加拿大宣布9月8日对美200亿美元商品加征关税
Bloomberg This Weekend | Canada Hits Back, Bessent’s Big Moves, Data Center Backlash
涉及重大地缘贸易政策落地，直接影响跨国企业成本与供应链布局，建议关注相关板块及汇率波动风险。
WELCOME TO "BLOOMBERG THIS WEEKEND COME GO LIVE FROM NEW YORK WITH DAVID GURA, CHRISTINA RUFFINI, AND LISA MATEO. THE LATEST HEADLINES, KEY ANALYSIS, BIG INTERVIEWS, AND STORIES THAT HIT HOME. DAVID: WELCOME TO "BLOOMBERG THIS WEEKEND," FROM NEW YORK CITY. CHRISTINA: HERE WE ARE WITH ALEXIS CHRISTOFOROUS US. IT'S SUNDAY, WELCOME TO LISTENERS AND VIEWERS ACROSS ALL PLATFORMS. RADIO, TV, STREAMING, BLOOMBERG.COM AND THE BLOOMBERG BUSINESS APP.
欢迎收看《彭博本周》。大卫·古拉、克里斯蒂娜·鲁菲尼和丽莎·马特奥将在纽约现场直播。带来最新头条、关键分析、重磅访谈以及贴近生活的故事。大卫：欢迎来到《彭博本周》，我们身处纽约市。克里斯蒂娜：我们与阿莱克西斯·克里斯托福罗斯在一起。今天是周日，欢迎所有平台上的听众和观众，包括广播、电视、流媒体、Bloomberg.com 以及彭博商业应用程序。
WE ARE STILL KIND OF DIGESTING THE NEWS FROM YESTERDAY AS WE TRACK THE EVOLVING TRADE WAR BETWEEN CANADA AND THE U.S. DAVID: GETTING THOSE STICKING POINTS IN THE NEGOTIATIONS FROM BOTH SIDES WITH THE PRESIDENT WEIGHING IN ON STROKE -- TRUE SOCIAL OVERNIGHT. THERE WAS A TORRENT OF POSTS. "CANADA ONCE THE BENEFITS OF BEING A STATE WITHOUT BEING ONE AND HAVE CHARGE ARE GREAT FARMERS MASSIVE AMOUNTS OF TARIFFS, NO MORE. THIS GETS TO SOMETHING THAT HAS BEEN A ISSUE THROUGHOUT THE LAST COUPLE OF YEARS HERE, THE PRESIDENT JOKING ABOUT, TALKING ABOUT CANADA BECOMING THE 51ST STATE, IMPEDING ON CANADIAN SOVEREIGNTY.
在追踪加拿大与美国之间不断演变的贸易战时，我们仍在消化昨天的新闻。大卫：让我们了解谈判中双方的僵局所在，总统也在社交媒体上 overnight（隔夜）发表意见。帖子如洪水般涌来。“加拿大曾受益于作为一个州却无需承担义务，且拥有巨额关税的农民们，现在这一切都结束了。”这触及了过去几年一直存在的问题，即总统开玩笑说加拿大将成为第51个州，这侵犯了加拿大的主权。
IF YOU LOOK AT THE READOUTS OF WHAT WE GOT, THE PRIME MINISTER SINGH TO THE AMERICANS IN HIS COMMENTS TO THE PRESS AFTERWARDS THAT THESE KINDS OF REMARKS ARE UNACCEPTABLE. CHRISTINA: IT DIDN'T GO WELL THE FIRST TIME AND IT CERTAINLY ISN'T GOING DOWN WELL NOW. IT IS LEADING TO OTHER THEORIES ABOUT WHY THE TALKS BROKE DOWN. WE WILL BREAK THAT DOWN WITH OUR GUESTS LATER BUT FIRST, ALEXIS WITH THE HEADLINES. ALEXIS: CANADA IS ANSWERING BACK AFTER $20 BILLION ON PRODUCTS YESTERDAY INCLUDING PLYWOOD, LIQUOR, ELECTRICAL EQUIPMENT, AND HOCKEY GEAR.
