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PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
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X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
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UID:evt-us-section122-tariff-sunset-section301-review-july-2026@catalyst-calendar.local
DTSTAMP:20260601T102519Z
DTSTART:20260624T040000Z
DTEND:20260624T043000Z
SUMMARY:美国Section 122临时进口附加关税到期与对华Section 301复审窗口
DESCRIPTION:Federal Register文件显示，美国Section 122临时10%进口附加关税有效期至2026年7月24日12:01 a.m. EDT，除非提前调整或由国会延长。同时USTR第二次对华Section 301四年复审意见窗口于2026年6月24日开启。该组合是跨行业供应链、通胀和中美资产风险溢价的重要政策窗口。\\nImpact score: 86\\nExpected: 市场将关注临时附加关税是否到期、调整或延长，以及Section 301复审是否释放对华关税长期化、缓和或重构信号。\\nAffected: SPY(macro_beta\, mixed\, score 78)\; QQQ(macro_beta\, mixed\, score 80)\; 000300.SH(macro_beta\, mixed\, score 76)\; MCHI(macro_beta\, mixed\, score 82)\; XLY(theme\, mixed\, score 72)\; SOXX(theme\, mixed\, score 70)\\nSources: Federal Register Section 122 proclamation: https://www.federalregister.gov/documents/full_text/html/2026/02/25/2026-03824.html\\nFederal Register USTR Section 301 review notice: https://www.govinfo.gov/content/pkg/FR-2026-05-06/pdf/2026-08806.pdf\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-us-section122-tariff-sunset-section301-review-july-2026
CATEGORIES:policy\,MACRO\,tariff\,Section 122\,Section 301\,China trade\,inflation
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: 美国Section 122临时进口附加关税到期与对华Section 301复审窗口
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DESCRIPTION:Complete post-event review: 美国Section 122临时进口附加关税到期与对华Section 301复审窗口
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