20天大反转！美国零售巨头集体认怂，催促中国供应商发货

Group 1 - The core viewpoint of the articles highlights the significant impact of tariff policies on the U.S. retail sector, prompting major retailers like Walmart to rapidly adjust their procurement strategies to mitigate supply chain disruptions [1][2]. - Walmart's shift from requiring Chinese suppliers to bear the new tariffs to absorbing the costs themselves occurred within a span of just over 20 days, indicating the urgency of the situation [1]. - The implementation of tariffs has led to a 33% reduction in cargo ships arriving from China at the Port of Los Angeles and a 30% vacancy rate on supermarket shelves across the U.S., highlighting severe supply chain issues [1]. Group 2 - The U.S. Consumer Price Index (CPI) rose by 9.8% in April, with tariffs contributing 43% to this increase, significantly affecting the daily spending of American households, particularly low-income families [2]. - Walmart's CEO warned that if supply issues were not resolved within two weeks, 59% of swing state voters might turn against Trump due to rising prices, indicating the political ramifications of the tariff situation [2]. - The structural weaknesses in the U.S. supply chain have been exposed by the tariff policies, as domestic production capacity is insufficient to replace Chinese manufacturing despite efforts to bring manufacturing back to the U.S. [2]. Group 3 - Countries like Mexico, Vietnam, and India are viewed as potential alternatives to China for manufacturing; however, their production capacity and supply chain integrity are significantly inferior to that of China, making it difficult to meet U.S. market demands in the short term [3]. - The U.S. Customs' strict scrutiny of transshipment trade has resulted in 37% of Chinese goods being seized, further exacerbating market tensions and highlighting the ongoing reliance on Chinese manufacturing [3].