突发！特朗普对华加征 100% 额外关税、“锁死”所有关键软件，美股一夜蒸发1.65万亿美元

Core Viewpoint - The article discusses the announcement by President Donald Trump regarding the imposition of a 100% tariff on goods imported from China starting November 1, 2025, as a retaliatory measure against China's new export controls on rare earth minerals, which are crucial for semiconductor manufacturing and technology products [2][5]. Summary by Sections Tariff Announcement - Trump announced a 100% tariff on all goods imported from China, which is higher than any current tariffs, effective from November 1, 2025 [2][5]. - The actual tariff rate on Chinese imports is currently around 40%, varying from 50% on steel and aluminum to 7.5% on consumer goods [2]. Export Controls - The U.S. will also implement export controls on "all critical software" on the same date [5]. - China's new export controls on rare earth minerals require foreign entities to obtain licenses for products containing over 0.1% rare earth elements sourced from China [2]. Market Reactions - The announcement has caused significant concern among U.S. businesses, particularly in the tech sector, with companies like Nvidia and AMD experiencing stock price declines of nearly 5% and 8%, respectively [3]. - Following the tariff announcement, the Dow Jones Industrial Average dropped 876 points, a decline of 1.9%, while the S&P 500 and Nasdaq saw declines of 2.7% and 3.6% respectively [7]. Political Context - Trump's announcement came shortly after he criticized China's export controls, claiming they were unexpected and detrimental to U.S.-China relations [4]. - The article notes that Trump's administration has a history of imposing tariffs on imports, which has previously led to trade stagnation and concerns over empty store shelves in the U.S. [4]. Consumer Impact - Analysts suggest that the impact of these tariffs will likely harm U.S. consumers more than Chinese producers, predicting significant price increases across various goods [10].