那场轰轰烈烈的贸易战，动静那么大，说是为了"让美国再次伟大"。 这还只是城里的感受。 你要是去中西部，去那些一望无际的大豆田里看看，那才叫真的绝望。 以前，那里是美国农民的骄傲。码头上运豆子的货船，排着长队，几乎都是开往中国的。他们是最大的买家，多少农场主就指着这个活呢。 然后，一纸关税令下来，世界变了。 中国那边二话不说，扭头就跟巴西、阿根廷签了大单。人家南美现在忙着扩建港口、新建粮仓，一套完整的供应链，压根就没美国什么事儿了。 美国大豆协会的主席，一个愁眉苦脸的老头，对着记者说，这事儿最可怕的地方在于，就算明天所有关税都取消，失去的市场也回不来了。 人家已经找到了新的朋友，不再需要你了。 可结果呢？你有没有发现，去趟超市，钱包越来越瘪？什么东西都好像悄悄涨了价。 那多出来的一笔钱，有个听起来挺专业的词儿，叫"关税附加费"。 说白了，就是兜兜转转，最后还是普通人自己买了单。这记保护的拳头，没打着别人，反而闷闷地砸在了自己胸口上。 你觉得日子紧了，开小工厂的王老板比你更愁。他那厂子，一堆零件都得从外面进。关税一加，成本呼呼地往上涨。订单呢？少了。没办法，只能 让两个跟着他干了好几年的老师傅先回家歇着。 整个社 ...

Core Viewpoint - Bio-Rad has decided to suspend its previously announced tariff surcharge plan, indicating a commitment to support customers amid complex global logistics challenges [2]. Group 1 - Bio-Rad's Senior Vice President of Commercial Operations for the Americas, Ryan Short, stated that the company will not implement the temporary tariff surcharge initially considered on May 21 [2]. - The decision reflects Bio-Rad's ongoing dedication to customer support while closely monitoring the evolving situation [2]. - Analyst Tycho Peterson from Jefferies noted that Bio-Rad's change in stance suggests a lack of broad pricing power for its product portfolio, particularly for standardized reagents [2]. Group 2 - Peterson highlighted that as tariff-related disputes, especially those involving China, begin to ease, the need for additional surcharges may diminish [2]. - He emphasized that implementing a surcharge could lead to a more significant decline in demand than anticipated, making it necessary to cancel the plan to protect revenue and market share [2]. - Following the announcement, Bio-Rad's stock price saw a slight increase of 1%, reaching $231.89 on the New York Stock Exchange [2].

Core Viewpoint - Bio-Rad is implementing a tariff surcharge due to the impact of the global trade environment on its manufacturing, particularly affecting its life sciences business, while its diagnostics business remains less impacted due to long-term contracts with clients [1][3][4]. Group 1: Company Strategy and Financial Performance - Bio-Rad's CEO and CFO discussed the company's operational strategies and future outlook at the RBC Capital Markets Global Healthcare Conference, emphasizing their commitment to steady growth through operational improvements and strategic acquisitions despite market challenges [2]. - The company is facing revenue pressure estimated at $40 million, primarily due to reduced research spending and challenges in the Chinese market, particularly affecting clients reliant on NIH funding [4]. - Bio-Rad plans to utilize cash and debt flexibly for acquisitions, focusing on products that align with its existing portfolio to enhance market competitiveness [4]. Group 2: Market Conditions and Future Outlook - The company anticipates continued market weakness from Q2 to Q4, affecting academia, biotechnology, and the Chinese market, although consumable usage remains stable, indicating ongoing laboratory activities [5]. - The negative impact of tariffs is estimated to be around 30 basis points, amounting to $30 million to $40 million, which has already been factored into the company's financial guidance [5]. - Based on historical seasonal trends, Bio-Rad expects that the second half of the year will account for 52% of its annual revenue, with a potential performance rebound anticipated in that period [5].

Core Viewpoint - Micron Technology plans to impose additional fees on certain products starting April 9 to offset new tariffs announced by the Trump administration, despite exemptions for semiconductors [1] Group 1: Company Actions - Micron has informed U.S. customers about the additional fees related to tariffs, which will affect memory modules and solid-state drives [1] - The company aims to pass on the costs to customers in regions impacted by the tariffs, as indicated during their earnings call on March 21 [1] Group 2: Product Impact - The products affected by the additional fees are used for data storage in various applications, including automobiles, laptops, and data center servers [1]