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七名共和党参议员“倒戈”关税限权法案初登场

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2025-04-07 16:55:24

特朗普威胁否决两党关税法案:对投资者意味着什么?



据权威媒体Axios独家报道,特朗普总统准备动用否决权,阻止由华盛顿州民主党参议员Maria Cantwell和爱荷华州共和党参议员Chuck Grassley联合提出的《关税权力限制法案》。这项罕见获得两党支持的法案,旨在限制总统单方面征收关税的行政权力,目前已有7名共和党参议员公开表态支持,反映出共和党内部对特朗普激进关税政策日益增长的担忧。



资深参议员Cantwell强调:"法案首轮推进就获得如此广泛支持实属罕见,这充分体现了市场对贸易政策不确定性的集体焦虑。"据白宫内部人士透露,特朗普对该法案的提出表现出明显不满。今日发布的政府官方声明更直接警告:"该法案将严重削弱总统制定外交政策和维护国家安全的宪法权力,若递交至总统办公室,必将遭到否决。"



对投资者的潜在影响:

1. 政策不确定性持续:否决威胁意味着现行关税政策将维持,继续影响依赖进出口的企业

2. 市场波动风险:总统与国会贸易政策分歧可能加剧金融市场波动

3. 行业分化加剧:受关税保护的国内产业与受报复性关税打击的出口行业表现将进一步分化

4. 长期投资考量:投资者需重新评估贸易政策风险在资产配置中的权重

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