关税突发！特朗普政府：扩大征收范围！

Group 1 - The U.S. government announced an expansion of tariffs on steel and aluminum imports, increasing the tariff rate to 50% on hundreds of derivative products, effective August 18 [1] - The U.S. President indicated plans to announce semiconductor tariffs within two weeks, potentially reaching 300%, leading to a decline in semiconductor stocks [1] - The new tariffs may force some companies to relocate operations back to the U.S. or invest domestically, but could also accelerate the trend of "de-Americanization" in the semiconductor industry [2] Group 2 - The semiconductor industry is at risk of losing its global position if forced to relocate, as the U.S. currently holds only 35% of the global supply chain [2] - Major tech companies, such as Apple, rely heavily on overseas markets, with over 60% of their sales coming from international markets in 2023, making them vulnerable to the new tariff policies [2]