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Dingliangzhu
Dingliangzhu
·
10-19
赞同,国庆期间中芯华虹暴涨,节后也没卖,亏空利息还在亏,但是这时候就要回顾买的时候初心,是不是拿到牛市结束,是就要持有。看着仓位没动但内心已经起落几次。
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Dingliangzhu
Dingliangzhu
·
10-19
$小米集团-W(01810)$
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Dingliangzhu
Dingliangzhu
·
10-19
透支信用
各种“豁免”!在11月美国高院听证会前,特朗普政府“调整”关税策略
特朗普政府正在调整其贸易政策,免除数十种产品的关税,并为贸易协议提供更多豁免。同时,该政府正在根据 1962 年《贸易扩展法》第 232 条扩大关税的使用范围,涵盖重型卡车、药品和家具。此举旨在对冲最高法院可能否决其“对等关税”所带来的法律风险,一旦最高法院判决政府败诉,白宫可能被迫退还大量已征收的关税。
各种“豁免”!在11月美国高院听证会前,特朗普政府“调整”关税策略
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Dingliangzhu
Dingliangzhu
·
10-17
$小米集团-W(01810)$
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Dingliangzhu
Dingliangzhu
·
10-14
$纳斯达克中国金龙指数(HXC)$
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Dingliangzhu
Dingliangzhu
·
10-09
$华虹半导体(01347)$
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Dingliangzhu
Dingliangzhu
·
10-07
$美国超微公司(AMD)$
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Dingliangzhu
Dingliangzhu
·
10-01
$小米集团-W(01810)$
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Dingliangzhu
Dingliangzhu
·
09-20
垃圾
蔚来全新ES8、ET9地平线特别版正式上市
蔚来ET9地平线特别版正式上市,整车购买售价,81.8万元起,采用BaaS电池租用方式购买,售价71万元起,将于9月底开启交付
蔚来全新ES8、ET9地平线特别版正式上市
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Dingliangzhu
Dingliangzhu
·
09-01
$京东集团-SW(09618)$
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id=\"id_3008589780\">豁免范围大幅扩展</h2><p>上月,特朗普通过附件二清单豁免了从黄金到LED灯等数十种商品的关税,涵盖多种矿物、化学品和金属制品。这些产品中许多已被或将被第232条款关税覆盖。</p><p>值得注意的是,他还预告了未来可能出现的数百项豁免。根据其签署的行政命令,可能被称为“附件三”的产品清单列出了未来可能获得零关税待遇的数百种商品。该清单针对"无法在美国种植、开采或自然生产的产品",包括某些<a href=\"https://laohu8.com/S/000061\">农产品</a>、飞机及飞机零部件,以及用于制药的非专利物品。</p><p>9月的行政命令还授权商务部和美国贸易代表办公室自行批准关税豁免,无需特朗普每次都签署行政命令。白宫官员表示,此举将简化关税政策执行流程,便于落实特朗普已宣布的十多项贸易协议。</p><h2 id=\"id_2767919106\">法律策略转向第232条款</h2><p>在调整"对等关税"豁免政策的同时,特朗普政府正加大对第232条款的使用力度。该条款法律基础比"对等关税"更为稳固,特朗普已利用该条款对金属和汽车征收关税。</p><p>周五,特朗普宣布根据第232条款对卡车和卡车零部件征收25%关税,对公交车征收10%关税,将于11月1日生效。该行动还扩大了汽车制造商的关税减免计划,允许他们申请抵免额度以部分抵消汽车和卡车零部件关税成本,期限从2027年延长至2030年。</p><p>保护主义倾向的特朗普盟友认为,第232条款关税最终将更有效地推动制造业回流美国。繁荣美国联盟执行副总裁Nick Iacovella表示:</p><blockquote><p>"对美国没有能力生产的产品征收关税毫无意义。