央视网消息：特朗普政府悄然扩大了50%钢铁和铝关税的覆盖范围，给企业和美国贸易伙伴带来了广泛的不确定性。美国关税政策反复无 常、伤人害己、得不偿失。 哥伦比亚 《时代报》：冲击供应链与消费市场 文章指出，美国对巴西等贸易伙伴提高关税的做法给世界贸易带来了不确定性，对全球经济造成冲击。特朗普极有可能在一夜之间出尔反 尔、改变规则，这也导致很多国家和地区纷纷寻求其他贸易伙伴，寻找新的出口地，尽快取代北美市场。美国制定各种各样的关税政策，就是 在搬起石头砸自己的脚，导致自身被孤立。 美国《国会山报》：是经济自残 也是地缘政治败笔 在特朗普的支持者看来，美国同英国、日本以及欧盟谈判达成的一边倒的贸易"协议"可谓连番胜利。而事实上，这些协议在经济上属于自 残，对美国盟友也有害无益。美国设置新的关税壁垒，同时以更高关税相要挟，迫使盟友让步。由于关税实际上会由美国人买单，美国经济和 消费者沦为头号输家。而这些协议的地缘政治后果更加严重，必然形成政治反弹，令盟友与美国在共同利益问题上合作的可能性大大降低。 美国广播公司：负面影响逐渐显现 报道称，尽管特朗普上任后通胀有所缓解，但这种放松状态可能在数月内结束。分析人士指出，关税 ...

美国商务部工业与安全局19日发布公告，宣布将407个钢铁和铝衍生产品类别纳入关税清单，适用税率 为50%。不少企业担心，美方此举将推升成本，对企业利润空间造成沉重打击。 美国商务部负责工业和安全事务的副部长杰弗里·凯斯勒称，美方此举扩大了钢铝关税覆盖范围。根据 公告，新增清单涵盖范围广泛，包括风力涡轮机及零部件、移动式起重机、推土机和其他重型设备、轨 道车辆、压缩机和泵等。 资讯编辑：祝蓉 021-66896654 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 总部位于瑞士的德迅国际运输公司负责海关事务的副总裁布赖恩·鲍德温表示50%的关税将带来沉重打 击，认为美方此举不只是关税问题，更意味着美国在钢铝衍生产品监管层面的战略性转变。 美国密歇根州立大学教授贾森·米勒说，据他测算，基于2024年总体进口货值，美国钢铝关税目前至少 影响3200亿美元的商品进口。扩大钢铝关税清单范围将给攀升的物价进一步增加通胀压力。 美国自6月4日起将进口自除英国外所有贸易伙伴的钢铝产品关税从25%上调至50%，招致多国反对和批 评。 ...

美国密歇根州立大学教授贾森·米勒说，据他测算，基于2024年总体进口货值，美国钢铝关税目前至少 影响3200亿美元的商品进口。扩大钢铝关税清单范围将给攀升的物价进一步增加通胀压力。 新华社纽约8月19日电（记者刘亚南）美国商务部工业与安全局19日发布公告，宣布将407个钢铁和铝衍 生产品类别纳入关税清单，适用税率为50%。不少企业担心，美方此举将推升成本，对企业利润空间造 成沉重打击。 美国商务部负责工业和安全事务的副部长杰弗里·凯斯勒称，美方此举扩大了钢铝关税覆盖范围。根据 公告，新增清单涵盖范围广泛，包括风力涡轮机及零部件、移动式起重机、推土机和其他重型设备、轨 道车辆、压缩机和泵等。 总部位于瑞士的德迅国际运输公司负责海关事务的副总裁布赖恩·鲍德温表示50%的关税将带来沉重打 击，认为美方此举不只是关税问题，更意味着美国在钢铝衍生产品监管层面的战略性转变。 美国自6月4日起将进口自除英国外所有贸易伙伴的钢铝产品关税从25%上调至50%，招致多国反对和批 评。 （文章来源：新华社） ...

中新网8月20日电(记者 张乃月)美国商务部当地时间19日宣布，将407项产品添加到其"衍生"钢铁和铝产 品加征关税的清单中。这些产品中所含的钢铁和铝成分将被征收50%关税。美媒注意到，这一举措的实 施突然而迅速，令不少贸易商措手不及。 资料图：美元。 范围广、执行快 据美国商务部声明，此举涉及的产品包括风力涡轮机及其零部件、移动式起重机、推土机及其他重型设 备、轨道车辆、家具、压缩机和泵等数百种。 彭博社称，在经历了数月的贸易战后，要让维持跨境贸易运转的货运公司、货主和中间商恐慌，已经不 再是一件容易的事了。但最新通知涵盖的范围之广、执行速度之快，还是让很多人感到意外。 Evercore ISI在一份研究报告中表示，这份清单涵盖400多个产品代码，代表去年超过2000亿美元的进口 额，并估计此举将使美国整体有效关税税率提高约1个百分点。 彭博社指出，新的清单包括汽车零部件、化学品、塑料和家具部件，显示出特朗普动用行业关税触及范 围之广。 物流巨头德迅(Kuehne+Nagel)的美国海关副总裁布莱恩·鲍德温在社交媒体上发文称，"基本上，只要是 亮闪闪的、金属的，或者与钢或铝有些许关系的，就很可能出现在名单上 ...

