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记得疫情前的中美贸易战也是天天多空消息满天飞 川普一则推特可以让大盘狂飙 现在这个关税战态势很像升级版的美中贸易战 美中各自拉拢自己的盟友 同时美国想靠和各国谈判获得更多利益,关税可以直接增加国库收入 如果历史是可以参考的 那多单可以陆续进场了? 毕竟美国最近频频释出讯息他们是想和中国谈的 ※ 引述《AKS8158 (车がほしいです)》之铭言: : ※ 引述《DrowningPool (My broken dreams)》之铭言: : : 原文标题:Trump administration will not spare electronics products from ta ri : ff : :      , says US Commerce Secretary : : 原文连结:https://reurl.cc/YY0jQa : : 发布时间:2025-4-13 : : 原文内容: : : Electronics products will be included in the Trump administration’s upcom in : g : : sector-specific tariffs, U.S. Commerce Secretary Lutnick said in an interv ie : w : : with ABC News on Sunday. : : “Electronics products will be part of upcoming sectoral tariffs,” Lutnic k : : was quoted as saying. : : He clarified that electronic goods would fall under the semiconductors : : category and would be subject to “special tariffs coming soon.” : : According to Lutnick, semiconductor and electronics tariffs will be : : implemented within a month, while pharmaceutical tariffs are expected in t he : : next month or two. : : The announcement follows a recent move by the administration that appeared t : o : : temporarily spare the electronics sector. : : Trump admin backtracks from previous respite : : U.S. Customs and Border Protection had published exemptions from the propo se : d : : 125% reciprocal tariffs on Chinese imports, specifically excluding : : smartphones, laptops, and a range of other electronic products, Bloomberg : : reported on Saturday. : : Among the products exempted were smartphones, hard drives, processors, mem or : y : : chips, and semiconductor manufacturing equipment — items that are largely : : not produced in the United States and would take years to establish : : domestically. : : The exemption list was seen as a major benefit to companies like Apple, : : Samsung, and Taiwan Semiconductor Manufacturing Co., which has pledged maj or : : investments in U.S.-based chip facilities. : : However, Bloomberg also reported that these exemptions might only offer : : temporary relief, with more targeted tariffs likely being developed behind : : the scenes. : : While semiconductors have been singled out by former President Trump for n ew : : tariff measures, no specific rate had been finalised as of yet. : : The administration’s sectoral tariffs have so far been set at 25%, but th e : : exact figure for electronics and chips remains uncertain. : : 美国商务部长卢特尼克(Lutnick)周日在接受 ABC 新闻访问时表示,川普政府即将 : 对 : : 特定产业实施的新一轮关税措施,将涵盖电子产品。 : : 「电子产品将纳入即将实施的产业关税范围内,」卢特尼克说。 : : 他进一步说明,电子产品将归类在半导体项目下,并将受到「即将推出的特别关税」 : 束 : : 。 : : 根据卢特尼克的说法,半导体与电子产品的关税将在一个月内实施,而药品类产品的 : 税 : : 则预计在一到两个月内开始执行。 : : 心得: : : 昨天大家一片沉浸在快活里 : : 明天就要开盘了 : : 商务部长出来补刀说电子产品也会在特别关税里不只晶片 : : 这下要多蛙怎麽睡? : https://i.imgur.com/5XTb2QD.jpeg : Commerce Secretary Howard Lutnick said Sunday that the administration's deci si : on Friday night to exempt a range of electronic devices from tariffs impleme nt : ed earlier this month was only a temporary reprieve, with the secretary anno un : cing that those items would be subject to "semiconductor tariffs" that will li : kely come in "a month or two." : "All those products are going to come under semiconductors, and they're goin g : to have a special focus type of tariff to make sure that those products get re : shored. We need to have semiconductors, we need to have chips, and we need t o : have flat panels -- we need to have these things made in America. We can't b e : reliant on Southeast Asia for all of the things that operate for us," Lutnic k : told "This Week" co-anchor Jonathan Karl. : He continued, "So what [President Donald Trump's] doing is he's saying they' re : exempt from the reciprocal tariffs, but they're included in the semiconduct or : tariffs, which are coming in probably a month or two. So these are coming s oo : n." : The administration's