如果你看看我们的报道摘要，辛格总理在向美国发表评论后对媒体表示，这类言论是不可接受的。克里斯蒂娜：第一次尝试并不顺利，现在情况肯定也不妙。这引发了关于谈判为何破裂的其他理论。稍后我们将与嘉宾深入探讨这一点，但首先，让阿莱克西斯带来头条新闻。阿莱克西斯：在昨天对价值200亿美元的产品（包括胶合板、酒类、电气设备和曲棍球装备）实施关税后，加拿大进行了反击。
THE PRIME MINISTER SAYS CANADA WILL APPLY COUNTER TARIFFS ON $20 MILLION IN U.S. PRODUCTS SEPTEMBER 8, ESCALATING THE FEUD, ROCKING ONE OF THE WORLDS BIGGEST TRADING RELATIONSHIPS, SAYING THAT HE WAS LEFT WITH LITTLE CHOICE AFTER TRADE TALKS BROKE DOWN. CANADIAN LEVEES APPLY TO U.S. STEEL, DAIRY, APPLIANCES, AGRICULTURAL EQUIPMENT, ELECTRONICS, AND MORE. THE NEW LEADER OF THE TOP SECURITY BODY IN IRAN JOINING U.S. EFFORTS TO SQUEEZE THEIR ECONOMY, EGYPT IS TRYING TO PROVIDE NEGOTIATIONS AND A RACK SISTER RON HAS HELPED SOME SHIPS CARRYING IRAQI OIL TO TRANSIT THE STRAIT OF HORMUZ.
总理表示，加拿大将于9月8日对美国价值2000万美元的产品征收反制关税，这将加剧争端，动摇世界上最大的贸易关系之一。他说，在贸易谈判破裂后，他别无选择。加拿大的反制措施针对美国钢铁、乳制品、家电、农业设备、电子产品等。伊朗最高安全机构的新领导人加入美国施压其经济的努力，埃及正试图促成谈判，而罗恩姐妹帮助了一些携带伊拉克石油通过霍尔木兹海峡的船只。
FRANCE AND SAUDI ARABIA ARE EXPECTED TO DISCUSS PLANS LATER TODAY TO BYPASS THE CRITICAL WATERWAY. RESIDENTS ON THE BIG ISLAND OF HAWAII ARE BRACING AS A TROPICAL STORM MAKES ITS WAY THROUGH THE ISLAND. FORECASTERS WARNED THE RAINFALL COULD CAUSE LIFE-THREATENING FLOODING AND MUDSLIDES. RESIDENTS ARE STILL DEALING WITH THE AFTERMATH OF HEAVY FLOODING AND DAMAGING WINDS. IT IS DAY 12 WITHOUT POWER FOR TENS OF THOUSANDS OF RESIDENTS IN GARY, INDIANA TWO WEEKS AFTER THUNDERSTORMS SWEPT THROUGH THE STATE.
预计法国和沙特阿拉伯将于今天晚些时候讨论绕过这条关键水道的计划。夏威夷大岛的居民正严阵以待，因为一场热带风暴正在穿越该岛。预报员警告称，降雨可能导致危及生命的洪水和泥石流。居民们仍在应对严重洪水和破坏性大风造成的余波。在印第安纳州加里市，数万居民已断网12天，这是雷暴席卷该州两周后的情况。
KILLING SEVERAL PEOPLE, HURRICANES FLOODED NEIGHBORHOODS. THE GOVERNOR OF INDIANA IS CALLING ON THE LOCAL POWER UTILITY TO MATCH THE URGENCY OF RESIDENTS WHO HAVE HAD TO ENDURE THE POWER OUTAGE. NIPSCO POWERS SAYS THEY ARE WORKING AROUND THE CLOCK TO RESTORE POWER. DONALD TRUMP MADE MORE THAN 1000 SECURITIES TRADES IN JUNE, INCLUDING SHARES OF BERKSHIRE HATHAWAY, VISA, MASTERCARD, AND COINBASE, THAT'S ACCORDING TO A FINANCIAL DISCLOSURE FROM THE WEEKEND.
