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- 看看我吧看看我吧
  ·08-25
  $拼多多(PDD)$ 财报若好于预期目标145准备清仓
  674 评论
  1
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- 看看我吧看看我吧
  ·08-20
  $英特尔(INTC)$ 留一部分底仓看看情况，低于20还可以接回来
  1.25万 2
  4
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- 看看我吧看看我吧
  ·08-07
  ‌$英特尔(INTC)$ ‌怀疑现任CEO可能在阻碍台积电入股，川普等不了了
  1,492 1
  3
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- 看看我吧看看我吧
  ·05-13
  继续看多美股，但是短期有回调风险，等待机会买入$拼多多(PDD)$
  2,099 1
  1
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- 看看我吧看看我吧
  ·04-08
  $英特尔(INTC)$ 坚定看多$英特尔(INTC)$
  1,288 评论
  2
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- 看看我吧看看我吧
  ·03-07
  $京东(JD)$ $JD 20250321 34.0 PUT$ 短线看空，目标价35-37美元，财报超预期高开低走，说明多空双方博弈激烈，加之目前价位已经逼近前期高位却不能突破，并且外卖业务需要砸钱，大环境不好的前提下Q1大概率业绩一般
  2,912 评论
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- 看看我吧看看我吧
  ·02-19
  Replying to @周小小88:川普会逼台积电的，连台湾政府都开始施压台积电了//@周小小88:哪里来的传闻，为什么台积电会想要帮助一个竞争对手？博通要去承担相当大的财务负担来整顿一家亏损的制造公司？
  1,858 评论
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- 看看我吧看看我吧
  ·02-13
  $英特尔(INTC)$ 继续看多，短期目标27，如果拆分成真长期看到40
  1,730 评论
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- 看看我吧看看我吧
  ·02-01
  老虎这新闻这么不专业吗，对中国加征的10%关税没说？
  特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战
  不会进行大规模豁免。
  特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战
  2,632 4
  7
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intel这一波还没结束"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":465086773842360,"gmtCreate":1754572203659,"gmtModify":1754572204766,"author":{"id":"3544620439890912","authorId":"3544620439890912","name":"看看我吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544620439890912","authorIdStr":"3544620439890912"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ &nbsp;</a>‌怀疑现任CEO可能在阻碍台积电入股，川普等不了了","listText":"‌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ &nbsp;</a>‌怀疑现任CEO可能在阻碍台积电入股，川普等不了了","text":"‌$英特尔(INTC)$ ‌怀疑现任CEO可能在阻碍台积电入股，川普等不了了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/465086773842360","isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james 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href=\"https://laohu8.com/U/3527667707446439\">@周小小88</a>:川普会逼台积电的，连台湾政府都开始施压台积电了//<a href=\"https://laohu8.com/U/3527667707446439\">@周小小88</a>:哪里来的传闻，为什么台积电会想要帮助一个竞争对手？博通要去承担相当大的财务负担来整顿一家亏损的制造公司？","text":"Replying to @周小小88:川普会逼台积电的，连台湾政府都开始施压台积电了//@周小小88:哪里来的传闻，为什么台积电会想要帮助一个竞争对手？博通要去承担相当大的财务负担来整顿一家亏损的制造公司？