文丨编辑 来科点谱 «——【·前言·】——» 白宫高调宣布特朗普将于3月底到4月2日访华，试图在外交舞台抢占先机，然而消息发布不到24小时， 美国最高法院的一纸裁决如同晴天霹雳，特朗普引以为傲的1600亿美元关税被判定违法！ 这位曾经挥舞关税大棒威慑全球的强人，在访华前夕突然失去了最趁手的武器，更令华盛顿尴尬的是， 路透社直言不讳：中方早已将美国的战略软肋看得一清二楚。 2 月 21 日，美国最高法院直接把关键结论说透，特朗普当年拿《国际紧急经济权力法》（IEEPA）当依 据推行的对等关税，已经超出法律授权范围，构成越权使用法律。 裁定书由首席大法官罗伯茨亲自执笔撰写，其中最核心的结论就是，这些加征的关税并没有足够的法律 授权作为支撑，必须马上停止征收并彻底废除，而这一切问题的根源，就出在 IEEPA 的本意上。 它是一九七七年通过的工具法，设计目的主要是给总统在战争或国家安全遭遇紧迫威胁时采取紧急经济 措施的空间，而不是让总统把它当成常规的贸易谈判手段。 过去一年半里，特朗普却把这部法律用成"随时加税"的按钮，对中国、欧盟、日本、加拿大等一批经贸 伙伴轮流施压，把关税当成推进政治目标和经贸谈判的主要方式。 ...

外交部发言人林剑5日主持例行记者会。 针对美国组建所谓"关键矿产联盟"，林剑在回答有关提问时表示，维护开放、包容、普惠的国际贸易环 境符合各国的共同利益，各方都有责任为维护关键矿产的全球产供链稳定与安全发挥建设性作用。同 时，我们反对任何国家以"小圈子"规则破坏国际经贸秩序。 ...

2月5日，外交部发言人林剑主持例行记者会。 韩联社记者提问，美国今天正式组建关键矿产联盟，韩国将任主席国至今年6月。中方对此有何评论？ 对此，林剑表示："维护开放、包容、普惠的国际贸易环境，符合各国的共同利益，各方都有责任为维 护关键矿产的全球产供链稳定与安全发挥建设性作用。同时我们反对任何国家以小圈子的规则破坏国际 经贸秩序。" 智通财经记者 杨文钦 谢瑞强 责任编辑：刘万里 SF014 2月5日，外交部发言人林剑主持例行记者会。 韩联社记者提问，美国今天正式组建关键矿产联盟，韩国将任主席国至今年6月。中方对此有何评论？ 对此，林剑表示："维护开放、包容、普惠的国际贸易环境，符合各国的共同利益，各方都有责任为维 护关键矿产的全球产供链稳定与安全发挥建设性作用。同时我们反对任何国家以小圈子的规则破坏国际 经贸秩序。" 智通财经记者 杨文钦 谢瑞强 责任编辑：刘万里 SF014 ...

答：日内瓦当地时间1月30日，世贸组织公布中国诉美《通胀削减法》世贸争端案专家组裁决。本案专 家组裁定，美涉案清洁能源补贴措施违反世贸组织规则，驳回美所谓涉案措施是为保护美"公共道德"进 行的抗辩，要求美取消涉案补贴措施。中方对专家组作出的客观、公正裁决表示欢迎和赞赏。 中方始终是世贸组织规则的坚定守护者、国际经贸秩序的坚定捍卫者。我们希望美方尊重专家组裁决， 尊重世贸组织规则，尽快采取措施纠正错误做法，以实际行动维护国际经贸秩序，推动国际贸易稳定有 序发展。 有记者问：据悉，世贸组织专家组就中国诉美《通胀削减法》世贸争端案发布裁决，美国涉案措施被裁 违反世贸规则。请问发言人对此有何评论？ 1月30日，商务部新闻发言人就中国诉美《通胀削减法》世贸争端案专家组发布裁决答记者问。 ...

