黑色星期四！利空突袭，闪崩超20%！

Group 1 - The core viewpoint of the articles highlights a significant drop in New York COMEX copper prices, which fell over 20%, marking the largest single-day decline on record due to unexpected tariff policies announced by the White House [1] - The U.S. government announced a 50% tariff on imported semi-finished copper products effective August 1, while exempting refined copper and scrap copper, leading to market confusion and a sharp sell-off [1] - Analysts describe the impact of the tariff announcement as "earthquake-level," indicating severe consequences for those who had already shipped copper to the U.S. [1] Group 2 - The price difference between COMEX and LME copper has narrowed to 2%-3%, suggesting potential for re-export of copper from the U.S. if the market conditions allow [2] - If U.S. copper is re-exported, it could exacerbate a temporary oversupply situation, putting additional downward pressure on copper prices [2]