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特朗普关税战再次开启,美联储能否扛住压力
Sou Hu Cai Jing· 2025-09-26 12:01
Group 1 - The core point of the article is that President Trump has announced a new round of high tariffs on various imported products starting from October 1, affecting multiple countries including China, Mexico, Canada, Japan, and Germany [1] - The tariffs include a 25% tax on imported heavy trucks, a 50% tax on kitchen cabinets and bathroom sinks, a 30% tax on imported furniture, and a 100% tax on patented and branded pharmaceuticals [1] - The heavy truck tariff will significantly impact the U.S. transportation industry, as 38% of the total sales in 2024 are expected to come from imports [1] - The high tariffs on building materials and furniture will create substantial cost increases in these sectors, with kitchen cabinets and related materials facing a 50% tariff and imported furniture facing a 30% tariff [1] - The 100% tariff on pharmaceuticals could disrupt the global export supply chain for medicines, affecting many countries [1] - The article suggests that this tariff war could lead to a favorable market situation, potentially prompting the Federal Reserve to lower interest rates in October [1] Group 2 - The cryptocurrency market is experiencing fluctuations, with Bitcoin reaching a low of $108,620 and facing resistance at the $110,000 level [3] - Ethereum has seen a larger decline, hitting a low of $3,812 and facing significant resistance at the $4,000 mark [3] - The article advises caution in investing in altcoins, suggesting that investors should selectively choose promising cryptocurrencies rather than making random purchases [3] - It notes that the current market conditions may be a temporary washout, with expectations for better market opportunities in October [3]