美国《纽约时报》指出，4月进口额较3月下降16.3%，很大程度上反映了这样一个事实：美国进口商在 特朗普年初加关税的威胁下，大量进口商品到美国。随着4月初特朗普正式宣布对美国所有贸易伙伴国 加征关税，进口开始枯竭并扭转经济数据。 【文/观察者网 王一】美国总统特朗普关税政策造成的冲击已经开始显现，4月美国进口额、商品和服 务贸易逆差齐下降，创下这两个数据有记录以来最大的月度降幅。 当地时间6月5日，美国商务部公布的数据显示，4月美国进口额环比下降16.3%至3510亿美元。受此影 响，商品和服务贸易逆差也降至616亿美元，为2023年9月以来的最低水平。美国商务部表示，这是有记 录以来进口额和贸易逆差的最大月度降幅。 具体来看，4月美国商品和服务进口环比下降16.3%，至3510亿美元，为历史最大降幅。由于药品进口 额下降了260亿美元，整体消费品进口下降32%至699亿美元。工业用品和材料、汽车零部件的进口也急 剧下降。 美国从大部分主要贸易伙伴国进口的商品均有所减少。美国4月从欧盟的进口额下降了超290亿美元，从 加拿大、墨西哥的进口额均分别下降了60多亿美元，从中国的进口额也下降了40亿美元。美国商务部 ...

Group 1 - The Hang Seng Index increased by 0.42%, while the Hang Seng Tech Index rose by 0.92% [1] - The consumer sector experienced a collective pullback, with notable declines in consumer electronics, port transportation, and pharmaceutical sectors [1] - Significant gainers included Wenwen Group, which rose nearly 6%, and Kuaishou, which increased over 4% [1] Group 2 - The rare earth concept stocks, Apple concept stocks, domestic property stocks, and semiconductor sectors showed strong performance [1] - Notable decliners included Laopu Gold, which briefly surpassed 1000 HKD before dropping over 8%, and Teabaito and Mixue Group, both falling over 7% [1] - WuXi AppTec saw a decline of over 2% [1]

近期，美国联邦巡回上诉法院批准恢复执行特朗普的关税政策，这一消息瞬间吸引全球目光，再次将特朗普 的关税政策推至风口浪尖。 回溯特朗普的关税政策，其范围之广、力度之大令人咋舌。当地时间2月1日，特朗普签署行政令，宣布对来 自加拿大和墨西哥的进口商品征收25%的关税，对进口自中国的商品加征10%的关税；10日，又宣布对所有进 口至美国的钢铁和铝征收25%关税，后续还考虑对汽车、芯片和药品征收关税。这些举措涉及商品价值高达2 万多亿美元，远超2018年中美贸易摩擦期间。其所谓"对等关税"政策，更是企图以匹配美国和贸易伙伴进口 商品税率为借口，颠覆全球贸易现状。 特朗普（资料图） 特朗普的关税大棒挥舞之下，全球企业苦不堪言。美国本土的福特等汽车制造商，因关键汽车零部件加征 25%关税，面临额外成本和市场不稳定问题。GlobalData数据显示，汽车制造大国日本在2023年向美国出口了 148万辆汽车，汽车行业占其对美国出口总额近30%，美国此举令日本汽车行业遭受重创。不仅如此， AlixPartners预测，特朗普关税施行后，美国市场每年销售的1600万辆汽车中，近1/4将受到直接冲击，零部件 供应链也难以幸免，额外 ...

