位置:中游情绪:利好参考度:2/10


美国最高法院以6比3多数裁定,特朗普依据国际紧急经济权力法(IEEPA)单方面加征的关税属违法行为后,企业是否申请退税正演变为政治与商业利益的核心博弈。美国海关与边境保护局(CBP)已开放退税申请门户,潜在退税总额逾1600亿美元,而大型企业的观望态度成为市场焦点。

特朗普周二接受CNBC采访时明确施压:将“记住”不申请退税的企业,称其“非常聪明”。这番表态传递出隐性信号——申请退税或影响企业与白宫的关系。在贸易政策不确定性高企的环境下,依赖政府政策的大型企业需在政治风险与财务收益间权衡。

苹果、亚马逊等大型企业迄今未提交退税申请,市场普遍认为其正评估申请可能引发的政...

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