#美国半导体关税

Last week, "shorting America" nearly became a global consensus, highlighted by a surge in U.S. sovereign credit risk. Trump unexpectedly reversed course less than 13 hours after announcing reciprocal tariffs took effect, delaying the highest tariffs on over 75 countries for 90 days, despite his previous insistence that he would "never consider a suspension." The White House also denied this as "fake news."

Due to the Trump administration's flip-flopping on import tariffs, market panic escalated. U.S. stocks continued their decline on Friday after a University of Michigan survey showed consumer confidence worsening and inflation expectations soaring. However, as Federal Reserve voting member Collins stated that they are "absolutely" ready to help stabilize the market if necessary, and with a glitch in the U.S. tariff filing system, all three major stock indices caught a breather. Coupled with Wednesday's intraday reversal, U.S. stocks recorded their best weekly performance in over a year.