这是特朗普政府官员罕见公开承认AI取代初级岗位的担忧。哈塞特还透露美国接近与印度达成贸易协议。他指出美国平均每月购物支出在拜登政 府期间大幅上涨，但自特朗普重返白宫以来几乎没有上涨。同时他强调实际工资和购买力正在提升。 美国白宫经济顾问哈塞特表示，人工智能技术正大幅提升美国劳动者生产率，但这可能导致企业放缓招聘步伐，从而令劳动力市场进入一段"平 静期"。 周一，哈塞特在接受媒体采访时表示： 我认为就业市场发出了喜忧参半的信号，企业发现AI使员工生产率大幅提高，不一定必须雇佣刚毕业的大学生。 这位美国国家经济委员会主任表示： 他指出，平均每月购物支出在拜登政府期间大幅上涨，但自特朗普重返白宫以来几乎没有上涨 。哈塞特补充说： 现在是美联储真正以数据为导向的时候了。 AI取代初级工作的担忧并非新鲜话题，但这是特朗普政府官员罕见地公开表达这一观点。特朗普政府一直大力推动AI产业发展，特朗普已签署 多项行政令，旨在减少监管障碍并促进AI基础设施的发展。 货币政策与贸易谈判 在贸易问题上，哈塞特透露，所有贸易协议都获得了豁免，美国"非常接近与印度达成协议"。 这番表态正值特朗普及其盟友试图将政策重点转向民生成本问题之际 ...

瑞士媒体认为，尽管关税下调，但面对充满不确定性的特朗普政府，美瑞贸易关系仍然存在不小的变 数。 转载请注明央视财经 美国与瑞士达成贸易谈判框架协议，其背后离不开瑞士企业的积极游说和巨额投资承诺。11月初，嘉能 可、罗氏、诺华等多家瑞士大型企业高管自发组团，赴美与美国总统特朗普会面。为打破僵局，瑞士企 业代表团还带去了刻字金条和劳力士时钟作为礼物，为贸易谈判按下了加速键。会晤后，特朗普直接下 令美国贸易代表格里尔加快与瑞士的谈判进程。本月13日，瑞士联邦委员兼经济和教研部长帕姆兰率团 赴华盛顿与格里尔举行贸易谈判。数小时后，双方宣布达成贸易协议，缓解了瑞士出口企业面临的压 力。 但为了换取关税下调，瑞士付出了沉重代价。作为框架协议的一部分，瑞士企业承诺对美投资2000亿美 元，其中2026年投资额将达670亿美元。投资涵盖制药、医疗器械、航空航天、黄金冶炼等核心产业， 多家瑞士企业承诺将在美国建立生产线。此外，瑞士需进一步开放农产品市场并降低对美农产品关税， 同时承诺减少非关税壁垒、简化检验程序、承认美国车辆安全标准等。 （央视财经《天下财经》）美国白宫网站14日发布美国与瑞士贸易谈判框架协议联合声明。根据声明 ...

Group 1 - The core point of the article is the significant reduction of tariffs on Swiss imports by the United States, from 39% to 15%, as part of a trade negotiation framework agreement [1] - The agreement was influenced by active lobbying and substantial investment commitments from Swiss companies, including a delegation of executives from major firms like Glencore, Roche, and Novartis meeting with President Trump [1] - The trade negotiations were expedited after the Swiss delegation presented gifts, which included engraved gold bars and Rolex watches, to facilitate discussions [1] Group 2 - In exchange for the tariff reduction, Swiss companies committed to investing $200 billion in the U.S., with an expected investment of $67 billion by 2026, covering key sectors such as pharmaceuticals, medical devices, aerospace, and gold refining [2] - Swiss companies also agreed to establish production lines in the U.S. and to further open their agricultural market, reduce tariffs on U.S. agricultural products, and simplify inspection procedures [2] - Despite the tariff reduction, uncertainties remain in the U.S.-Swiss trade relationship due to the unpredictable nature of the Trump administration [2]

