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年底的黑天鹅:“对等关税”被否决,特朗普的Plan B引发市场新动荡?
然而市场面临的真正挑战是, 即使败诉,特朗普政府仍握有多种替代法律工具重新实施关税。 高盛预计,法院将在2025年12月或2026年1月作出裁决。到裁决时,已征收的关税金额预计将达到1150-1450亿美元,复杂的退税程序可能持续数月,关税对经济的影响将延续。
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