特朗普威胁“300%关税”

Group 1 - President Trump announced plans to impose tariffs on imported semiconductors, potentially reaching rates as high as 300% [3][6] - The semiconductor stocks experienced a significant decline, with Applied Materials dropping over 14%, Micron Technology down 3.5%, and AMD falling 1.9% [1][3] - The tariffs will apply to all imported chips and semiconductors, but will not affect companies that have committed to manufacturing in the U.S. [3] Group 2 - Experts view the tariff policy as a "double-edged sword," which could lead to some companies relocating to the U.S. or investing domestically, but may also accelerate the trend of "de-Americanization" [6][7] - A report from Boston Consulting Group warns that forced relocation of the semiconductor industry could reduce the U.S. chip industry's global standing to second or third place, as the industry relies on a globally distributed supply chain [7] - Major tech companies, such as Apple, heavily depend on overseas markets, with over 60% of their sales coming from international markets in 2023, indicating that the new tariff policy could significantly impact their competitiveness [8]