签了！特朗普：永久25%关税

Core Viewpoint - The article discusses the implications of President Trump's decision to impose a 25% tariff on all imported cars, which is seen as a significant escalation in the trade war and could disrupt operations for major automotive brands from countries like Japan, Germany, and South Korea, as well as North American car manufacturers reliant on integrated supply chains [2][10]. Group 1: Tariff Impact - The 25% tariff on imported cars will take effect on April 2, and it is stated that this tariff will be permanent [1][2]. - The total value of cars and light trucks imported to the U.S. last year exceeded $240 billion, indicating that the tariff could lead to increased domestic car prices and heightened inflation concerns among U.S. consumers [2][3]. - A study indicated that imposing tariffs on cars from Canada and Mexico could increase the production cost of a crossover vehicle by approximately $4,000, while the cost of U.S.-made electric vehicles could rise by about $12,000 [3]. Group 2: Market Reaction - Following the announcement of the tariffs, U.S. stock markets experienced a significant drop, particularly in technology stocks, with the Nasdaq seeing a decline of over 2% in a single day [6]. - Major tech companies faced substantial losses, with Nvidia down 5.74%, Tesla down 5.58%, and Apple down 0.99% among others [8][9]. Group 3: Economic Outlook - Analysts have expressed concerns that the uncertainty surrounding Trump's policies is increasing the likelihood of a recession in the U.S., with several Wall Street investment banks lowering their growth forecasts [10][11]. - Stephen Roach, a senior researcher, noted that the unpredictability of Trump's trade policies could freeze capital expenditures and industrial production, further dragging down the economy [10][11]. - Roach criticized the idea of forcing supply chains back to the U.S. as unrealistic, highlighting the complexity and high costs associated with global supply chains [11].