30%惩罚关税砸向欧洲，中国却静悄悄布局，这次真要“换剧本”？

Group 1 - The core demand of Trump's tariff war is to exert pressure on trading partners like the EU, Japan, South Korea, and India, pushing them to comply without room for negotiation [1][3] - Starting August 1, Trump announced a 30% tariff on all goods from the EU and Mexico, marking the beginning of a second round of tariff pressure [3] - The automotive industry in Europe is facing significant losses, with the steel and aluminum tariffs costing manufacturers millions of euros daily [3] Group 2 - Brazil is one of the most affected countries, facing a 50% tariff penalty, leading to concerns about potential economic sanctions and trade blockades from the US [5] - The urgency behind increasing tariffs is linked to the need for fiscal revenue, with US tariff income surpassing $100 billion in 2024, which is insufficient compared to the funding needs of Trump's economic plans [7] - The US Treasury market is experiencing instability, with a decline in foreign buyers, prompting Trump to use tariffs as a means to compel other countries to purchase US debt [7] Group 3 - The EU's response to Trump's tariffs has been mixed, with internal disagreements on how to retaliate, reflecting the varying interests of member states [8][9] - Despite threats of countermeasures, the EU is struggling with economic slowdown and lacks a unified approach to address Trump's tariffs [9] - The global trade order is being disrupted, with China leveraging its influence to establish new trade norms, potentially marginalizing the US in future global supply chains [9][11] Group 4 - Trump's tariff policies are fundamentally altering the dollar-based trade system, leading to a reconstruction of global supply chains that may exclude the US [11] - Industries in affected countries are adapting by shifting focus to new markets, such as Italian wine producers looking towards Singapore and South Korean battery manufacturers relocating to Hungary [11] - The urgency for reform within the EU is highlighted by warnings from industry leaders about the need for survival amidst declining competitiveness [11]