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华泰 | 联合解读 :超预期的“对等关税”
北京时间4月3日凌晨,特朗普如期发布“对等关税”调查结果,并宣布将从4月5日起对所有国家进口商品加征10%的关税;从4月9日起,把对全球57个国家或地区的加征关税提高至各自的所谓“对等关税税率”水平(图表1)。总体而言,本次“对等关税”涉及面及税率均超出市场预期。特朗普将这一关税“要价”称为“谈判的起点”。
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