Core Viewpoint - The State Administration for Market Regulation has launched a nationwide campaign to combat false advertising of drugs and health products targeting the elderly, addressing fraudulent practices disguised as expert consultations and health advice [1][2]. Group 1: Regulatory Actions - The campaign focuses on high-risk areas for false advertising, including forums, health tourism, and senior universities, employing comprehensive measures such as advertising regulation and food safety oversight to protect the rights of the elderly [1][2]. - The initiative includes a "You Take a Picture, I Check" activity, which encourages public participation in reporting issues, effectively creating a grassroots supervision network [2]. Group 2: Market Context - The campaign is a response to the evolving tactics of fraudsters who exploit the limited understanding of technology among the elderly, using targeted scams and pseudoscientific claims like "quantum water" and "health miracle drugs" [1][2]. - The shift from traditional marketing to online platforms, including short videos and social media, has increased the risk of financial loss and potential health threats for the elderly [1]. Group 3: Long-term Strategies - There is a call for the improvement of legal standards and the establishment of a long-term governance mechanism, utilizing big data and artificial intelligence to detect and analyze fraudulent advertising methods [3]. - The campaign aims to address the emotional and health service gaps for the elderly, thereby dismantling the foundations of scams that rely on emotional manipulation and misinformation [3].

Core Viewpoint - The National Market Supervision Administration has initiated a nationwide special rectification campaign to combat false advertising of drugs and health products targeting the elderly, addressing long-standing issues of exploitation in this market segment [1][3]. Group 1: Regulatory Actions - The campaign includes the "You Shoot, We Check" initiative, encouraging the public to report suspected illegal activities by capturing evidence [1][4]. - The initiative aims to enhance public participation in monitoring and reporting violations, responding to societal expectations for more effective regulatory intervention [4]. Group 2: Market Context - There is a growing concern over the exploitation of elderly consumers, particularly in the context of the digital economy, where their limited digital skills make them vulnerable to scams [1][2]. - Various institutions are targeting the elderly demographic, utilizing emotional marketing and exaggerated claims about product efficacy to drive sales [2][3]. Group 3: Responsibilities of Platforms - Online platforms have a responsibility to monitor and manage the information and services offered by their operators, as mandated by the "Network Transaction Supervision Management Measures" [3]. - Offline venues, such as senior universities and care service institutions, also bear significant responsibility for ensuring the integrity of their activities and the information they disseminate [3].

Group 1 - The pharmaceutical industry is a key emerging sector in the province, with a focus on regulatory reforms to enhance development [1] - Nine new policy documents have been issued this year to empower high-quality development in the pharmaceutical industry, including nine newly approved drug registration numbers and 19 traditional Chinese medicine formula granules [1] - A pilot program for optimizing drug supplementary application review and approval procedures will be established in Liaoning, significantly reducing technical review timelines from 200 working days to 60 [1] Group 2 - The province supports innovation in pharmaceuticals and medical devices by optimizing review and approval processes, which has led to a reduction of over 3,600 working days in enterprise inspections [2] - New policies have adjusted industry entry conditions, such as reducing the required warehouse area for new pharmaceutical wholesale enterprises by 50%, resulting in cost savings for companies [2] - The implementation of remote pharmaceutical services has helped reduce operational costs for enterprises by approximately 34 million yuan annually [2] Group 3 - The province has introduced a new safety assessment standard for ordinary cosmetics, reducing testing costs by over 60%, leading to a 950% increase in the submission of complete safety assessment materials [3] - Collaborative efforts have been made to establish medical device innovation service stations, providing comprehensive support for enterprises in policy consultation, application guidance, and training [3] - The initiative aims to enhance the local business environment and attract investment, promoting the high-quality development of the medical device industry [3]

Group 1 - The core viewpoint of the articles is that the Chinese National Market Supervision Administration is launching a special campaign to combat false advertising of drugs and health products targeting the elderly, addressing the issue of "scamming the elderly" in the market [1][2] - The campaign will focus on the increasing prevalence of online marketing tactics, such as live streaming and social media, which are being used to mislead elderly consumers through promises of free trials and exaggerated health claims [1] - Specific tasks outlined in the campaign include cracking down on misleading promotions disguised as expert consultations and health advice, as well as the sale of pseudo-high-tech products and health supplements [1] Group 2 - The campaign will enhance the regulation of advertisements related to drugs and health products for the elderly, ensuring strict adherence to advertising review systems and penalizing disguised advertisements that promote health knowledge [2] - There will be a prohibition on health products claiming to treat diseases, aiming to prevent the phenomenon of health products being marketed as "miracle drugs" [2] - Food safety supervision will be strengthened, focusing on the investigation of false information in food and health product labels, particularly regarding disease prevention and treatment claims [2]