clarification comes after a U.S. Customs and Border Pro te : ction bulletin was posted Friday night outlining key electronics -- smartpho ne : s, computers, solar cells, flat-panel TV displays and semiconductor-based st or : age devices, among others -- would be exempt from the tariffs announced sinc e : April 2. That meant those products would not be subject to steep tariffs on Ch : inese imports, nor the global 10% tariff rate President Donald Trump had imp os : ed. : Lutnick said on "This Week" that the White House will implement "a tariff mo de : l in order to encourage" the semiconductor industry, as well as the pharmace ut : ical industry, to move its business to the United States. : "We can't be beholden and rely upon foreign countries for fundamental things t : hat we need," he said. "So this is not like a permanent sort of exemption. H e' : s just clarifying that these are not available to be negotiated away by coun tr : ies. These are things that are national security that we need to be made in Am : erica : 看不懂了? : 卢特尼克又说关税豁免是暂时的 : 大概是一或两个月 : 一个行政命令可以翻来又覆去吗? : 川投顾真的没有在做股票吗? --



※ 发信站: 批踢踢实业坊(ptt.cc), 来自: 114.32.240.15 (台湾)
※ 文章网址: https://webptt.com/cn.aspx?n=bbs/Stock/M.1744557210.A.050.html
1F:→ kensmile : 其实川普是带赛的 04/13 23:14
2F:推 LukaDon77 : 美国拉拢盟友的方法是要人缴钱舔OO 真是聪明的拉法 04/13 23:15
3F:→ wintxa : 等礼拜二吧 半导体重头戏 04/13 23:15
4F:→ kensmile : 当初疫情就是他自大让美股崩盘 04/13 23:15
5F:→ vux : 好了啦 04/13 23:15
6F:推 acidrain : 谈什麽? 04/13 23:15
7F:→ kensmile : 现在也是 04/13 23:15
8F:→ LukaDon77 : 除了不舔真的活不下去的人谁会理他? 04/13 23:15
9F:→ Usmall857 : 刚刚豁免现在又要课税 你是把全世界的人装笑仔诶吗 04/13 23:15
10F:推 Leo3492351 : 低调越恐慌才有票可以捡 04/13 23:16
11F:推 intointo : PUA 04/13 23:16
12F:→ Feting : 老苏说他最懂川普贸易战,最後就是中美一家亲,股市 04/13 23:17
13F:推 lpc95 : 他真的可以画线给大盘走 04/13 23:18
14F:嘘 cssula : 那你会欧硬 04/13 23:18
15F:→ Feting : 一起涨,雷曼是崩盘变成雷曼是暴涨,坐等川习合体 04/13 23:18
16F:推 PTTMAXQQ : 川普还在等中国的电话-.- 04/13 23:19
17F:→ Feting : 其他人被牺牲摸摸鼻子乖乖缴钱给美国,中美最大赢家 04/13 23:19
18F:→ PTTMAXQQ : 他知道他非常想打电话给他但还没打 04/13 23:19
19F:→ FatFatQQ : 拉盟友X吸乾O 04/13 23:19
20F:推 Roger1015 : 没发现川普放话给下面的人开大杠杆作短多吗?他们 04/13 23:20
21F:→ Roger1015 : 都下车了等下一波... 04/13 23:20
22F:推 Tohkachan : 你all in了吗 04/13 23:20
23F:推 qdto : 川宝贸易战1.0是大盘跌20%到底部起涨,2.0大盘跌20 04/13 23:20
24F:→ qdto : %後关税暂缓90天。 04/13 23:20
25F:推 IceSword : 难怪会说当美国的敌人是危险的 当美国的盟友是致命 04/13 23:21
26F:→ IceSword : 的 04/13 23:21
27F:→ tatacoco : 不期不待不受伤害,有杠杆降杠杆,这一段时间就是 04/13 23:21
28F:→ tatacoco : 风浪越大,鱼越贵,但前提是你的船没被打翻的话 04/13 23:21
29F:→ yxxn : 好了啦 还在壮胆 04/13 23:23
30F:推 zick8932511 : 你上一周在外太空吗? 04/13 23:24
31F:→ gn02118620 : https://i.imgur.com/xxMt9fd.jpeg 04/13 23:26
32F:推 kenslc199 : 套蛙不喜欢你这篇 04/13 23:27
33F:→ bob120400 : 跟中国和谈跟台湾有什麽关系 04/13 23:27
34F:推 buyerko : 中国太硬可以谈,台湾很软可以宰 04/13 23:27
35F:推 vincent5236 : 中美贸易战到五年线,升级全世界版要到几年线? 04/13 23:29
36F:→ Submariner : 中国是他伟大美国最重要的一块 他不跪 会让接下来 04/13 23:30
37F:→ Submariner : 很难处理 像今天豁免 反而变成对中国让步 04/13 23:30
38F:推 A80211ab : 哪有要谈 都在逼牌 04/13 23:32
39F:推 amig0123 : 难怪中国没有甩美国电子20 根本没信用 04/13 23:33
40F:推 macetyl : 鸿海都出来说话了,应该就是有内线了 04/13 23:54
41F:推 heyjude1118 : 要抓大方向,要救美债是真的,降贸易逆差,关税一定 04/13 23:54
42F:→ heyjude1118 : 有,多少的问题。美元大机会贬 04/13 23:55
43F:→ heyjude1118 : 国安问题,高阶半导体回来,重工业回流,一定会作 04/13 23:55
44F:→ visadanny : 美国那屌样想是要拉盟友吗? 04/13 23:56
45F:→ heyjude1118 : 较难判断的是有没有要各国买美债,什麽样的美债 04/13 23:57
46F:推 j8630222 : 如果历史可以参考 关税战後 就是世界大战喔 04/13 23:59
47F:推 Submariner : 不会 美国没能力发动持久热战 他现在要半导体 造船 04/14 00:02
48F:→ Submariner : 制造业回流 就是在未来小弟不乖可以用热战威胁 04/14 00:02
49F:推 twin2 : 拉过来亲屁股吗,美国的拉拢方式真特殊 04/14 00:17
50F:→ asidy : 他们想跟中国谈x想叫中国跪舔o 04/14 00:24
51F:推 kusotoripeko: 也可以解释成:半导体、造船、制造业拉回去就是因为 04/14 00:41
52F:→ kusotoripeko: 有打算未来时机成熟就发动持续热战 04/14 00:41
53F:→ lavign : 跟美国谈根本不用活了,没了对美逆差,还赔其他逆 04/14 00:42
54F:→ lavign : 差进去 04/14 00:42
55F:→ kusotoripeko: 只是不看好大批美国人进去产线啦 04/14 00:42
56F:→ kusotoripeko: 除非从亚洲盟友拉人,有美国价值就能去当外劳 04/14 00:43







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