2026.01. 30 据央视新闻，商务部新闻发言人就中国诉美《通胀削减法》世贸争端案专家组发布裁决答记者问。 有记者问：据悉，世贸组织专家组就中国诉美《通胀削减法》世贸争端案发布裁决，美国涉案措施被 裁违反世贸规则。请问发言人对此有何评论？ 答：日内瓦当地时间1月30日，世贸组织公布中国诉美《通胀削减法》世贸争端案专家组裁决。本案 专家组裁定，美涉案清洁能源补贴措施违反世贸组织规则，驳回美所谓涉案措施是为保护美"公共道 德"进行的抗辩，要求美取消涉案补贴措施。中方对专家组作出的客观、公正裁决表示欢迎和赞赏。 中方始终是世贸组织规则的坚定守护者、国际经贸秩序的坚定捍卫者。我们希望美方尊重专家组裁 决，尊重世贸组织规则，尽快采取措施纠正错误做法，以实际行动维护国际经贸秩序，推动国际贸易 稳定有序发展。 微信编辑 | 雨林 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com 40倍杠杆断裂！水贝一黄金预定价平台兑付困难，投资者称涉资超 ...

在当前错综复杂、瞬息万变的国际局势中，美国针对伊朗的政策，显然不仅仅是单纯地对这一中东国家进行孤立和施压。更深层的层面，是一场涉及全球经 济格局和国际关系走向的战略博弈。2026年1月12日，美国总统特朗普投下了一颗经济炸弹，宣布对所有与伊朗有贸易往来的国家加征25%的惩罚性关税。 特朗普的核心意图非常明确：通过这种所谓的长臂管辖，切断伊朗的经济命脉，同时借此机会重新塑造全球贸易秩序，最大化地谋取美国自身的利益。然 而，这一举动背后隐含着巨大的系统性风险。据海关数据统计机构的数据显示，2025年上半年，全球有超过100个国家与伊朗保持着不同程度的贸易往来， 除了中国、印度、土耳其等主要经济体外，还包括了巴基斯坦、阿联酋、巴西等区域性关键国家。俄罗斯甚至在2025年与伊朗签署了新的自由贸易协定，进 一步促进了双边贸易的发展。从这一维度来看，特朗普的关税政策，实际上不仅是针对伊朗的单方面打压，更多的是将矛头直接对准了伊朗的广泛贸易伙 伴。尤其是作为伊朗最大贸易伙伴的中国，毫无疑问成为了最主要的目标。 美国有线电视新闻网（CNN）早已指出，中国作为伊朗的最大贸易伙伴，若被迫承受25%的惩罚性关税，无疑会使得中国对美 ...

Group 1 - The Chinese government firmly opposes the U.S. imposing Section 301 tariffs on Chinese semiconductor products, which currently have a tax rate of 0% but will increase after 18 months [4] - The Chinese side has raised serious concerns through the China-U.S. economic and trade consultation mechanism and does not recognize the conclusions of the U.S. Section 301 investigation [4] - The Chinese government urges the U.S. to correct its actions and provide a non-discriminatory business environment for Chinese companies operating in the U.S. [5] Group 2 - TikTok has signed agreements with three investors to establish a new joint venture in the U.S. to ensure its continued operation [4] - The establishment of the new TikTok joint venture aligns with the important consensus reached during the recent talks between the leaders of China and the U.S. [4] - The Chinese government hopes for a fair, open, and transparent business environment for Chinese enterprises in the U.S. to promote stable and sustainable development of China-U.S. economic and trade relations [5] Group 3 - The U.S. has recently ordered the blockade of all sanctioned oil tankers entering and leaving Venezuela, intercepting three tankers [6] - The Chinese government opposes unilateral sanctions and the so-called "long-arm jurisdiction" by other countries, emphasizing that such actions could disrupt the normal operation of the international energy market [6] - The right of Venezuela to conduct economic and trade cooperation with other countries within the framework of international law should be respected and supported [6]

