4月中旬，美国英伟达公司总裁兼首席执行官黄仁勋在时隔3个月再次到访中国时表示，看好中国经济前 景，愿继续深耕中国市场，为推动美中经贸合作发挥积极作用。 在日前举行的第五届中国国际消费品博览会上，多名来自美国的参展商也表示，中国市场十分重要。 在美国政府滥施关税的背景下，美企为何依然选择在华发展或与中国开展合作？本报采访商务部国际贸 易经济合作研究院学术委员会副主任张建平、中国人民大学国际关系学院教授崔守军、上海社会科学院 世界经济研究所国际贸易研究室主任彭羽，请3位专家解读中国对于美企发展的重要意义。 中国市场增长动能与潜力对美企充满吸引力 【观察】 辉瑞中国区总裁、中国外商投资企业协会药品研制和开发工作委员会执行委员会主席彭振科日前表示， 作为深耕中国市场的跨国药企，辉瑞计划到2030年在华继续投资10亿美元。目前已在北京建立了一家新 的辉瑞研发中心，在杭州建立了辉瑞创新中心。 根据胡润研究院发布的《2024在中国的美国企业特别报告》，2020—2023财年样本企业中国市场营收复 合增长率达12%，约为全球市场增速的1.3倍。 【解读】 张建平：大量美国企业在华投资主要分为两类：一是市场驱动型，即在中国市场 ...

Group 1: Federal Reserve and Interest Rate Expectations - Federal Reserve officials' comments have raised expectations for earlier interest rate cuts, with Governor Waller indicating support for cuts if high tariffs harm the job market [1] - Cleveland Fed President Mester suggested that rate action could occur as soon as June if clearer economic direction is obtained [1] Group 2: Stock Market Reactions - U.S. stock markets surged, with the Dow Jones up 1.23%, Nasdaq up 2.74%, and S&P 500 up 2.03%, driven by the anticipation of interest rate cuts [2] - Major tech stocks saw significant gains, with Tesla, Amazon, and Microsoft rising over 3%, while semiconductor stocks like Micron and Broadcom increased by over 6% [2] Group 3: Consumer Sentiment and Economic Concerns - A recent poll indicated that 47% of Americans believe tariffs will lead to significant price increases, with 53% expressing extreme concern over potential economic recession due to tariff policies [3][4] - Nearly 90% of respondents are worried about rising grocery prices in the coming months, reflecting deteriorating consumer sentiment [4] Group 4: Corporate Earnings and Forecast Adjustments - Procter & Gamble has lowered its revenue and profit expectations for fiscal year 2025, citing deteriorating consumer spending in the U.S. [4] - Hasbro warned of potential $300 million losses and up to $180 million in profit reductions if current tariff policies persist [4] - PepsiCo and American Airlines have also adjusted their annual profit forecasts downward due to increased production costs and economic uncertainty stemming from tariff policies [5] Group 5: Market Predictions and Analyst Adjustments - Deutsche Bank's strategy team has revised its year-end S&P 500 target down to 6,150 points, predicting a 5% decline in earnings, contrary to the general expectation of an 8% increase [5]