2026-04-02T13:39:19.498Z / 路透社
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2026年4月2日 世界协调时13:39 更新于2小时前
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华盛顿，4月2日（路透社）——美国2月贸易逆差扩大，进口反弹抵消了出口的强劲增长，出口额升至历史新高，这可能使贸易继续在第一季度对经济增长构成拖累。
美国商务部经济分析局和人口普查局周四表示，贸易逆差扩大4.9%，至573亿美元。1月的数据被修正为逆差收窄至547亿美元，而非此前预估的545亿美元。路透社调查的经济学家此前预测2月贸易逆差将升至610亿美元。
路透社伊朗简报通讯将为您带来伊朗局势的最新动态与分析，点击此处订阅。
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由于去年的政府停摆事件，经济分析局和人口普查局仍在赶制数据发布工作。在政策不断调整的背景下，贸易数据持续波动。
美国最高法院2月推翻了唐纳德·特朗普总统此前依据一项专为国家紧急状态制定的法律实施的广泛关税政策。不过特朗普随即宣布征收为期最多150天的全球关税。
特朗普为这些关税辩护称，其对于解决贸易逆差、重振美国工业基础是必要的，不过自2025年1月以来，美国已有10万个工厂岗位流失。
经济学家预计，美以与伊朗的冲突已导致霍尔木兹海峡地区能源产品、化肥等货物的航运受限，这将减少贸易总量。
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2月进口额增长4.3%，至3721亿美元。商品进口额增长5.0%，至2915亿美元。进口增长主要得益于资本货物进口增加78亿美元，其中主要是计算机、计算机配件和半导体。这些进口可能与人工智能和数据中心建设相关。
工业用品和原材料进口增加31亿美元，主要受原油进口推动。消费品进口增加22亿美元，其中医药制剂进口增长10亿美元。汽车、零部件和发动机进口增加16亿美元。
出口额激增4.2%，至创纪录的3148亿美元。商品出口猛增5.9%，至2069亿美元的历史新高。
工业用品和原材料出口增加102亿美元，至历史新高，主要受货币黄金和天然气出口推动。非石油商品出口也创下历史纪录。
2月商品贸易逆差扩大3.0%，至846亿美元。经通胀调整后，商品逆差增加5亿美元，或0.6%，至835亿美元。
贸易在第四季度拖累了国内生产总值增长。亚特兰大联邦储备银行预计第一季度国内生产总值将按年率计算增长1.9%。美国经济第四季度增速为0.7%。
2月美国对华商品贸易逆差从1月的125亿美元增至131亿美元，对墨西哥的贸易逆差则扩大41亿美元，至168亿美元。
服务出口增加11亿美元，至创纪录的1079亿美元，其中旅游、其他商业服务、金融服务以及知识产权使用收费均有所增长。不过运输服务出口出现下滑。
服务进口激增13亿美元，至历史新高的806亿美元，主要受知识产权使用收费增长推动。
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US trade deficit widens in February as imports offset record exports
2026-04-02T13:39:19.498Z / Reuters
By Reuters
April 2, 2026 1:39 PM UTC Updated 2 hours ago
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Shipping containers are shown stacked together on Terminal Island at the port of Los Angeles in Los Angeles, California, U.S., February 24, 2026. REUTERS/Mike Blake/File Photo Purchase Licensing Rights, opens new tab
WASHINGTON, April 2 (Reuters) – The U.S. trade deficit widened in February as a rebound in imports offset strong growth in exports, which increased to a record high, potentially keeping trade on track to subtract from economic growth in the first quarter.
The trade gap increased 4.9% to $57.3 billion, the Commerce Department’s Bureau of Economic Analysis and Census Bureau said on Thursday. Data for January was revised to show the deficit narrowing to $54.7 billion instead of $54.5 billion as previously estimated. Economists polled by Reuters forecast the trade deficit rising to $61.0 billion in February.
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The BEA and Census Bureau are still catching up on data releases following last year’s government shutdown. Trade data continues to be volatile amid shifting policy.
The U.S. Supreme Court in February struck down President Donald Trump’s broad tariffs, which he pursued under a law meant for use in national emergencies. Trump, however, responded by imposing a global tariff for up to 150 days.
Trump has defended the tariffs as necessary to address the trade deficit and revive the nation’s industrial base, though 100,000 factory jobs have been lost since January 2025.
Economists expect the U.S.-Israeli war with Iran, which has led to shipping restrictions impacting goods ranging from energy products to fertilizers through the Strait of Hormuz, to reduce trade volumes.
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Imports increased 4.3% to $372.1 billion in February. Goods imports rose 5.0% to $291.5 billion. They were boosted by imports of capital goods, which increased $7.8 billion, mostly reflecting computers, computer accessories and semiconductors. These imports are likely linked to artificial intelligence and the construction of data centers.
Imports of industrial supplies and materials increased $3.1 billion, mostly lifted by crude oil. Consumer goods imports rose $2.2 billion amid a $1.0 billion increase in pharmaceutical preparations. Imports of automotive vehicles, parts and engines increased $1.6 billion.
Exports jumped 4.2% to a record high $314.8 billion. Goods exports soared 5.9% to an all-time high of $206.9 billion.
Exports of industrial supplies and materials increased $10.2 billion to a record high, driven by monetary gold and natural gas. Exports of non-petroleum goods were also the highest on record.
The goods trade deficit widened 3.0% to $84.6 billion in February. When adjusted for inflation, the goods deficit increased $0.5 billion, or 0.6%, to $83.5 billion.
Trade subtracted from gross domestic product growth in the fourth quarter. The Atlanta Federal Reserve is forecasting GDP increasing at a 1.9% annualized rate in the first quarter. The economy grew at a 0.7% pace in the fourth quarter.
The goods trade deficit with China increased to $13.1 billion in February from $12.5 billion in January, while the shortfall with Mexico swelled $4.1 billion to $16.8 billion.
Exports of services increased $1.1 billion to a record $107.9 billion amid rises in travel, other business services, financial services and charges for the use of intellectual property. But exports of transport services fell.
Imports of services jumped $1.3 billion to an all-time high of $80.6 billion, boosted by charges for the use of intellectual property.
Reporting by Lucia Mutikani; Editing by Andrea Ricci
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