2026 年 8 月 26 日（周三），长滩港，卡车穿梭于集装箱堆场，周围堆叠着大量集装箱与港口起重机。

　　美国商务部周二公布数据：受人工智能产业建设相关商品大量进口，叠加进口关税政策波动影响，美国 8 月贸易逆差大幅扩大。

　　当月进口规模激增 4.3%，使得贸易逆差总规模达到 1056 亿美元。该数值较 7 月攀升 13.7%，高于道琼斯调查经济学家给出的 1020 亿美元市场预期。

　　这也是自 2025 年 3 月历史峰值之后的最高逆差；2025 年 3 月正是唐纳德・特朗普总统宣布针对美国各贸易伙伴实施所谓 “解放日” 对等关税的前夕。

　　尽管单月逆差走高，但今年截至 8 月累计贸易逆差为 1382 亿美元，较去年同期下降近 20%。

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