△特朗普（资料图），来源：央视新闻 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。 美国总统特朗普20日在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。特朗普称，这一行政令将依据《1974 年贸易法》第122条发布。特朗普当天在美最高法院裁定其关税政策违法后召开新闻发布会时作出了上 述表态。他还表示，该10%的关税政策预计将在"约三天内"开始生效。在20日稍晚时，特朗普宣布其已 签署相关行政令。 分析认为，与特朗普此前加征关税不同，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。 本文转载自央视新闻 责任编辑：杨赐 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%。 特朗普在文中称，"基于对美国联邦最高法院20日就关税问题作出的裁决进行全面、详尽且完整的审查 ——该裁决荒谬、措辞拙劣且极端反美"，"将自即日起，把目前对全球各国征收的10%统一关税，提高 至完全被允许、并经过法律检验的15%水平 ...

【#特朗普将对全球加征10%进口关税#】#特朗普加征10%新关税为期150天# 当地时间2月20日，美国总 统特朗普表示，他将签署一项命令，依据美国《1974年贸易法》第122条，在目前已经征收的常规关税 基础上，额外对全球输美商品加征10%的关税，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。特朗普当天在美最高法院裁定其关税政策违法后召开新闻发布会时，作出了上述表态。 他还表示，该10%的关税政策预计将在"约三天内"开始生效。分析认为，与特朗普此前加征关税不同， 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。（综合CCTV国际时讯） #特朗普 称将加征10%全球进口关税# ...

据新华社消息，美国总统特朗普20日在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。 特朗普称，这一行政令将依据《1974年贸易法》第122条发布。 据美国媒体报道，与特朗普此前加征关税不同，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关税政策受到重大挫折。 新闻背景—— 20日早些时候，美国最高法院裁定，特朗普政府依据《国际紧急经济权力法》实施的相关大规模关税措施缺乏明确法律授权。不过，裁决仅限制总统通过 《国际紧急经济权力法》实施关税，并未完全剥夺其征收关税的权力。美最高法院当天也并未就已征收关税是否退还及如何退还作出明确说明。 特朗普政府2025年1月上台后援引美国《国际紧急经济权力法》，以不经过国会批准、直接颁布行政令的方式出台一系列加征关税措施。这一行为遭到美 国企业和多个州政府的多次起诉。美国国际贸易法院当年5月裁定特朗普政府此举违法，并禁止执行特朗普政府依据《国际紧急经济权力法》对多国 ...

智通财经APP获悉，受部分季节性行业裁员减少的支撑，美国1月非农就业增长可能有所提速，但由于 进口关税政策持续不确定性抑制了招聘，加之更严格的移民执法限制了劳动力供应，劳动力市场依然疲 软。 生灭模型的更新采用了与2024年4月至10月数据基准后修正相同的方法。高盛经济学家估计，相较于近 几个月，此次更新可能导致就业增长减少3万至5万个岗位。他们预计2025年4月至12月的就业数据将被 下修。 劳动力规模缩减正抑制就业增长 Lightcast高级劳动力经济学家罗恩·赫特里克表示："人们仍在离开这个国家。我认为这影响了一些就业 数据。'疲弱'是关键。" 定于周三发布的劳工部备受关注的就业报告还预计将显示，上月失业率稳定在4.4%，年度薪资增长则 有所降温。经济学家表示，特朗普政府的贸易和移民政策给劳动力市场带来了寒意，尽管他们预计减税 措施将在今年促进招聘。 尽管经济增长强劲，劳动力市场仍处境艰难。对就业和高通胀的忧虑削弱了美国民众对总统特朗普经济 治理能力的认可。零售和快递等季节性敏感行业去年雇佣的假日员工数量低于往常。1月通常是假日相 关裁员最多的月份。鉴于季节性招聘疲软，裁员数量可能减少，从而推高就业增长 ...

