When the market succumbs for Trump tariffs, these global sectors are supported for rough vehicles.

This weekend, President Donald Trump announced a large amount of tariffs to three largest trading partners in its country, and that investors are in a hurry to position themselves for the World Trade War.

Canada and Mexico are facing 25 % of exports to the United States, with 10 % of Chinese products. Canada has already handled $ 155 billion with 25 % of retaliation tariffs.

On the other hand, Trump states that the European Union will be performed next on the launch line, and the UK is also considering it.

Trump repeatedly threatened tariffs in the trajectory of the campaign, but German’s analyst Jim Reed was a Monday memo, and the market said that the market was “completely excluded” and is now a “serious shock.” He said it would be.

Among the expected short -term impacts, there are rising countries with large -scale manufacturing sectors, US consumer prices, and deceleration of global economic growth in the United States with high US interest rates. As a result, US dollar.

Other than the United States and the other three economies, sectors around the world are affected by tariffs.

Some of the areas that are expected to be hit are as follows.

From automobile brands to vehicle parts manufacturers, automobile companies are expected to be the worst effects by expanding trade tensions to represent the international imports to the United States.

German VolkswagenFor example, we own the largest car factory in Mexico, producing vehicles to export to US analysis by the RBC capital market. Stellantis -Dores Chrysler and Jeep -In Mexico, there are major businesses, including the production of lampic -up trucks, and there are 12 % hits in revenue.

The impact on the stock was performed immediately on Monday, and the European car manufacturer became the region. Stoxx 600 The index plummet to 3.4 % and contains some suppliers VALEO FORVIA has also fallen to sector deceleration.

Maker of chips and semiconductor equipment within the range of Taiwan TSMC To the Netherlands ASMLConsidering the global supply chain of the industry, including Mexico and Chinese factories, it is affected by tariffs because of the possibility of deceleration in demand.

Taiwan Semiconductor Manufacturing, the world’s largest chip manufacturer, specializes in the production of semiconductors for other companies such as US companies. apple,, nvidia,, AMD,, Qualcomm and Intel。

On the other hand, ASML produces extreme UV (EUV) machines used by many global chip manufacturers to print complex designs on chips. ASML ships these tools to multiple countries, including the United States, Taiwan and South Korea.

“The latest movement is useless to settle the high tensions that collide with the semiconductor sector,” said Susannah Streeter, the headquarters of the Hargreaves Lansdown and the market manager.

“Favorite company nvidia Like China and Mexico, it depends on the production of chips from a outsourced factory overseas, but many other parts required for the construction of the AI ​​data center are imported or duties. It may be vulnerable. “

For US consumers, many homes and leisure products made abroad can be set, from furniture and appliances to clothing consoles, telephones, toys, and rising prices.

In other places, the products exported to the United States sent to countries such as Canada are exported and retaliation by tariffs. This is a consumer company around the world that sends products throughout the US border.

One example is a drink giant DiagioWe are already struggling to weaken the demand in North America.

According to the GOODBODY consumer stock analyst, Fintan Ryan, the CNBC accounts for one of the biggest issues this year because the United States accounts for about 45 % of the company’s operating income.

Approximately 70 % of the US sales include Canadian whiskey, Mexican tequila, scotch, Baileys, and the Guinness of Irish Irish. Diageo will report the profits on Tuesday.

According to Morgan Stanley’s analysis, Chinese companies are the most risky due to other changes to customs duties and access to the US market. Among them, the online shopping platform linked to very popular China, such as Temu, Shein, and Aliexpress, is set as a fierce hit.

This is because Trump has suspended trade exemption, known as “de minimis.”

US authorities have argued that Chinese electronic business companies have exempted from gaining safety concerns with their competitors for “minimal documents and inspections.”

According to data from the US Taxation Border Protection Agency, the United States processed more than 1.3 billion in 2024.

Without exemption, a large amount of low -cost products from online retailers in China may face duties, push up the final price of items, and cause a decline in demand.

Dan Boardman-Weston, the CEO of Bri Wealth Management, is a basic material for exploring, extracting, and processed products such as metal, wood, glass, plastic, coal, jewelry, and other products such as metals, wood, glass, plastic, coal, and jewelry. The company is set. CNBC’s “Street Sign Europe”.

The European STOXX 600 mining index dropped by about 1.5 % by the afternoon of Monday, but Industrials Index, including mechanical producers, decreased by 1.7 %.

In Canada, the economic impact is expected to be particularly intense, and Scottia Bank’s analyst states that the fast tariff with the top trading partner and the nearest ally is the “worst scenario for Canada.” Masu.

Analysts have added that their economy and productivity are weak, have high debt, and the diversification of trade is low, and have selected coniferous timber industries, which are already specified in a dangerous country.

Renewable energy producers around the world can also be used by tariffs, and China, Mexico and Canada are all important infrastructure for the production of mechanical parts used in solar, wind power, and other green technology. is.

In a Sunday statement, the American Clean Power Association warned the negative impact on the Green Energy Industry, with the increase in energy production of Canada and Mexico’s mechanical production.

More wider, Morning Star’s analyst warned in December that the tariff could be harmful to energy transition.

“Customs duties are ultimately paid by consumers, which can lead to an increase in inflation and interest rates, and may slow down. When this happens, the profitability of the sun and wind is profitable. They have been damaged in recent years.

-CNBC’s Ganesh Lao, Michael Bloom, Annie Palmer, Sam Meredis, and Ryan Brown have contributed to the story.