特朗普关税关键一周！“关税谈判对投资不利的迹象越来越明显”

Group 1: Tariff Impact on Companies - The average tariff in the U.S. is currently estimated to be slightly below 13.5%, significantly higher than last year's 2.5% [1] - Major companies like General Motors, Dow, and Tesla have experienced profit erosion due to tariffs, although there has not been a significant inflationary impact yet [4] - NatureSweet Tomatoes, a major tomato producer, has had its expansion plans halted due to tariffs on imports from Mexico, affecting its production costs [7] Group 2: Economic Predictions and Investment Uncertainty - Oxford Economics predicts that the uncertainty caused by tariffs will significantly impact investment decisions, with effects expected to manifest over two quarters [6] - The GDPNow model forecasts a slowdown in U.S. GDP growth to around 1% for the second quarter, influenced by weak construction and equipment procurement data [6] - The World Bank highlights that unclear policy directions may lead companies to delay restructuring decisions, contributing to a prolonged period of weak trade growth and investment [9] Group 3: Global Trade and Investment Trends - The global foreign direct investment (FDI) is expected to decline again this year, with tariffs causing uncertainty that affects investment projects aimed at restructuring supply chains [8] - European automakers, such as Volkswagen, are facing increased costs due to tariffs, leading to lowered profit expectations for brands like Audi and Porsche [8] - Japan's automotive industry is also experiencing challenges, with a significant drop in exports to the U.S. and concerns over the impact of tariffs on GDP growth [8]