为规避法律风险，新版关税行政令援引1974年《贸易法》第122条授权，以国际支付问题为由实施 进口附加费。白宫证实，原依据紧急经济权力法推出的关税同步失效。 欧洲议会国际贸易委员会主席贝恩德・朗格同日表态，美国最高法院已筑起法律壁垒，总统无限 制、随意加征关税的时代或将终结。 当地时间2月20日，美国总统特朗普在白宫记者会上宣布，将签署行政令对全球商品加征10%临时 进口关税，期限150天，以替代此前被联邦最高法院认定违法的关税措施。白宫已同步公布该举措生效 时间与豁免范围。 美国联邦最高法院当日裁定，特朗普政府依据《国际紧急经济权力法》实施的大规模关税缺乏法律 授权、判定违法。据统计，涉案关税总额已超1750亿美元。特朗普当庭批评裁决"存在缺陷、令人可 耻"，并明确暗示已征收的违法关税不予退还，称相关争议可能需持续诉讼2至5年。 ...

○特朗普："全球进口关税"从10%提高至15% ○数百家企业起诉 要求退还为美政府"越权"关税支付的款项 ○日元购买力创新低 ○伊朗将所有欧盟国家海军和空军列为"恐怖组织" ○泽连斯基签署法令对俄"影子舰队"实施制裁 ○佩斯科夫：俄日关系已跌至冰点 特朗普称 "全球进口关税"将从10%提高至15% ○特朗普：对输美商品征收的"全球进口关税"税率将从10%提高到15% △特朗普（资料图） 当地时间2月21日，美国总统特朗普在其社交平台"真实社交"上发文称，将把对全球商品加征10%的进口关税的税率水平提高至15%。 特朗普表示，在接下来的几个月内，美国政府将确定并公布新的、在法律上允许的关税措施。 ○数百家企业起诉 要求退还为美政府"越权"关税支付的款项 当地时间2月21日获悉，在美国最高法院裁定特朗普政府大规模关税措施违法后，包括大型零售商开市客（Costco）在内的数百家公司已提起诉讼，要求退 还为此前被美最高法裁定"越权"的美政府关税政策支付的款项。 ○德国总理：将协调欧盟立场后赴美与特朗普讨论美关税政策 德国总理默茨当地时间21日表示，他将在一周多后前往华盛顿，同美国总统特朗普就美关税政策进行会谈，并将以 ...

特朗普称，将对全球商品加征10%的进口关税，为期150天，以取代稍早前被美国最高法院认定违法的一些紧急关税。 美国总统特朗普在2月20日举行的一场白宫记者会上称，他将签署行政令，对全球商品加征10%的进口关税，为期150天，以取代稍早前被美国 最高法院认定违法的一些紧急关税。 当天，特朗普还在社交媒体发文称，美国所有以"国家安全"为由征收的关税，以及根据《1962年贸易扩展法》第232条和《1974年贸易法》第 301条征收的关税，将继续有效。 据美国媒体报道，与特朗普此前加征的关税不同，根据上述条款，这项新关税最多只能持续150天，除非国会批准延期。 美国最高法院当天上午公布裁决，认定美国《国际紧急经济权力法》没有授权总统征收大规模关税，这意味着特朗普政府的关税政策受到重大 挫折。 对此，特朗普声称有众多"其他选择"，表示美国政府还将启动几项依据《1974年贸易法》第301条进行的所谓"不公平贸易行为"调查，"以保护 我国免受其他国家和企业不公平贸易行为的侵害"。 特朗普还表示，最高法院的裁决将引发一场旷日持久的法律缠斗，关于政府是否必须向美国企业退返数以十亿美元计的关税税款，可能"要打五 年官司"。 特朗 ...

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来源：CCTV国际时讯 当地时间2月20日，美国总统特朗普在临时召开的白宫记者会上称，他将签署行政令，对全球商品加征10%的进口关税，以取代被美国 联邦最高法院认定违法的、此前基于美国《国际紧急经济权力法》征收的大规模关税。在被现场记者问到此前征收的大约1750亿美元关 税收入是否要退还时，特朗普称，最高法院的裁决有缺陷，没有提及"保留这笔钱"或"不保留这笔钱"——他猜"接下来两年，甚至是五 年，这事都得打官司"。 记者会上，特朗普还抨击最高法院的裁决太荒谬，称最高法院不让他依据美国《国际紧急经济权力法》收哪怕1美元关税，他却被允许 切断美国与一个国家的所有贸易或商业往来，可以实施足以毁灭一个国家的禁运，"可以为所欲为，但就是不能收1美元关税"。 ...

