美国石化业或迎寒冬

Group 1 - The U.S. announced a "reciprocal tariff" policy on April 2, leading to significant turmoil in global financial markets, with a notable drop in stock markets and oil prices [1] - Following the announcement, global stock markets experienced a decline, with U.S. stocks falling over 10% and international oil prices dropping by more than $10 per barrel [1] - Major U.S. petrochemical companies saw substantial stock price declines, with ExxonMobil's share price falling from $118.39 to $99.93 and Chevron's from $167.40 to $134.98 between April 2 and April 10 [1] Group 2 - On April 7, U.S. Treasury bonds, typically viewed as safe-haven assets, faced heavy selling, resulting in a rise in yields, with the 30-year Treasury yield surging nearly 60 basis points to exceed 5% [2] - If the trend of rising yields continues, it could represent the most severe sell-off since 1981, surpassing events during the 2008 financial crisis and the initial Trump administration [2] - The outlook for the U.S. economy appears extremely pessimistic, which could severely impact demand in the U.S. petrochemical industry if the market does not recover [2]