关税核按钮终启动，股票、美元、商品...全球资产无差别集体暴跌中

Core Viewpoint - The implementation of reciprocal tariffs by the U.S. has exceeded market pessimistic predictions, with significant rates imposed on various countries, particularly China at 34% and other nations at varying rates [1][10]. Market Reactions - Following the announcement, global stock markets reacted sharply, with Vietnam's VN index dropping 6.7%, leading the Asian markets, while Australia's ASX200 fell by 0.9% [2]. - Japan's Nikkei 225 index declined by 2.8%, and the Tokyo Stock Exchange index fell by 3.1% [3]. - European markets opened lower, with Germany's DAX30 down 2.4%, the UK's FTSE 100 down 1.54%, and France's CAC index down 3% [3]. - The Danish benchmark stock index has fallen 21% from its September peak, entering a bear market [4]. U.S. Market Impact - U.S. stock markets opened with significant declines, with the Nasdaq dropping 4.33%, the S&P 500 down 3.24%, and the Dow Jones down 2.64% [5]. - Major tech stocks experienced sharp declines, with Apple down over 8% and Nike down 13% [5]. Currency and Commodity Movements - The U.S. dollar index fell over 2%, while the euro rose 2.5%, marking its largest single-day gain since late 2015 [7]. - Commodities faced widespread declines, with gold dropping nearly 2.1% to $3,067.32 per ounce and WTI crude oil down 5% to $68.05 per barrel [8][9]. Tariff Implications - The new tariffs, particularly the 34% on China, bring the cumulative increase to 54% this year, suggesting a total tariff rate approaching 70% when considering previous rates [10]. - The short-term implications indicate that negotiation space may be limited, with the U.S. showing little willingness to engage in discussions [10]. - The tariffs are expected to impact not only China but also a majority of trade partners, with Vietnam, Thailand, and others facing significant increases [10].