美关税战左摇右摆 特朗普准备面对市场波动
<div style=""><picture style="box-sizing: border-box;"><font face="宋体" style="" size="4"><br></font></picture></div><picture style="box-sizing: border-box;"><font face="宋体" size="4"><img alt="加州奥克兰港口停靠货柜轮。 （欧新社）" class=" lazyloaded" data-src="https://pgw.worldjournal.com/gw/photo.php?u=https://uc.udn.com.tw/photo/wj/realtime/2025/03/05/31600462.jpg&x=0&y=0&sw=0&sh=0&sl=W&fw=800&exp=3600&q=75" src="https://pgw.worldjournal.com/gw/photo.php?u=https://uc.udn.com.tw/photo/wj/realtime/2025/03/05/31600462.jpg&x=0&y=0&sw=0&sh=0&sl=W&fw=800&exp=3600&q=75" _mstalt="83439486" _msthash="212" style="box-sizing: border-box; border-style: none; object-fit: contain; width: 580px; height: 386px;"></font></picture><figcaption _msttexthash="118697397" _msthash="213" style="box-sizing: border-box; line-height: 1.4; padding-top: 10px; padding-bottom: 10px; color: rgb(126, 126, 126); background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><font face="宋体" size="4">加州奥克兰港口停靠货柜轮。 （欧新社）</font></figcaption><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font _mstmutation="1" _msttexthash="1996179211" _msthash="214" style="box-sizing: border-box;" face="宋体" size="4">美国总统特朗普连续2日改变对加拿大与墨西哥的关税项目与施行日期，华尔街各项指数与全球股市持续震荡。 川普虽然释出方向未必一致的讯息，但财经评论依过去经验多认为，特朗普愿意承受关税战前的市场下跌波动。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="2847770315" _msthash="215" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">对生产与进出口业者而言，已装船或行进间的货柜，如不清楚入港或抵达目的地时的规费，将面临白忙或亏本的营运危机，这是目前美、墨、加、中业者，及包括欧盟、日本、韩国等对美贸易大额顺差经济体面临的困境，海上货轮进入美国港口需支付的关税充满变数。</font></p><div id="admaruPlayerWrapperContainer" style="box-sizing: border-box; color: rgb(0, 0, 0); position: relative;"></div><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="1758336502" _msthash="216" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">川普（Donald Trump）为营造经贸谈判筹码，推文在4月2日前，对所有符合美墨加协定（USMCA）的墨西哥商品，暂停课征25%关税。 另外在车商请求下，对加、墨加征的汽车相关关税也延迟一个月实施。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="1085921928" _msthash="228" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">华尔街日报（Wall Street Journal）分析，依据美墨加协议，包括汽车与相关配件、食品等约有6成商品可暂时免征，另外4成包括笔电，不在免征项目。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="1791080759" _msthash="229" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">全球金融业不愿见到的是政策不确定，一个月后关税动向仍未明，投资因此缩手。 川普关税举棋不定，暂缓对2大邻国开征主要项目虽是好消息，但投资人不买帐，纽约股市近期已吐回特朗普当选后的庆祝涨幅。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="1283469057" _msthash="230" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">政论媒体Politico引用共和党籍联邦参议员保罗（Rand Paul）的说法，不知道特朗普政府计划为何，如果关税是筹码，应该是威吓与协商并用，但目前看来前后不一。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="2497857544" _msthash="231" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">金融资讯机构沃尔夫研究（Wolfe Research）分析师马卡斯（Tobin Marcus）在财经频道CNBC指出，连续3天大幅征税和收回后，不禁要问目的何在。 川普没有说明墨西哥总统薛恩鲍姆（Claudia Sheinbaum）在芬太尼（Fentanyl）与贸易上妥协了什么。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="280039344" _msthash="232" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">CNBC分析，特朗普在首任期已显示开启关税战前，愿意接受市场下跌波动。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="2589848508" _msthash="233" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">来自华尔街，获特朗普高信任的商务部长卢特尼克（Howard Lutnick）近期频频为特朗普措施缓颊，并传达美国业者的关切。 但特朗普政府已准备面对上任初期的市场波动，财政部长贝森特（Scott Bessent）6日表示，取得廉价物品并非美国梦的要素。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="1160532074" _msthash="234" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">川普对全球掀起关税战导致1月美国贸易逆差暴增34%的历史新高，业者赶在政策施行前大举进货。 如今美国汽车业可获得一个月喘息，但经销商的车价已经蠢蠢欲动。</font></p><p 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