据央视新闻，当地时间12月2日，美国总统特朗普谈及关税政策时，再次提到美国被盟友"占了便宜"。 特朗普说，包括盟友在内的一些国家"多年来一直在占我们的便宜""我不会提他们的名字，我不会提到日本，我拒绝提到韩国"。话音刚落，现场出现 笑声。 ...

以供应管理协会（ISM）11月发布的工厂状况调查为例，受访者普遍表达了深切忧虑。一位来自运输设 备制造行业的高管在报告中指出："受关税环境影响，我们正着手实施更为持久的变革，包括削减员工 规模、向股东更新业绩指引，以及拓展海外制造业务。" 今日周三（12月3日）亚盘时段，黄金期货目前交投于950附近，截至发稿，黄金期货暂960.76元/克， 涨幅0.13%，最高触及962.18元/克，最低下探948.18元/克。目前来看，黄金期货短线偏向震荡走势。 打开APP，查看更多高清行情>> 【要闻速递】 根据企业高管与经济预测专家的最新表态，特朗普政府推行的关税政策，旨在促使海外制造业岗位回流 美国，然而这一举措最终或适得其反，导致国内就业岗位减少。 当前，美国劳动力市场已显露疲态，呈现出"不裁员、不增聘"的僵持状态。社会各界日益担忧，针对进 口商品征收的关税将推高企业经营成本，进而迫使企业采取裁员措施以应对压力。 此外，多项迹象表明，至2026年，美国劳动力市场的前景或将更加严峻。经济合作与发展组织 （OECD），拥有38个成员国，于周二发布报告称，尽管关税尚未对全球经济造成剧烈冲击，但全面影 响或许尚未完全显现。 ...

今年7月，特朗普曾声称将对从日本、韩国进口的商品加征25%的关税。当时，他在白宫举行的内阁会议上表示，韩国"应当自行承担防 卫费用"，并主张应将驻韩美军每年的驻扎经费提高至100亿美元。他在总统专机"空军一号"上表示，日本"非常强硬""被惯坏了"，他称 日本没有从美国进口足够的汽车、大米，日本"占了我们三四十年的便宜"，并考虑进一步提高从日本进口商品的关税，可能增至30%或 35%。 来源：环球时报 "很多国家都在剥削我们，包括我们的盟友，他们多年来一直在剥削我们。我不会说出它们的名字，我不会提到日本，我拒绝提到韩 国。"特朗普在发言中称。 CNN播出的视频显示，当特朗普以这种"不点名的点名"发表上述言论时，现场传来了轻微的笑声。 据环球时报援引美媒2日报道，美国总统特朗普在当天的内阁会议上称，一些自己"不准备点名"的国家，"比如日本和韩国"，多年来一直 都在"剥削美国"。 据美国有线电视新闻网报道，特朗普在谈到美国对各国实施关税的相关情况时表示，本届政府施加的关税"从全球给美国带来了数十亿美 元的收入"。他还提到了自己对一些"美国盟友国家"的不满。 编辑：王宇豪 | 审核：嘻嘻 ...

12月2日，特朗普在内阁会议上对"盟友"表达不满，并点名日本和韩国。特朗普称，一些自己"不准备点 名"的国家，比如日本和韩国，多年来一直都在"剥削美国"。视频中特朗普以这种"不点名的点名"方式 发表上述言论，现场传来轻微的笑声。当日特朗普在会议上谈到美国对各国实施关税的相关情况时表 示，本届政府施加的关税从全球给美国带来了数十亿美元的收入。 ...

Group 1 - Musk shared his experiences in politics, stating that involvement often leads to negative outcomes and concluded that he should engage less in political matters [2] - Musk attempted to dissuade former President Trump from implementing tariff policies, arguing that free trade is more efficient and tariffs distort the market, but his advice was not heeded [4] - Musk defended his role in the "Department of Government Efficiency," suggesting that common-sense reforms could save the U.S. between $100 billion and $200 billion annually by preventing fraud and waste [4] Group 2 - Musk discussed the background of his partner, Shivon Zilis, revealing that she is of half-Indian descent, with her mother hailing from Punjab, India, and her father being Canadian [5][7] - Zilis has a notable educational and professional background, having graduated from Yale University and worked at IBM and Bloomberg Beta before joining Musk's companies, including OpenAI and Neuralink [7][8] - The couple has had multiple children through IVF, with their first set of twins born in November 2021 and additional children expected in 2024 and 2025 [8]

11 月 5 日，美国最高法院就特朗普关税政策举行了听证会。大法官们将此案纳入快速审理程序，但未 透露计划何时作出裁决。在此期间，各类规模的企业纷纷提起诉讼，提出相似的法律主张 —— 核心目 标是避免一种不确定性：若法院作出不利于特朗普的裁决，企业能否获得退款将无法保障。 好市多的律师表示，11 月 28 日向美国国际贸易法院提起的这项诉讼，源于一种不确定性：若最高法院 判定关税非法，所有已缴纳关税的企业能否获得退款，目前并无保障。 该诉讼未具体说明，截至目前特朗普的关税政策已给好市多造成多少成本损失。 好市多主张，法院需立即介入干预，原因是美国海关与边境保护局（Customs and Border Protection）拒 绝了该公司的一项请求。该请求希望延长 "关税裁定最终确定期限"，而这一期限是依据特朗普所动用 的《国际紧急经济权力法》设定的。好市多称，这一拒绝可能会损害其未来寻求全额退款的能力。 好市多未立即回应置评请求。 白宫发言人库什・德赛在一份声明中表示："若未能维护特朗普总统合法的关税政策，其经济后果将极 为严重，此次诉讼恰恰凸显了这一事实。白宫期待最高法院对此事作出迅速且恰当的裁决。" 好市 ...

