Workflow
特朗普开启关税“极限”模式 为何可对行业威胁征收250%?
Di Yi Cai Jing·2025-08-07 14:17

Group 1 - The Trump administration has implemented a new phase of tariffs, increasing rates on dozens of trade partners from 10% to 41%, with an average tariff rate reaching 17.3%, the highest since 1935 [1][3] - Specific tariff rates include 40% for Laos and Myanmar, 39% for Switzerland, and 35% for Serbia, among others, with Brazil facing a 40% tariff on most products [3][4] - The tariffs are based on the International Emergency Economic Powers Act (IEEPA) and the Section 232 investigation under the Trade Expansion Act of 1962, which allows the President significant authority in determining tariffs [2][9] Group 2 - The new tariffs will particularly impact the semiconductor and pharmaceutical industries, with proposed rates of 100% for semiconductors and up to 250% for pharmaceuticals over time [7][9] - The U.S. has initiated Section 232 investigations into the national security implications of semiconductor and pharmaceutical imports, which could lead to significant changes in tariff rates [9][10] - Companies like Apple are planning to invest $100 billion in the U.S., potentially receiving exemptions from tariffs if they manufacture domestically [7][8] Group 3 - Trade experts note the complexity and unprecedented nature of the new tariffs, which could lead to significant negotiations among trade partners, particularly with Canada and Mexico under the USMCA [6][9] - The tariffs on imports from India will result in a 50% tax on major exports, while certain electronic products and pharmaceuticals may still enjoy exemptions [3][6] - The high tariff rates are unprecedented in the context of Section 232 investigations, raising questions about the extent of presidential authority in imposing such measures [2][4]