关税突发：特朗普政府将扩大对钢铁和铝进口征收50%关税的范围

Group 1 - The Trump administration announced an expansion of tariffs on steel and aluminum imports, increasing the tariff rate to 50% on hundreds of derivative products [1] - The U.S. Department of Commerce added 407 product codes to the tariff list, effective August 18, which will incur additional tariffs due to their steel and aluminum content [1] - The announcement also included a potential 300% tariff on semiconductor imports, leading to a decline in semiconductor stocks, with notable drops in companies like Applied Materials and 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 warned that forced relocation of the semiconductor industry could reduce the U.S. chip industry's global ranking to second or third, as the U.S. currently holds only 35% of the global supply chain [2] - Major tech companies, such as Apple, rely heavily on overseas markets, with over 60% of their sales coming from international markets in 2023, indicating that new tariffs could significantly impact their competitiveness and market size [2]