高市早苗"魅力外交"失败，送上5500亿美元，非但不能降低关税，特朗普回国就又加上了。据共同社报 道，自11月1日起，美国对进口中型和重型卡车加征25%关税，叠加原有的25%，关税率达到50%。美国 表面上盟友伙伴一视同仁，但日本受伤害最大。 从对象来看，日本是仅次于墨西哥和加拿大之外、对美卡车出口大国，但和日本不同，因为另外两国有 《美墨加协定》"护体"，换句话说，只要这两国出口美国的卡车满足一定的北美原产地规则，实际上可 以享受豁免。因此，这50%关税最后瞄准的还是日本。 据日本贸易振兴机构资料，去年一年里面，日本出口至美国的卡车，至少有1.5万辆，因此美方这一政 策，无疑将对日本车企造成重大影响。 讽刺的是，一周前特朗普刚访问过日本，还收了日本大礼，结果转头就针对日本卡车加税，生动演绎了 什么是"胡萝卜加大棒"。 特朗普与高市早苗会谈 但事实是，特朗普配合"表演"背后，都是明码标价的。和高市第一次会谈之后，美日就签署了两份协 议，一份是日本将承诺对美投资5500亿美元，包括能源、半导体、造船等领域，还要购买美国天然气、 大豆等；另一份是美日合作开采、加工关键矿产，直白点说，就是稀土。 至于特朗普心心念念 ...

Core Points - The Trump administration has officially announced a 25% tariff on imported medium and heavy trucks and a 10% tariff on buses, effective from November 1 [1] - A tax credit equivalent to 3.75% of the retail price of vehicles will be extended until 2030 for imported auto parts, encouraging manufacturers to produce vehicles in the U.S. [1] - The new truck tariffs will provide exemptions for trucks imported under the USMCA agreement, only taxing non-U.S. produced components [1] Industry Impact - The heavy truck market in the U.S. is significantly reliant on imports, with an estimated 78% of heavy trucks coming from Mexico and 15% from Canada [1] - The administration has quietly excluded dozens of products from reciprocal tariffs, indicating a strategic shift in trade policy [1] - The Trump administration is also moving to implement tariffs under the Trade Expansion Act, Section 232, to expand tariff measures across various industries [1]

Group 1: Tariff on Trucks - The U.S. government will impose a 25% tariff on imported medium and heavy trucks and parts starting November 1, 2023, with an additional 10% tariff on imported passenger vehicles [1] - The U.S. imported nearly 245,000 medium and heavy trucks last year, with a trade value exceeding $20 billion [1] - The U.S. Chamber of Commerce has opposed the new tariffs, stating that the top five sources of heavy truck imports are allied countries that do not pose a threat to U.S. national security [1] Group 2: Economic Activity Report - The Federal Reserve's recent economic survey indicates that economic activity has shown little overall change, with some regions reporting slight to moderate growth while others noted stagnation or slight decline [2] - Consumer spending, particularly on retail goods, has seen a slight decrease, and demand for leisure and hotel services from international travelers has further declined [2] - Manufacturing activity is challenged by increased tariffs and weak overall demand, with agricultural, energy, and transportation sectors generally experiencing declines [2]

报告说，今年以来，美国关税政策已导致美国核心个人消费支出上涨0.44%，并将使通胀率在12月升至 3%。尽管美国总统特朗普坚称美国的贸易伙伴承担了关税成本，但事实是美国进口商不得不支付美国 海关和边境保护局征收的关税，企业转嫁成本也使消费者面临更高的价格。 高盛8月曾发布报告说，美国消费者将承担关税成本中越来越大的份额。对此，特朗普在社交媒体平 台"真实社交"上发文称，高盛经济学家"应该换人"。 （文章来源：每日经济新闻） 9月25日，特朗普曾表示，自10月1日起将对所有进口重型卡车加征25%关税。 另据央视新闻，美国高盛集团日前发布的研究报告显示，到今年年底，美国消费者可能将承担55%的关 税成本。 报告说，美国企业或将承担22%的关税成本。由于提价需要时间，现阶段美国企业承担更多关税成本， 但"如果近期已经实施和未来将要实施的关税对价格的最终影响与今年早些时候实施的关税相同，那么 美国消费者最终将承受55%的关税成本"。 据央视新闻10月18日消息，当地时间10月17日，美国总统特朗普签署行政令，自11月1日起对进口中型 和重型卡车及零部件征收25%的新关税。特朗普称，还将对进口客车征收10%的关税。 据 ...

美国总统特朗普近日通过社交媒体宣布,自11月1日起,将对输美中型和重型卡车征收25%关税。9月25日, 特朗普曾以国家安全为由,宣布自10月1日起对进口重型卡车征收25%关税。这项关税政策因遭到美国主 要汽车制造商反对而被迫推迟。美国联邦最高法院9月9日宣布,将在11月首周听取口头辩论,审议特朗普 政府征收的多数关税的合法性。中新 ...