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405310525337912","isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403192423764272,"gmtCreate":1739454186328,"gmtModify":1739454403806,"author":{"id":"3544620439890912","authorId":"3544620439890912","name":"看看我吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544620439890912","authorIdStr":"3544620439890912"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 继续看多，短期目标27，如果拆分成真长期看到40","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 继续看多，短期目标27，如果拆分成真长期看到40","text":"$英特尔(INTC)$ 继续看多，短期目标27，如果拆分成真长期看到40","images":[{"img":"https://static.tigerbbs.com/84fe50c2aacf8a75de1787eb495c8652","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403192423764272","isVote":1,"tweetType":1,"viewCount":1730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":398764272230976,"gmtCreate":1738377165772,"gmtModify":1738380039967,"author":{"id":"3544620439890912","authorId":"3544620439890912","name":"看看我吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544620439890912","authorIdStr":"3544620439890912"},"themes":[],"htmlText":"老虎这新闻这么不专业吗，对中国加征的10%关税没说？","listText":"老虎这新闻这么不专业吗，对中国加征的10%关税没说？","text":"老虎这新闻这么不专业吗，对中国加征的10%关税没说？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/398764272230976","repostId":"1195836404","repostType":4,"repost":{"id":"1195836404","kind":"news","pubTimestamp":1738370490,"share":"https://www.laohu8.com/m/news/1195836404?lang=&edition=full","pubTime":"2025-02-01 08:41","market":"us","language":"zh","title":"特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=1195836404","media":"智通财经网","summary":"不会进行大规模豁免。","content":"<html><head></head><body><p>当地时间1月31日，白宫表示，<strong>确认将从2月1日起对墨西哥和加拿大商品征收25%的关税。</strong>尽管此前有报道称，部分产品可能会获得豁免，且关税可能推迟至3月1日生效，但白宫已否认这一说法，强调不会进行大规模豁免。白宫尚未公布具体的关税清单，仅表示完整的文件将在周六公开。</p><p style=\"text-align: justify;\">经济学家初步估计了特朗普这一“关税大棒”的潜在影响，称这取决于关税水平、目标或豁免商品以及关税实施的持续时间，同时也取决于墨西哥和加拿大如何应对。</p><p style=\"text-align: justify;\">不过，已经很清楚的是，在特朗普对来自墨西哥和加拿大两国约9000亿美元商品征收新关税的情况下，从鳄梨、汽车到能源等日常用品的价格都很容易上涨。</p><p style=\"text-align: justify;\">瑞银全球财富管理首席经济学家Paul Donovan表示，关税是否会影响到消费者价格，将是决定特朗普贸易政策如何发挥作用的一个核心变量。他表示：“美国消费者将以多快的速度感受到价格上涨?石油和食品价格可能会在一个月内做出反应，美国国内的库存水平决定了其他商品价格上涨的时机。”“不过，如果政治焦点转移到更广泛的通胀认知上，任何税收的持续时间都可能很短。自特朗普当选以来，美国鸡蛋价格飙升，食品价格可能比药品价格更重要。”</p><p style=\"text-align: justify;\">高额的新关税将对墨西哥比索和加拿大元构成重大风险，同时推高美元。荷兰国际集团分析师表示：“新政府对美加墨局势的处理可能会被市场用作判断特朗普未来政策推进的基准，因此应该会对全球外汇市场产生重大影响。”</p><p style=\"text-align: justify;\">标普全球评级的分析显示，汽车和电气设备行业是墨西哥最容易受到关税冲击的行业，而加拿大的大宗商品加工行业将受到冲击。而如果遭到报复，美国面临的风险要小得多，尽管标普全球的分析师认为，农业、渔业、金属和汽车行业会受到一些影响。</p><p style=\"text-align: justify;\">标普分析师在一份报告中表示：“将美国的产出与加拿大和墨西哥的产出进行比较，我们的设想表明，墨西哥和加拿大的整个经济面临的影响分别是美国的11倍和5倍。”他们补充称，如果只看受影响最大的10个行业，墨西哥和加拿大的经济面临的影响仍分别是美国的6倍和5倍。</p><p style=\"text-align: justify;\">Bloomberg Economics表示，白宫确认的最新关税措施将使美国对所有进口商品的平均关税从3%提高到11%以上，并引发全球贸易的重大重组。Bloomberg Economics表示：“我们估计，一旦各经济体完全适应新形势，从中期来看，美国从墨西哥和加拿大进口的商品可能下降近70%。”“美国从世界其他地区的进口将增加，亚洲经济体将成为赢家。”</p><p style=\"text-align: justify;\">对加拿大输美商品征收25%的关税将推高大宗商品价格，打击加拿大出口商的利润率。据牛津经济研究院称，加拿大的生产和投资也将受到影响。</p><p style=\"text-align: justify;\">牛津经济研究院表示：“美国市场在加拿大出口中所占的主导地位表明，将产量转移到其他市场将是困难的，这将导致加拿大出口商的利润率受到挤压，产量也将下降。