4 月 2 日，特朗普宣布的“对等关税”成为了 4 月海外市场的核心焦点。对等关税落地后，美国平均关税税率升至 27%，关税抬升速度及水平超过 1930 年代水平。随后，部分经济体予以反制，特朗普也在 4 月 9 日宣布暂停对等关税 90 天，旨在创造谈判窗口、缓和通胀压力。

美国众议院预算草案部分延续 IRA 税收抵免。2025 年 5 月 11 日，美国众议院预算委员会公布新一年度预算草案，拟对《通胀削减法案》（IRA）中若干关键税收激励条款进行调整。与光伏产业链高度相关的主要变化包括：一是先进制造业税收抵免（45X）将延续至 2031 年底，并于 2032 年终止，不设递减机制；其中，自2028 年起，风电相关产品将被排除在该项抵免适用范围之外。二是清洁电力投资抵免（48E）与生产抵免（45Y）将在 2028 年前维持全额支持，随后进入逐年退坡阶段：2029 年为原额度的 80%、2030 年为 60%、2031 年为 40%，并于 2032 年取消。三是草案新增外国实体关注（FEOC）限制条款，对 45X、45Y 和 48E 的适用范围进行收紧，明确禁止与被认定为“关注的外国实体”存在关联的企业或产品参与抵免项目，意在强化本土制造供应链安全。

根据欧睿统计，2024 年全球新型烟草产品市场规模达 869.6 亿美元，同比增长 13.1%，其中无烟烟草/雾化电子烟/加热烟草/无烟口服尼古丁产品全球市场规模分别为 138.2/230.4/388.5/112.5 亿美元，分别同比0.1%/+8.9%/+12.7%/+51.0%，口服尼古丁产品加速增长，而雾化电子烟与加热烟草产品也均延续增长态势。根据欧睿预测，2025 年全球新型烟草市场仍将维持稳健增长，2025 年无烟烟草/雾化电子烟/加热烟草/无烟口服尼古丁产品全球市场规模预计分别同比+0.6%/+0.9%/+12.9%/+36.1%至 139.1/232.4/438.8 /153.0 亿美元。

AI+智能家居是AI重要的落地场景之一，AI可通过环境感知和设备联动，构建主动服务型居住空间。目前进展较快的是AI+睡眠产品（如床垫、枕头等），AI床垫可对用户睡眠进行实时监测和分析，并实现智能动态调节，提高睡眠质量。AI+运动健身（如运动器材、运动装备等）可通过AI为用户制定定制化运动方案，丰富运动交互方式，提升运动体验和趣味性，评估运动风险和预警等。

Apples are a rich source of various nutrients and provide numerous health benefits. They are consumed raw, as well as in various other forms, such as juices and concentrates.

Artificial nails, also known as fake nails or false nails, are artificially created nail extensions that can be applied to natural nails. They are typically made of acrylic, gel, or silk materials and can be sculpted or fitted onto the natural nail plate. Artificial nails are one of the most popular products in the personal grooming and styling category. They are used to enhance the appearance of fingernails and toenails by giving them proper shape and texture.

Artificial Intelligence (AI) in the medical field is driven by several factors, including the need to manage data more effectively and optimize healthcare costs, the growth of public-private partnerships, and the increased regional spending on healthcare. Additionally, the market for artificial intelligence in the medical sector is anticipated to grow as opportunities in geriatric population care with the aid of AI technology and imaging and diagnosticsto generate data for research development arise. • The artificial intelligence in medicine market was valued at USD 15.48 billion in 2023 and is expected to reach USD 130.11 billion by 2029, growing at a CAGR of 42.84% during the forecast period (2024-2029).

The atomic clock market is primarily driven by advancements in timekeeping technologies and the increasing demand for precise time synchronization across various aerospace and defense applications. The atomic clock market has a diverse range of atomic clock solutions, with rubidium (Rb), cesium (Cs), and hydrogen (H), as well as Maser Atomic Clocks, being prominent types. • The aerospace and defense sector has emerged as a major end-user of atomic clocks. Defense industry use cases leverage atomic clock accuracy for applications such as combat aircraft, unmanned vehicles, armored vehicles, and naval ships. Space end-users rely on atomic clocks for satellite systems, space launches, and ground stations, which highlights the extensive adoption of atomic clock technology in critical sectors.

The incidence of allergies has been increasing across the world, and the rise in allergies may also be due to an increase in airborne pollens, climate changes that trigger a rise in pollen levels, the energy-proofing of indoor homes and workspaces, urban air pollution, or the overuse of antibiotics. Various serum-based tests and skin tests are used to detect such allergies.

An automotive clutch release bearing, which is also known as a throw-out bearing, is a type of thrust bearing that helps in the engagement and disengagement of the clutch. The automotive clutch release bearing rides on the clutch spring and connects the release mechanism in the gearbox to the pressure plate. When the clutch lever is pressed, the clutch release bearing pushes up the pressure plate to engage the clutch disc. An automotive clutch release bearing is an indispensable component in most vehicles.