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[lastpost] => 2749730 招商银行旗下券商成为首家在香港提供加密货币服务的大陆券商-转 1752729192 天策-菱玖
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川普上任后，其政策的不确定性为市场带来波动，还记得最初的加墨关税，又是改口又是延期。随著时间的推进，分析师开始把关税当成是川普的谈判手段，而这次分析师们似乎又赌对了。 & _. {5 q) y7 }8 c' e
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传对等关税延后彭博新闻与《华尔街日报》报道，川普ZF计划于下周三（4月2日）公布对等关税措施，初步针对对美贸易顺差较大的国家。然而，针对芯片、汽车等特定产品的加征关税，执行时间可能会延后，尚需进一步讨论。 两大财经媒体均引述匿名知情人士的消息指出，川普ZF计划将4月2日称为“解放日”，并在当天对贸易顺差严重的“肮脏15国”（Dirty 15）实施加征关税。《华尔街日报》报道，此名单可能包括澳大利亚、巴西、加拿大、天朝、欧盟国家、印度、日本、韩国、墨西哥、俄罗斯和越南等，这些国家此前已被美国贸易代表署列为贸易不公平、对美贸易顺差的重点关注对象。
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1 C4 Y, m, b4 \3 ~1 T" w为何是利好？相对于原先川普的说法，他最初的设想是针对全球数百个贸易伙伴分别计算关税税率，并评估对美贸易壁垒，从而制定相应的对等关税。然而，这一工程极其庞大，规模远比现时传出的针对“肮脏15国”方案小得多。 目前惟一由川普口中对新关税的具体方案，只有在4月2日实施，对委内瑞拉实施的第二道关税，从委内瑞拉购买天然气、石油的国家将向美国支付25％关税。
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0 ?& Z; W# n5 g/ a% b市场反应对等关税延后消息一出，美股三大指数集体反弹，特斯拉现报271.8美元，升近9.2%。 比特币、以太坊重新站上重要关口，分别突破88,000美元及2,000美元。表现最亮眼的反而是SOLANA，现报142.867 美元日内升7.96%。 % R- Y" h6 y1 A8 N. X+ R/ R
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