目前特朗普尚未提供有关卡车关税的任何细节，包括汽车零部件是否会受到影响，以及如果从加拿 大和墨西哥进口的汽车符合北美邻国之间现有自由贸易协定中的国内含量规则，是否会获得豁免。 特朗普在与加拿大总理马克·卡尼会谈前夕宣布这一消息，可能会给本周的会谈蒙上阴影。加拿大 商业委员会主席戈尔迪·海德表示："希望总理能够在某些关税减免问题上取得进展。这将是朝着正确方 向迈出的可喜一步。"加拿大汽车零部件制造商协会主席弗拉维奥·沃尔普表示，该协会"需要等待，通 过注册或行政命令来审查相关文件"。 《金融时报》10月7日报道，特朗普称，从 11 月 1 日起，进口到美国的中型和重型卡车将面临25% 的关税，这是美国改革全球汽车行业供应链的新举措。 （原标题：特朗普表示，自 11月1日起美国卡车进口将面临25%的关税） ...

Core Points - The U.S. President Trump announced a 25% tariff on medium and heavy trucks imported to the U.S. starting November 1 [1] - This tariff follows a previous announcement on September 25 regarding a 25% tariff on imported heavy trucks, which was delayed due to opposition from major U.S. automakers [1] - Additional tariffs were announced on various products, including a 100% tariff on imported brand-name or patented drugs, a 50% tariff on kitchen and bathroom cabinets, and a 30% tariff on upholstered furniture [1] - The U.S. Supreme Court is set to hear oral arguments in the first week of November regarding the legality of many tariffs imposed by the Trump administration [1]

Group 1: Tariff Announcement and Impact - The announcement of a 25% tariff on all imported medium and heavy trucks to the U.S. starting November 1, 2025, has created significant turmoil in the U.S. automotive industry [1] - In 2022, the U.S. imported nearly 245,000 medium and heavy trucks, with a trade value exceeding $20 billion, indicating substantial revenue potential for the U.S. Treasury but also significant disruption for the industry [1] - The implementation of the tariff was initially set for October 1 but was postponed due to lobbying from automotive manufacturers, highlighting the influence of interest groups in U.S. politics [1] Group 2: Differentiated Impact on Companies - The impact of the new tariff will vary significantly among companies; for instance, International Automotive and Daimler have a high percentage of trucks produced in Mexico, making them particularly vulnerable [2] - In contrast, companies like PACCAR and Volvo, which produce nearly all their trucks domestically, are less affected and may benefit from the tariff situation [2] - Stellantis is actively lobbying for exemptions for its Mexican-produced Ram trucks, while competitors General Motors and Ford oppose this, indicating competitive tensions within the industry [2] Group 3: Broader Trade Policy Context - Trump's tariff policies reflect a broader "America First" ideology aimed at protecting U.S. industries and promoting manufacturing return [3] - The ongoing tariff measures are part of a larger trend of increasing protectionism, with potential implications for global trade dynamics and the risk of retaliatory actions from trade partners [3][4] - The evolving trade landscape poses challenges for companies, particularly Chinese firms, which must navigate the complexities of U.S. protectionism and seek diversified markets [4]

Group 1 - US stock indices experienced fluctuations, with the Dow Jones down 0.13%, Nasdaq down 0.01%, and S&P 500 unchanged as of the latest update [1] - Chinese concept stocks saw declines, with Kaixin Auto dropping over 4%, Dingdong Maicai down over 3%, Fangduoduo and NIO down over 2%, and JD.com down over 1% [1] Group 2 - Gold prices surged, with New York futures reaching $4000 per ounce for the first time, marking a year-to-date increase of over 50% [2] - Spot gold also hit a historical high at $3976.94 per ounce, driven by expectations of further interest rate cuts by the Federal Reserve [2] Group 3 - President Trump announced a 25% tariff on imported medium and heavy trucks effective November 1, 2025, following a previous announcement of a similar tariff on heavy trucks starting October 1 [3] Group 4 - The World Trade Organization (WTO) reported that AI-related trade is expected to be a key driver of growth in the first half of 2025, with a projected 20% year-on-year increase in trade volume [4] - Despite AI-related products accounting for less than 10% of global merchandise trade, they are expected to contribute nearly half of the global year-on-year growth [4] Group 5 - The World Health Organization (WHO) released a report indicating a decline in global smoking rates, but highlighted ongoing tobacco addiction issues affecting one-fifth of adults [5] - The report emphasized the need for increased regulation of e-cigarettes, which are contributing to a new wave of addiction [5] Group 6 - China's foreign exchange reserves reached $333.87 billion as of September 2025, marking a $16.5 billion increase from August and the highest level since December 2015 [6] - This is the second consecutive month that reserves have exceeded $3.3 trillion, reflecting a 0.5% increase [6]

△美国总统特朗普（资料图） 责编:史健 | 审核:李震 | 监审:古筝 （来源：央视新闻） 当地时间10月6日，美国总统特朗普在其社交平台"真实社交"上发文表示，自2025年11月1日起，所有从其他国家和地区进口至美国的中型和重型 卡车将被征收25%的关税。 9月25日，特朗普曾表示，自10月1日起将对所有进口重型卡车加征25%关税。（央视记者 徐德智） ...