飓风造成数人死亡，并淹没了社区。印第安纳州州长呼吁当地电力公用事业公司匹配居民对恢复供电的紧迫感，这些居民不得不忍受停电。NIPSCO表示，他们正全天候努力恢复供电。根据周末的一份财务披露文件显示，唐纳德·特朗普在6月份进行了超过1000笔证券交易，包括伯克希尔·哈撒韦、Visa、万事达卡和Coinbase的股票。
HE MADE MORE THAN 21,000 SECURITIES TRADES, OFTEN IN BURSTS TIED TO MARKET EVENTS THAT HE CREATED. THE WHITE HOUSE SAYS THAT THERE IS NO CONFLICT OF INTEREST AS THE TRADES ARE MADE BY INDEPENDENT MANAGERS. DAVID: 21,000. THAT'S A LOT OF TRADES. ALEXIS: OFTEN TRADING, BUYING AND SELLING, IN THE SAME DAY. CHRISTINA: CANADA'S PRESIDENT, MARK CARNEY, PUNCHING BACK, PROMISING RETALIATORY TARIFFS TO TAKE EFFECT TUESDAY, SEPTEMBER 8, PROMISING TRADE TALKS COLLAPSED IN PART BECAUSE OF REQUESTS CANADA MADE TO CUT TARIFFS ON MEDIUM AND HEAVY-DUTY VEHICLES, SAYING THAT THE U.S.
他进行了超过21,000笔证券交易，通常是在与他制造的市场事件相关的爆发式交易中进行的。白宫表示，由于交易由独立经理执行，因此不存在利益冲突。大卫：21,000笔。那是很多交易。亚历克西斯：经常在当天进行买卖交易。克里斯蒂娜：加拿大总统马克·卡尼予以反击，承诺将在9月8日星期二生效报复性关税，并表示贸易谈判部分崩溃是因为加拿大要求降低对中型和重型车辆的关税，称美国
WANTED TO PUT LIMITS ON CANADIAN TRADE DEALS WITH OTHER COUNTRIES. DAVID: THE CEO OF THE RHODES TRUSTS JOINS US FROM THE UKRAINE TODAY. WE WANTED TO TALK ABOUT INDEPENDENCE DAY IN A FEW MINUTES BUT FIRST LET'S TALK ABOUT THAT U.S. CANADA RELATIONSHIP. YOU WERE THE LEAD NEGOTIATOR, AND GIVEN ALL OF THAT EXPERIENCE I WANTED TO ASK YOU FIRST IF YOU WERE SURPRISED BY WHAT HAPPENED HERE, DRAWING FROM THE PRIME MINISTER'S REMARKS, SAYING THAT THE PROPOSED CHANGES WERE NOT FAIR, NOT ECONOMIC, CALLING INTO QUESTION THE RELIABILITY OF ANY DEAL.
希望限制加拿大与其他国家的贸易协议。大卫：罗德信托的首席执行官今天从乌克兰加入我们。我们想几分钟后再谈独立日，但首先让我们谈谈美加关系。你是首席谈判代表，鉴于所有这些经验，我想先问你，你是否对这里发生的事感到惊讶？援引总理的话说，拟议的修改不公平、不经济，并对任何协议的可靠性提出质疑。
I'M VERY PROUD OF THE POSITION THAT CANADA AND PRIME MINISTER CARNEY HAVE TAKEN. I'M NOT SURPRISED, I AM RELIEVED. WE WERE ON THE BRINK OF A DEAL THAT WOULD'VE BEEN A BAD DEAL FOR CANADA AND FOR THE UNITED STATES. I'M GLAD THAT THAT DIDN'T HAPPEN. MY EXPERIENCE IN THE ULTIMATELY SUCCESSFUL NEGOTIATION OF THE USMCA IS THAT THE WAY TO GET A GOOD DEAL WITH THE TRUMP ADMINISTRATION IS YOU NEED TO DO THREE THINGS. FIRST, LOOK FOR AREAS WHERE YOU CAN COOPERATE.
