关税战2.0

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广州市总工会汇聚200名劳模工匠助企破局
Sou Hu Cai Jing· 2025-05-17 03:22
在过去一个月,广州市总工会联动市税务局、市商务局,以"破局·突围——关税战2.0时代的企业应对之 策"为主题开展4场专项活动,汇聚近百家企业,近200位劳模工匠、行业专业人士及企业代表,助力企 业破题、破障、破局。 日前,记者从广州市总工会获悉,面对关税战带来的严峻挑战,广州市总工会汇聚劳模工匠智慧,以技 术破壁垒、布局抗风险、生态拓市场为路径,推动全市广大劳模工匠深度参与技术攻关与产业升级,助 力广州外向型企业全面构建风险抵御与市场拓展体系。 如京东集团以优惠政策助力出口企业"出口转内销",打通国内国际双循环的堵点,解决库存积压难题, 通过全渠道营销帮助外贸企业快速建立品牌认知度,实现"内外贸产品同线同标同质"的转型升级。巨大 创意产业园展示"产品出海+品牌孵化+全链服务"跨境电商生态,吸引多家跨境企业集聚,实现从"贴牌 代工"到"自主品牌出海"的转型。智能电网技术与传统制造进行跨界创新,提供贸易壁垒突破新思路, 实现政策、技术、市场三方协同,让湾区制造逐步融入全球产业链高端环节。 广州市总工会表示,将持续深化"劳模工匠助企行"品牌内涵,围绕产业链共性难题开展专项攻坚,推动 湾区制造在全球贸易变局中突围领航 ...
海外札记:“特朗普看跌期权”和它的行权价
Orient Securities· 2025-03-27 12:15
Market Indicators - The recent decline in U.S. stocks is linked to the loss of faith in the "Trump Put," which has contributed to a rebound in risk premiums and a risk-off sentiment in dollar assets[6] - The S&P 500 index has experienced a maximum decline of 10.1% and the Nasdaq Composite index a maximum decline of 13.7% since January 17, 2025, with significant technical breakdowns occurring[20] - Historical data shows that in 2018, the S&P 500 fell by 10.1% and 19.6% during two major downturns, while the Nasdaq saw declines of 8.5% and 23%[14] Economic Performance - Current economic conditions in the U.S. are worse than before the 2018 trade war but better than mid-2019 before interest rate cuts, with no signs of recession in hard data[30] - Recent soft indicators have deteriorated significantly, resembling the conditions before the 2019 rate cuts, raising concerns about future hard data weakness[30] - The proportion of stock assets in U.S. household financial portfolios has risen to over 29%, indicating a higher systemic importance of the stock market compared to 2018[22] Political Capital - Trump's national approval rating has decreased from a high of 51.3% to 47.9%, reflecting a decline of 3.4% in just two months[34] - Key swing states like Wisconsin, Pennsylvania, and Iowa have shown a recent decline in net support for Trump, which could impact policy decisions[34] - Historical trends indicate that agricultural states' political capital is sensitive to trade war pressures and falling agricultural prices, which could influence Trump's policy stance[34]