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雁门关向东二万五千里
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雁门关向东二万五千里
雁门关向东二万五千里
·
16:22
川普的话不能信，芯片关税从4月份喊到现一直没开征，我买的半导体三倍空已经从12元贬值到5元，腰斩了，做空台积电也惨目忍睹。
市场消息：特朗普政府正考虑减少半导体进口的计划
9月26日，据华尔街日报：消息人士称，美国总统特朗普政府正考虑减少半导体进口的计划。未能保持进口芯片与国产芯片均衡比例的公司将需缴纳关税。
市场消息：特朗普政府正考虑减少半导体进口的计划
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雁门关向东二万五千里
雁门关向东二万五千里
·
09-25 06:59
泡沫今年破不了，等大模型进入瓶颈期，技术无法再突破时，几家巨头才会减少烧钱，
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雁门关向东二万五千里
雁门关向东二万五千里
·
09-24 22:23
$二倍做多彭博原油ETF(UCO)$
两倍做多，今晚是几倍？都在贱卖筹码。
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雁门关向东二万五千里
雁门关向东二万五千里
·
09-24 05:58
$WTI原油主连 2511(CLmain)$
风王来了，亚洲原油期货应该拉一拉了。
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雁门关向东二万五千里
雁门关向东二万五千里
·
09-23
$WTI原油主连 2511(CLmain)$
我们要的是暴涨或者暴跌，有风浪，鱼才贵。
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雁门关向东二万五千里
雁门关向东二万五千里
·
09-19
$英特尔(INTC)$
杯水车薪，只有50%的半导体关税才能救英特尔，毕竟美国的芯片成本比台湾高25%，英特尔的代工价格又贵工艺又落后，没有高关税保护，英特尔的现有资金一年后就会被烧完，只能放弃研发新工艺，沦为二流芯片企业，白宫甘心吗？
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雁门关向东二万五千里
雁门关向东二万五千里
·
09-19
大规模建数据中心，这几家云服务公司肯定受益，但甲骨文暴涨过分了，open Ai现在融资有限，让甲骨文掏钱建数据中心，然后把算力租给open ai,两年后甲骨文会负债500亿美元，甲骨文属于自己借钱给老板，然后老板再给自己发工资，老板如果中途违约，自己就惨了，所以买甲骨文不如买达子，
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雁门关向东二万五千里
雁门关向东二万五千里
·
09-18
$英伟达(NVDA)$
中国大陆市场要凉凉了，美国很多AI公司已负债累累，炒钱游戏进入中后期，
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雁门关向东二万五千里
雁门关向东二万五千里
·
09-18
$纳斯达克(.IXIC)$
降息意味着热钱将大量流出美国，美国大行们现在现金已经枯竭了，急需高位出货，换成现金。
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雁门关向东二万五千里
雁门关向东二万五千里
·
09-11
$WTI原油主连 2510(CLmain)$
原油会横盘62－63美元之间，等待美欧进一步对俄油制裁。
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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>市场消息：特朗普政府正考虑减少半导体进口的计划</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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市场消息：特朗普政府正考虑减少半导体进口的计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-26 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。</p><p>据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16545ce0b047eaf2fcff4cd1e302009d\" title=\"\" tg-width=\"648\" tg-height=\"732\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147797724","content_text":"9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。","news_type":1,"symbols_score_info":{"AMD":1.1,"ASML":1.1,"AVGO":1.1,"INTC":1.1,"MRVL":1.1,"NVDA":1.1,"QCOM":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482206506533336,"gmtCreate":1758754742576,"gmtModify":1758754745099,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"泡沫今年破不了，等大模型进入瓶颈期，技术无法再突破时，几家巨头才会减少烧钱，","listText":"泡沫今年破不了，等大模型进入瓶颈期，技术无法再突破时，几家巨头才会减少烧钱，","text":"泡沫今年破不了，等大模型进入瓶颈期，技术无法再突破时，几家巨头才会减少烧钱，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482206506533336","isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482077105090792,"gmtCreate":1758723798959,"gmtModify":1758723800859,"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"themes":[],"htmlText":"<a 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