement tariff policies, regardless of court rulings [1][3]. Group 2: Court Rulings and Responses - The U.S. International Trade Court ruled that the Trump administration's use of the International Emergency Economic Powers Act to impose tariffs was illegal, but this ruling was temporarily stayed by the U.S. Court of Appeals [2][3]. - White House Press Secretary and economic advisors have criticized the trade court's decision as judicial overreach and are seeking to overturn it [3][4]. Group 3: Market Reactions - The uncertainty surrounding tariffs has negatively impacted market risk appetite, leading to significant sell-offs in cryptocurrencies, with Bitcoin dropping over 2% and other cryptocurrencies experiencing declines of 4% to nearly 10% [1]. - A total of $676 million in cryptocurrency contracts were liquidated within 24 hours, with over 200,000 traders affected, primarily from long positions [1]. Group 4: Economic Implications - Trump claims that tariffs have brought trillions of dollars into the U.S. economy and argues that the recent court ruling could lead to significant financial losses for the country [6]. - Analysts from Evercore ISI suggest that the Trump administration has the tools to restore tariffs even if they are ultimately canceled [6]. Group 5: Market Outlook - UBS's Chief Investment Officer anticipates that the trade court's decision complicates tariff imposition and may weaken U.S. negotiating power in trade talks, but believes that significant tariffs can still be imposed in the long term [7]. - The S&P 500 index is projected to reach 6000 points by the end of the year, indicating potential market volatility due to trade and fiscal policy developments [7].