※ 引述《yipi1357》之铭言 : 撷取直播有关台湾的段落 : https://www.youtube.com/live/bh_L5HA3K1E?t=2220s : Google翻译录音转译: : We are using tariffs now for our benefit and we have now. Close to 10 : trillion dollars to think of that 10 trillion if you look at the past : administration, and we're talking about over, you know, essentially 2 months : because you we can say three but it took a little while to get the office in : perfect yet. It took a little while to get things done, but once we started : When you think of that close to 10 trillion dollars of investment, you've had : years where the United States wouldn't do that in a wouldn't do one trillion : in a year wouldn't do anywhere near one trillion. We did 10 trillion in 2 : months. So it's it's amazing what's happening? We're getting calls from and : that has to do with chips has to do with cars. We used to make chips with : Intel and we used to make chips. We had a monopoly on chips and everything : was made here and now over a period of use because of presidents. It didn't : know what they were doing. They allowed that business to be stolen from us. : Most of it moved to Taiwan. And you probably were the same position right? : And if we would have said that's fine if you want to move it to Taiwan, : that's good, but if you want to sell back into the United States, we're going : to put a 50% or 100% terrifying they would have never left. But we had people : sitting here that didn't. But they can one case 300 billion in one case 500 : billion same as Apple. And then another case 200 million. And we're going to : have a large share very very substantial share of the chipmunket. : -- : ChatGPT翻译: : 我们现在正利用关税来为我们谋取利益。事实上，我们现在已经达到接近 10 兆美元的投 : 资规模。想想这个数字——10 兆美元！如果你回顾过去的政府，他们在两个月内达成这 : 样的成就简直不可思议。实际上，你可以说是三个月，但我们花了一些时间让办公室运作 : 完善，让事情顺利进行。但一旦我们开始推动，投资就开始涌入。 : 当你想到这接近 10 兆美元的投资，你会发现过去的美国在一年内甚至无法达到 1 兆美 : 元的投资，甚至连接近 1 兆美元都做不到。而我们在短短两个月内就实现了 10 兆美元 : ，这简直是令人难以置信的成就。 : 这一切与晶片和汽车有关。我们过去曾与 英特尔 (Intel) 一起制造晶片，甚至曾经垄断 : 晶片市场，一切都在美国本地生产。然而，随着几任总统的错误决策，他们并不明白这个 : 产业的重要性，最终让这个产业被别人夺走了，大部分晶片生产转移到了 台湾。 : 你应该也处在类似的情况吧？如果当时我们能说：「好吧，如果你们想把生产搬到台湾， : 那也行。但如果你们想将这些产品销回美国，那麽我们将对它们徵收 50% 或 100% 的关 : 税。」那麽这些企业永远都不会离开美国。 : 但很遗憾，当时掌权的人并不明白这一点，这真是太糟糕了。 : 但现在情况正在改变，因为我在推动这件事。尽管这行动晚了大约 40 年，但他们正在回 : 归。你知道的，全球最大的晶片制造商正在大规模投资：一家投资 3,000 亿美元，另一 : 家投资 5,000 亿美元，还有一家 200 亿美元。这样的规模与 苹果 (Apple) 相当。我们 : 即将重新获得晶片市场中非常可观的份额。 反正大家都知道川普一开始喊的%数都是假的 只是逼你上桌谈判而已 像尼克卢克讲的 他们只是要美国本土制造更多 只要台积加码而且真的有在盖不要骗川普 我相信谈判不会太困难 如果宣布50-100%台股就是一波抄底的机会 目前台湾最关键的就是半导体关税 宣布之後利空出尽 接下来就是往上 川投顾的话要信 持续加码美股就对了 ---- Sent from BePTT on my iPhone 12 Pro --

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