特朗普就不能消停会，_老虎社区_美港股上老虎

特朗普就不能消停会，天天关税关税，也不看看，人工成本那么高得美国，制造业怎么回流

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5666202b
04-16
5666202b
互相伤害，没有贸易的时候，也没见那个国家要完蛋，看谁耐性好(也就是奴性)
天赐美金我照单全收
04-16
天赐美金我照单全收
满则溢，他强任他强！

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href=http://www.zhitongcaijing.com/content/detail/1279233.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月16日，据两位知情人士透露，美国总统特朗普拟实施的新一轮关税政策，可能令美国半导体设备制造商每年损失超过10亿美元。该估算是上周在华盛顿与政府官员及国会议员讨论后得出的，相关成本首次被披露。据悉，美国三大半导体设备制造商，应用材料(AMAT.US)、泛林集团(LRCX.US)和科磊(KLAC.US)每家可能因此损失大约3.5亿美元。此外，诸如Onto Innovation等规模较小的竞争对手，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1279233.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","AVGO":"博通","MRVL":"迈威尔科技","MU":"美光科技","TSM":"台积电","QCOM":"高通","ARM":"ARM 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Innovation等规模较小的竞争对手，也面临数千万美元的额外支出压力。这些企业制造的芯片设备在全球范围内高度紧缺，通常需要成千上万个高度专业化的零部件。目前，它们已经因为前总统拜登实施的一系列出口管制而损失了数十亿美元营收。拜登政府旨在限制先进芯片制造设备流入中国。特朗普政府在今年4月宣布的对等关税至今基本处于暂停状态，但为推动本土制造业发展，其正在考虑对半导体产业实施进一步关税，并于本周一启动了相关进口调查。据称，这项预计高达十亿美元的成本包括几方面：一是对海外客户销售中低端设备的流失导致的营收损失；二是寻找替代供应商所需投入的人力和时间成本；三是因遵守复杂的关税合规规定而产生的人员配备和行政开支。这些估算仍属初步粗略计算，因为每台芯片设备由多个组件组成，具体的关税政策尚未明朗，导致企业难以快速测算实际影响。华盛顿方面正与芯片产业高管及全球半导体产业协会(SEMI)代表持续进行沟通和对话。值得注意的是，中国在美国出口限制的压力下，已加快对本土半导体设备产业的投资步伐，力求减少对美依赖、实现技术自主。与此同时，芯片巨头英伟达(NVDA.US)本周二表示，其第一季度财报将包括约55亿美元与其H20产品相关的费用。这款H20芯片是英伟达目前唯一被美国政府允许合法销售给中国的产品。该项费用涉及库存、采购承诺及相关准备金，消息发布后，英伟达股价在盘后交易中下跌超4.5%。","news_type":1,"symbols_score_info":{"AMD":1,"ARM":1.1,"AVGO":1.1,"MRVL":1.1,"MU":1.1,"NVDA":1,"QCOM":1.1,"SMCI":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":1488,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":76,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":425099919335608,"commentId":"425099919335608","gmtCreate":1744794346483,"gmtModify":1744798175919,"authorId":4201194654786860,"author":{"id":4201194654786860,"idStr":"4201194654786860","authorId":4201194654786860,"name":"5666202b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":424865479950352,"objectIdStr":"424865479950352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"互相伤害，没有贸易的时候，也没见那个国家要完蛋，看谁耐性好(也就是奴性)","text":"互相伤害，没有贸易的时候，也没见那个国家要完蛋，看谁耐性好(也就是奴性)","html":"互相伤害，没有贸易的时候，也没见那个国家要完蛋，看谁耐性好(也就是奴性)","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":425083770933720,"commentId":"425083770933720","gmtCreate":1744790143299,"gmtModify":1744790147166,"authorId":4182346424956632,"author":{"id":4182346424956632,"idStr":"4182346424956632","authorId":4182346424956632,"name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":424865479950352,"objectIdStr":"424865479950352","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"满则溢，他强任他强！","text":"满则溢，他强任他强！","html":"满则溢，他强任他强！","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/424865479950352"}