Core Viewpoint - The Trump administration's tariff policy has led to significant business crises for American companies, prompting various stakeholders to challenge the legality of these tariffs through lawsuits and lobbying efforts [1][3]. Group 1: Legal Challenges - At least seven lawsuits have been filed across the U.S. challenging Trump's tariff measures under the International Emergency Economic Powers Act (IEEPA), aiming to overturn the tariffs [1][3]. - California was the first state to file a lawsuit against the tariffs, claiming they severely harm the state's economy, followed by a coalition of 12 states alleging that the tariffs disrupt constitutional order and create economic chaos [3][4]. - Various businesses, including a Florida paper company and a Native American tribe, have also filed lawsuits, citing increased costs and violations of treaty rights due to the tariffs [3][4]. Group 2: Business Reactions - Executives from major companies, including Home Depot and German automakers, have engaged directly with the Trump administration to seek tariff exemptions, highlighting the tariffs' potential to disrupt supply chains and inflate prices [5][7]. - Influential business figures, such as Harold Hamm, have leveraged their connections to persuade Trump to reconsider certain tariffs, particularly those affecting energy imports from Canada [7][8]. Group 3: Economic Implications - Experts argue that the tariffs are unlikely to achieve their intended goal of bringing manufacturing back to the U.S., as established global supply chains cannot be easily reestablished domestically [10][11]. - The tariffs are expected to increase production costs in the U.S., potentially harming the international competitiveness of American manufacturing [10][11]. - Consumer confidence has dropped to its lowest level since May 2020, indicating that the tariffs may lead to a slowdown in consumer demand and economic growth [1][11].

Group 1 - Trump's tariff policy is driving up U.S. prices, raising inflation concerns and impacting market confidence, with a significant drop in agricultural exports such as soybeans and pork [1][3] - Container orders from China to the U.S. have decreased by approximately one-third since early April, indicating a potential decline in import volumes at major ports like Long Beach [1][3] - The consumer confidence index in the U.S. has fallen for four consecutive months, reflecting the negative impact of tariffs on consumer spending and leading companies like Procter & Gamble to lower profit forecasts [3][5] Group 2 - The U.S. toy industry is facing severe challenges, with prices for products like stuffed animals rising significantly due to tariffs, potentially leading to shortages during peak seasons like Christmas [5] - The pharmaceutical industry is at risk, with tariffs expected to increase import costs by approximately $51 billion annually, leading to a potential 12.9% rise in drug prices and threatening domestic production [5][7] - Retailers anticipate at least a 20% decline in imports if tariffs continue, with major retail executives warning of potential shortages and price surges in the market [7]

Group 1 - The core issue identified in the Milan Report is the long-term overvaluation of the US dollar, which negatively impacts US export competitiveness and manufacturing development [2][4] - The report suggests that the high valuation of the dollar is a result of past US government policies aimed at maintaining a strong dollar, rather than actions taken by other countries [2][3] - The report's proposed solutions, such as currency devaluation of exporting countries to offset tariff-induced price increases, contradict its own premise and may exacerbate the dollar's overvaluation [2][6] Group 2 - The report's notion that bringing manufacturing back to the US aligns with the desires of the American workforce is flawed, as younger generations are less inclined to pursue factory jobs [3][4] - The historical context of US industrialization is tied to excessive financialization, which has led to a lack of innovation and competitiveness in the manufacturing sector [4][5] - The report acknowledges the issue of deindustrialization but fails to provide a viable path for reindustrialization that addresses the underlying economic challenges [4][6] Group 3 - The proposed "three-step" approach in the report includes using tariffs to create initial shocks, forming alliances similar to the Plaza Accord, and implementing systematic containment of strategic rivals [6][7] - The reliance on tariffs as a negotiation tool risks escalating global trade tensions, reminiscent of the Smoot-Hawley Tariff Act, which had severe economic repercussions [6][7] - The report's strategy of linking security guarantees with trade and finance may lead to coercive alliances, undermining the credibility of the US in international trade agreements [6][7]

