贸易战打到文化战：特朗普威胁对海外制片征100%关税，好莱坞懵了

Core Viewpoint - President Trump's renewed threat to impose a 100% tariff on films produced outside the U.S. could challenge Hollywood's global business model, raising concerns about the feasibility and execution of such a policy [1][2][3]. Group 1: Tariff Threat and Market Reaction - Trump claims that the U.S. film industry is being undermined by foreign competition and suggests imposing a 100% tariff on films made abroad [1][2]. - The market reacted variably, with AMC Entertainment rising over 6.2%, Disney increasing nearly 1.2%, and Netflix initially dropping 1.9% before recovering [1]. - Concerns exist regarding Trump's legal authority and the practical execution of the proposed tariffs, as the White House has not provided clarity on the matter [1][2]. Group 2: Industry Concerns and Execution Challenges - Industry executives express skepticism about the feasibility of enforcing such tariffs, given the collaborative nature of modern film production across multiple countries [3]. - The United Talent Agency's Jay Sures noted that production costs are often lower overseas, making it economically unfeasible for U.S. studios to shift production back domestically [3]. - Analysts highlight that the uncertainties surrounding the tariff proposal raise more questions than answers, potentially leading to increased costs for consumers [3]. Group 3: Current Challenges in the U.S. Film Industry - The U.S. film industry is facing significant challenges, including a decline in box office revenue and a shift in consumer viewing habits towards streaming platforms [4]. - Box office revenue peaked at nearly $12 billion in 2018 but plummeted to just $2 billion in 2020 due to the pandemic, with recovery remaining sluggish [4]. - Warner Bros. has reported global box office earnings of $4 billion this year, becoming the first studio to reach this milestone since the pandemic [4]. Group 4: Broader Tariff Measures - In addition to the film tariff, Trump announced a series of other tariffs on various imported goods, including a 50% tariff on kitchen cabinets and a 30% tariff on imported furniture [5]. - The implementation of these tariffs may face challenges, as they target products rather than countries, complicating enforcement [5].