两国表示将加快推进贸易协议谈判进程，计划于2026年初最终完成谈判。 美国7月底宣布调整对多个贸易伙伴征收的所谓"对等关税"税率，其中对瑞士的税率达39%。新关税税 率于8月7日正式生效。瑞士政府对此发表声明说，美关税措施对以出口为导向的瑞士经济造成巨大压 力，瑞士约18%的出口商品销往美国，其中近六成受到此关税影响。 （文章来源：新华社） 新华财经华盛顿／日内瓦11月14日电（记者施春焦倩） 美国白宫网站14日发布美国与瑞士贸易谈判框 架协议联合声明。根据声明，美国对进口自瑞士的产品征收的关税税率将从目前的39%降至15%。 瑞士联邦委员兼经济和教研部长帕姆兰率团于13日赴华盛顿与美国贸易代表格里尔举行贸易谈判。作为 框架协议的一部分，瑞士企业承诺对美投资2000亿美元，其中2026年投资额将达670亿美元。 瑞士对美出口产品主要包括手表、药品、巧克力和化妆品等。瑞士机械和电气工程行业协会14日表示， 美国对瑞士产品的关税降至15%仅仅消除了瑞士生产商相对于欧盟或日本生产商的巨大劣势，绝不意味 着警报解除。 ...

钛媒体App 11月15日消息，美国白宫网站14日发布美国与瑞士贸易谈判框架协议联合声明。根据声明， 美国对进口自瑞士的产品征收的关税税率将从目前的39%降至15%。瑞士联邦委员兼经济和教研部长帕 姆兰率团于13日赴华盛顿与美国贸易代表格里尔举行贸易谈判。作为框架协议的一部分，瑞士企业承诺 对美投资2000亿美元，其中2026年投资额将达670亿美元。两国表示将加快推进贸易协议谈判进程，计 划于2026年初最终完成谈判。（新华社） ...

美国白宫网站11月14日发布美国与瑞士贸易谈判框架协议联合声明。根据声明，美国对进口自瑞士的产 品征收的关税税率将从目前的39%降至15%。 瑞士联邦委员兼经济和教研部长帕姆兰率团于13日赴华盛顿与美国贸易代表格里尔举行贸易谈判。作为 框架协议的一部分，瑞士企业承诺对美投资2000亿美元，其中2026年投资额将达670亿美元。 两国表示将加快推进贸易协议谈判进程，计划于2026年初最终完成谈判。（新华社） ...

Group 1 - The U.S. has made significant progress in trade negotiations with Taiwan, with expectations to finalize more agreements by the end of the year [1][2] - The U.S. is reportedly asking Taiwan to invest between $350 billion and $550 billion in the U.S., which has caused a strong reaction in Taiwan's media [1][2] - Taiwanese officials are downplaying the impact of these demands, stating that the investment model will differ from those of South Korea and Japan [1][2] Group 2 - The proposed investment amounts translate to approximately NT$10.8 trillion to NT$17 trillion, which could represent an unprecedented economic pressure test for Taiwan [2][3] - Concerns have been raised about the potential hollowing out of Taiwan's high-tech industry due to these investment demands, as they may exceed Taiwan's economic capacity [2][3] - The Taiwanese government has faced criticism for its handling of the negotiations, with some arguing that the demands are akin to reparations and questioning the benefits Taiwan would receive in return [2][3][4] Group 3 - The impact of tariffs on Taiwanese businesses is already being felt, with over 455 companies reportedly implementing unpaid leave due to the financial strain [4] - Experts warn that excessive reliance on the U.S. could limit Taiwan's negotiating power in the future, suggesting that improving relations with mainland China could provide a counterbalance [3][4] - The overall sentiment among the public and analysts is one of skepticism regarding the feasibility and fairness of the proposed investment amounts [3][4]

行政令指出，基于国内相关产品需求与产能评估，以及政府机构最新建议等因素，特朗普认为有必要修改关税清单，以应对其在《对等关税行政令》中所宣布的"国 家紧急状态"。 关税突发。 当地时间11月14日，美国白宫公布总统特朗普签署的最新行政令，进一步调整"对等关税"的适用范围，将部分农业产品排除在此前依据《对等关税行政令》所征收 的附加关税之外。 更新后的关税豁免表及对"结盟伙伴"的潜在调整清单将自美东时间2025年11月13日0时1分起生效。行政令同时要求修改《美国协调关税表》，并按规定处理可能涉 及的关税退还。 瑞士宣布美国对其商品关税从39%降至15% 当地时间14日，瑞士联邦委员会宣布，美国对瑞士产品征收的关税从目前的39%降至15%。 瑞士联邦委员兼经济、教研部长帕姆兰率团于13日赴美同美国贸易代表贾米森·格里尔举行贸易谈判。据悉，此次谈判涉及把美国目前对众多瑞士商品征收的进口关 税降至15%。 自2025年8月7日以来，美国对瑞士商品加征39%的进口关税。 综合自：央视新闻 责编：李丹 校对：王蔚 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列 ...