我对加拿大和特鲁多总理所采取立场感到非常自豪。我并不感到惊讶，而是如释重负。我们曾处于达成一项对加拿大和美国都不利的协议的边缘。我很高兴那没有发生。在我最终成功谈判《美墨加协定》（USMCA）的经验中，我认为与特朗普政府达成良好协议的方法是需要做三件事。第一，寻找可以合作的领域。
THERE ARE A LOT. ULTIMATELY, THIS IS A WIN-WIN RELATIONSHIP. SECOND, IT IS SO IMPORTANT FOR CANADA TO MAKE THE CASE BEYOND THE WHITE HOUSE. IN 2018 WE CALLED IT THE DONUT STRATEGY. AMERICANS I THINK ARE BASICALLY GOOD, DECENT, SMART PEOPLE AND THEY BROADLY RECOGNIZE THAT THEIR RELATIONSHIP WITH CANADA IS EXCELLENT AND THEY DON'T WANT TO BREAK IT. I THINK THAT TEAM CANADA NOW REALLY NEEDS TO GO OUT AND EXPLAIN THAT TO AMERICANS.
这样的领域有很多。归根结底，这是一种双赢的关系。第二，加拿大在白宫之外极力争取支持至关重要。2018年我们称之为“甜甜圈策略”。我认为美国人本质上是善良、体面、聪明的人，他们普遍认识到与加拿大的关系非常良好，并且不希望破坏它。我认为加拿大团队现在真的需要走出去向美国人解释这一点。
THE THIRD THING, WHICH CAN BE HARD, AND WHICH WE SAW JUST NOW, IS WITH THIS ADMINISTRATION YOU CANNOT CAPITULATE. MY MOTTO WAS THAT WE DO NOT ESCALATE AND WE DO NOT BACK DOWN. I THINK THAT THAT IS THE ONLY LANGUAGE THE TRUMP ADMINISTRATION UNDERSTANDS, UNFORTUNATELY. CHRISTINA: YOU HEARD SOME SEGMENTS AND DON'T TAKE POLITE MINTS -- POLITENESS FOR WEAKNESS. I'M SURE YOU ARE TALKING TO PEOPLE AND YOU KNOW THEM SO INTIMATELY, WHAT'S YOUR TAKE ABOUT HOW THIS BROKE DOWN?
第三件事可能很难做到，而且我们刚刚也看到了，面对这一届政府，你不能屈服。我的座右铭是：我们不升级冲突，也不退缩。不幸的是，我认为这是特朗普政府唯一能听懂的语言。克里斯蒂娜：你听到了一些片段，不要误以为礼貌就是软弱——把礼貌当作软弱的表现。我确信你正在与人交谈，并且对他们非常了解，你对这次谈判破裂的看法是什么？
POLITICO REPORTING THIS MORNING THAT U.S. OFFICIALS BLAMED CANADA, THEY HAD WANTED LOWER ON HEAVY TRUCKS, WITH INFIGHTING AND THE TRUMP ADMINISTRATION BETWEEN LUTNICK AND GRIER. IT WASN'T CLEAR WHO WAS IN CHARGE AT ALL TIMES. WHAT IS YOUR TAKE ON THIS?
《政客》杂志今早报道，美国官员指责加拿大，他们希望降低重型卡车的关税，而特朗普政府内部卢特尼克和格里尔之间存在内斗。当时并不清楚究竟谁在负责。对此你有什么看法？
I WANT TO SAY THIS IN A NICE CANADIAN WAY AND NOT BE A JERK, CANADA HAS A PRIME MINISTER AND NOT A PRESIDENT, IT'S PRIME MINISTER CARNEY, WE HAVE PREMIERES, NOT GOVERNORS. I NEED TO SAY THAT BECAUSE OTHERWISE YOUR CANADIAN LISTENERS WILL GET MAD AT ME. CHRISTINA: OF COURSE, I DO KNOW THAT, I APOLOGIZE, I EVEN WROTE IT DOWN INCORRECTLY -- CORRECTLY.
