中方接连打出两记重拳:若美国想让我们当炮灰,就得付出相应代价
Sou Hu Cai Jing·2025-08-19 09:16

Group 1 - The U.S. tariff revenue has surged from $7.3 billion in January to $27.7 billion in July, totaling $135.7 billion over ten months, leading to increased consumer prices in supermarkets, with shoes up 39% and T-shirts up 37% [3] - General Motors anticipates an additional $5 billion in costs due to tariffs, while Toyota's profits have plummeted by 37%, prompting a downward revision of annual forecasts [3] - The semiconductor sector is experiencing significant market volatility, with the Philadelphia Semiconductor Index dropping over 2% and 14 chip companies losing a combined market value of $42 billion [5] Group 2 - TSMC is caught in a challenging position, facing potential profit erosion or the need to pass costs onto U.S. clients like Apple and NVIDIA if the 300% tariff is implemented [5] - Apple has pledged an additional $100 billion investment in the U.S. in hopes of securing tariff exemptions, highlighting the uncertainty in the global supply chain [5] - The semiconductor industry in China's western regions has seen a 270% increase in production capacity over three years, with domestic manufacturing being recognized as "Made in China" under new regulations [12] Group 3 - China's response to U.S. tariffs includes anti-dumping reviews on Australian wine and countervailing duties on Japanese steel, targeting U.S. allies [7] - China has imposed a 75.8% deposit on Canadian canola seed, significantly impacting Canada's exports, which are valued at nearly CAD 5 billion for 2024 [8] - The shift in global supply chains is evident, with companies like Volkswagen and Airbus increasing investments in China, indicating a trend of "voting with their feet" against U.S. policies [10] Group 4 - The BRICS nations are projected to surpass the G7 in economic output, with their share of global GDP reaching 37.4% in 2023, compared to the G7's 29.3% [14] - The reliance on the U.S. dollar is decreasing, with a reported 87% year-on-year increase in China's currency settlements with trade partners [10] - The semiconductor supply chain is diversifying, with U.S. imports dropping below 20% of total semiconductor equipment sources [12]