高盛分析师表示，在美国最高法院裁定根据《国际紧急经济权力法》征收的关税无效后，至少在短期 内，大多数亚洲经济体面临的美国关税将略有下降。但由于大多数经济体面临的变化相对温和，且仍存 在相当大的不确定性，高盛目前并未改变对该地区的预测。美国总统特朗普已经宣布了一项根据第122 条征收15%全球关税的计划，该关税将持续到7月下旬。此后很可能会根据301条款征收持续时间更长、 而且可能更高的关税，高盛表示，未来几天可能会有更多变化。 ...

Core Viewpoint - Bitcoin experienced a significant drop of 4.8%, reaching nearly $64,300, marking its lowest level since February 6. Other cryptocurrencies, such as Ethereum, also saw declines, with a 5.2% drop [1][2]. Market Reaction - The decline in Bitcoin's price is attributed to renewed uncertainty surrounding U.S. tariffs, following the U.S. Supreme Court's decision to overturn President Trump's emergency powers related to tariffs. However, trade agreements with partners remain effective according to U.S. Trade Representative officials [1][2]. - President Trump announced a global tariff of 10% on foreign goods, which was later increased to 15% within a day, contributing to market tension [1][2]. Analyst Insights - Caroline Mauron, co-founder of Orbit Markets, indicated that the cryptocurrency market remains fragile, with participants hoping for a support level at $60,000. Geopolitical tensions and fluctuating U.S. tariff policies are exerting pressure on the market, potentially leading Bitcoin to challenge this support level again [1][2]. - Rachael Lucas, an analyst at BTC Markets, identified $65,000 as a critical support level for Bitcoin. She noted that if this level is breached, the price could drop to $60,000. Conversely, for a bullish narrative to emerge, the price would need to rise to $70,000 [1][2].

他透露，美国供应链不少首席执行官在调研中表示，超过6个月的规划已"毫无意义"。政府的关税政策 导致美国2025年四季度经济增速显著放缓，出现自1960年以来最大贸易逆差。 塞罗卡强调，关税成本多数情况下会最终转嫁给消费者。 美国第一大集装箱港洛杉矶港的执行董事吉恩·塞罗卡近日在接受采访时谈及美国政府的关税政策，坦 言政策不明让企业难以进行长期规划。 ...

一、A股的大小伙伴们，节日快乐呀，明天周二A股就将开市了，大家期待吗？我相信是万众期待呀，那么周二A股是涨还是跌呢，我话不多说，简单发表 观点吧。 二、老美公布的通胀数据降温提振了降息预期，市场对美联储6月降息的概率预期由49.9%攀升至83%，这对全球资本市场构成利好。 四、综上所述，我现在是看多周二A股走势，周二A股有望向上收复4100点，你们大家的观点如何呢？你们认可我的观点吗？欢迎大家评论发表看法。 一二三 Dans 三、老美特不靠谱关税失败，但又宣布新关税10%，再又调至15%，老美真是与全球为敌呀，我相信今天周一晚间美股一定会大跌，就让老美搬起石头砸自 己的脚吧，大家到了晚上看看美股会不会大跌吧，相信我没错，但对我们的关税之前是20%，因此税率实际是降低的，周二A股走势有望乐观。 ...

Core Viewpoint - The U.S. Supreme Court ruled that the Trump administration lacked the authority to impose extensive tariffs under the International Emergency Economic Powers Act (IEEPA), but did not clarify the process for refunding the collected tariffs, leaving this issue to lower courts and administrative agencies [2][5][10]. Group 1: Legal and Political Implications - The Supreme Court's decision clarified that the IEEPA does not authorize the president to impose such tariffs, but it did not specify how refunds should be handled, creating a significant political and legal ambiguity [5][10]. - Treasury Secretary Scott Bencet's comments suggest a strategy of deflecting responsibility, indicating that the refund process is not a priority for the administration and that the government may resist refunding [4][10]. - The lack of a clear refund process raises critical questions about who will receive refunds, how much will be refunded (including interest), and the source of the refund funds, which are politically sensitive issues [4][10]. Group 2: Financial Impact and Refund Estimates - Estimates for the total amount to be refunded range from approximately $134 billion to potentially over $175 billion, depending on various factors and modeling approaches [7][8]. - The refund process is expected to involve multiple entities, including the courts, customs, and administrative departments, with a likelihood of a lengthy timeline for actual refunds to be issued [8][10]. Group 3: Administrative Actions and Future Strategies - The White House has issued an executive order to terminate additional tariffs imposed under the IEEPA, but this does not affect other existing tariffs, indicating a continued reliance on tariff strategies [11][12]. - The administration's focus appears to be on maintaining tariff leverage rather than expediting refunds, suggesting a strategic approach to manage cash flow while navigating legal challenges [12].