Core Insights - Honda Motor Co. reported a 61.4% year-on-year decline in operating profit for Q3, marking the fourth consecutive quarter of decline, primarily due to U.S. import tariffs and weak electric vehicle demand [1] - The company's Q3 operating profit was 153.4 billion yen (approximately $987.07 million), falling short of analysts' expectations of 174.5 billion yen [1] - Honda maintained its operating profit guidance for the fiscal year ending March 2026 at 550 billion yen, significantly lower than the previous fiscal year's 1.21 trillion yen [1] Financial Performance - Q3 revenue decreased by 3.4% to 5.34 trillion yen [1] - For the fiscal year ending March 31, 2026, Honda revised its sales revenue forecast to 21.1 trillion yen, a decrease of 588.7 billion yen or 2.7% from the previous forecast [2] - Operating profit for the same fiscal year is projected at 550 billion yen, down 663.4 billion yen or 54.7% from the previous year [2] Market Dynamics - Honda's automotive business has faced challenges, including weak sales and high tariffs in the U.S., along with increasing competition from China [1] - Despite these challenges, strong demand for hybrid vehicles and profitable motorcycle operations have somewhat mitigated the decline [1] - The company expects a total sales revenue of 21.1 trillion yen for the year, an increase from the earlier estimate of 20.7 trillion yen [1]

Japan's Denso , a major auto parts supplier to Toyota , slashed its full-year operating profit forecast by nearly a fifth mainly due to U.S. import tariffs and rising material costs. ...

Group 1 - The core viewpoint of the article highlights the fluctuations in copper prices and the significant increase in copper inventory at the COMEX, driven by concerns over potential import tariffs and supply disruptions [1][3][6] Group 2 - As of January 20, COMEX copper inventory reached 554,904 short tons (approximately 50.34 million tons), marking a 1.3% increase from January 16 [3] - LME three-month copper prices rose by 0.2% to $12,833 per ton, while the Shanghai copper futures contract (2603) closed up by 120 yuan, or 0.12%, at 100,540 yuan per ton [1][2] - Analysts from Sucden Financials noted that the rising LME copper prices have led to a shift in the market dynamics, with supply and demand moving towards a more balanced state, reducing the urgency for price increases [5] - Other base metals also experienced price changes, with Shanghai aluminum, zinc, nickel, and tin contracts showing slight increases, while lead prices declined [6]

Group 1 - The number of initial jobless claims in the U.S. unexpectedly decreased by 16,000 to 199,000, marking the lowest level since late November [4][5] - The labor market remains stagnant, influenced by significant policy shifts under the Trump administration, including increased import tariffs and immigration restrictions [4] Group 2 - The U.S. is discussing enhanced security guarantees for Ukraine with European leaders, focusing on conflict de-escalation mechanisms [7] Group 3 - Alphabet Inc. achieved its best annual performance on Wall Street since 2009, with a stock price increase of 65% for the year, outperforming other major tech companies [9][10] - The stock price of Alphabet saw a significant recovery after hitting a low in April 2025 due to trade threats, with gains exceeding 100% thereafter [10] Group 4 - Investor Michael Burry clarified that he is not currently shorting Tesla, despite previously labeling its valuation as excessive [12] Group 5 - The 10-year U.S. Treasury yield recorded an overall decline for the year but rose on the last trading day, closing at 4.163% [14][15] Group 6 - Gold and silver prices fell, but are still expected to achieve their largest annual gains in over 40 years [17]

Core Viewpoint - Investors are anticipating the final policy meeting of the Federal Reserve this year to gain insights into the central bank's outlook for the U.S. economy in 2026, leading to an increase in copper and other industrial metal prices [1][2]. Group 1: Copper Price Movements - The London Metal Exchange copper price rose by 1.3% to $11,641.50 per ton, recovering most of the previous day's losses [1][2]. - Copper prices have increased by over 30% this year, driven by its significance in electrification and energy transition [1][2]. - Earlier this week, concerns about a large influx of copper into the U.S. to avoid potential import tariffs led to a historical high of $11,771 per ton [1][2]. Group 2: Market Predictions and Analysis - Investors expect the Federal Reserve to announce a 25 basis point rate cut, with a focus on how Chairman Jerome Powell will address economic growth, inflation, and interest rates for the coming year [1][2]. - Kevin Hassett, a potential candidate to replace Powell, indicated that there is ample room for significant rate cuts [1][2]. - Guy Wolf, head of market analysis at Marex Group, stated that the copper market will face a "very, very turbulent" year in 2026 due to uncertainties related to U.S. tariffs [1][2]. Group 3: Other Metal Price Movements - The London Metal Exchange reported a 0.7% increase in copper prices, settling at $11,565 per ton, while aluminum and zinc prices also rose, and tin prices experienced fluctuations with an increase of over 2% [3].