記得疫情前的中美貿易戰也是天天多空消息滿天飛
川普一則推特可以讓大盤狂飆
現在這個關稅戰態勢很像升級版的美中貿易戰
美中各自拉攏自己的盟友
同時美國想靠和各國談判獲得更多利益,關稅可以直接增加國庫收入
如果歷史是可以參考的
那多單可以陸續進場了?
畢竟美國最近頻頻釋出訊息他們是想和中國談的
※ 引述《AKS8158 (車がほしいです)》之銘言:
: ※ 引述《DrowningPool (My broken dreams)》之銘言:
: : 原文標題:Trump administration will not spare electronics products from ta
ri
: ff
: : , says US Commerce Secretary
: : 原文連結:https://reurl.cc/YY0jQa
: : 發布時間:2025-4-13
: : 原文內容:
: : 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.
: : 美國商務部長盧特尼克(Lutnick)週日在接受 ABC 新聞訪問時表示,川普政府即將
針
: 對
: : 特定產業實施的新一輪關稅措施,將涵蓋電子產品。
: : 「電子產品將納入即將實施的產業關稅範圍內,」盧特尼克說。
: : 他進一步說明,電子產品將歸類在半導體項目下,並將受到「即將推出的特別關稅」
約
: 束
: : 。
: : 根據盧特尼克的說法,半導體與電子產品的關稅將在一個月內實施,而藥品類產品的
關
: 稅
: : 則預計在一到兩個月內開始執行。
: : 心得:
: : 昨天大家一片沉浸在快活裡
: : 明天就要開盤了
: : 商務部長出來補刀說電子產品也會在特別關稅裡不只晶片
: : 這下要多蛙怎麼睡?
: 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?
: 盧特尼克又說關稅豁免是暫時的
: 大概是一或兩個月
: 一個行政命令可以翻來又覆去嗎?
: 川投顧真的沒有在做股票嗎?
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 114.32.240.15 (臺灣)
※ 文章網址: https://webptt.cc/bbs/Stock/M.1744557210.A.050.html
推文 (56)
→
kensmile
其實川普是帶賽的
04/13 23:14
推
LukaDon77
美國拉攏盟友的方法是要人繳錢舔OO 真是聰明的拉法
04/13 23:15
→
wintxa
等禮拜二吧 半導體重頭戲
04/13 23:15
→
kensmile
當初疫情就是他自大讓美股崩盤
04/13 23:15
→
vux
好了啦
04/13 23:15
推
acidrain
談什麼?
04/13 23:15
→
kensmile
現在也是
04/13 23:15
→
LukaDon77
除了不舔真的活不下去的人誰會理他?
04/13 23:15
→
Usmall857
剛剛豁免現在又要課稅 你是把全世界的人裝笑仔誒嗎
04/13 23:15
推
Leo3492351
低調越恐慌才有票可以撿
04/13 23:16
推
intointo
PUA
04/13 23:16
→
Feting
老蘇說他最懂川普貿易戰,最後就是中美一家親,股市
04/13 23:17
推
lpc95
他真的可以畫線給大盤走
04/13 23:18
噓
cssula
那你會歐硬
04/13 23:18
→
Feting
一起漲,雷曼是崩盤變成雷曼是暴漲,坐等川習合體
04/13 23:18
推
PTTMAXQQ
川普還在等中國的電話-.-
04/13 23:19
→
Feting
其他人被犧牲摸摸鼻子乖乖繳錢給美國,中美最大贏家
04/13 23:19
→
PTTMAXQQ
他知道他非常想打電話給他但還沒打
04/13 23:19
→
FatFatQQ
拉盟友X吸乾O
04/13 23:19
推
Roger1015
沒發現川普放話給下面的人開大槓桿作短多嗎?他們
04/13 23:20
→
Roger1015
都下車了等下一波...
04/13 23:20
推
Tohkachan
你all in了嗎
04/13 23:20
推
qdto
川寶貿易戰1.0是大盤跌20%到底部起漲,2.0大盤跌20
04/13 23:20
→
qdto
%後關稅暫緩90天。
04/13 23:20
推
IceSword
難怪會說當美國的敵人是危險的 當美國的盟友是致命
04/13 23:21
→
IceSword
的
04/13 23:21
→
tatacoco
不期不待不受傷害,有槓桿降槓桿,這一段時間就是
04/13 23:21
→
tatacoco
風浪越大,魚越貴,但前提是你的船沒被打翻的話
04/13 23:21
→
yxxn
好了啦 還在壯膽
04/13 23:23
推
zick8932511
你上一週在外太空嗎?
04/13 23:24
→
gn02118620
https://i.imgur.com/xxMt9fd.jpeg
04/13 23:26
推
kenslc199
套蛙不喜歡你這篇
04/13 23:27
→
bob120400
跟中國和談跟台灣有什麼關系
04/13 23:27
推
buyerko
中國太硬可以談,台灣很軟可以宰
04/13 23:27
推
vincent5236
中美貿易戰到五年線,升級全世界版要到幾年線?
04/13 23:29
→
Submariner
中國是他偉大美國最重要的一塊 他不跪 會讓接下來
04/13 23:30
→
Submariner
很難處理 像今天豁免 反而變成對中國讓步
04/13 23:30
推
A80211ab
哪有要談 都在逼牌
04/13 23:32
推
amig0123
難怪中國沒有甩美國電子20 根本沒信用
04/13 23:33
推
macetyl
鴻海都出來說話了,應該就是有內線了
04/13 23:54
推
heyjude1118
要抓大方向,要救美債是真的,降貿易逆差,關稅一定
04/13 23:54
→
heyjude1118
有,多少的問題。美元大機會貶
04/13 23:55
→
heyjude1118
國安問題,高階半導體回來,重工業回流,一定會作
04/13 23:55
→
visadanny
美國那屌樣想是要拉盟友嗎?
04/13 23:56
→
heyjude1118
較難判斷的是有沒有要各國買美債,什麼樣的美債
04/13 23:57
推
j8630222
如果歷史可以參考 關稅戰後 就是世界大戰喔
04/13 23:59
推
Submariner
不會 美國沒能力發動持久熱戰 他現在要半導體 造船
04/14 00:02
→
Submariner
製造業回流 就是在未來小弟不乖可以用熱戰威脅
04/14 00:02
推
twin2
拉過來親屁股嗎,美國的拉攏方式真特殊
04/14 00:17
→
asidy
他們想跟中國談x想叫中國跪舔o
04/14 00:24
推
kusotoripeko
也可以解釋成:半導體、造船、製造業拉回去就是因為
04/14 00:41
→
kusotoripeko
有打算未來時機成熟就發動持續熱戰
04/14 00:41
→
lavign
跟美國談根本不用活了,沒了對美逆差,還賠其他逆
04/14 00:42
→
lavign
差進去
04/14 00:42
→
kusotoripeko
只是不看好大批美國人進去產線啦
04/14 00:42
→
kusotoripeko
除非從亞洲盟友拉人,有美國價值就能去當外勞
04/14 00:43