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作者 juc (道法自然)
標題 Re: [新聞] 盧特尼克：電子產品將納入半導體產業關稅
時間 Sun Apr 13 23:13:28 2025

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 tari
: 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 upcomin
: g
: : sector-specific tariffs, U.S. Commerce Secretary Lutnick said in an intervie
: w
: : with ABC News on Sunday.
: : “Electronics products will be part of upcoming sectoral tariffs,” Lutnick
: : 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 the
: : 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 propose
: 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, memor
: 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 major
: : 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 new
: : tariff measures, no specific rate had been finalised as of yet.
: : The administration’s sectoral tariffs have so far been set at 25%, but the
: : 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 decisi
: on Friday night to exempt a range of electronic devices from tariffs implement
: ed earlier this month was only a temporary reprieve, with the secretary announ
: cing that those items would be subject to "semiconductor tariffs" that willli
: kely come in "a month or two."
: "All those products are going to come under semiconductors, and they're going
: to have a special focus type of tariff to make sure that those products getre
: shored. We need to have semiconductors, we need to have chips, and we need to
: have flat panels -- we need to have these things made in America. We can't be
: reliant on Southeast Asia for all of the things that operate for us," Lutnick
: 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 semiconductor
:  tariffs, which are coming in probably a month or two. So these are coming soo
: n."
: The administration's clarification comes after a U.S. Customs and Border Prote
: ction bulletin was posted Friday night outlining key electronics -- smartphone
: s, computers, solar cells, flat-panel TV displays and semiconductor-based stor
: age devices, among others -- would be exempt from the tariffs announced since
: April 2. That meant those products would not be subject to steep tariffs onCh
: inese imports, nor the global 10% tariff rate President Donald Trump had impos
: ed.
: Lutnick said on "This Week" that the White House will implement "a tariff mode
: l in order to encourage" the semiconductor industry, as well as the pharmaceut
: 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. He'
: s just clarifying that these are not available to be negotiated away by countr
: ies. These are things that are national security that we need to be made inAm
: 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？

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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 114.32.240.15 (臺灣)
※ 作者: juc 2025-04-13 23:13:28
※ 文章代碼(AID): #1d-zIQ1G (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1744557210.A.050.html
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Re: [新聞] 盧特尼克：電子產品將納入半導體產業關稅
04-13 23:13 juc
→ kensmile: 其實川普是帶賽的1F 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2F 04/13 23:15
→ wintxa: 等禮拜二吧 半導體重頭戲3F 04/13 23:15
→ kensmile: 當初疫情就是他自大讓美股崩盤4F 04/13 23:15
→ vux: 好了啦5F 04/13 23:15
推 acidrain: 談什麼?6F 04/13 23:15
→ kensmile: 現在也是7F 04/13 23:15
→ LukaDon77: 除了不舔真的活不下去的人誰會理他？8F 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9F 04/13 23:15
推 Leo3492351: 低調越恐慌才有票可以撿10F 04/13 23:16
推 intointo: PUA11F 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12F 04/13 23:17
推 lpc95: 他真的可以畫線給大盤走13F 04/13 23:18
噓 cssula: 那你會歐硬14F 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15F 04/13 23:18
推 PTTMAXQQ: 川普還在等中國的電話-.-16F 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17F 04/13 23:19
→ PTTMAXQQ: 他知道他非常想打電話給他但還沒打18F 04/13 23:19
→ FatFatQQ: 拉盟友X吸乾O19F 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？他們都下車了等下一波...20F 04/13 23:20
推 Tohkachan: 你all in了嗎22F 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%後關稅暫緩90天。23F 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的25F 04/13 23:21
→ tatacoco: 不期不待不受傷害，有槓桿降槓桿，這一段時間就是風浪越大，魚越貴，但前提是你的船沒被打翻的話27F 04/13 23:21
→ yxxn: 好了啦 還在壯膽29F 04/13 23:23
推 zick8932511: 你上一週在外太空嗎？30F 04/13 23:24
→ gn02118620: https://i.imgur.com/xxMt9fd.jpeg31F 04/13 23:26
[圖]
推 kenslc199: 套蛙不喜歡你這篇32F 04/13 23:27
→ bob120400: 跟中國和談跟台灣有什麼關系33F 04/13 23:27
推 buyerko: 中國太硬可以談，台灣很軟可以宰34F 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？35F 04/13 23:29
→ Submariner: 中國是他偉大美國最重要的一塊 他不跪 會讓接下來很難處理  像今天豁免 反而變成對中國讓步36F 04/13 23:30
推 A80211ab: 哪有要談 都在逼牌38F 04/13 23:32
推 amig0123: 難怪中國沒有甩美國電子20 根本沒信用39F 04/13 23:33
推 macetyl: 鴻海都出來說話了，應該就是有內線了40F 04/13 23:54
推 heyjude1118: 要抓大方向，要救美債是真的，降貿易逆差，關稅一定有，多少的問題。美元大機會貶
國安問題，高階半導體回來，重工業回流，一定會作41F 04/13 23:54
→ visadanny: 美國那屌樣想是要拉盟友嗎？44F 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45F 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46F 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 製造業回流 就是在未來小弟不乖可以用熱戰威脅47F 04/14 00:02
推 twin2: 拉過來親屁股嗎，美國的拉攏方式真特殊49F 04/14 00:17
→ asidy: 他們想跟中國談x想叫中國跪舔o50F 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有打算未來時機成熟就發動持續熱戰51F 04/14 00:41
→ lavign: 跟美國談根本不用活了，沒了對美逆差，還賠其他逆差進去53F 04/14 00:42
→ kusotoripeko: 只是不看好大批美國人進去產線啦
除非從亞洲盟友拉人，有美國價值就能去當外勞55F 04/14 00:42

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