新华社华盛顿5月5日电 记者手记｜加征关税能重振美国制造业？美民众：时光无法倒流 新华社记者熊茂伶 美国彼得森国际经济研究所高级研究员、前财政部官员加里·赫夫鲍尔对新华社记者表示，关税政策难 以实现制造业回流，因为加征关税将提高制造业原材料成本，阻碍美国制成品出口，同时抬高消费者购 买商品的价格，导致国内商品销售减少。他还指出，近年来，制造业岗位的流失更多源于自动化等技术 进步，这一趋势难以逆转。 美国民众对此怎么看？记者在采访中发现，对不少普通美国民众而言，"将制造业带回美国"难度巨大、 代价高昂，并非值得追求的目标。 近日，美国商务部长霍华德·卢特尼克关于关税会创造就业的言论引发强烈反弹。曾在教育领域工作、 已退休的弗吉尼亚州阿灵顿县居民玛丽·米德-奥尔贝丁告诉记者："问题在于，大多数美国人根本不愿 从事相关生产工作，更不可能接受与发展中国家一样的薪资水平。" 美国政府宣称，加征关税有助于消除贸易逆差，让美国制造业"再次伟大"。然而，美国经济学家和普通 民众却满脸问号：如此"愿景"，值得追求吗？能实现吗？要付出怎样代价？ 白宫经济顾问委员会主席史蒂夫·米兰日前声称，贸易赤字摧毁了美国的制造业部门以及许多工 ...

所以，对于特朗普接下来的行动，我们完全不必着急。我们大不了苦上两个月三个月，美国可就不一样了。特朗普这么一闹，出来反对他的，从民主党到未 来很多共和党人都会反对。因为共和党原本的 5 个铁盘州，都快倒向民主党了，这影响非常大。他一上台，搞崩了美股市场，整个美股蒸发了 4 万亿美元市 值。现在美国底层老百姓因物价问题压力山大，从有钱人到没钱人，都被他得罪光了。以后谁还支持共和党，支持特朗普？他之前画的那些大饼，说要让制 造业回流，关税折腾了这么久，有哪家跨国公司愿意把工厂搬到美国？没有，因为开公司的都知道，供应链不是一天能建立起来的，而是历经多年形成，且 供应链非常复杂，地区人才优势的形成也非一朝一夕之功。 特朗普任期仅四年，却搞出这么大动静。若这些举措真能见效，起码得十年以上。但十年之后，若持续如此，美国经济还能撑得住吗？不出意外，今年美国 经济就将面临滞胀风险，而且这次是人为造成的滞胀。美国本来有经济硬着陆风险，本可通过经济手段调整，可特朗普却直接让美国经济硬着陆。 特朗普执政 100 天，真的创造了一个历史记录，基本上把该得罪的、不该得罪的都得罪光了。你以为他只是得罪中国吗？并非如此，他得罪更多的是美国内 ...

Group 1 - The article discusses the significant impact of Trump's tariff policies on American businesses, highlighting the confusion and chaos experienced by various industries due to these measures [2][3][4] - Many companies are facing increased costs and supply chain disruptions, leading to a decline in product demand and potential bankruptcies [2][4][5] - The tariffs have prompted some businesses to relocate production to countries like Vietnam and Mexico, resulting in higher operational costs and longer supply chains [3][5] Group 2 - The agricultural sector is particularly affected, with reports of canceled orders from China for U.S. agricultural products, leading to decreased net income for American farms [4][6] - The environmental impact of the tariffs is also noted, as companies shift production to regions with less developed industrial bases, potentially increasing carbon emissions [5][6] - The article emphasizes that the tariffs disproportionately harm low-income households, as they face higher prices for essential goods, exacerbating income inequality [6][7] Group 3 - The article suggests that Trump's tariff strategy is a form of unilateral protectionism that undermines global trade governance, replacing multilateral agreements with bilateral coercion [9][10] - The long-term consequences of these policies may lead to a breakdown of the World Trade Organization's dispute resolution mechanisms, pushing the global economy towards a "zero-sum game" scenario [9][10] - Overall, the article argues that the tariffs represent a blend of populism and monopolistic capitalism, with far-reaching implications beyond just economic factors [10]

