智通财经记者 | 王臻 近日，美国最高法院否定特朗普政府依据《国际紧急经济权力法》（IEEPA）征税的法律依据。 在最高法院作出裁决前，中国整车制造企业比亚迪已提起诉讼。 比亚迪已向美国国际贸易法院（U.S. Court of International Trade）递交诉状。智通财经注意到，该诉状 显示，比亚迪在美注册的四家子公司以进口商身份，状告美国联邦政府，要求其退还已缴纳的IEEPA关 税。 这四家实体分别为比亚迪美国有限责任公司（BYD America LLC），比亚迪客车有限责任公司(BYD Coach & Bus LLC)，比亚迪能源有限责任公司(BYD Energy LLC)以及比亚迪汽车有限责任公司 (BYD Motors LLC)。 Case 1:26-cv-00847-N/A Document 4 Filed 01/26/26 BYD AMERICA LLC, BYD COACH & BUS LLC, BYD ENERGY LLC, BYD MOTORS LLC, Plaintiffs. v. THE UNITED STATES OF AMERICA; UNITED STATES DEP ...

显然，这几天的特朗普，怒火中烧，甚至五内俱焚，报复开始了。 这是跟美国最高法院叫板吗？ 有那么一点吧。 第一迅速加征新关税，挽回点面子，我还是关税之王。 第二也是补漏洞，原先关税被叫停了，新的关税必须填补，不然，美国的威望何在？原先达成的双边协 议，也都没效用了！ 第三发现太匆忙，因为美国对绝大多数国家开征的关税，都高于10%；所以，特朗普最后又一咬牙一跺 脚，还是顶格15%吧。 什么是朝令夕改？ 这就是活生生的朝令夕改。 只是，当权力任性地在风中摇摆，法律的尊严便如沙堡般在潮水中消融。 我们看到，他的第一个反应，就是他以另一个理由，向全球开征关税10%，"立刻生效"。 几个小时后，他又突然宣布，新关税提高到15%，"立刻生效"。 就是这么随意和任性！ 但特朗普更重要的报复，应该还在后面。反正我们看到，特朗普对最高法院大法官发飙了，一波又一 波。 要知道，在美国最高法院9名大法官中，3名是民主党总统任命，6名是共和党总统任命，其中3人还是特 朗普亲自任命的。 但结果，却是6：3，认定特朗普以"国家紧急状态"理由加征关税违法。 特朗普很失望，这是他再次执政以来最重大的挫败，他标志性经济政策被推翻了。 尽管在很多 ...

Group 1 - The U.S. Supreme Court is set to announce a ruling on February 20 regarding a case that could potentially overturn key tariff policies implemented by President Trump, which has garnered significant attention both domestically and globally [1] - The tariffs in question have imposed an additional burden on U.S. importers, costing businesses over $16 billion monthly, with total tariffs potentially exceeding $170 billion by February 20 if the current pace is maintained [1] - If the Supreme Court rules against Trump, it would represent one of the largest legal defeats since his return to the White House, particularly concerning the "Liberation Day Tariffs" introduced on April 2, which impose tariffs of 10% to 50% on most imported goods [1] Group 2 - Concurrently, there are signs of backlash against the tariff policies within Congress, as the Republican-led House recently passed legislation aimed at terminating certain tariffs on Canadian imports, which were justified by a "state of emergency" declaration [2] - The White House has indicated that if the tariffs are struck down by the court, alternative legal measures will be swiftly employed, although Trump has acknowledged that implementing these alternatives would be more complex [2] - During the hearings held on November 5, some Supreme Court justices suggested that Trump may have exceeded his legal authority in imposing tariffs under emergency powers [2]

环球网消息，据美国Axios新闻网报道，当地时间2月10日晚，美国众议院对一项旨在阻止议员挑战特朗普政府关税政策的 动议进行表决时，多名共和党议员"倒戈"投了反对票，导致动议未能通过。 美国《国会山报》称，这项动议由共和党籍众议院议长约翰逊等共和党高层牵头推动，该动议阻止众议院在今年7月前就 反对特朗普关税的提案进行表决。据报道，美国最高法院目前尚未就特朗普的关税政策合法性作出裁决。约翰逊早些时候 表示，预计这项动议将会获得通过。他告诉记者，"我认为我们有足够的票数来推迟一段时间，最高法院很快就会发布意 见。" 报道称，这项动议未能通过，为民主党人推进其计划铺平道路。众议院民主党人计划强制就一项决议进行投票，该决议旨 在废除特朗普为了对加拿大加征关税而宣布的国家紧急状态。 原标题：美媒：多名共和党众议员"倒戈"，导致保护特朗普政府关税政策的动议未能通过 编辑：周杨 责编：王光建 审核：杨四海 美国共和党籍众议长约翰逊10日抵达美国国会 美媒报道配图 据报道，共和党籍众议员托马斯·马西、凯文·凯利和唐·贝肯投了反对票，动议最终以214票对217票的微弱差距未获通过。 贝肯投票后在社交媒体X上写道，"我不喜欢让众 ...

