Group 1 - President Trump is set to announce "reciprocal tariffs" on April 2, which will take effect immediately after the announcement [1][7] - The U.S. stock market showed a reversal, with major indices returning to positive territory ahead of the tariff announcement [2][7] - Tesla's stock experienced significant volatility, rising approximately 4% after initially dropping 6%, following news of Elon Musk's gradual exit from his advisory role [5][7] Group 2 - Concerns exist regarding which industries will be most affected by the tariffs and whether these measures could lead to an economic slowdown [7][8] - Market analysts suggest that the tariff announcement could serve as a "buying opportunity" due to reduced uncertainty, while others predict a "thunder with little rain" scenario [7][8] - The overall valuation of U.S. stocks remains high despite concerns about the economic impact of tariffs [8] Group 3 - Treasury Secretary Scott Bentsen indicated that the announced tariffs will serve as a "ceiling," allowing room for negotiations to lower actual tariff rates [9] - Investors are hoping for lower tariff rates than the previously suggested 20% on most imports [9] - The uncertainty surrounding Trump's tariff policy has contributed to increased market volatility, with five out of the last six weeks seeing declines in the stock market [9]
今夜 无眠!全世界正为特朗普的全面对等关税做准备