凯捷Capgemini：2025年陷入动荡：美国航空航天业准备应对关税逆风-评估经济和战略影响报告（英文版）

The recent maneuvers in tariffs are not isolated acts of policy formulation. They are strategic components of a broader economic and geopolitical agenda to enable and create opportunities for US enterprises by bringing down perceived barriers. The key drivers behind these shifts can be categorized into the following dimensions: 1. Trade imbalances: The US has been trying to address longstanding trade deficits, particularly with China, and European Union. By taxing imported goods, the current