90天,“抢运”开启!

华尔街见闻
14 May

中美贸易休战引爆"超级抢运"潮,大幅降低的关税将催生90天疯狂进口周期。5月12日,中国商务部发布《中美日内瓦经贸会谈联合声明》,中美各取消了共计91%的加征关税,暂停实施24%的反制关税90天。面对未来90天大幅降低的进口成本,高盛分析师Sun预测这将引发一波涌向美国港口的进口潮。根据停靠美国港口的集装箱船的实时照来看,拥挤趋势已经显现。高盛分析师周二提出了关键问题——在90天关税暂停期内,中国...

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