Report Summary 1. Report Industry Investment Rating - Not provided in the given content. 2. Core Viewpoints - The spot index's sharp rise drives the far - month contracts. Risk - preferring investors are advised to pre - layout the 02 contract and focus on the freight rate support logic in December [1]. - The tariff issue has a marginal effect, and the current core is the direction of spot freight rates. The main contract may be in the bottom - building process, and it is recommended to participate with a light position or wait and see [3]. 3. Summary by Related Content Freight Index - On November 3, the Shanghai Export Container Settlement Freight Index (SCFIS) for the European route was 1504.80 points, up 24.5% from the previous period; the SCFIS for the US - West route was 1329.71 points, up 4.9% from the previous period [2]. - On November 7, the Ningbo Export Container Freight Index (NCFI) (composite index) was 1053.62 points, down 4.24% from the previous period; the NCFI for the European route was 911.73 points, down 5.58% from the previous period; the NCFI for the US - West route was 1349.1 points, down 7.14% from the previous period [2]. - On November 7, the Shanghai Export Container Freight Index (SCFI) published price was 1495.10 points, down 3.6 points from the previous period; the SCFI European route price was 1323 USD/TEU, down 1.6% from the previous period; the SCFI US - West route was 2212 USD/FEU, down 16.4% from the previous period [2]. - On November 7, the China Export Container Freight Index (CCFI) (composite index) was 1058.17 points, up 3.6% from the previous period; the CCFI for the European route was 1366.85 points, up 3.3% from the previous period; the CCFI for the US - West route was 814.14 points, up 5.4% from the previous period [2]. Economic Data - In October, China's manufacturing PMI was 49.0%, down 0.8 percentage points from the previous month; the composite PMI output index was 50.0%, down 0.6 percentage points from the previous month [3]. - The initial value of the US S&P Global services PMI in October was 55.2 (expected 53.5, previous value 54.2); the initial value of the manufacturing PMI was 52.2 (expected 52, previous value 52); the initial value of the composite PMI was 54.8 (expected 53.1, previous value 53.9) [3]. - The initial value of the euro - zone manufacturing PMI in October was 45.9 (expected 45.1, previous value 45); the initial value of the services PMI was 51.2 (expected 51.5, previous value 51.4); the initial value of the composite PMI was 49.7 (expected 49.7, previous value 49.6). The euro - zone Sentix investor confidence index in October had a previous value of - 9.2 and a forecast value of - 8.5 [2]. Contract Information - On November 11, the main contract 2512 closed at 1746.1, down 1.87%, with a trading volume of 32,200 lots and an open interest of 25,200 lots, a decrease of 1475 lots from the previous day [3]. - The trading limits of contracts 2508 - 2606 are adjusted to 18%. The company's margin for contracts 2508 - 2606 is adjusted to 28%. The daily opening limit for all contracts 2508 - 2606 is 100 lots [4]. Strategy Recommendations - Short - term strategy: The main contract retraces while the far - month contracts are strong. Risk - preferring investors are advised to try long positions lightly in the 1550 - 1600 range of the EC2602 contract, focus on the spot trend, avoid holding losing positions, and set stop - losses [4]. - Arbitrage strategy: Against the backdrop of international turmoil, each contract maintains a seasonal logic with large fluctuations. It is recommended to wait and see or try with a light position [4]. - Long - term strategy: It is recommended to take profits when each contract rises, wait for the callback to stabilize, and then judge the subsequent direction [4].

Core Viewpoint - The Dutch International Bank predicts that the Indian Rupee has the highest appreciation potential among Asian high-yield currencies in the coming year, particularly if a trade agreement is reached between India and the United States [1] Group 1: Currency Outlook - The report forecasts that by the end of 2026, the Indian Rupee will appreciate to 87 Rupees per US Dollar, representing an increase of approximately 2% from current levels [1] - The current trading price of the Rupee is considered to be below its fair valuation based on the real effective exchange rate, indicating significant appreciation potential [1] Group 2: Economic Fundamentals - Economists highlight that if trade negotiations progress favorably, the Indian Rupee could experience a substantial turnaround [1] - India is recognized as a leading high-yield economy with solid fundamentals, manageable fiscal risks, and a diversified supply chain that continues to attract investment [1]