关税突发，今日生效

Group 1 - The Trump administration has announced an expansion of the 50% tariffs on steel and aluminum imports, which will include hundreds of derivative products, effective August 18 [1] - The U.S. Department of Commerce has added 407 product codes to the tariff list due to their steel and aluminum content, with specific tariffs applicable to non-steel and aluminum components [1] - The tariffs on steel and aluminum are the highest since the 1930s, leading to increased production costs for manufacturers and potentially higher prices for consumers [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 the 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%, significantly higher than June's zero growth, indicating rising cost pressures for U.S. businesses [4] Group 3 - President Trump announced plans to impose semiconductor tariffs, potentially reaching up to 300%, within two weeks [3] - The PPI increase was primarily driven by the service sector, with a notable 1.1% rise in service producer prices, the largest since March 2022 [4] - Core PPI, excluding food and energy, also saw a 0.9% month-over-month increase, with a year-over-year rise of 3.7%, indicating persistent inflationary pressures [4]