智通财经APP获悉，美国财政部数据显示，特朗普总统的关税政策在5月持续冲击进口商，当月"关税及特定消费税"收入已突破223亿美元。这一月度总额在 未来几天可能仅会小幅上升，因进口商通常集中在单日缴纳关税——5月22日国库曾单日入账逾165亿美元。 截至目前的5月关税收入已超过4月全月的174亿美元，更远超3月的96亿美元。 这延续了特朗普第二任期以来的财政收入激增态势，其规模不仅碾压近年历史，也远超其首个总统任期。自1月1日以来，国库累计关税收入已超920亿美 元。 5月收入激增源于特朗普最大规模关税(4月5日起对全球几乎所有国家加征10%关税)首次完整月度生效。尽管特朗普本月对中国降低部分关税、对英国有限度 减税，但收入仍创新高。 四月份大量所得税申报表为政府金库带来了超过 8500 亿美元的收入。 近几十年来，关税收入往往占联邦收入的2%左右。近几个月的激增仅略微改变了这一状况，目前关税收入占比已接近4%。 特朗普周二在社交媒体发文暗示可能加征更多关税，谈及暂缓对欧50%关税时称："记住，若无法达成协议，我有权'设定'对美贸易条款。" 未来数月特朗普还威胁出台新关税，包括针对半导体、药品等行业的专项关税， ...

1）把中国和其他国家分开，先易后难，尝试谈妥其他国家后再以优势地位开启对华谈判。 2）把安全问题与贸易问题进行捆绑，找控制力最强、对美最依赖且具有代表意义的日本、韩国来打样。 3）各方为了降低关税，必须从不同角度对美让利，如：扩大进口美货、增加对美投资、承担更多军费分摊义务 等，但美方不会取消10%的基准关税，且涉及特定行业的关税需一事一议。 想法很美好，落地却困难。 美国最初制定的关税谈判策略大致是这样的： 经过近两个月紧锣密鼓的磋商，特朗普政府一共只达成了两项拿得出手的协议：一个是5月8日美国和英国就贸易 框架达成一致，另一个是5月13日美国和中国宣布90天缓期。 近期有西方媒体报道，通过与各国贸易谈判官员以及美国商界领袖进行沟通，发现许多会谈中的分歧越来越大， 包括那些急于达成协议的政府，也意识到对美贸易谈判将是一场持久战。 据专业媒体分析，现阶段最有可能与特朗普政府达成协议的国家是印度和越南。 其中，美印协议更像是一个未来谈判的框架，有可能在6月份落地；而越南因面临46%的高关税，且对美出口关乎 经济命脉，因此最有可能做出重大让步。 除此之外，日本7月份要举行参议院选举，石破茂政府如果能谈出一个漂亮协 ...

Core Viewpoint - The National Market Supervision Administration has launched a special campaign to combat fraudulent practices targeting the elderly in the pharmaceutical and health product markets [1] Group 1: Regulatory Actions - Local market supervision departments will focus on the pharmaceutical and health product sectors for the elderly, addressing false advertising, price fraud, illegal advertisements, and illegal additives that infringe on the rights of the elderly and disrupt market competition [1] - The campaign includes a "You Shoot, We Check" initiative, encouraging the public to report suspected illegal activities by capturing evidence, which will help in the timely collection and handling of violations [1] Group 2: Objectives - The initiative aims to protect the legitimate rights of the elderly and continuously optimize the market competition environment [1]