美國總統特朗普於10月10日在其社交平台發布長文，批評中國近期對稀土等稀有元素實施出口管制，視為對全球貿易的「敵對行動」，並宣稱中國企圖壟斷市場，威脅美國及盟國供應鏈。特朗普表示，美國將被迫大幅提高對中國產品的關稅作為反制措施，並強調這將有利於美國經濟。他更直言「沒有理由」再與中國國家主席習近平會面，暗示雙邊關係降至冰點。他之後再宣布，11月1日起對所有中國進口商品加徵100%新關稅，並同步對所有「關鍵軟件及相關技術產品」實施出口管制。
此舉正值近一周中美貿易摩擦急劇升溫，包括中國將自10月14日起對美國船舶收取特別港務費、中國海關嚴查 Nvidia AI 晶片進口、美國調查新加坡公司 Megaspeed 涉嫌助中國規避出口管制獲取先進晶片，以及中國對高通收購以色列車聯網晶片公司 Autotalks 展開反壟斷調查等事件。分析指中美正為可能的「特習會」爭奪談判籌碼，恐進一步衝擊全球供應鏈與科技產業。
｜消息即時引發金融波動
特朗普在社交平台發文後，即時引發市場對中美貿易戰重燃的恐慌，導致美股全面下跌。三大指數齊挫，道瓊斯工業平均指數一度暴跌540點，跌幅達1.16%；標準普爾500指數下滑1.73%；以科技股為主的納斯達克綜合指數更跌2.4%。
這是道指自8月1日以來最差的一日表現，而標普和納指亦創下自4月以來最大單日跌幅。市場分析指出，特朗普的最新言論令投資者擔心，中美之間剛剛穩定下來的經貿關係再度惡化。
｜市場憂慮「貿易戰2.0」爆發
華爾街分析師指出，過去數月美國通脹數據雖略見放緩，但若加徵關稅再度推高進口成本，將令聯儲局的降息預期進一步推遲。資金因此迅速撤離高風險資產，科技股首當其衝，在同一時間，黃金價格亦持續創新高，顯示市場憂慮美元匯價會進一步轉弱。
投資界預料，若中美貿易緊張升溫，亞洲市場尤其是香港及台灣的出口導向型企業將面臨壓力。香港恒生指數近月已因外圍不確定性疲弱，若美國真實行新一輪關稅行動，或令中資及科技股再受打擊。
｜收市後公布下月起加中國關稅
特朗普在紐約股市收市後再在社媒發文，宣布美國將自11月1日起除現有關稅外，對所有中國進口商品加徵100%新關稅，並同步對所有「關鍵軟件及相關技術產品」實施出口管制。特朗普強調：「中國的行為是前所未有的，我們必須立即反制。美國擁有更強大的壟斷力量，現在是時候使用了。」
《追光者》報道
特朗普社交平台原文：
Some very strange things are happening in China！ They are becoming very hostile， and sending letters to Countries throughout the World， that they want to impose Export Controls on each and every element of production having to do with Rare Earths， and virtually anything else they can think of， even if it’s not manufactured in China. Nobody has ever seen anything like this but， essentially， it would “clog” the Markets， and make life difficult for virtually every Country in the World， especially for China. We have been contacted by other Countries who are extremely angry at this great Trade hostility， which came out of nowhere. Our relationship with China over the past six months has been a very good one， thereby making this move on Trade an even more surprising one. I have always felt that they’ve been lying in wait， and now， as usual， I have been proven right！ There is no way that China should be allowed to hold the World “captive，” but that seems to have been their plan for quite some time， starting with the “Magnets” and， other Elements that they have quietly amassed into somewhat of a Monopoly position， a rather sinister and hostile move， to say the least. But the U.S. has Monopoly positions also， much stronger and more far reaching than China’s. I have just not chosen to use them， there was never a reason for me to do so — UNTIL NOW！ The letter they sent is many pages long， and details， with great specificity， each and every Element that they want to withhold from other Nations. Things that were routine are no longer routine at all. I have not spoken to President Xi because there was no reason to do so. This was a real surprise， not only to me， but to all the Leaders of the Free World. I was to meet President Xi in two weeks， at APEC， in South Korea， but now there seems to be no reason to do so. The Chinese letters were especially inappropriate in that this was the Day that， after three thousand years of bedlam and fighting， there is PEACE IN THE MIDDLE EAST. I wonder if that timing was coincidental？ Dependent on what China says about the hostile “order” that they have just put out， I will be forced， as President of the United States of America， to financially counter their move. For every Element that they have been able to monopolize， we have two. I never thought it would come to this but perhaps， as with all things， the time has come. Ultimately， though potentially painful， it will be a very good thing， in the end， for the U.S.A. One of the Policies that we are calculating at this moment is a massive increase of Tariffs on Chinese products coming into the United States of America. There are many other countermeasures that are， likewise， under serious consideration. Thank you for your attention to this matter！
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