【关税升至80年高点，仍难解美国贸易逆差之困】美国最高法院20日裁定，特朗普政府援引《国际紧急 经济权力法》实施的大规模关税政策违法，意味着特朗普政府的关税政策受到重大挫折。数据显示，美 国整体关税水平已攀升至80年来的最高点。然而，2025年，美国商品贸易逆差扩大至1.24万亿美元，创 下历史新高。高关税并未带来制造业回流和就业增长，反而让"逆差困局"更加凸显。关税走高，为何逆 差不降反升？CGTN记者@Zoey朱珠 为你解读。The US Supreme Court on Friday struck down Trump's broad tariffs imposed under a national emergency law as illegal. US tariff rates have climbed to their highest level in eight decades. Yet in 2025, the US goods trade deficit surged to $1.24 trillion, the highest ever recorded. High tariffs hav ...

Group 1 - The U.S. government plans to increase tariffs on global goods from 10% to 15% following a Supreme Court ruling that limits the president's authority under the International Emergency Economic Powers Act [1] - Hundreds of companies, including major retailers like Costco, have filed lawsuits seeking refunds for tariffs deemed "excessive" by the Supreme Court [1] - An estimate from the University of Pennsylvania suggests that tariffs imposed under the International Emergency Economic Powers Act may have exceeded $175 billion [1] Group 2 - The process for U.S. companies to apply for refunds on paid tariffs is currently unclear, indicating potential complexities in the refund process [1] - The burden of tariffs is not solely borne by U.S. companies, suggesting broader implications for various stakeholders affected by the tariff policies [1]

当地时间2月21日消息，在美国最高法院裁定特朗普政府大规模关税措施违法后，包括大型零售商开市 客（Costco）在内的数百家公司已提起诉讼，要求退还为此前被美最高法裁定"越权"的美政府关税政策 支付的款项。 根据美国海关与边境保护局去年12月的数据，依据《国际紧急经济权力法》实施的关税已累计征收约 1300亿美元。宾夕法尼亚大学的一项估算称，这一总额目前可能已超过1750亿美元。 有经济学家称，目前企业申请退还已缴关税的流程尚不明确，但有资格获得退款的美国企业并非唯一承 担关税负担的群体。（央视新闻） ...

来源：新华网 新华社渥太华2月20日电（记者林威）加拿大政府高层及地方官员20日对美国最高法院认定特朗普政府 大规模关税违法表示欢迎。 加拿大政府加美贸易部长多米尼克·勒布朗在社交媒体上发表声明说，美最高法院的裁决进一步支持加 方长期以来的立场，即美方根据《国际紧急经济权力法》加征关税"毫无道理"。 "我们需要密切关注白宫的后续反应。"福特表示，需要继续反对美国针对汽车、钢铝和林业产品的关 税，直至美方彻底取消这些阻碍经济增长和就业稳定的壁垒。 美国最高法院20日早些时候作出裁决，认定美国《国际紧急经济权力法》没有授权总统征收大规模关 税。 勒布朗说，加方仍清醒认识到未来的艰巨任务，特别是要继续支持本国受美国关税影响的钢铝、汽车行 业企业和工人。 加拿大安大略省省长道格·福特当天也在社媒发文，称美国最高法院这一裁决是"重要胜利"，但斗争还 将继续。 ...

报告指出，在特朗普政府实施的进口关税中，近90%的关税经济负担最终由美国企业和消费者埋单。纽 约联邦储备银行的研究团队基于特朗普第一任期内的关税运作方式进行分析，发现"外国出口商并未相 应降低价格，关税成本100%转嫁到了进口价格上"。 中新网2月13日电(戴悦)美国纽约联邦储备银行12日发布的一份研究报告称，美国对进口商品加征关税 的成本几乎全部转嫁给了美国人，而非由外国出口商承担。这一结论直接反驳了美国政府关于"关税由 外国人支付"的说法。 据路透社分析，对进口商品加征高额关税是特朗普政府经济政策的核心工具之一，其目的包括增加财政 收入、惩罚所谓"占美国便宜"的国家以及推动制造业回流。然而，关税政策的频繁变动，包括突然大幅 上调后又撤回或推迟，已引发金融市场剧烈波动，并为美国经济带来显著不确定性。(完) （文章来源：中国新闻网） 报告回顾了去年美国关税政策的实施情况。数据显示，美国平均关税税率从2.6%一度升至13%，在去年 4月和5月达到峰值。从时间维度看，去年1月至8月，美国人承受了关税政策94%的冲击，9月至10月这 一比例降至92%，11月进一步稳定在86%。 该报告的结论与美国国会预算办公室11 ...