由于美国进口商每月向政府缴纳4月份收到的商品税，美国海关日关税收入增至创纪录的165亿美元。 美国财政部周五公布的数据首次披露了这一收入，反映了总统特朗普新推出的普遍关税的全面影响。 ...

美国财长贝森特：未来每年将有数千亿美金的关税收入。 ...

Key Points - The report highlights a significant increase in US tariff revenue, which surged by 130% year-on-year to reach 16 billion USD in April [4] - The US Treasury Secretary indicated potential meetings with Chinese officials in the coming weeks to achieve a more comprehensive agreement [4] - The report notes that the 2-year US Treasury yield rose by 11.93 basis points to 4.0082%, while the 5-year and 10-year yields increased by 10.92 and 9.05 basis points, respectively [4] - Nissan is reported to be laying off approximately 15% of its global workforce [4] - Apple is considering raising prices for its iPhone product line set to be released in the fall [4] - The report mentions that CATL's initial public offering was fully subscribed on its first day [4] Economic Data Summary - The Baltic Dry Index closed at 1299.00, down 1.29% [5] - The Nasdaq Index closed at 18708.34, up 4.35%, while the Dow Jones Industrial Average rose by 2.81% to 42410.10 [5] - The ICE Brent crude oil price increased by 1.69% to 64.99 USD [5] - The Hong Kong Hang Seng Index closed at 23549.46, up 2.98%, and the Hang Seng China Enterprises Index rose by 3.01% to 8559.23 [5] - The Shanghai Composite Index increased by 0.82% to 3369.24 [5]

Group 1 - In April, the U.S. budget surplus reached $258.4 billion, an increase from $209.5 billion in the same month last year [1] - Customs duties in April amounted to $16.3 billion, marking a historical high and a significant increase of 130% compared to $7.1 billion in the same month last year [1] - The total customs revenue for the fiscal year 2025 has reached $63.3 billion, reflecting an over 18% increase compared to the same period in fiscal year 2024 [1] Group 2 - The net interest expenditure on the $36.2 trillion national debt in April was $89 billion, making it the second-highest expenditure item after Social Security [2] - Total net interest expenditure for the fiscal year to date has accumulated to $579 billion, also ranking as the second-highest expenditure [2] - Revenue from consumption taxes has increased by $10 billion over the past seven months, primarily due to a new tax on stock buybacks introduced in the Biden administration's Inflation Reduction Act [2]

智通财经5月13日电，美国四月预算显示关税收入激增至160亿美元，同比增长130%。 ...

美国总统特朗普：与众议长约翰逊和议院多数党领袖图恩讨论关税收入、医疗保险。 ...

Group 1 - The British pound has depreciated against the US dollar by 0.2%, falling below 1.3270, after reaching a day high of 1.3356 earlier in the Asia-Pacific session [1] - Earlier in the day, US President Trump stated that the US-UK trade agreement would increase tariff revenue by $6 billion [1]

特朗普称鲍威尔"什么都不懂" 并称物价在下降 智通财经5月8日电，美国总统特朗普在社交媒体发文称，美联储主席、"太迟先生"杰罗姆·鲍威尔什么 都不懂。特朗普称"根本就没什么通胀"，关税收入正在"涌入"美国。 ...

王爷说财经讯：非农数据公布后，特朗普再次喊话：关税带来数十亿美元的收入，美联储应该降息！发生了什 么？一起来看看！ 5月2日，据美国劳工统计局最新公布的数据显示，经季节性调整后，4月，美国非农业就业人数增加了17.7万，略 低于3月向下修正后的18.5万，但高于道琼斯预计的13.3万。 然而，失业率如预期般维持在4.2%，这表明劳动力市场相对稳定。用于计算失业率的家庭调查显示，就业人数增 长更为强劲，当月报告有工作的人数增加了43.6万。 然而， 失业率如预期般维持在4.2%，这表明劳动力市场相对稳定。用于计算失业率的家庭调查显示，就业人数增 长更为强劲，当月报告有工作的人数增加了43.6万。 如下图所示： 王爷说财经注意到，这份非农数据对美联储货币政策预期的调整尤为关键。 数据公布前，交易员对6月降息的押注概率约为60%，但数据发布后迅速降至50%左右，年内降息次数预期也从四 次下调至接近三次。 而就在非农数据公布后，美国总统特朗普再次喊话：美联储应该降息了！ 5月2日，特朗普在社交媒体表示，关税带来了数十亿美元的收入，我们只是处于过渡阶段，没有通货膨胀，美联 储应降低利率。 特朗普在推文中写道："汽油价格 ...

Core Viewpoint - The U.S. Secretary of Commerce, Gina Raimondo, stated that tariff revenues will contribute to external income generation [1] Group 1 - Tariff revenues are expected to serve as a source of income for external revenue generation [1]