节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10


美国对钢铁、铝和铜的进口加征了50%的关税，这使得建筑和汽车行业因成本飙升和需求减弱而濒临崩溃。建筑行业的影响可能在年中显现，而汽车制造商已即刻感受到压力。铜线、钢铁和铁等关键材料的价格已出现两位数上涨。通用汽车、福特、Stellantis和丰田等主要汽车制造商预计将遭受数十亿美元的损失，并正在寻找替代材料。

中国...

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