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专题:市场缩量分化A股热点轮动或将延续

  全球财经媒体昨夜今晨共同关注的头条新闻主要有:

  外国游客却步美国货遭抵制美国料蒙受千亿美元损失  

  美国经济2025年可能会因为外国游客减少和海外对其产品的抵制而损失大几百亿美元收入,使经济衰退风险居高不下的因素越来越多。

  美国国际贸易署周一公布的数据显示,3月乘机抵达美国的非公民人数同比下降近10%。高盛集团预计,访客减少和抵制在最坏的情境下今年可能导致美国国内生产总值受到0.3%的冲击,损失相当于近900亿美元。

  新冠防疫措施的解除刺激了国际旅行复苏,近年来外国游客成为推动美国经济的一股顺风。但在边境敌意加剧、地缘政治摩擦升级以及全球经济面临不确定性的情况下,许多潜在访客正在重新考虑他们的度假计划。

  美共和党据悉考虑对百万富翁设40%税率以抵消减税成本  

  美国白宫、参议院和众议院的共和党人正在起草分析,研究如何以最佳方式为美国最富裕群体设定新的税级,此举表明美国总统特朗普领导之下的共和党在认真考虑向富人加税的想法。

  据知情人士透露,众议院的提案拟将年收入达到100万美元及以上的纳税人税率设为40%。消息人士指出,参议院及特朗普政府的经济政策顾问也在研究这个想法。

  一位不愿透露姓名的白宫官员表示,特朗普对设立新的最高税级持开放态度。但这位官员强调,更高税率的起征点应远高于100万美元。

  保税仓库需求飙升美国进口商宁付高仓储费以规避关税  

  为了规避特朗普政府的关税,美国进口商正急切寻找一种允许他们将商品存放长达五年而无需缴纳关税的仓库。

  这种名为海关保税仓库的设施可追溯至19世纪,长期以来吸引着那些希望将商品靠近消费市场、但又想推迟缴纳关税的进口商。此类由联邦授权的仓库通常位于沿海港口附近,为进口商提供了更大的财务灵活性。

  自美国总统特朗普对数十个国家征收高额关税以来,从美国中大西洋沿岸至太平洋西北地区,这类仓库的需求激增,特朗普随后暂停了部分关税。

  美欧贸易谈判进展甚微欧盟预计白宫将维持大部分关税不变  

  本周,欧盟与美国在弥合贸易分歧方面几乎未取得实质性进展。特朗普政府官员暗示,美国对欧盟征收的大部分关税将不会取消。

  据知情人士透露,欧盟贸易事务负责人MarosSefcovic在会后对美方立场仍不甚明了,难以判断美方的具体目标。Sefcovic周一在华盛顿与美国商务部长卢特尼克和贸易代表JamiesonGreer进行了长达约两小时的会谈。

  据不愿具名的知情人士透露,美方官员表示,20%的“对等”关税(目前已暂时下调至10%,为期90天),以及针对汽车、金属等行业的关税将不会被完全取消。

  OpenAI布局社交网络:对标马斯克的X平台  

  据一位熟悉相关计划的消息人士证实,OpenAI正在考虑打造一个社交网络,以与埃隆・马斯克的X和元(Meta)公司的Instagram竞争。

  该人士表示,由于保密原因要求匿名,该项目仍处于早期阶段。

  3月,OpenAI推出了其最新的图像生成工具,这是该潜在社交媒体项目的灵感来源,它可以生成从图表、信息图表和标志到名片和库存照片等各种内容。该功能还可以将图像作为艺术创作的起点,例如为宠物定制绘画或编辑专业头像。

  美国人赴英求职热度上升特朗普大砍拨款之际科研人才“出走”  

  随着特朗普削减资金、加上经济前景日趋黯淡,越来越多美国人开始关注英国的就业机会。

  根据求职网站Indeed的数据,截至3月的三个月内,英国招聘广告的海外点击中近十分之一来自美国,这一比例创2023年第二季度以来新高。美国人对英国就业岗位的兴趣同比上升2.4个百分点,增幅居所有国家之首。

  这一上升趋势主要由寻找科研及管理职位的美国人推动。这一数据反映出,在特朗普重返白宫后的数月内,数十亿美元的联邦科研、教育和基础设施项目资金被砍。

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