转自：贵州日报 美国联邦最高法院日前裁定，美国总统特朗普领导的政府依据《国际紧急经济权力法》所征大规模关税 违法。多家美国媒体23日援引知情人士的话披露，特朗普政府正准备援引关联国家安全的其他法律条款 对6类行业产品加征关税，这部分关税与政府在最高法院裁决后新推出的15%关税不同。 媒体认为，预计特朗普政府新的关税举措将给经济带来更多不确定性。 该报还认为，过去一年，特朗普政府已推出了一系列"无法预测的贸易政策"，而新的关税举措又将给经 济带来更多不确定性。曾在民主党籍前总统拜登执政时期出任贸易官员的美国律师格蕾塔·派施说："今 后1个月、2个月或6个月的关税会是什么样，我们比上周更不确定。复杂性和不确定性正在增加。" 新华社电 据《华尔街日报》报道，特朗普政府先前已援引第232条款对半导体、药品、无人机、工业机器人和太 阳能电池板多晶硅等9类行业产品展开调查，不少调查已开展近一年，相关工作可能在最高法院裁决后 加速推进。特朗普政府还有意修改以"国家安全"为由加征的钢铝关税的算法，可能会调低不少产品的名 义关税税率，但同时会依据产品的全部价值而非其钢铝成分的价值来计税。这意味着不少公司最终可能 要多缴关税。 ...

Core Viewpoint - The Swiss National Bank has acknowledged the U.S. Treasury's report regarding currency manipulation and unfair trade practices [1] Group 1 - The Swiss National Bank is aware of the U.S. Treasury's concerns about currency manipulation [1] - The report from the U.S. Treasury highlights issues related to unfair trade practices that may affect international economic relations [1]

Core Viewpoint - The Trump administration is facing challenges with its tariff strategy, prompting consideration of a two-step "Plan B" to ensure the continuation of its tariff policies despite legal obstacles [1][2]. Group 1: Plan B Details - The proposed "Plan B" involves utilizing Section 122 of the Trade Act of 1974, which has never been activated before, allowing for a temporary imposition of up to 15% tariffs on global economies for 150 days to address trade imbalances [2]. - During the 150-day period, the administration plans to tailor individual tariffs for major trading partners using Section 301 of the same law, aimed at countering what the U.S. perceives as unfair foreign trade practices [2]. - Senior trade advisor Navarro hinted at the dual-track approach, suggesting the potential use of the Smoot-Hawley Tariff Act of 1930 to impose tariffs on countries deemed discriminatory against the U.S. [2]. Group 2: Legal Risks - Despite the new plan appearing well-prepared, it still faces significant legal challenges, as highlighted by former officials who note that proving unfair trade practices is essential to avoid litigation [3]. - Legal experts warn that shifting to different legal frameworks during ongoing appeals could be interpreted as an acknowledgment of defeat in current cases [3]. Group 3: Global Trade Dynamics - The court's ruling against Trump's tariff authority has broader implications, limiting the administration's negotiating leverage and complicating ongoing trade discussions with multiple countries [4]. - Contrasting views emerged, with the National Economic Council director expressing optimism about trade negotiations, while the uncertainty from the court's decision casts doubt on upcoming deadlines for tariff decisions [4]. - European officials argue that tariffs are detrimental to all parties and are seeking to lower trade barriers to pre-dispute levels, indicating a willingness to negotiate on key issues like steel and automotive tariffs [5].

Group 1 - Silver T+D is currently trading above 8163, with an opening price of 8228 and a current price of 8168, reflecting a decrease of 0.21% [1] - The highest price reached today was 8230, while the lowest was 8161, indicating a bearish short-term trend in the silver T+D market [1] - Resistance levels for silver T+D are identified in the range of 8294-8360, while support levels are noted between 8150-8190 [3] Group 2 - Discussions within the Trump administration are ongoing regarding dual response strategies to trade issues, with no final decision made yet [2] - The recent court ruling allows Trump's emergency tariffs to remain in effect during the appeal process, potentially delaying any alternative plans [2] - The National Economic Council Director's statements appear contradictory to the ongoing discussions, asserting that trade negotiations will continue unaffected [2]