耶伦：美国40%的进口用于国内生产，特朗普关税将带来“极其不利”的影响

Group 1 - Janet Yellen warns that the broad tariff policies implemented by the Trump administration will have "extremely adverse" effects on the U.S. economy and may increase the likelihood of a recession [1] - Approximately 40% of U.S. imports are used as inputs for domestic production, indicating a significant reliance on imported goods [1] - Recent data shows a surge in imports due to businesses stockpiling goods, leading to a contraction in GDP for the first quarter [1] Group 2 - Yellen highlights that the tariffs could particularly harm the U.S. clean energy sector, which heavily relies on key minerals sourced from Asia for clean energy technologies and batteries [2] - She emphasizes the need for caution when imposing higher tariffs on raw materials essential for solar panel manufacturing, as it could hinder the growth of the industry [2] - The warning is critical for investors, as the transition to clean energy has become a global investment theme, and Trump's tariff policies may undermine U.S. competitiveness in this field [2]