美国商务部长卢特尼克表示，"我们确实预计在可预见的未来，将征收10%的基准关税"。该媒体指出， 数据显示，美国企业目前已经在试图将成本转嫁给消费者。报道称，自特朗普4月2日宣布加征关税以来 的几周内，消费者信心大幅下降；一些家庭用品的价格也已经上涨。(央视网) ...

Group 1 - The U.S. government has initiated a global tariff war, imposing a 34% tariff on Chinese goods, with a comprehensive tax rate for China rising from 11.6% in 2024 to 65.6%, affecting $2.3 trillion in imports, which constitutes 71% of total U.S. imports [1] - The tariff increase is expected to raise export costs, potentially leading companies to pass on these costs to consumers, thereby reducing international competitiveness and impacting order volumes and profit margins, particularly in key sectors like electronics, automotive parts, and photovoltaics [1] - The A-share market has reacted negatively, with significant declines in stock prices for companies with substantial overseas revenue, particularly in the general equipment and semiconductor industries, which saw 12 and 10 affected companies respectively [1] Group 2 - In the general equipment sector, 12 companies experienced a decline of over 5%, many of which have high overseas revenue proportions, such as Huali Group, which has an average overseas revenue of 19.037 billion and an overseas revenue share of 98.23%, resulting in a stock price drop of 13.8% [3][5] - Other companies like Chunfeng Power and Yindu Co. also faced significant stock price declines, indicating a broader impact across the sector [3] - The data shows that companies with high overseas revenue are particularly vulnerable to the tariff changes, as their business models heavily rely on international markets [5]