纽柯钢铁（Nucor）股价今日上涨6%。这一强劲涨势背后，得益于公司出色的季度业绩。首席执行官利昂·托帕利安（Leon Topalian）将功劳归于美国总统特朗普对关税政策的大胆运用。然而，一个不容忽视的细节是：钢铁进口量实际上有所增加。
“我们正以强有力的方式执行贸易法规，这有效遏制了那些以不公平价格涌入美国市场的钢铁洪流，”托帕利安在一次电话会议中如是说。他同时指出，国内钢铁需求空前旺盛，导致库存迅速消耗殆尽。订单交付周期被无限拉长。这种局面，即便面对高达50%的进口关税，也迫使买家不得不将目光投向海外供应商。
数据更能说明问题。第二季度，进口钢材占据了美国扁平材市场16.4%的份额。这一数字，相较于第一季度的14.4%，确实出现了小幅攀升。不过，将其与2025年年初的22%相比，降幅依然显著。
“如果五年前你问我，是否愿意接受美国市场16%的进口份额？我的回答是——求之不得，一刻都别犹豫！”托帕利安在对话中语气坚定。
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