央视网消息：受美国政府关税政策影响，洛杉矶港口近期的货物吞吐量减少，对洛杉矶港周边的供应链以及劳动力市场造成冲 击。 塞罗卡表示，由于美国零售商在关税政策出台前已经囤货，发货量减少的负面影响预计将在5到7周后开始显现。 港口货物吞吐量减少直接冲击了码头工人与货车司机的生计，货运公司负责人表示，现在在任何一个美国的港口都会发现很多愤 怒的货车司机。 洛杉矶港货运公司负责人 安东尼奥：你去任何一个（美国）港口，都会发现像我这样的人，他们会跟我说同样的话。很多愤怒的货车 司机，正在失去生意、面临破产。 安东尼奥说，受关税政策影响，一旦他的货车出了毛病，换零件就成了大问题。 洛杉矶港货车公司负责人 安东尼奥：比如说，我的卡车起动机出了问题，美国产的起动机处于延期交货状态，所以现在只有非原厂的 起动机。那是一款中国制造的起动机，它的价格从300美元（约合人民币2200元），涨到了600多美元（约合人民币4400元），而且我 们还不一定能买得到。 洛杉矶港执行董事吉恩·塞罗卡说，来自中国的货物约占洛杉矶港业务的45%，新关税政策下，美国部分主要零售商已暂停所有中国商 品的发货。 美国洛杉矶港执行董事 吉恩·塞罗卡：进入5 ...

美国政府近期一系列关税政策导致美国中小零售商普遍陷入涨价或断货的两难境地。近日，央视记者采 访了一位从事中美跨境物流的业内人士，他表示，美国关税政策正在引发"比价格上涨更严重"的市场混 乱和恐慌。(央视新闻) ...

1.【南航接收今年首架国产C919飞机】南航5月1日披露第四架C919正式入列。这也是中国商飞今年 向航司交付的第一架C919客机。南航C919已开通7条航线，今年计划接收12架。国航、东航今年计划 分别接收10架C919。 2.【苹果手机为何无法在美制造？全球供应链难迁移】英国《金融时报》网站日前发表题为《特朗普 政府为何不能在美国制造苹果手机》的文章。文章称，只需查看苹果手机的内部，就能清楚地证明苹 果的供应链已经变得多么复杂——这也是为什么分析人士认为，美国幻想通过加征关税让制造业回流 美国的"愿景"不切实际。苹果手机的新机型是由大约2700个不同零部件组成的精密拼图。苹果在28个 国家和地区拥有187家供应商。数据显示，目前只有不到5%的苹果手机零部件在美国制造。有人预 测，如果完全在美国组装，那么一部苹果手机的成本可能高达3500美元。而苹果公司的生产很难转移 到美国的原因并不单纯是人工成本。更大的问题在于无法转移几十年间建立起来的复杂全球供应链。 （CCTV国际时讯） 3.【X200 Ultra部分版本缺货： vivo回应预估销量保守】vivo产品经理韩伯啸公开表示： "X200 Ultra一些颜 ...

据和讯网消息，据北京日报，外交部发言人主持例行记者会。有外媒记者提问，美国财长周三表示，中 国依赖出口发展经济的模式是不可持续的，并且对世界造成了影响。中方对此有何评论？发言人指出， 我们看到的事实是，美方滥施关税，严重破坏世贸组织规则，损害的是各国人民的共同利益。 贝森特的公开声明强调，中国依赖出口的经济模式不仅会损害中国自身，也会对全球造成负面影响。他 同时宣称美国并非孤军奋战，而是联合贸易伙伴共同迎战所谓的贸易失衡问题。尽管贝森特强调美国及 其盟友的合作，实际情况是美国投资者对政府政策的反复无常深感头疼。同时，贝森特所描述的关税战 背后的逻辑也存在显著争议。通过制造业回流来解决贸易失衡问题，看似合理，但实际上基于美国当前 的经济构成和制造成本并不具有竞争优势。 美国财政部长贝森特（资料图） 显然美国只关注到自身商品贸易逆差，而中国国务院新闻办公室发布《关于中美经贸关系若干问题的中 方立场》白皮书显示，2023年美国对华服务贸易顺差为265.7亿美元，维持顺差持续增长的趋势；2022 年美资企业在华销售额4905.2亿美元，远高于中资企业在美786.4亿美元的销售额，差额高达4118.8亿美 元，综合考虑 ...