[請益] 川普對海外晶片課關稅比DeepSeek嚴重吧?
看板Stock (股票)作者ben108472 (ben108472)時間3周前發表 (2025/01/28 06:21), 3周前編輯推噓34(36推 2噓 77→)留言115則, 52人參與, 3周前最新討論串1/2 (看更多)
新聞一直都圍繞在DeepSeek低成本訓練可能讓晶片未來成長性降低,銷量不好。但無論如
何要訓練AI,算力越高永遠是多多益善,誰會嫌算力太高不好呢?
但川普課關稅這件事反而更嚴重,川普對自己的盟友加拿大,墨西哥都可以隨便找理由課
關稅,對哥倫比亞拒絕遣返移民降落的軍機直接就課25%關稅,代表川普是玩真的,言出
必行。
現在川普已經把目標對準晶片,只要對台灣課大量關稅就有機會讓台灣的生產成本比美國
直接生產還高,促使晶片製造回流美國,以復興美國製造業。台積電真的能隨便就漲價來
反應成本嗎?美國商業部可不會這麼簡單就放過你吧?
關稅的利空絕對遠比DeepSeek還要大,結果關注的人更少?
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川普就會說你補助拿這麼多還敢漲價
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※ 編輯: ben108472 (36.230.241.86 臺灣), 01/28/2025 14:24:46
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