关税，突发！美国宣布：豁免！

Core Viewpoint - The article discusses significant adjustments in the U.S. tariff policy, including exemptions for certain metals and the inclusion of silicon products in the tax list, which will have a substantial impact on trade dynamics and manufacturing sectors in the U.S. [2][4] Tariff Adjustments - President Trump announced exemptions for metals such as graphite, tungsten, uranium, and gold bars from global tariffs, while silicon products will be taxed [2][4] - The new tariff policy will take effect next Monday and includes various key product categories, such as aircraft parts, pharmaceuticals, and specialty spices that cannot be produced domestically [4][6] Trade Deficit and Import Surge - In July, the U.S. trade deficit widened to $78.3 billion, a 33% increase month-over-month, marking the highest level in four months [9] - The surge in imports was primarily driven by industrial goods, with gold imports reaching a record high of $10.5 billion [9][10] - The increase in imports is attributed to businesses stockpiling goods ahead of anticipated tariff hikes, leading to a significant rise in overall import volumes [9][10] Manufacturing Sector Challenges - The U.S. manufacturing sector has contracted for six consecutive months, with the PMI rising slightly to 48.7 in August, still below the neutral mark of 50 [12] - Many manufacturers report that the current business environment is worse than during the 2007-2009 recession, largely due to the uncertainties created by the tariff policies [12][13] - The automotive industry is particularly affected, with companies facing high tariffs on imported steel and aluminum, leading to significant profit impacts, such as Ford's projected $2 billion loss due to tariffs [13][14]