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

Group 1 - The average tariff rate in the U.S. has increased significantly from 2.3% last year to 15.2%, marking the highest level since World War II [3] - The new tariff policy has led to increased costs for U.S. automakers, with Ford reporting an $800 million loss due to tariffs in Q2 2025, General Motors losing $1.1 billion, and Stellantis losing $350 million [15] - The retail industry is facing unprecedented challenges due to rising import costs, with retailers forced to stockpile goods primarily from China to mitigate short-term pressures [17][18] Group 2 - The new tariffs have resulted in a significant increase in trade barriers, leading to a collapse of the global trade system and a reconfiguration of multinational production and trade costs [6] - The tariffs are expected to trigger inflationary pressures in the U.S., with core inflation rising to 3.2% by June 2025, affecting consumer spending habits [20] - The global supply chain is experiencing a shift away from the U.S., with countries accelerating multilateral cooperation and seeking new trade partnerships in response to U.S. tariff policies [22][25]