关税突发！特朗普政府：扩大征收范围！

Group 1 - The U.S. government has expanded the scope of tariffs on steel and aluminum imports to include hundreds of derivative products, with a 50% tariff rate effective from August 18 [1] - The U.S. Commerce Department added 407 product codes to the tariff list, which will incur additional tariffs due to their steel and aluminum content [1] - President Trump announced a potential 300% tariff on semiconductor imports, leading to a significant decline in semiconductor stocks, including a 14% drop in Applied Materials and a 3.5% drop in Micron Technology [1] Group 2 - The imposition of approximately 100% tariffs on imported chips and semiconductors may force some companies to relocate to the U.S. or invest domestically, but could also accelerate the trend of "de-Americanization" [2] - A report from Boston Consulting Group warns that if the U.S. enforces a return of the semiconductor industry, its market position could drop to second or third globally, as the industry relies on a globally distributed supply chain [2] - Major U.S. tech companies, such as Apple, heavily depend on overseas markets, with over 60% of their sales coming from international markets in 2023, indicating that domestic-only production could severely impact their competitiveness [2]