美股芯片、电脑巨头股价大跌

Group 1 - The core viewpoint of the news is that the U.S. government, under President Trump, plans to impose approximately 100% tariffs on chips and semiconductors, while products manufactured in the U.S. will not incur any fees [1] - Due to the tariff policy, U.S. retailers are forced to raise product prices, leading to increased costs for consumers [1][3] - In June, the price of computers in the U.S. rose nearly 5% compared to the same month last year, with projections indicating a potential short-term price increase of 18.2% for electronics if the tariff policy continues [1][3] Group 2 - The average effective tariff rate on imported goods in the U.S. has reached 18.3%, the highest level since 1934, which could result in an average increase of $2,400 in annual spending per American household by 2025 [3] - The stock prices of major chip companies, such as AMD, have significantly declined due to poor earnings reports, with AMD's stock dropping over 9% at one point [4][6] - AMD reported a second-quarter revenue of $7.7 billion and a gross margin of 40%, while Supermicro Computer's revenue guidance for the next quarter was lowered to between $6 billion and $7 billion, with a 17.5% reduction in the fiscal year 2026 revenue forecast [6][7]