节点：上游（原材料/资源端）位置：上游情绪：中性参考度：2/10
据央视新闻，当地时间7月31日，特朗普宣布，美国与墨西哥的关税协议延长90天。这表明现行关税状况持续，来自墨西哥的商品会被征25%关税，除非符合特朗普第一任期签署的《美墨加贸易协定》（USMCA） ，符合协定商品不征税，不过某些行业特殊关税除外。
今年3月，特朗普以芬太尼问题为由，宣布对加拿大和墨西哥商品征25%关税，同时对符合...钢铁、铝、铜等金属类商品关税。
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