#美国加征关税 【#美国加征关税 Trade War Escalation and Market Impact｜Deep Analysis on April 9】

On April 2, the United States announced a 34% tariff increase on Chinese goods imported into the U.S., which, combined with previous rates, brings the total tariff to 65%. In response, China announced that starting April 10, it would impose an equivalent 34% tariff on U.S. imports and resorted to the WTO dispute mechanism, while also placing 11 U.S. companies on the "Unreliable Entity List," restricting exports of strategic resources such as rare earths. The escalation of this tariff war has caused global supply chain disruptions, with U.S. media describing it as "a nightmare" for businesses, particularly small enterprises that face surging costs and bankruptcy risks. The market needs to be wary of two major risks: 1) Export controls on heavy rare earths could raise costs in the new energy industry supply chain; 2) U.S. tech companies that rely on Chinese supply chains (such as semiconductors and medical equipment) will face supply pressure. Investors are advised to pay attention to updates on the tariff exemption list and signals from subsequent U.S.-China negotiations, with a focus on short-term risk aversion.