Core Viewpoint - The U.S. House of Representatives voted against a motion aimed at preventing members from challenging Trump's tariff policies, with several Republican members voting against it, leading to its failure. Group 1 - The motion was defeated by a narrow margin of 214 votes to 217 votes, with Republican representatives Thomas Massie, Kevin Kelly, and Don Bacon voting against it [3]. - Don Bacon expressed on social media that it is necessary to debate tariff issues in Congress, emphasizing that the power over taxes and tariffs should be returned to Congress from the executive branch [3]. - The motion was led by Republican House Speaker Johnson and aimed to prevent the House from voting on proposals opposing Trump's tariffs before July [3]. Group 2 - The failure of the motion paves the way for Democrats to advance their agenda, including a resolution to repeal the national emergency declared by Trump to impose tariffs on Canada [3]. - The U.S. Supreme Court has not yet ruled on the legality of Trump's tariff policies, which adds to the ongoing debate [3].

Report Summary 1. Hot News - Trump nominates Kevin Warsh as the next Fed Chair, but some senators oppose the nomination unless the investigation against Powell is dropped. Warsh's policy stance may combine rate cuts and balance - sheet reduction [2] - In 2025, China's national fiscal revenue was 21.6 trillion yuan, down 1.7% year - on - year, with securities transaction stamp duty revenue up 57.8% to 203.5 billion yuan. Fiscal expenditure was 28.74 trillion yuan, up 1% year - on - year, and about 10 billion yuan in child - rearing subsidies were issued [2] - China's official manufacturing PMI in January was 49.3%, down 0.8 percentage points month - on - month; non - manufacturing PMI was 49.4%, down 0.8 percentage points; and the composite PMI output index was 49.8%, down 0.9 percentage points [3] - Trump declares a national emergency, threatening to impose ad - valorem tariffs on countries supplying oil to Cuba, and warns of potential 50% tariffs on Canadian planes [3] - The Shanghai Futures Exchange will adjust the daily price limit of silver futures contracts from 2605 to 2701 to 17% and the margin ratios for hedging and general positions to 18% and 19% respectively from the close of February 3 [3] 2. Sector Performance - Key sectors to watch: urea, lithium carbonate, coking coal, silver, PVC [4] - Night session performance: Non - metallic building materials rose 1.85%, precious metals rose 38.07%, oilseeds rose 7.90%, soft commodities rose 2.17%, non - ferrous metals rose 26.49%, coal - coking - steel - ore rose 8.22%, energy rose 2.59%, chemicals rose 9.23%, grains rose 1.00%, and agricultural and sideline products rose 2.48% [4] 3. Sector Positions - The chart shows the changes in commodity futures sector positions in the past five days from January 26 to January 30, 2026 [5] 4. Performance of Major Asset Classes - Equity: Shanghai Composite Index fell 0.96% daily, 0% monthly, and rose 3.76% year - to - date; S&P 500 fell 0.43% daily, 0% monthly, and rose 1.37% year - to - date; Hang Seng Index fell 2.08% daily, 0% monthly, and rose 6.85% year - to - date, etc. [6] - Fixed - income: 10 - year Treasury bond futures rose 0.06%, 5 - year Treasury bond futures rose 0.01%, and 2 - year Treasury bond futures were flat [6] - Commodities: CRB commodity index fell 1.12% daily, 0% monthly, and rose 7.13% year - to - date; WTI crude oil rose 0.37% daily, 0% monthly, and rose 14.19% year - to - date; London spot gold fell 9.25% daily, 0% monthly, and rose 13.01% year - to - date [6] - Others: US dollar index rose 0.99% daily, 0% monthly, and fell 1.17% year - to - date; CBOE volatility index rose 3.32% daily, 0% monthly, and rose 16.66% year - to - date [6] 5. Stock Market Risk Appetite and Commodity Trends - The report presents the trends of major commodities such as the Baltic Dry Index, CRB spot index, WTI crude oil, London spot gold and silver, LME copper, etc., as well as the risk premium of the stock market [7]

