AI播客：换个方式听新闻 下载mp3 音频由扣子空间生成 然而，目前尚不清楚特朗普将依据何种法律权限对外国电影征收100%的关税。 白宫尚未立即回应路透社关于该关税将如何实施的置评请求。华纳兄弟探索公司（Warner Bros Discovery，WBD）、康卡斯特（Comcast，CMCSA）、派拉蒙天舞公司（Paramount Skydance， PSKY）以及网飞（Netflix，NFLX）也未立即对此作出回应。 今年5月，特朗普首次提出征收电影关税的想法，但未提供太多细节，这让娱乐行业高管们无法确定该 关税是针对特定国家还是所有进口电影。 电影公司高管今年早些时候曾向路透社表示，他们对电影关税的执行方式感到"困惑"，因为现代电影的 制作、融资、后期制作和视觉特效往往分布在多个国家。 这一举措引发了法律和贸易分析师的质疑。一些分析师认为，电影属于知识产权范畴，也是全球服务贸 易的一部分，而美国在服务贸易领域通常处于顺差状态，这使得征收关税的法律依据备受质疑。 此外，与外国电影公司的联合制作日益普遍，这进一步加剧了人们对这类电影如何分类的疑问。 美国总统特朗普周一表示，他将对所有外国制作的电影征收100% ...

Core Insights - Initial jobless claims in the U.S. decreased by 5,000 to 229,000, indicating a slight improvement in the labor market [1] - However, the average monthly job growth over the past three months is only 35,000, significantly lower than the 123,000 average in the same period of 2024, suggesting weak employment growth [1] - The unemployment rate is projected to rise to 4.3% in August due to sluggish job growth [1] Labor Market Conditions - The labor market is described as being in a "no hiring, no firing" stalemate, influenced by President Trump's protectionist trade policies [1] - Domestic demand has notably slowed, attributed in part to the impact of tariff policies [1] Federal Reserve Actions - Federal Reserve Chairman Jerome Powell indicated a potential interest rate cut in September to address rising risks in the labor market, while also acknowledging ongoing inflation threats [1]

智通财经APP获悉，上周美国初请失业金人数升至6月以来的最高水平，且续请失业金人数也在攀升， 进一步表明美国劳动力市场正在放缓。美国劳工部周四公布，截至8月16日当周初请失业金人数增加1.1 万人，至23.5万人，高于市场此前预期的22.5人。截至8月9日当周续请失业金人数升至197万人，为2021 年11月以来的最高水平。 美国截至8月16日当周初请失业金人数四周均值达到22.63万人，为一个月来的最高值。 初请失业金人数持续上升可能会加剧人们对劳动力市场的担忧，因为最近的美国就业报告显示，就业市 场招聘低迷，失业率上升。而续请失业金人数上升表明，失业的美国人越来越难以找到新的工作。这一 趋势与失业率从7月份的4.2%升至8月份的4.3%的情况相符。 美国总统唐纳德·特朗普的保护主义贸易政策对企业造成打击。美国平均进口关税提高至一个世纪以来 的最高水平。美国政府8月初报告称，过去三个月，就业岗位平均每月增加3.5万个。第二季度美国国内 需求增速为2022年第四季度以来最慢的。 ...

Group 1 - South Korea's exports rebounded by 4.3% year-on-year in June, driven by record semiconductor sales, providing a temporary boost to the trade-dependent economy [1] - The average daily export amount, adjusted for working days, increased by 6.8% year-on-year, while overall imports grew by 3.3%, resulting in a trade surplus of $9.1 billion [1] - Semiconductor shipments surged by 11.6% year-on-year to a historical high of $14.97 billion, despite a slight decline in exports to the US and China [1] Group 2 - A senior South Korean trade official indicated that completing negotiations before the deadline is unrealistic, aiming instead for an extension and seeking tariff exemptions [2] - The South Korean government announced a supplementary budget of 30.5 trillion won ($22.2 billion) to stimulate growth and mitigate trade risks amid economic contraction [2] - The new administration faces increasing pressure due to economic shrinkage and a significant reduction in GDP growth forecast from 1.5% to 0.8% for 2025 [2]