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一个老和尚在山洞里练功-导航的必看清单
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一个老和尚在山洞里练功-导航的必看清单

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财联社4月25日讯(编辑黄君芝)美国财政部长斯科特·贝森特(ScottBessent)周四在参加双边会谈后表示,美国和韩国可能最快在下周就贸易达成“谅解协议”。

当天,贝森特对记者表示:“我们进行了一次非常成功的双边会晤。我们的进展可能比我想象的要快,我们最早将于下周讨论技术条款,并最早于下周达成谅解协议。”

贝森特没有详细说明与韩国的谅解协议包含什么内容。此前,数十个国家呼吁特朗普政府减免高关税,特朗普随后给出了90天的“暂缓期”,以便有时间进行谈判。目前,特朗普正面临着很大的压力,投资者和商界领袖都在等着看其贸易议程取得的实质性进展。

此前,韩国官员称,韩国财政部长崔相穆和产业部长安德根预计周四在华盛顿会见贝森特和美国贸易代表贾米森·格里尔。韩国是首批与美国面谈磋商的国家之一,此前日本上周进行了会谈,其他寻求关税减免的国家正密切关注这些会谈。

作为美国的重要盟友,韩国被全面征收25%的进口关税,目前暂时降至10%,为期90天。韩国还跟其他国家一起面临25%的汽车、钢铁和铝关税。

目前,韩国政府已研究了多项方案交给特朗普政府,以期收窄对美贸易顺差。2024年,韩国对美国的贸易顺差同比大增约25%,达到557亿美元。造船合作、阿拉斯加州输油管道项目和国防费用分摊等议题预计将成为双方讨论的议题。

韩国的初步贸易数据显示,美国的关税已经产生了影响。海关信息显示,本月前20天,韩国整体出口同比下降5.2%。

特朗普本月早些时候表示,他与韩国代理总统韩德洙进行了“很好的通话”,讨论了关税、造船和军事支持等问题。

“无论如何,我们都有希望和可能达成对两国都有益的协议。他们的高层团队已经乘飞机前往美国,情况看起来不错。”特朗普4月8日在社交媒体上写道。

近段时间以来,尽管特朗普反复表示,有兴趣与一些主要贸易伙伴达成协议,并吹嘘有良好进展,但实际上,到目前为止尚未达成任何协议。

而传统上,全面的贸易协定需要数年时间才能达成。因此最终,白宫可能会达成范围有限的协议,或者在特朗普提高关税的最后期限到来之前,关键细节仍有待解决。

特朗普最近宣布与日本取得了“重大进展”,尽管日本首相石破茂表示,日本不会继续向美国的要求让步,以达成协议。

加拿大总理马克·卡尼周四也表示,加拿大无需急于同美国总统特朗普达成协议,该国在谈判中拥有足够筹码,可以在必要时等待更长时间。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  中金发布研报称,考虑到付费用户增长好于预期,上调美图公司(01357)25年收入预测2%至43亿元,考虑到收入结构占比变化,维持经调整净利润预测8.5亿元;考虑到订阅业务增长好于预期,且有望带动毛利率提升,以及经营杠杆释放,上调26年收入和经调整净利润7%和13%至50和11亿元。维持“跑赢行业”评级,给予31倍/24倍25和26年Non-IFRS

  P/E,维持目标价6.3港元。

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