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关税阻力持续存在使得美国制造业陷入低迷
Shang Wu Bu Wang Zhan· 2025-12-03 16:38
Group 1 - The US manufacturing index decreased from 48.7 in October to 48.2 in November, remaining below the neutral level of 50 for nine consecutive months, indicating ongoing challenges for US factories due to import tariffs [1] - Only four industries experienced growth in November, including computers, electronics, and machinery, while several sectors such as wood, transportation, and apparel faced contraction [1] - Transportation equipment manufacturers are implementing structural adjustments in response to the tariff environment, including layoffs and shifting production overseas [1] Group 2 - Chemical product manufacturers report that tariffs and economic uncertainty continue to suppress demand for construction materials like adhesives [1] - Electrical equipment, appliance, and component manufacturers express concerns over a "chaotic trade environment" [1] - Other producers indicate that rising tariffs, government shutdowns, and increasing global uncertainty contribute to a persistently weak business environment [1] Group 3 - The US Supreme Court's recent questioning of the legality of Trump's tariffs has intensified speculation about potential overturning of these tariffs, which could lead to greater chaos [1] - Market expectations suggest that if the Supreme Court issues an unfavorable ruling, Trump may pivot to alternative trade strategies [1]