路透社整理发现，美贸易战已致全球企业损失超340亿美元

Group 1 - The trade war initiated by the Trump administration has resulted in over $34 billion in losses for global companies, with sales declining and costs rising due to tariffs [1] - Major companies such as Apple, Ford, Porsche, and Sony have significantly lowered profit forecasts or withdrawn earnings guidance due to the unpredictable nature of Trump's trade policies [1][2] - As of the recent earnings season, at least 42 companies have downgraded their earnings expectations, and 16 companies have withdrawn or suspended their earnings guidance [2][5] Group 2 - The impact of tariffs is expected to be much greater than currently disclosed, with potential chain reactions affecting consumer and business spending, as well as inflation expectations [2] - Companies are likely to seek to strengthen supply chains, pursue nearshoring, and prioritize new market expansions, all of which will increase costs [2] - The automotive, airline, and consumer goods sectors are among the hardest hit by rising tariffs on raw materials and components, leading to increased assembly costs due to fragmented supply chains [5][6] Group 3 - Companies like Walmart and Volvo have either refused to provide profit forecasts or have withdrawn future earnings predictions due to the impact of tariffs [3][5] - Kimberly-Clark has significantly lowered its annual profit forecast, citing an additional $300 million in costs due to tariffs, while also planning a $2 billion investment to expand production in the U.S. [6] - Diageo has projected a loss of $150 million in annual operating profit due to tariffs and plans to cut costs by $500 million by 2028 [6]