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关税的不确定性与涨价的确定性
Jing Ji Ri Bao· 2025-08-23 22:12
Group 1 - Since the announcement of "reciprocal tariffs" by President Trump in April, U.S. businesses have temporarily coped with tariff impacts by stockpiling and sharing costs with upstream and downstream companies [1] - As of August 7, the trade-weighted average tariff rate imposed by the U.S. on all products globally has risen to 20.11%, significantly higher than the 2.44% at the beginning of the year [1] - A report from Harvard Business School indicates that from early March to the end of July, major U.S. retailers raised prices of imported and domestic goods by approximately 4% and 2%, respectively [1] Group 2 - Professor Justin Wolfers notes that tariffs appear to have shifted from "experimental" to "permanent," leading to anticipated price increases as businesses adjust their strategies [2] - Procter & Gamble announced plans to raise average prices of about 25% of personal care and household products by 2.5% to offset an additional $1 billion in costs due to tariffs [2] - Adidas CEO Bjorn Gulden indicated that new tariff policies will increase costs by $200 million in the second half of the year, leading to inevitable price hikes [2]