据白宫新闻秘书卡罗琳·莱维特透露，特朗普将于4月2日在白宫玫瑰园正式宣布这项“以国家为基础”的关税。德意志银行的Jim Reid表示：“关于即将公布的关税细节，目前尚不清楚具体针对哪些国家及税率幅度。”Wedbush stated that on the eve of President Trump's announcement of a new round of tariff policies, there are concerns in the market regarding the short-term trends of the "seven giants," especially as the investment prospects in the AI field face uncertainty.
According to Zhikong Finance APP, Wedbush stated that, on the eve of the "liberation day" when President Trump is about to announce a new round of tariff policies, the market has concerns about the short-term trends of the "seven giants", especially with uncertainty surrounding the investment prospects in the field of AI.
Daniel Ives, leading the Wedbush Analysts, stated in an investor report on Tuesday: "Tariff pressures faced by various industries will suppress economic demand and push prices higher... In turn, this will prompt corporate executives to delay expenditures including AI projects. Theoretically, Trump's tariff policies could alter the short-term growth trajectory of AI investment (with limited long-term impact), and the current volatility in the stock market reflects these concerns."
According to White House Press Secretary Caroline Levitt, Trump will officially announce this "nation-based" tariff in the Rose Garden on April 2. Jim Reid from Deutsche Bank stated: "It is currently unclear what specific countries and tax rates the upcoming tariff details will target."
Ives added: "Although there are currently no signs of expenditure shrinkage in related sectors... this policy uncertainty has triggered a risk-averse sentiment in the global market towards the U.S. tech sector, with many investors opting to wait or shift to the Eurasian stock markets until Trump's new policy rules are clear. It is essential to emphasize that anyone educated in basic economics understands that the tariff costs will eventually be borne by consumers... This will further suppress consumer confidence and spending, leading to a comprehensive slowdown in corporate capital expenditures and digital advertising investments—this chain reaction is what the market is most concerned about."
China remains the most important variable in this policy equation. Ives pointed out that Asia, as the core of the Semiconductor Industry, holds a significant manufacturing position in China. Even relocating just 10% of the supply chain from Asia to the USA would require hundreds of billions of dollars and several years. If China takes strong retaliatory measures, it could impact the$NVIDIA (NVDA.US)$hardware supply chain and lead Chinese consumers to switch to domestic products, thereby affecting $Apple (AAPL.US)$ 、$Tesla (TSLA.US)$And other brands.
In the past two months, the stock prices of Apple, NVIDIA, and Tesla have consistently deviated from the target prices set by Wedbush (which are $325, $175, and $550 respectively).
As of Tuesday's close,$Roundhill Magnificent Seven ETF (MAGS.US)$After a decline of 14% so far this year, it rose by 1.81%. In individual stocks, $Tesla (TSLA.US)$ Leading with a 3.59% increase, $Alphabet-C (GOOG.US)$up 1.57%, $NVIDIA (NVDA.US)$ 、 $Meta Platforms (META.US)$ and$Microsoft (MSFT.US)$An increase of nearly 2% was recorded, $Amazon (AMZN.US)$an increase of 1%, $Apple (AAPL.US)$ a slight increase of 0.48%.