Group 1 - Bosnia's total foreign trade in Q1 2025 amounted to 11.3 billion marks, with exports at 4.12 billion marks and imports at 7.18 billion marks, resulting in a trade deficit of 3.07 billion marks [1] - The total foreign trade increased by 5.96% year-on-year, with imports growing by 5.48% and exports by 6.81%, leading to an export-to-import coverage rate of 57.29%, up by 0.71 percentage points [1] - Exports to EU countries reached 3.04 billion marks, a year-on-year increase of 5.18%, while imports from the EU were 4.19 billion marks, up by 3.06%, resulting in a reduced trade deficit of 1.15 billion marks, down by 2.15% [1] Group 2 - The main export destinations for Bosnia in Q1 2025 were Croatia (718 million marks), Germany (612 million marks), and Serbia (455 million marks) [2] - Major import sources included Germany (802 million marks), Italy (778 million marks), and Serbia (765 million marks) [2] - Bosnia's export coverage rates to Austria, Slovenia, and Croatia were 153.5%, 128.88%, and 105.83% respectively [2] Group 3 - The implementation of tariff reduction policies has led to an investment of 16.6 million marks and total revenues of approximately 2 billion marks for related enterprises, with exports increasing by 24.2 million marks [3] - Most enterprises reported growth in production, employment, and income, although the textile, footwear, and furniture sectors faced factory closures and layoffs due to the EU market crisis, while the chemical industry remained stable [3]

Core Insights - The global PC shipments are projected to grow by 6.5% year-on-year in Q2 2025, reaching 68.4 million units [1][2] - Lenovo maintains its leading position with a shipment of 17 million units and a market share of 24.8%, showing a year-on-year growth of 15.2% [1][2] - The U.S. PC market is experiencing a slowdown due to the impact of import tariffs, while other regions show strong demand driven by device upgrades and the transition to Windows 11 [1][2][5] Company Summaries - **Lenovo**: - Q2 2025 shipments: 17 million units - Market share: 24.8% - Year-on-year growth: 15.2% [2] - **HP Inc**: - Q2 2025 shipments: 14.1 million units - Market share: 20.7% - Year-on-year growth: 3.2% [2] - **Dell Technologies**: - Q2 2025 shipments: 9.8 million units - Market share: 14.3% - Year-on-year decline: -3.0% [2] - **Apple**: - Q2 2025 shipments: 6.2 million units - Market share: 9.1% - Year-on-year growth: 21.4% [2] - **ASUS**: - Q2 2025 shipments: 4.9 million units - Market share: 7.2% - Year-on-year growth: 16.7% [2] Industry Trends - The overall PC market is facing challenges due to high inventory levels and uncertain demand outlook for Q3 and beyond [5] - The anticipated end of support for Windows 10 in October 2025 may drive further demand for PC upgrades [3] - Strong demand in regions outside the U.S. is primarily driven by aging devices and the transition to newer operating systems [1][5]

Group 1 - Indonesia plans to impose near-zero import tariffs on 70% of U.S. goods [1]

Group 1 - International oil prices experienced fluctuations due to Middle East and Russia-Ukraine conflict dynamics, with slight increases in closing prices on May 19 [1] - As of the close on May 19, light crude oil futures for June delivery rose by $0.20 to $62.69 per barrel, a 0.32% increase, while Brent crude for July delivery increased by $0.13 to $65.54 per barrel, a 0.20% rise [1] - Iranian officials indicated that if the U.S. continues to demand Iran halt uranium enrichment, negotiations regarding the nuclear agreement will yield "no results," dampening market expectations for a potential agreement [1] Group 2 - U.S. Treasury Secretary emphasized that tariffs will be imposed on goods from trade partners that do not engage in serious negotiations with the U.S. [2] - Oil prices are expected to remain volatile in the foreseeable future due to investor focus on tariff policies, U.S.-Iran negotiations, and efforts to end the Ukraine conflict [2] - If the Russia-Ukraine conflict concludes, Russian oil exports could increase significantly, potentially leading to a substantial decrease in oil prices [2]