Group 1 - The trade war initiated by former President Trump has led to ongoing turmoil in the global trade order, significantly impacting various industries and eliciting strong domestic opposition in the U.S. [1][3] - Trump's "America First" policy has resulted in multiple rounds of tariffs on goods from different countries, with a notable increase in tariffs on Chinese goods totaling 20% in early 2025, followed by further escalations affecting Japan, the EU, Switzerland, India, and Brazil [3][5] - The latest threat involves potential new tariffs on steel and chips, which could escalate to rates as high as 300%, causing panic among global enterprises, particularly in Southeast Asia [5][7] Group 2 - The semiconductor industry is under significant pressure, with the U.S. importing $46.3 billion worth of semiconductors in 2024, primarily from Malaysia, Taiwan, Thailand, and Vietnam, while China accounts for only 3% [7] - The steel industry is also facing challenges, with the U.S. importing 28.86 million tons of steel in 2024, a 2.5% increase from 2023, with major suppliers including Canada, Brazil, Mexico, South Korea, and Vietnam [7] - Trump's tariffs have sparked strong backlash domestically, with a Pew Research Center survey indicating only 38% support for his policies, and 61% opposition, reflecting a decline in approval ratings [7][8] Group 3 - The interplay between Trump's tariff policies and the Federal Reserve's interest rate decisions complicates the economic landscape, as rising import costs from tariffs contribute to inflation, making it difficult for the Fed to lower rates [8]
特朗普关税再升级,或将升至300%,中国对此丝毫不担心!
Sou Hu Cai Jing·2025-08-17 04:32