对华加征100%关税，美股蒸发1.65万亿美元，特朗普后悔一天三改口

Group 1 - The core issue is the impact of Trump's fluctuating tariff policies on the U.S. economy, particularly the agricultural and financial sectors [1][14][21] - Trump's threat to impose a 100% tariff on China has led to significant market instability and confusion regarding U.S.-China relations [1][16] - The agricultural sector, particularly soybean farmers, has been severely affected as China has shifted its imports to countries like Brazil and Argentina, resulting in a complete absence of Chinese orders in 2022 for the first time since 1998 [3][5] Group 2 - The financial markets have reacted negatively to the tariff threats, with major indices experiencing significant drops, including a 1.9% decline in the Dow Jones Industrial Average and a total market loss of $1.65 trillion [11][13] - The semiconductor industry is particularly vulnerable due to its reliance on Chinese rare earth materials, which could lead to production halts and increased chip prices if China retaliates [7][9] - The overall sentiment among U.S. farmers has shifted from support for Trump to discontent, as government subsidies have proven insufficient to cover losses from lost orders [5][18] Group 3 - The current situation presents a dilemma for the U.S. government: continuing to impose tariffs risks further agricultural unrest and financial market instability, while not imposing tariffs could be seen as a sign of weakness [16][18] - The upcoming APEC summit poses a challenge for Trump, who initially aimed to leverage tariffs for political gain but now faces domestic crises that undermine his negotiating position [16][21] - The article suggests that a more cooperative approach with China, rather than protectionist measures, would be beneficial for the U.S. economy [19][21]