Group 1 - The core point of the article discusses President Trump's frequent declarations of a national emergency, which allows him to bypass Congress and utilize extraordinary powers to address perceived threats [1][2][3] - The national emergency status is defined under U.S. law as a specific legal condition that grants the President temporary authority to mobilize resources and take actions typically prohibited by law [1] - Trump has declared a national emergency 11 times since returning to the White House, making him the president with the most declarations since the National Emergencies Act was enacted [2] Group 2 - Declaring a national emergency allows the President to act without Congressional approval, enabling swift implementation of policies such as economic sanctions against foreign entities [2][3] - The use of national emergency status has been criticized for potentially leading to an abuse of power, as it allows the President to unilaterally impose measures that may not constitute genuine emergencies [3][4] - Legal challenges have arisen against Trump's use of the International Emergency Economic Powers Act for imposing tariffs, with courts ruling some of his actions as unlawful [4]

Core Viewpoint - The article discusses the escalating tensions between the United States and Cuba, particularly focusing on the U.S. government's recent actions that threaten Cuba's economy and international relations [2][5]. Group 1: U.S. Actions and Responses - U.S. President Trump signed an executive order declaring Cuba as an "unusual and extraordinary threat," leading to a national emergency and potential tariffs on countries supplying oil to Cuba [2]. - Cuba's Foreign Minister Rodriguez responded by declaring an "international emergency," stating that the U.S. actions threaten international peace and security [2]. - Cuban President Diaz-Canel condemned the U.S. oil blockade as a manifestation of fascism and genocide, accusing the U.S. of attempting to suffocate Cuba's economy under false pretenses [2]. Group 2: International Reactions - Venezuela's Foreign Ministry issued a statement condemning the U.S. executive order, asserting that it infringes on trade freedom and threatens countries' autonomy in choosing trade partners, violating international law [5]. - The Mexican President expressed concerns that U.S. measures could lead to a severe humanitarian crisis in Cuba, indicating a need for clarification from the U.S. regarding the scope of the tariffs [7].

Core Viewpoint - The article discusses the frequent declarations of national emergency by President Trump, highlighting the implications and legal framework surrounding such actions, as well as the criticisms they have garnered [1]. Summary by Relevant Sections National Emergency Definition - A national emergency in the U.S. is a specific legal status that allows the President to mobilize resources and take actions typically prohibited by law to address sudden threats, based on the National Emergencies Act of 1976 [1]. - The declaration activates over 100 powers written into law by Congress, covering various crises from economic threats to military needs [1]. Frequency of Declarations - Since returning to office on January 20, 2017, Trump has declared a national emergency 11 times, making him the president with the most declarations since the law's enactment, surpassing former President Clinton's 17 declarations over eight years [1]. Use of Emergency Powers - National emergencies allow the President to bypass Congress and implement policies through executive orders, such as economic sanctions against countries like Cuba, Iran, and Venezuela [1]. - The declaration elevates diplomatic issues to "national security threats," providing legal justification for sanctions and tariffs, which can be adjusted or extended at the President's discretion [1]. Impact of Declarations - The U.S. has used national emergency powers to address issues like weapons proliferation, terrorism, and human rights violations, leading to sanctions against multiple countries, including Canada and Mexico [1]. - Concerns have been raised about the potential abuse of power, as the ease of declaring emergencies may lead to actions that do not constitute genuine emergencies [1]. - Legal challenges have emerged against Trump's use of emergency powers, particularly regarding tariffs, with courts ruling against the legality of his actions, and the Supreme Court is currently reviewing these cases [1].

本文转自【新华网】； 新华社华盛顿1月30日电 热点问答｜特朗普为何钟情于"国家紧急状态" 新华社记者黄强 美国总统特朗普1月29日签署行政令，宣布进入国家紧急状态，并威胁对向古巴提供石油的国家输美商 品加征从价关税。据统计，特朗普重返白宫以来已11次宣布国家紧急状态。美国的国家紧急状态是什 么？特朗普为何频频宣布国家紧急状态？其影响又如何？ 何为美国"国家紧急状态" 根据美国法律，国家紧急状态是一种特定的法律状态。在该状态下，总统获得临时授权，允许联邦政府 调动资源并采取在正常情况下被法律禁止的措施，以应对突发威胁。 宣布国家紧急状态的主要法律依据是于1976年颁布的《国家紧急状态法》。该法本身并不赋予总统新的 权力，而是提供一种机制以启动其他相关法定权限。当美国总统宣布国家进入紧急状态时，便会启用国 会已写入法律的100多项权力，应对范围涵盖从经济威胁到军事需求等各种危机。而在此之前这些权力 通常处于休眠状态。 多年来，美国通过国家紧急状态实施《国际紧急经济权力法》，用于应对所谓的大规模杀伤性武器扩 散、敌对外国政府、恐怖主义、跨国犯罪、网络攻击、侵犯人权、腐败等问题，并据此对伊朗、古巴、 委内瑞拉、哥伦 ...