Re: [新聞] 盧特尼克:電子產品將納入半導體產業關稅

看板Stock (股票)作者 (道法自然)時間1天前 (2025/04/13 23:13), 編輯推噓21(22133)
留言56則, 36人參與, 1天前最新討論串3/3 (看更多)
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 : 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」 : 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 : 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://www.ptt.cc/bbs/Stock/M.1744557210.A.050.html

04/13 23:14, 1天前 , 1F
其實川普是帶賽的
04/13 23:14, 1F

04/13 23:15, 1天前 , 2F
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, 2F

04/13 23:15, 1天前 , 3F
等禮拜二吧 半導體重頭戲
04/13 23:15, 3F

04/13 23:15, 1天前 , 4F
當初疫情就是他自大讓美股崩盤
04/13 23:15, 4F

04/13 23:15, 1天前 , 5F
好了啦
04/13 23:15, 5F

04/13 23:15, 1天前 , 6F
談什麼?
04/13 23:15, 6F

04/13 23:15, 1天前 , 7F
現在也是
04/13 23:15, 7F

04/13 23:15, 1天前 , 8F
除了不舔真的活不下去的人誰會理他?
04/13 23:15, 8F

04/13 23:15, 1天前 , 9F
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, 9F

04/13 23:16, 1天前 , 10F
低調越恐慌才有票可以撿
04/13 23:16, 10F

04/13 23:16, 1天前 , 11F
PUA
04/13 23:16, 11F

04/13 23:17, 1天前 , 12F
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, 12F

04/13 23:18, 1天前 , 13F
他真的可以畫線給大盤走
04/13 23:18, 13F

04/13 23:18, 1天前 , 14F
那你會歐硬
04/13 23:18, 14F

04/13 23:18, 1天前 , 15F
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, 15F

04/13 23:19, 1天前 , 16F
川普還在等中國的電話-.-
04/13 23:19, 16F

04/13 23:19, 1天前 , 17F
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, 17F

04/13 23:19, 1天前 , 18F
他知道他非常想打電話給他但還沒打
04/13 23:19, 18F

04/13 23:19, 1天前 , 19F
拉盟友X吸乾O
04/13 23:19, 19F

04/13 23:20, 1天前 , 20F
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, 20F

04/13 23:20, 1天前 , 21F
都下車了等下一波...
04/13 23:20, 21F

04/13 23:20, 1天前 , 22F
你all in了嗎
04/13 23:20, 22F

04/13 23:20, 1天前 , 23F
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, 23F

04/13 23:20, 1天前 , 24F
%後關稅暫緩90天。
04/13 23:20, 24F

04/13 23:21, 1天前 , 25F
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, 25F

04/13 23:21, 1天前 , 26F
04/13 23:21, 26F

04/13 23:21, 1天前 , 27F
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, 27F

04/13 23:21, 1天前 , 28F
風浪越大,魚越貴,但前提是你的船沒被打翻的話
04/13 23:21, 28F

04/13 23:23, 1天前 , 29F
好了啦 還在壯膽
04/13 23:23, 29F

04/13 23:24, 1天前 , 30F
你上一週在外太空嗎?
04/13 23:24, 30F

04/13 23:26, 1天前 , 31F

04/13 23:27, 1天前 , 32F
套蛙不喜歡你這篇
04/13 23:27, 32F

04/13 23:27, 1天前 , 33F
跟中國和談跟台灣有什麼關系
04/13 23:27, 33F

04/13 23:27, 1天前 , 34F
中國太硬可以談,台灣很軟可以宰
04/13 23:27, 34F

04/13 23:29, 1天前 , 35F
中美貿易戰到五年線,升級全世界版要到幾年線?
04/13 23:29, 35F

04/13 23:30, 1天前 , 36F
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, 36F

04/13 23:30, 1天前 , 37F
很難處理 像今天豁免 反而變成對中國讓步
04/13 23:30, 37F

04/13 23:32, 1天前 , 38F
哪有要談 都在逼牌
04/13 23:32, 38F

04/13 23:33, 1天前 , 39F
難怪中國沒有甩美國電子20 根本沒信用
04/13 23:33, 39F

04/13 23:54, 1天前 , 40F
鴻海都出來說話了,應該就是有內線了
04/13 23:54, 40F

04/13 23:54, 1天前 , 41F
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, 41F

04/13 23:55, 1天前 , 42F
有,多少的問題。美元大機會貶
04/13 23:55, 42F

04/13 23:55, 1天前 , 43F
國安問題,高階半導體回來,重工業回流,一定會作
04/13 23:55, 43F

04/13 23:56, 1天前 , 44F
美國那屌樣想是要拉盟友嗎?
04/13 23:56, 44F

04/13 23:57, 1天前 , 45F
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, 45F

04/13 23:59, 1天前 , 46F
如果歷史可以參考 關稅戰後 就是世界大戰喔
04/13 23:59, 46F

04/14 00:02, 1天前 , 47F
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, 47F

04/14 00:02, 1天前 , 48F
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, 48F

04/14 00:17, 1天前 , 49F
拉過來親屁股嗎,美國的拉攏方式真特殊
04/14 00:17, 49F

04/14 00:24, 1天前 , 50F
他們想跟中國談x想叫中國跪舔o
04/14 00:24, 50F

04/14 00:41, 1天前 , 51F
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, 51F

04/14 00:41, 1天前 , 52F
有打算未來時機成熟就發動持續熱戰
04/14 00:41, 52F

04/14 00:42, 1天前 , 53F
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, 53F

04/14 00:42, 1天前 , 54F
差進去
04/14 00:42, 54F

04/14 00:42, 1天前 , 55F
只是不看好大批美國人進去產線啦
04/14 00:42, 55F

04/14 00:43, 1天前 , 56F
除非從亞洲盟友拉人,有美國價值就能去當外勞
04/14 00:43, 56F
文章代碼(AID): #1d-zIQ1G (Stock)
文章代碼(AID): #1d-zIQ1G (Stock)