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摩根士丹利：特朗普的關稅信函可能意味著貿易談判的戰術性升級
Jul 08, 2025 02:46:48
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ChainCatcher 消息，据金十報導，摩根士丹利經濟學家稱，美國的貿易談判正朝著戰術性升級的方向發展。
該行報告稱，如果特朗普政府在致貿易夥伴的信函中提出的最新關稅生效，亞洲的加權平均關稅將升至 27%。然而，特朗普已表示，美國即將與印度達成協議。
摩根士丹利稱，這表明多數亞洲大型經濟體將能夠在 8 月 1 日的最後期限之前達成協議。但日本和韓國可能無法通過談判解決關鍵問題。摩根士丹利稱，這些問題包括日本的汽車關稅和農產品問題，以及韓國的汽車和鋼鐵關稅減免問題。
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