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(web-ptt.org.tw), 來自: 114.32.240.15 (臺灣) ※ 文章網址: https://web-ptt.org.tw/Stock/M.1744557210.A.050

→ 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 TwixBar: 有錢人一堆包養好嗎 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 boggicer: 學生妹被包養多嗎 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 Chiason: 有錢人為啥都想包養 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

推 Markell: 有錢人為啥都想包養 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

推 fuoya: 亞洲最大包養網上線啦 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

推 Apasiri: 我哥上包養網被我抓包.. 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

推 litidi: 有人包養過洋鬼子嗎 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 Merzario: 有錢人為啥都想包養 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 Muzaffer: 有人被洋鬼子包養過嗎 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 MIJice: 到底要多有錢才會想包養 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

推 SpyTime: 包養SD = aSugarDating 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