美国优先贸易政策

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特朗普欲拨2亿装修白宫:这钱中方提供!美民众嘲讽政府不作为
Sou Hu Cai Jing· 2025-08-05 04:51
美国白宫在7月31日的时候突然宣布,将要拿出2亿美元在白宫旁边新建一个宴会厅, 特朗普宣称这个宴会厅是150年来,美国历届总统、政府官员以及白宫 工作人员一直渴望拥有的大型活动空间。 但是这个钱谁来出呢?特朗普表示此次捐款不涉及任何政府预算拨款, 但是仍旧暗示这钱将由"中方出",这下直接就引发了美国民众的疯狂嘲讽! 特朗普:我擅长 7月31日的时候,美国白宫发布声明, 表示白宫将要耗资2个亿来建造一个"设计精美,精心打造"的宴会厅。 并且白宫还放出了设计图,表示新宴会厅占地9万平方英尺,位于白宫的东翼,可以容纳650人。 这就导致在举办大型活动的时候,白宫的宴会厅显得有些小了,显然不符合"世界霸主"的形象,所以其实修建新宴会厅也算得上是好事一件,但是现在问题 来了,这笔钱由谁来出呢? 谁来出钱? 在特朗普要修建新宴会厅的消息传出来之后,网络上就有消息传出, 特朗普暗示修建新宴会厅中的一部分资金将由"中国支付的对美高额贸易回报"中支 出。 也就是说,美国人要修缮白宫,结果最后这笔钱要由我们中国来出?先不说这件事是真是假,值得一提的事情是,特朗普确实发表过类似的言论。 早在2023年2月份的时候, 当时准备竞选总 ...
宏观|四月初关税摩擦或将再起硝烟
中信证券研究· 2025-03-31 00:06
Core Viewpoint - The article discusses the imminent implementation of Trump's tariff policies in early April, focusing on the implications for various industries and the potential impact on U.S.-China trade relations [1][2]. Tariff Policy Implementation - Key tariff-related developments set to take effect in early April include the "America First Trade Policy" memorandum investigation, reciprocal tariffs, secondary tariffs on Venezuelan oil imports, and automobile tariffs [1][2]. - The "America First Trade Policy" memorandum, released on January 20, 2025, indicates a shift in Trump's negotiation strategy regarding trade relations with China, moving away from border security as the primary justification for tariffs [2]. Reciprocal Tariffs - The imposition of reciprocal tariffs will consider tariffs, turnover taxes, regulations, and non-tariff trade barriers [3]. - Targeted economies for these tariffs may include India, Brazil, Vietnam, South Korea, and certain sectors in the EU and Japan, as they have higher average tariff rates compared to the U.S. [3][4]. Industry Impact Analysis - The impact of tariffs on exports is non-linear, with industries facing higher cumulative tariff rates experiencing more significant declines in exports to the U.S. in the first two months of the year [5]. - Industries with cumulative tariff rates between 40% and 50%, such as leather goods, automobiles, and wooden products, saw an average export growth decline of 46.2 percentage points compared to the previous year [5]. Labor-Intensive Industries - Labor-intensive industries in China, such as toys, furniture, and footwear, have a high proportion of revenue from U.S. exports, making them more vulnerable to additional cost pressures from tariffs [6]. - The revenue share from U.S. exports for these labor-intensive sectors is notably high, with toys at 32.6%, furniture at 25.0%, and footwear at 24.3% [6]. Macro Economic Trends - The macroeconomic environment shows a decline in industrial enterprise revenue and profit growth in early 2025, with profit margins shifting towards lower-end industries [7]. - The decrease in profit margins is primarily attributed to falling profitability in the upstream mining sector, likely linked to declining coal prices [7].