特朗普宣布对进口电影征收100%关税 A股影视板块或迎结构性机会

Group 1 - The U.S. President announced a 100% tariff on all movies produced abroad, claiming that the American film industry is rapidly declining due to foreign incentives attracting filmmakers away from the U.S. [1] - Following the announcement, U.S. stock futures and the dollar fell, while gold, as a safe-haven asset, regained its upward momentum, indicating increased market risk aversion [1] - The U.S. film industry has maintained a trade surplus, with exports amounting to $22.6 billion and a trade surplus of $15.3 billion, highlighting its strong position in the global market [1] Group 2 - A Chinese film company stated that the recent U.S. tariff policy would have minimal impact on its operations, as its main business focuses on the domestic market, with only a small portion of its business related to imports and exports [2] - Industry experts believe that if the U.S. tariff policy is implemented, it could reshape the global film industry landscape, potentially leading to increased market interest in domestic film companies in China [2]