我想用一种得体的加拿大方式来说，而不是做个混蛋。加拿大有总理而不是总统，是特鲁多总理，我们有省长而不是州长。我必须这么说，否则你的加拿大听众会生我的气。克里斯蒂娜：当然，我知道这一点，我为此道歉，我甚至写错了——写对了。
I KNOW YOU DO. I'M SORRY TO SOUND JERKISH, BUT CANADIANS WILL PAY ATTENTION TO THAT, ESPECIALLY NOW. LOOK, I AM NOT PRIVY TO THE INSIDE DETAILS OF THE NEGOTIATION AND EVEN IF I WERE IT IS NOT MY PLACE TO REVEAL THEM. WHAT I WILL SAY IS THIS. I THINK THAT THERE IS A FUNDAMENTAL CHALLENGE HERE THAT WE HAVE TO BREAK OUT OF TO HAVE A SUCCESSFUL DEAL. I THINK THAT THE CANADIAN PERSPECTIVE IS THAT A TRADING RELATIONSHIP WITH THE UNITED STATES CAN BE A WIN-WIN RELATIONSHIP.
我知道你知道。抱歉听起来像个混蛋，但加拿大人会注意到这一点，尤其是现在。听着，我无法获知谈判的内部细节，即使我能知道，透露它们也不是我的本分。我要说的是这一点。我认为这里存在一个根本性的挑战，我们必须突破它才能达成成功的协议。我认为加拿大的观点是，与美国的贸易关系可以是一种双赢的关系。
THAT HAS BEEN THE EXPERIENCE FOR CANADA AND THE UNITED STATES DURING NAFTA AND SINCE THE USMCA WAS KING -- WAS INCLUDED -- INCLUDED. WE DON'T SEE IT AS A ZERO-SUM GAME OR ABOUT DOMINANCE AND SUBMISSION. WE THINK WE CAN REACH A DEAL THAT WORKS FOR BOTH PARTIES. I THINK THAT AT HEART THAT IS NOT THE TRUMP'S VIEW. IT'S A REAL PROBLEM, A PROBLEM NOT ONLY FOR CANADA BUT FOR THE UNITED STATES. I'M GOING TO GIVE YOU A SPECIFIC EXAMPLE.
加拿大和美国在北美自由贸易协定（NAFTA）期间以及《美墨加协定》（USMCA）被纳入以来，一直有这样的经历。我们不认为这是一场零和博弈，也不关乎支配与服从。我们认为双方可以达成一项对彼此都有利的协议。我认为这并非特朗普的核心观点。这是一个真正的问题，不仅对加拿大而言如此，对美国也是如此。我将举一个具体的例子。
THE TARIFFS ON CANADIAN ALUMINUM THAT THE ADMINISTRATION HAS BEEN INSISTING ON KEEPING IN PLACE ARE BAD FOR CANADA. WE SHOULD NOT AGREE TO THEM. WE HAVE A TRADE DEAL AND WE SHOULD NOT AGREE TO A SITE DEAL THAT SETS WORSE CONDITIONS THAN THIS FREE TRADE DEAL. BUT THE POINT I WANT TO MAKE FOR YOUR LISTENERS IS THAT IT IS REALLY DUMB FOR THE UNITED STATES TO IMPOSE TARIFFS ON CANADIAN ALUMINUM. YOU NEED OUR ALUMINUM FOR YOUR DEFENSE SECTOR, YOU NEED IT FOR MANUFACTURING.
美国政府坚持维持的对加拿大铝制品征收的关税对加拿大不利。我们不应同意这些关税。我们已经有了贸易协定，不应接受比这项自由贸易协定条件更差的单边协议。但我想向听众强调的是，美国对加拿大铝制品征收关税确实是愚蠢之举。你的国防部门需要我们的铝材，制造业也需要它。
THE TARIFFS ARE ATTACKS. THIS IS THE BEST EXAMPLE OF THE WRONG HEADEDNESS OF THE APPROACH OF THE ADMINISTRATION RIGHT NOW, ALUMINUM AS ELECTRICITY IN SOLID FORM AND AS YOU KNOW, AMERICANS NEED MORE ELECTRICITY WITH THE AI BOOM, SO I WOULD YOU PUT A TAX ON ELECTRICITY? DAVID: I WANT TO ASK YOU ABOUT THE POTENTIAL CONSEQUENCES OF THIS ESCALATING, RETALI
这些关税是攻击行为。这是目前政府做法错误导向的最佳例证。铝是以固体形式存在的电力，正如你所知，随着人工智能热潮的到来，美国人需要更多的电力，那么你会对电力征税吗？大卫：我想问你关于这场不断升级、报复性措施可能带来的后果。
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