中信建投:怎么理解商品对中美日内瓦声明的敏感度

中信建投证券
12 May

事件:2025年5月12日下午,中美联合发布“日内瓦经贸联合声明”:双方承诺将于2025年5月14日前采取以下举措:美国将(一)修改2025年4月2日第14257号行政令中规定的对中国商品(包括香港特别行政区和澳门特别行政区商品)加征的从价关税,其中,24%的关税在初始的90天内暂停实施,同时保留按该行政令的规定对这些商品加征剩余10%的关税;(二)取消根据2025年4月8日第14259号行政令和...

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