节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：8/10


美国总统特朗普公布69个贸易伙伴输美商品适用关税税率，上调加拿大、巴西输美产品及铜产品关税，还以高关税威胁施压贸易伙伴达成协议，引发中国外反对、质疑和批评。

美国全国对外贸易理事会主席杰克·科尔文称，大幅提高关税会侵蚀贸易伙伴对美国的信任，削弱美企全球竞争力，使美国消费者处境变差，损害与地缘政治盟友和贸易伙伴关系。美国智库凯托学会专家斯科特·林西科姆指出，美国关税税率处高位，美企和消费者将承担数千亿美元税费，关税体系复杂，对小企业代价高昂。

美国银行经济学家克劳迪奥·伊里戈延和安东尼奥·加布里埃尔研究报告认为，美国关税水平可能高于预期，给美国通胀带来上行风险，经济增长面临下行...

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