深夜！特朗普，关税突发！

Group 1 - The core point of the article is that President Trump has confirmed that new tariffs will be implemented starting August 1, 2025, without any further extensions, which has raised concerns among trade partners [2][3] - Trump initially announced increased tariffs on over 50 trade partners on April 2, but temporarily reduced these rates to 10% for 90 days to allow for negotiations, which were set to expire this week [3] - The tariffs will impose significant rates on various countries, with Japan and South Korea facing 25%, South Africa 30%, and Laos and Myanmar 40% [3] Group 2 - The U.S. stock market showed volatility, with major indices fluctuating near historical highs, indicating that traders were largely unfazed by the tariff notifications issued on Monday [5] - Market sentiment has shifted positively since April, with many traders believing that the worst phase of the trade war is over, as evidenced by the S&P 500 index nearing historical peaks [6] - A survey from the New York Federal Reserve indicated that consumer inflation expectations have returned to levels seen before the trade war began, with respondents expecting a 3% inflation rate one year from now [6][7]