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特朗普称将实施50%铜关税、药品和半导体关税在望,纽铜一度暴拉17%
Hua Er Jie Jian Wen·2025-07-08 18:24

Group 1: Tariff Announcements - President Trump announced plans to impose tariffs on specific industries, including pharmaceuticals, semiconductors, and metals, with a proposed 50% tariff on copper [2][4] - The copper tariffs are expected to be implemented in late July or on August 1, following a significant increase in copper futures prices, which saw a peak increase of 17.3% [2][4] - Trump indicated that pharmaceutical tariffs could reach as high as 200%, allowing companies a transition period of one to one and a half years to adjust their supply chains back to the U.S. [5][6] Group 2: Current Tariff Levels - Existing tariffs include a 25% tariff on automobiles and a 50% tariff on steel and aluminum, aimed at protecting national security [7][8] - The steel and aluminum tariffs were recently increased from 25% to 50%, effective June 4, 2023, with no exceptions for certain trade partners [8] Group 3: Market Impact - The announcement of copper tariffs led to a significant market reaction, with COMEX copper futures reaching nearly $5.90, marking the largest intraday gain since 1988 [2][4] - Goldman Sachs reported that the investigation into copper imports has caused severe market distortions, with U.S. imports exceeding 400,000 tons, resulting in inventory levels surpassing 100 days of consumption [4]