新一波特朗普关税在路上？印度、欧盟、制药和芯片被点名

Core Viewpoint - The article discusses the recent tariff actions announced by President Trump against India and the EU, highlighting the implications for trade relations and specific industries such as semiconductors and pharmaceuticals [2][3][6]. Group 1: Tariff Actions - Trump plans to significantly increase tariffs on Indian imports, currently at 25%, due to India's continued purchase of Russian oil [6][7]. - A potential 35% tariff on the EU is threatened if the EU does not fulfill its investment obligations, which includes a commitment to invest $600 billion in the U.S. [9][10][12]. - The U.S. is conducting a "232 investigation" to assess the impact of semiconductor and pharmaceutical imports on national security, which could lead to tariffs as high as 250% [13][15][17]. Group 2: Industry Implications - The semiconductor industry is under scrutiny, with the investigation covering various products, including traditional and advanced chips, which could affect the entire electronic supply chain [17]. - The pharmaceutical sector may face significant challenges if tariffs are imposed, particularly impacting major global companies like Merck and Eli Lilly, which have extensive production bases worldwide [18]. - The article notes that the EU's investment commitment is not legally binding, raising questions about its enforceability and the actual willingness of private enterprises to invest [11][12].