Workflow
不出中国所料?特朗普对全球征税后,高兴不到一天,噩耗就来了
Sou Hu Cai Jing·2025-08-07 05:19

Core Points - The article discusses the global tax policy signed by Trump, which has sparked significant market reactions and concerns about its implications for the economy and international relations [1][4][10]. Market Reaction - Following the announcement of the global tax policy, the Dow Jones index plummeted over 1000 points within three hours of trading, indicating a severe market downturn [6]. - The Nasdaq and S&P 500 also experienced sharp declines, with over 4500 companies' stocks falling dramatically, highlighting widespread panic in the market [6][8]. - The value of Amazon dropped by over 1 trillion RMB in a single day, equivalent to the annual GDP of a medium-sized country [6]. Economic Implications - The global tax policy, with rates ranging from 10% to 50% affecting over 150 countries, is expected to disrupt supply chains and increase costs significantly for manufacturers [4][10]. - The automotive industry in the U.S., including major companies like General Motors and Ford, is facing rising costs due to increased prices for key materials like steel and aluminum [14]. - Retail giants such as Walmart and Target are also feeling the pressure as import costs surge, which will ultimately be passed on to consumers [14]. International Relations - The policy has strained U.S. relations with traditional allies, with the EU and countries like Germany and France expressing intentions to impose retaliatory tariffs on U.S. goods [16][17]. - Japan and South Korea are experiencing anxiety over the potential impact on their economic ties with the U.S., with public protests emerging in Japan against continued investment in the U.S. [17]. - The lack of a unified standard in the tax policy has led to widespread criticism, with countries that export little to the U.S. facing disproportionately high tax rates [19]. Specific Country Impacts - Brazil is projected to suffer nearly 1 billion USD in economic losses due to the high tax rates imposed on its exports, with 35.9% of its goods facing a 50% tax [20]. - Asian countries like Cambodia and Bangladesh are also seeing increased tariffs, leading to concerns about the political motivations behind the tax policy [21]. China's Response - China has maintained a calm demeanor in response to the U.S. tax policy, emphasizing its readiness to counteract if necessary and highlighting its strategic focus on domestic economic circulation [23][27]. - Recent discussions between U.S. Treasury officials and Chinese representatives indicate ongoing negotiations, although the outcome remains uncertain [24]. - China's significant control over global rare earth resources and its expanding trade partnerships with ASEAN and other regions position it favorably against U.S. pressures [27].