据观察者网报道，特朗普最近在社交网络上大肆宣称，计划向美国民众发放2000美元的"关税红利"，并 且表示美国经济十分强劲，完全有能力承担这笔支出。然而，正当他这样宣扬时，意大利、德国等美国 的盟友却在忙着追讨美军基地雇员的工资。这些工资的拖欠，已经引发了不少争议。 一方面，特朗普宣称要给民众发放资金；另一方面，却又拿不出钱来支付盟友的工资，这笔资金究竟从 哪里来，真让人感到疑惑。 美国法律规定，要进行如此大规模的资金发放，必须得到国会的批准。然而，当前美国政府陷入停摆， 原因是国会与白宫在拨款问题上存在严重分歧，而参议院之前已经对关税政策表示反对，因此很难想象 国会会支持特朗普的发钱计划。 特朗普的关税政策一直以来都争议不断，国内外批评声不绝于耳。从一开始，关税政策就没有停过，各 方质疑的声音从未间断。国际上虽然盟友们不断要求美国解释，但美国国内的情况更加糟糕。许多企业 承受不住关税带来的压力，纷纷裁员或者将工厂迁往国外，导致很多美国民众的生活变得更加困难。超 市的商品价格不断上涨，民众过去能够轻松购买的物品现在需要反复衡量价格，关税所带来的压力，最 终还是由普通百姓承担。 不仅如此，联邦巡回上诉法院已经明确 ...

Core Viewpoint - The U.S. manufacturing sector has contracted for nine consecutive months, with the Purchasing Managers' Index (PMI) dropping from 48.7 to 48.2 in November, indicating ongoing economic challenges due to tariff uncertainties and high production costs [1][4]. Group 1: Manufacturing Activity - The U.S. manufacturing PMI has decreased to 48.2, marking the largest contraction in factory activity in four months and the most significant drop in backlog orders in seven months [1][4]. - The manufacturing sector's contribution to the U.S. economy is approximately 10.1%, with only four industries, including computers and electronics, showing growth, while sectors like apparel and textiles are experiencing severe contractions [5]. Group 2: Impact of Tariffs - The uncertainty surrounding tariffs has led to a decline in customer demand, with manufacturers delaying orders until costs are clearer [4][5]. - Since the Trump administration raised tariffs in April, many U.S. manufacturers have faced increased costs for raw materials sourced from abroad, contributing to the overall economic slowdown [4][5]. Group 3: Industry Sentiment - Manufacturers across various sectors, including wood products and chemicals, report low business confidence, with many only accepting short-term orders and lacking plans for inventory expansion [6]. - The electrical equipment and appliance manufacturers have expressed concerns over "trade chaos," while transportation equipment manufacturers are planning long-term changes due to the evolving tariff environment [6].

年末的"黑色星期五"本是美国一年一度的购物狂欢日，然而，今年美国"黑色星期五"却呈现出了人潮汹 涌、消费降温的矛盾景象。 美国研究消费与物价的专家特蕾·博奇接受采访时说，美国正面临关税带来的物价上涨，零售商从海外 进口商品的成本更高，虽然零售商承担了部分压力，但最终这些压力还是会转嫁到消费者身上。 分析认为，通胀压力、就业增长疲弱、失业率处于四年高位，让更多美国人选择"只看不买"。 美国全国零售商联合会（National Retail Federation）数据显示，消费者在"黑五"人均预计支出从去年的 902 美元下降至 890 美元。与此同时，美国零售销售增速低于预期。专家认为，特朗普政府的关税政策 是商品价格上涨的重要原因。 ...

Core Insights - The overall manufacturing sentiment in the U.S. has declined for the ninth consecutive month, with the ISM manufacturing PMI dropping from 48.7 in October to 48.2 in November, indicating a contraction in the sector [2][3] - The trade war initiated by the Trump administration has led to increased costs and reduced demand, with 67% of surveyed participants indicating that workforce management is focused on controlling numbers rather than hiring new employees [3][4] - The Federal Reserve is expected to consider another interest rate cut as economic indicators show weakness, with predictions of a 25 basis point reduction in December [6][7] Manufacturing Sector Performance - The new orders index fell to 47.4, reflecting a decrease in demand due to tariffs raising prices on certain goods [3] - Manufacturing employment has contracted for ten consecutive months, with only four industries, including computers and electronics, showing growth, while others like wood products and transportation equipment are shrinking [3][4] - Manufacturers in the transportation equipment sector are beginning to implement permanent adjustments, including layoffs, due to the current tariff environment [3] Economic Indicators and Federal Reserve Actions - The upcoming economic data, including the ISM services index and ADP private employment report, will be closely monitored as indicators of future monetary policy [6] - Recent data shows that initial jobless claims have risen to 1.96 million, the highest level since the pandemic, indicating increased difficulty in job searching [6] - Market expectations for a rate cut have shifted significantly, with most major brokerage firms anticipating a 25 basis point reduction in the upcoming Federal Reserve meeting [7]