更为深远的影响在于，欧盟的声誉正遭受不可逆的重创。长期以来，欧盟以"法治、公正、守信"的形象自居，吸引着全球资本参与其经济循环。但此次企图 没收俄资产的行为，让国际社会看清其规则外衣下的双重标准——所谓的"法治"只适用于符合其利益的场景，一旦触及地缘政治诉求，规则便可以被随意践 踏。俄罗斯圣彼得堡国立大学教授就指出，这一举措将对欧盟的财政和信用评级造成沉重冲击。对于广大发展中国家而言，欧盟的做法彻底打破了其对西方 市场经济体系的信任幻想，更多国家可能会加速推动国际经贸多元化，减少对欧盟市场和金融体系的依赖。 值得注意的是，欧盟的冒险之举还将加剧地缘冲突的升级。俄方已明确发出反制警告，俄罗斯央行已对欧洲清算银行提起诉讼，俄国家杜马更是直言此举 将"启动欧盟自杀程序"，俄方将采取大量反制措施。同时，斯洛伐克总理也警告，动用冻结资产可能直接危及俄乌和平谈判的努力。在欧盟自身对乌融资已 显现乏力迹象的背景下，企图通过没收资产"输血"乌克兰，不仅难以解决根本问题，反而会让国际格局更加分裂，经贸合作的信任土壤更加贫瘠。 当地时间12月19日，俄罗斯总统普京在年度记者会上的表态掷地有声，将欧盟企图没收俄罗斯资产的行为直斥为 ...

Group 1 - Recent negotiations between China and the US in the economic and trade sector have shown both sides' willingness to make adjustments, with the US suspending the export control rule for one year and China announcing a similar suspension [1] - The US has set a benchmark for tariffs on Chinese goods, expressing surprise if other countries do not follow suit, as many have already imposed tariffs on Chinese exports [3] - Despite initial optimism about a potential trade agreement, no formal agreement was reached during the recent talks, and the US Treasury Secretary indicated that an agreement could be signed soon, which was later contradicted by further US actions [4][6] Group 2 - The US has initiated an investigation into whether China has complied with the trade agreement from the Trump administration, with plans to gather public comments and hold hearings [6][8] - The investigation is based on the claim that China failed to meet a target of purchasing an additional $200 billion worth of US goods, a situation complicated by the global pandemic and logistics challenges [8] - The US appears to be attempting to establish its tariff standards as global norms, with other countries like the EU and Australia already imposing tariffs on Chinese products, suggesting a coordinated effort influenced by the US [9] Group 3 - The timing of the US investigation suggests an attempt to shift blame onto China while the US itself has violated agreement terms through various export controls, disrupting normal trade and investment [11] - Following a meeting between the leaders of China and the US, there was no indication from the US of pausing the investigation, highlighting a unilateral approach that prioritizes US interests over bilateral agreements [13] - The investigation and related actions may serve as a political strategy for the Trump administration to manage domestic pressures while using these issues as leverage in future negotiations with China [15][17] Group 4 - The US's approach to trade negotiations, characterized by creating uncertainty, aims to keep China in a reactive position, potentially using these investigations as bargaining chips for concessions in other areas [17] - The unilateral actions by the US could hinder the recovery of US-China trade relations and disrupt the global economic landscape, affecting companies reliant on stable US-China trade [17] - The maintenance of international economic order requires collective efforts, and the US's unilateralism may lead to a decline in its credibility in the global economic arena [19]

Core Viewpoint - The meeting between China's Minister of Commerce Wang Wentao and Japan's Minister of Economy, Trade and Industry Akira Amari highlights the importance of maintaining stable and constructive economic relations between China and Japan amidst rising unilateralism and protectionism in international trade [1] Group 1: Economic Relations - Wang Wentao emphasized the need for both countries to work together to counter the impacts of unilateralism and protectionism on international economic order [1] - The Chinese side urged Japan to remove relevant Chinese entities from the export control end-user list as a step towards improving bilateral trade relations [1] Group 2: Trade Mechanisms - Both parties discussed the importance of utilizing export control dialogue mechanisms to ensure the stability and smooth operation of industrial and supply chains [1] - Akira Amari expressed Japan's commitment to developing constructive and stable economic relations with China, indicating a willingness to engage in policy dialogue to enhance mutual understanding and trust [1] Group 3: Multilateral Trade System - Both sides reaffirmed their commitment to maintaining a multilateral trading system centered around the World Trade Organization (WTO) [1] - The discussion included a focus on promoting regional economic cooperation to inject more stability into the global economy [1]