Core Viewpoint - The U.S. Department of Commerce has announced the inclusion of 407 categories of steel and aluminum derivative products in the tariff list, with a tax rate of 50%, raising concerns among businesses about increased costs and profit margins [1] Group 1: Tariff Announcement - The announcement expands the coverage of steel and aluminum tariffs, affecting a wide range of products including wind turbine components, mobile cranes, bulldozers, heavy equipment, rail vehicles, compressors, and pumps [1] - The increase in tariffs from 25% to 50% on steel and aluminum products imported from all trade partners except the UK will take effect from June 4 [1] Group 2: Economic Impact - The Vice Minister of Commerce for Industrial and Security, Jeffrey Kessler, indicated that this move signifies a strategic shift in the U.S. regulatory approach to steel and aluminum derivative products [1] - According to Jason Miller, a professor at Michigan State University, the current steel and aluminum tariffs impact at least $320 billion worth of imported goods based on the projected total import value for 2024 [1] - The expansion of the steel and aluminum tariff list is expected to further increase inflationary pressures on rising prices [1] Group 3: Industry Reactions - Brian Baldwin, Vice President of Customs Affairs at Swiss-based DSV International Transport, expressed that the 50% tariff will have a severe impact, indicating that this issue transcends mere tariffs [1]

Core Viewpoint - The U.S. Department of Commerce has announced the inclusion of 407 categories of steel and aluminum derivative products in the tariff list, with a tax rate of 50%, raising concerns among businesses about increased costs and profit margins [1] Group 1: Tariff Details - The newly expanded tariff list includes a wide range of products such as wind turbine components, mobile cranes, bulldozers, heavy equipment, rail vehicles, compressors, and pumps [1] - The increase in tariffs from 25% to 50% on steel and aluminum products imported from all trade partners except the UK has been in effect since June 4 [1] Group 2: Economic Impact - The expansion of the steel and aluminum tariff list is estimated to affect imports worth at least $320 billion based on the total import value for 2024 [1] - The increased tariffs are expected to further elevate inflationary pressures due to rising prices [1] Group 3: Industry Reactions - Brian Baldwin, Vice President of Customs Affairs at DSV International Transport, stated that the 50% tariff will have a significant impact, indicating a strategic shift in U.S. regulatory policy regarding steel and aluminum derivatives [1] - Jason Miller, a professor at Michigan State University, highlighted the broader implications of the tariff changes on the economy and industry [1]

Core Viewpoint - The U.S. has expanded its steel and aluminum tariffs to include 407 categories of derived products, imposing a 50% tax rate, which is expected to significantly impact costs and profit margins for various industries [1][1][1] Group 1: Tariff Expansion Details - The U.S. Department of Commerce has announced the inclusion of 407 categories of steel and aluminum derived products in the tariff list, with a tax rate set at 50% [1] - The expanded list covers a wide range of products, including wind turbines and components, mobile cranes, bulldozers, heavy equipment, rail vehicles, compressors, and pumps [1][1] Group 2: Economic Impact - According to estimates, the expanded steel and aluminum tariffs will affect imports worth at least $320 billion, based on the projected total import value for 2024 [1] - The increase in tariffs is expected to further elevate inflationary pressures by contributing to rising prices [1] Group 3: Industry Reactions - Companies are concerned that the 50% tariff will lead to increased costs and significantly impact profit margins [1] - Industry experts view this move not just as a tariff issue but as a strategic shift in the U.S. regulatory approach towards steel and aluminum derived products [1][1]

当地时间周二，受多家知名芯片制造商股价大跌拖累，美股市场走弱，纳指跌幅明显。截至收盘，道指涨0.02%，报44922.27点；纳指跌1.46%，报 21314.95点；标普500指数0.59%，报6411.37点。接下来，全球央行官员将参加美联储一年一度的经济研讨会，市场正等待美联储主席鲍威尔的最新讲 话，以洞悉美联储政策的未来走向。 此外，据央视新闻报道，当地时间8月19日，美国商务部宣布，将407个产品类别纳入钢铁和铝关税清单，适用税率为50%。 纳指大幅下挫 当地时间周二，美股三大指数涨跌不一，多家知名芯片制造商股价大跌拖累标普500及纳指。截至收盘，道指涨10.45点，涨幅0.02%，报44922.27点；纳 指跌314.82点，跌幅1.46%，报21314.95点；标普500指数跌37.78点，跌幅0.59%，报6411.37点。 大型科技股多数下跌，AMD跌超5%，英伟达跌超3%，创4月21日以来最大单日跌幅；奈飞、Meta跌逾2%，特斯拉、微软、亚马逊跌超1%，苹果、谷歌 小幅下跌。英特尔逆势大涨约7%，消息面上，日本软银集团和英特尔公司此前联合宣布，软银将向英特尔投资20亿美元，以每股23美元 ...

英伟达大跌3.5% 当地时间8月19日，道指涨0.02%，标普500指数跌0.59%，纳指跌1.46%。 科技股持续承压，成为拖累美股大盘的主要因素。万得美国科技七巨头指数跌1.69%，英伟达跌3.5%， 创下4月21日以来最大跌幅。Meta跌逾2%，特斯拉、亚马逊、微软均跌超1%。 | | | 当地时间8月19日，美股三大指数收盘涨跌不一，整体延续了前一交易日的调整态势。科技股大幅下 挫，拖累纳指和标普500指数走低。其中，英伟达跌3.5%，创近四个月以来最大跌幅。 消息面上，美联储主席鲍威尔将于本周在怀俄明州杰克逊霍尔举行的年度研讨会中发表讲话，投资者正 密切关注其对降息路径的表态，这或将为后续市场走向提供重要指引。 原油方面，据新华社消息，截至8月19日收盘，纽约商品交易所9月交货的轻质原油期货价格下跌1.07美 元，收于每桶62.35美元，跌幅为1.69%；10月交货的伦敦布伦特原油期货价格下跌81美分，收于每桶 65.79美元，跌幅为1.22%。 | 老叔 成分 | 资讯 相关基金 | | 月度收益 | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌幅 ◆ | li ...

