今晨！美国，突发“关税”大利空！美股集体杀跌！

Group 1: Tariff Announcement - The U.S. government announced a 25% import tariff on certain semiconductor products, semiconductor manufacturing equipment, and derivatives starting January 15 [1][2] - This tariff is part of a broader effort to encourage semiconductor manufacturers to produce more chips domestically and reduce reliance on foreign suppliers, particularly from Taiwan [2][7] - Currently, the U.S. only produces about 10% of the chips it needs, highlighting a significant dependency on foreign supply chains [2][7] Group 2: Market Impact - Following the tariff announcement, U.S. stock markets experienced a decline, with the Nasdaq dropping by 1% and major tech companies like Broadcom, Facebook, Amazon, and Microsoft seeing losses of over 2% [1][6] - The tariff is expected to create new trade uncertainties, particularly affecting companies like NVIDIA, AMD, and Intel, which design widely used chips but manufacture them overseas [2][7] Group 3: Iran Situation - President Trump indicated a cautious approach regarding the situation in Iran, stating that the U.S. would "observe the situation" while acknowledging positive statements from Iran [3][8] - There are concerns about potential military actions, as the U.S. has received a list of high-value military targets in Iran, which could escalate tensions in the region [3][8] - Saudi Arabia has warned against military strikes on Iran, emphasizing that such actions could destabilize the region and disrupt global oil markets [10]