矿机设备涨价、比特币跳水：美国关税如何“戳痛”加密行业？

Group 1 - The U.S. Supreme Court ruled that the tariffs imposed by the Trump administration under the International Emergency Economic Powers Act (IEEPA) exceeded presidential authority, declaring them illegal [2] - Following the ruling, Trump signed an executive order to impose a temporary 10% tariff on global imports, which can last up to 150 days without prior congressional approval [2] - The new tariffs are positioned as a temporary measure to address long-term international balance of payments issues and to revive U.S. manufacturing, despite the U.S. trade deficit reaching a record high of approximately $1.2 trillion last year, increasing by 2.1% year-on-year [2] Group 2 - The new tariffs have led to a significant impact on the cryptocurrency market, with Bitcoin (BTC) experiencing a drop of over 5% and falling below $65,000, contributing to a year-to-date decline of over 25% [3] - The tariffs are expected to raise import costs, leading to increased inflationary pressures, with estimates suggesting a potential rise in U.S. inflation rates by 0.5%-1% due to the 10%-15% tariffs [3] - Analysts warn that the tariffs could exacerbate trade tensions, potentially leading to global supply chain disruptions and a slowdown in economic growth, with the risk of a full-blown trade war being higher than in the previous year [3] Group 3 - The new tariffs will directly increase the import costs for specialized integrated circuit (ASIC) mining machines, which are primarily sourced from China and Southeast Asia, potentially raising prices by 10%-25% [4] - U.S. mining companies are urgently relocating thousands of devices from Southeast Asia to avoid tariffs, which increases logistics costs and may lead to short-term supply shortages [4] - While the tariffs make new imported equipment more expensive, they may indirectly increase the value of existing U.S. mining equipment, benefiting established large mining companies like Marathon Digital and Riot Platforms [4]