相比之下，一个庞大的美国国内钢铁行业、以及对加拿大进口的依赖程度较低，将导致美国钢铁价格较基线水平的涨幅较小。”</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普关税大棒砸向加、墨，美国经济面临通胀与供应链重组挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-01 08:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1245173.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间1月31日，白宫表示，确认将从2月1日起对墨西哥和加拿大商品征收25%的关税。尽管此前有报道称，部分产品可能会获得豁免，且关税可能推迟至3月1日生效，但白宫已否认这一说法，强调不会进行大规模豁免。白宫尚未公布具体的关税清单，仅表示完整的文件将在周六公开。经济学家初步估计了特朗普这一“关税大棒”的潜在影响，称这取决于关税水平、目标或豁免商品以及关税实施的持续时间，同时也取决于墨西哥和加拿大...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1245173.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dd30567bdb596c8153b4982ff324d5dd","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zhitongcaijing.com/content/detail/1245173.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1195836404","content_text":"当地时间1月31日，白宫表示，确认将从2月1日起对墨西哥和加拿大商品征收25%的关税。尽管此前有报道称，部分产品可能会获得豁免，且关税可能推迟至3月1日生效，但白宫已否认这一说法，强调不会进行大规模豁免。白宫尚未公布具体的关税清单，仅表示完整的文件将在周六公开。经济学家初步估计了特朗普这一“关税大棒”的潜在影响，称这取决于关税水平、目标或豁免商品以及关税实施的持续时间，同时也取决于墨西哥和加拿大如何应对。不过，已经很清楚的是，在特朗普对来自墨西哥和加拿大两国约9000亿美元商品征收新关税的情况下，从鳄梨、汽车到能源等日常用品的价格都很容易上涨。瑞银全球财富管理首席经济学家Paul Donovan表示，关税是否会影响到消费者价格，将是决定特朗普贸易政策如何发挥作用的一个核心变量。他表示：“美国消费者将以多快的速度感受到价格上涨?石油和食品价格可能会在一个月内做出反应，美国国内的库存水平决定了其他商品价格上涨的时机。”“不过，如果政治焦点转移到更广泛的通胀认知上，任何税收的持续时间都可能很短。自特朗普当选以来，美国鸡蛋价格飙升，食品价格可能比药品价格更重要。”高额的新关税将对墨西哥比索和加拿大元构成重大风险，同时推高美元。荷兰国际集团分析师表示：“新政府对美加墨局势的处理可能会被市场用作判断特朗普未来政策推进的基准，因此应该会对全球外汇市场产生重大影响。”标普全球评级的分析显示，汽车和电气设备行业是墨西哥最容易受到关税冲击的行业，而加拿大的大宗商品加工行业将受到冲击。而如果遭到报复，美国面临的风险要小得多，尽管标普全球的分析师认为，农业、渔业、金属和汽车行业会受到一些影响。标普分析师在一份报告中表示：“将美国的产出与加拿大和墨西哥的产出进行比较，我们的设想表明，墨西哥和加拿大的整个经济面临的影响分别是美国的11倍和5倍。”他们补充称，如果只看受影响最大的10个行业，墨西哥和加拿大的经济面临的影响仍分别是美国的6倍和5倍。Bloomberg Economics表示，白宫确认的最新关税措施将使美国对所有进口商品的平均关税从3%提高到11%以上，并引发全球贸易的重大重组。Bloomberg Economics表示：“我们估计，一旦各经济体完全适应新形势，从中期来看，美国从墨西哥和加拿大进口的商品可能下降近70%。”“美国从世界其他地区的进口将增加，亚洲经济体将成为赢家。”对加拿大输美商品征收25%的关税将推高大宗商品价格，打击加拿大出口商的利润率。据牛津经济研究院称，加拿大的生产和投资也将受到影响。牛津经济研究院表示：“美国市场在加拿大出口中所占的主导地位表明，将产量转移到其他市场将是困难的，这将导致加拿大出口商的利润率受到挤压，产量也将下降。相比之下，一个庞大的美国国内钢铁行业、以及对加拿大进口的依赖程度较低，将导致美国钢铁价格较基线水平的涨幅较小。”","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":2632,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542348507700255","authorId":"3542348507700255","name":"靖_7416","avatar":"https://static.tigerbbs.com/304d9c10287dbb5e37ed58a789be89f8","crmLevel":1,"crmLevelSwitch":0,"idStr":"3542348507700255","authorIdStr":"3542348507700255"},"content":"都不说，华尔街见闻也不说，你觉着为啥[白眼]","text":"都不说，华尔街见闻也不说，你觉着为啥[白眼]","html":"都不说，华尔街见闻也不说，你觉着为啥[白眼]"},{"author":{"id":"147724745820704","authorId":"147724745820704","name":"sedf123582","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"147724745820704","authorIdStr":"147724745820704"},"content":"国内媒体看了一圈确实丢不提中国被加了10%","text":"国内媒体看了一圈确实丢不提中国被加了10%","html":"国内媒体看了一圈确实丢不提中国被加了10%"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}