Core Viewpoint - The U.S. has expanded its steel and aluminum tariffs to include 407 categories of derived products, imposing a 50% tax rate, which is expected to significantly impact costs and profit margins for various industries [1][1][1] Group 1: Tariff Expansion Details - The U.S. Department of Commerce has announced the inclusion of 407 categories of steel and aluminum derived products in the tariff list, with a tax rate set at 50% [1] - The expanded list covers a wide range of products, including wind turbines and components, mobile cranes, bulldozers, heavy equipment, rail vehicles, compressors, and pumps [1][1] Group 2: Economic Impact - According to estimates, the expanded steel and aluminum tariffs will affect imports worth at least $320 billion, based on the projected total import value for 2024 [1] - The increase in tariffs is expected to further elevate inflationary pressures by contributing to rising prices [1] Group 3: Industry Reactions - Companies are concerned that the 50% tariff will lead to increased costs and significantly impact profit margins [1] - Industry experts view this move not just as a tariff issue but as a strategic shift in the U.S. regulatory approach towards steel and aluminum derived products [1][1]

摘要今日周三（8月20日)亚盘时段，伦敦金目前交投于3311.50美元附近，截至发稿，伦敦金最新报 315.64美元/盎司，涨幅0.02%，最高上探3317.68美元/盎司，最低触及3311.19美元/盎司。目前来看，伦 敦金短线偏向震荡走势。 今日周三（8月20日)亚盘时段，伦敦金目前交投于3311.50美元附近，截至发稿，伦敦金最新报315.64美 元/盎司，涨幅0.02%，最高上探3317.68美元/盎司，最低触及3311.19美元/盎司。目前来看，伦敦金短线 偏向震荡走势。 【最新伦敦金行情解析】 金价近日连续回落走低，持续运行在中轨及60日等均线下方，空头占据优势，那么在重回中轨等均线上 方持稳之前，继续保持震荡偏弱行情对待，不过，下方触及100日均线支撑附近，ZZ指标也显示回落触 底，暗示下方空间有限，100日均线支撑附近或布林带下轨附近支撑，可先行尝试看涨。上方则关注5日 均线压力及中轨线压力可看空回落。 【要闻速递】 当地时间8月19日，欧洲理事会举行视频会议讨论乌克兰问题华盛顿会晤。欧盟外交与安全政策高级代 表卡拉斯在会后表示，欧盟领导人都致力于实现持久和平，以保护乌克兰和欧洲至关重要的安全 ...

Summary of Key Points from Conference Call Records Industry and Company Involved - The records primarily discuss the impact of U.S. tariff policies on international trade, particularly focusing on the U.S.-China trade relationship and the implications for various countries including Canada, Mexico, and India. Core Points and Arguments 1. **Tariff Structure and Impact** The U.S. has implemented a tiered tariff structure with varying rates: - Optimal rate of 10% for trade surplus countries like the UK and Australia - Second tier of 15% for Japan, South Korea, and the EU - Medium rate of 20% for ASEAN countries, with the Philippines at 19% - Punitive tariffs of 25% for India and 35% for Canada and 25% for Mexico [2][4] 2. **U.S. Tariff Increases** Following August 7, the average U.S. tariff rate is expected to rise to 18%-19% from a previous 12%-13%, primarily due to a minimum 10% base rate plus additional extreme tariffs [12][13]. 3. **Impact on Imports and Exports** U.S. imports from China saw a significant decline, with a -44% growth rate in June, and a further drop of 3.3 percentage points in July, indicating a weakening in trade relations [3][16]. Despite this, China's overall exports grew by 7.2% year-on-year in July 2025, aided by a low base from the previous year and strong demand from ASEAN and Africa [17]. 4. **Geopolitical Implications** The punitive tariffs on India for purchasing Russian oil reflect the U.S.'s strong geopolitical stance [1][4]. The U.S. has also utilized Section 232 to impose 100% tariffs on semiconductors and pharmaceuticals, although companies like Samsung and TSMC are exempt due to their investments in the U.S. [1][4]. 5. **Market Reactions** The new tariff policies have led to fluctuations in market prices, such as a drop in copper futures due to import restrictions on certain copper products [6]. The uncertainty surrounding these tariffs has created volatility in international markets [7]. 6. **Trade Negotiation Challenges** Ongoing U.S.-China trade negotiations face disputes over funding usage, management rights, investment duration, and profit distribution, complicating the trade landscape [8]. The lack of clear definitions regarding transshipment goods has also led to friction in negotiations [5][11]. 7. **Federal Reserve Independence** Steven Meyer has raised concerns about the independence of the Federal Reserve, suggesting that fiscal policy should take precedence over monetary policy [26]. This reflects a broader debate on the role of the Fed in economic governance [25]. 8. **Future Tariff Outlook** The potential extension of tariffs set to expire on August 12 is under consideration, with indications that the U.S. may maintain these tariffs to ensure stable relations with China [20][21]. The overall outlook for U.S. tariffs remains uncertain, influenced by political dynamics and economic conditions [29][30]. Other Important but Overlooked Content - The impact of U.S. tariffs on the Swiss economy due to new import taxes on gold bars, which has led to increased international gold prices and market uncertainty [9]. - The strategic use of tariffs as a tool for political leverage by the Trump administration, maintaining a high level of uncertainty to keep trade partners on edge [12]. - The role of Steven Meyer in shaping U.S. economic policy and his proposals for restructuring trade agreements to prioritize American interests [25][27].