Group 1: Tariffs and Trade - The U.S. Department of Commerce announced the inclusion of 407 product categories in the steel and aluminum tariff list, with a tax rate of 50% [3] - The expanded tariff list includes a wide range of products such as wind turbines, mobile cranes, railway vehicles, furniture, and various machinery [3] - The tariffs aim to protect domestic manufacturing and reduce reliance on imports, as emphasized by the Trump administration [3] Group 2: U.S. Stock Market Performance - U.S. stock indices showed mixed results, with the Nasdaq down 1.46% and the S&P 500 down 0.59%, while the Dow Jones increased by 0.02% [5] - Major tech stocks experienced declines, with AMD falling over 5% and Nvidia dropping more than 3%, while Intel rose approximately 7% following a $2 billion investment from SoftBank [5] - The Nasdaq China Golden Dragon Index fell by 0.9%, with notable declines in stocks like Xunlei (down over 10%) and Weibo (down over 6%) [5] Group 3: Commodity Prices - Gold prices decreased, with COMEX gold futures down 0.56% to $3359.1 per ounce, and silver futures down 1.81% to $37.34 per ounce [7] - International oil prices also fell, with WTI crude oil futures down 1.69% to $62.35 per barrel and Brent crude oil futures down 1.22% to $65.79 per barrel [7]

Group 1 - The Trump administration has significantly expanded the scope of tariffs on steel and aluminum products, imposing a 50% tariff on over 400 product categories, including firefighting equipment, machinery, construction materials, and specialty chemicals made from steel and aluminum [1] - The U.S. Department of Commerce stated that the new measures cover 407 new product categories, aiming to close loopholes and support the revival of the U.S. steel and aluminum industries [1] - Experts predict that the impact of these tariffs will be extensive, with the current steel and aluminum tariffs covering at least $320 billion in imported goods, which is expected to further increase inflationary pressures in the Producer Price Index (PPI) [1] Group 2 - S&P Global indicated that the substantial revenue generated from the broad tariff policy will largely offset the recent significant tax cuts and spending reductions, maintaining the U.S. long-term sovereign credit rating at AA+ [2] - The report warns that if the U.S. deficit continues to expand over the next two to three years without effective spending control or addressing the fiscal gap caused by tax cuts, there may be a downgrade in the rating [2] - Despite the increase in customs tariff revenue, the federal budget deficit still widened by approximately 20% during the same period [2]

Group 1 - The U.S. Department of Commerce has added 407 product categories to the steel and aluminum tariff list, with a tax rate of 50% [1] - The new tariffs, effective from August 19, significantly expand the scope of previous tariffs announced by the Trump administration [1] - The expanded list includes a wide range of products such as wind turbines, mobile cranes, railway vehicles, furniture, and various equipment containing steel and aluminum components [1] Group 2 - Experts warn that the impact of the new tariffs will be substantial, with affected imports estimated to reach at least $320 billion based on 2024 import values [2] - The new tariffs are expected to further increase cost-push inflation, as indicated by the rising Producer Price Index (PPI) in July [2] - Many U.S. importers face a dilemma due to the sudden nature of the tariff decision, as goods already in transit may incur high additional tariffs [2] Group 3 - In June, the Trump administration announced a doubling of steel and aluminum import tariffs to 50%, causing disruptions in global supply chains [3]

Core Points - The U.S. Department of Commerce announced the inclusion of 407 product categories in the steel and aluminum tariff list, with a tax rate of 50% [1] - The expanded list includes a wide range of products such as wind turbines and components, mobile cranes, railway vehicles, furniture, compressors, and pump equipment [1] - The Trump administration has emphasized the need to expand the coverage of steel and aluminum tariffs to protect domestic manufacturing and reduce reliance on imports [1] - The announcement also stated that the products added will incur additional tariffs due to their steel and aluminum content, and non-steel and aluminum components will be subject to tariffs imposed on specific goods from certain countries [1] - The expanded tariff list officially took effect on August 18 [1]

当地时间6月3日，美国白宫发表声明称，美国总统特朗普宣布将进口钢铁和铝及其衍生制品的关税从25%提高至50%。该关税政策自美国东部时间2025年 6月4日凌晨0时01分起生效。 关税传来利空消息，当地时间18日，美国扩大钢铝关税范围的措施正式生效。 当地时间8月15日，美国特朗普政府宣布扩大对钢铁和铝进口征收50%关税的范围，将数百种衍生产品纳入加征关税清单。 美国商务部在当天晚间发布的《联邦公报》公告中表示，工业与安全局已将407个产品编码加入《美国协调关税表》，这些产品将因所含钢铁和铝成分而 被加征额外关税。 公告称，这些产品中非钢铁和铝的部分，将适用特朗普总统对特定国家商品所征收的关税税率。扩大的关税清单将于8月18日正式生效。 | 总爆仓 | | | | | --- | --- | --- | --- | | 1小时爆仓 | $302.67万 | 4小时爆仓 | $5702.59万 | | 念東 | $225.37万 | 念東 | $4227.66万 | | 空車 | $77.29万 | 空車 | $1474.93万 | | 12小时爆仓 | $4.27亿 | 24小时爆仓 | $5.50亿 | | ...