Pressing the tariff button causes global K-line charts to shake three times first

When Donald Trump announced new tariff policies, the market's first reaction is usually not to calculate the accounts, but to take a deep breath. Tariffs are like a "policy alert sound"; once they ring out, the stock market, forex market, and commodity markets all enter "warning mode" collectively. Some cheer for the "return of manufacturing," some worry about the "boomerang effect" of costs, and others are already looking for hedging tools.
Logically, the goal of tariffs is clear: increase import costs to make domestic companies more competitive. But the problem is, today’s supply chain is not a single line but a web. Raising tariffs doesn’t just affect one link; it’s like pulling a string tight in the center of the web, causing deformation all around. Companies either raise prices, cut profits, or shift production capacity—none of these options are easy.
Humorously speaking, tariffs are like adding weight to a barbell in the gym—looks powerful, but if you lift it improperly, you might strain your back. In the short term, they can indeed demonstrate a tough stance, but in the long run, they must face the reality of "detours" in global trade. Trade won’t disappear; it will just become smarter.
The investment market is most sensitive to this. Sentiment leads, data follows. Once the news breaks, volatility spikes like drinking a strong coffee—instant alertness. Only when real economic data gradually emerges does the market begin to analyze calmly: who benefits, who gets hurt?
Tariffs are not just a simple story of "raising or lowering taxes," but a game of strategy. They are both an economic tool and a bargaining chip. The final outcome often depends on the temperature at the negotiation table, not the tone at the press conference. #特朗普宣布新关税政策