Tariff 2.0 is launching, and the global supply chain is about to "reboot" again?

If we compare global trade to a highway, then Donald Trump's new tariff policy is like suddenly setting up toll booths, with prices increasing at different times. Drivers—meaning multinational corporations—can only re-route their navigation overnight.
Over the past decade, supply chains have prioritized "efficiency": producing wherever it's cheapest. Now, the logic shifts to "security first": investing where political stability is assured. Tariffs are like stones thrown into a pond, with ripples spreading across Asia, Europe, and the Americas. Companies are considering "de-risking" and "friend-shoring," which sounds impressive but essentially means—spending more money to buy peace of mind.
Interestingly, tariffs don't immediately lead to industry reshoring. Manufacturing isn't like a power bank that can be plugged in instantly. Building factories, hiring workers, training, logistics—all take time and costs. In the short term, a more likely scenario is "curved rerouting": labeling products made in country A and selling them back to the U.S. This changes trade data, but actual goods may not have moved.
The reaction of investment markets is also quite dramatic. Industrial stocks rise, tech stocks shake; shipping stocks get excited, retail stocks frown. Gold and safe-haven currencies are like old friends being called out to "steady the scene." Global capital votes with its feet, investing in certainty rather than slogans.
In the long run, this tariff game resembles a global industry reshuffle race. Those who adapt quickly will gain the advantage. The only certainty is: costs won't just disappear—they will simply change names. #特朗普宣布新关税政策