关税突发，今日生效！

Group 1 - The Trump administration announced an expansion of the 50% tariffs on steel and aluminum imports, adding hundreds of derivative products to the tariff list, effective August 18 [1] - The U.S. Department of Commerce included 407 product codes in the expanded tariff list, which will incur additional tariffs due to their steel and aluminum content [1] - The tariffs on steel and aluminum are the highest since the 1930s, leading to increased production costs for manufacturers using these materials, which may result in higher consumer prices and potential job losses in the manufacturing sector [2] Group 2 - U.S. Aluminum Company reported a $20 million increase in production costs in Q1 due to tariff policies, and a $115 million increase in Q2 as a result of tariffs on Canadian products [2] - Approximately 70% of aluminum produced by U.S. Aluminum Company in Canada is sold to the U.S., where customers are now paying higher prices than in other global markets [2] - The Producer Price Index (PPI) for July rose by 0.9%, the largest increase since June 2022, driven mainly by the service sector, indicating rising cost pressures for U.S. businesses [3]