关税突发，今日生效！

Group 1 - The Trump administration 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. aluminum company reported that the tariff policy increased its production costs by $20 million in Q1 and $115 million in Q2 due to tariffs on Canadian products [2] - The current steel and aluminum tariffs are the highest since the 1930s, leading to increased prices for these materials and potentially higher costs for manufacturers and consumers [2] Group 2 - The latest data from the U.S. Labor Department shows a significant increase in the Producer Price Index (PPI), rising 0.9% in July, the largest increase since June 2022, driven mainly by the service sector [4] - The core PPI, excluding food and energy, also rose by 0.9% month-on-month and 3.7% year-on-year, indicating persistent inflationary pressures [4] - Chicago Fed President expressed concerns about inflation due to the uncertainty surrounding tariffs, suggesting that service prices may not be temporary and are on the rise [4]