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特朗普“对等关税2.0”全面开战
Hua Er Jie Jian Wen·2025-07-11 07:54

Core Viewpoint - The article discusses the recent announcement by Trump regarding the implementation of a new round of tariffs, termed "Tariff 2.0," which includes significant increases in tariffs on various countries, indicating a more aggressive trade policy approach. Group 1: Tariff Increases - Trump plans to impose a uniform tariff of 15% or 20% on most trade partners, with specific countries facing much higher rates, such as Brazil at 50%, Canada at 35%, and Vietnam at 20% [1][3][4]. - A total of 14 countries, including Japan, South Korea, and Malaysia, will face tariffs ranging from 25% to 40% starting August 1 [2][3]. - The tariffs on Brazil and Vietnam represent a significant increase from previous levels, with Brazil's tariffs rising from 10% to 50% and Vietnam's from an expected 11% to 20% [3][6]. Group 2: Market Reaction - Despite the aggressive tariff announcements, the market has reacted relatively calmly, with the S&P 500 index nearing record highs and large tech stocks showing gains [7][9]. - The market's indifference is attributed to the perception that Trump's threats may be more of a negotiation tactic rather than a firm policy direction, leading to the concept of "TACO" (Trump Always Chickens Out) [9][10]. - The expectation of a potential retreat from these tariffs is reinforced by the historical pattern of Trump backing down under market pressure [10][11].