第232条款是最有效的工具。"</p></blockquote><p><strong>关税政策的调整显示出政策立场明显软化。</strong>美国商务部长Howard Lutnick此前数月坚称"对等关税""没有豁免,没有例外"。但他在7月底的电视采访中软化了立场,表示:</p><blockquote><p>"如果你种植某种东西而我们不种植,那可以零关税进口"。</p></blockquote><h2 id=\"id_1226341053\">企业积极寻求豁免</h2><p>企业响应关税豁免请求逐步获得豁免。消费品牌协会今年3月致信特朗普政府,敦促官员豁免咖啡、<a href=\"https://laohu8.com/S/688312\">燕麦</a>、可可、香料、热带水果和用于食品罐的镀锡钢板等商品的关税。目前,许多此类商品已被纳入附件三,有可能在与美国签署贸易协议的国家中获得豁免。</p><p>糖果巨头<a href=\"https://laohu8.com/S/HSY\">好时</a>公司5月表示正在"与美国政府接洽"寻求可可豁免。可可关税加剧了这家宾夕法尼亚州巧克力制造商的困境,该公司一直在应对核心原料价格高企的问题,并表示正在采取一切可能的手段争取改变可可关税。</p><p>部分食品企业表示将提价以抵消关税带来的成本上涨,但也有企业试图维持价格稳定。泰国<a href=\"https://laohu8.com/S/00373\">联合集团</a>旗下的海鲜公司Chicken of the Sea总裁Andy Mecs表示,尽管金枪鱼价格非常敏感,面临关税,公司仍在努力控制核心罐装金枪鱼产品的价格。</p></body></html>","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>各种“豁免”!在11月美国高院听证会前,特朗普政府“调整”关税策略</title>\n<style 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}\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各种“豁免”!在11月美国高院听证会前,特朗普政府“调整”关税策略\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-19 09:45 北京时间 <a href=https://wallstreetcn.com/articles/3757439><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普政府正在调整其贸易政策,免除数十种产品的关税,并为贸易协议提供更多豁免。同时,该政府正在根据 1962 年《贸易扩展法》第 232 条扩大关税的使用范围,涵盖重型卡车、药品和家具。此举旨在对冲最高法院可能否决其“对等关税”所带来的法律风险,一旦最高法院判决政府败诉,白宫可能被迫退还大量已征收的关税。特朗普政府正在悄然调整其标志性的关税政策。在最高法院即将在11月初就“对等关税”举行听证会之际...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757439\">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/fdf2a055addc6028f99bc86dcbc9d674","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3757439","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576253630","content_text":"特朗普政府正在调整其贸易政策,免除数十种产品的关税,并为贸易协议提供更多豁免。同时,该政府正在根据 1962 年《贸易扩展法》第 232 条扩大关税的使用范围,涵盖重型卡车、药品和家具。此举旨在对冲最高法院可能否决其“对等关税”所带来的法律风险,一旦最高法院判决政府败诉,白宫可能被迫退还大量已征收的关税。特朗普政府正在悄然调整其标志性的关税政策。在最高法院即将在11月初就“对等关税”举行听证会之际,特朗普政府近期豁免了数十种商品的关税,并在与各国的贸易协议谈判中提出对数百种商品实施关税豁免。10月19日,据媒体援引知情人士,这一转变反映出政府内部正在逐步形成一种共识:美国应降低非国内生产商品的关税。与此同时,特朗普团队正在扩大使用法律基础更稳固的1962年《贸易扩展法》第232条款,目前已经利用该条款作为对金属和汽车征收关税的依据,并于本月宣布了针对重型卡车、药品和家具的新一轮关税。这一策略调整正值关键时刻,如果最高法院判决政府败诉,白宫可能被迫退还大量已征收的关税。知情人士透露,豁免政策的推进体现了特朗普团队在法律风险面前的对冲策略。豁免范围大幅扩展上月,特朗普通过附件二清单豁免了从黄金到LED灯等数十种商品的关税,涵盖多种矿物、化学品和金属制品。这些产品中许多已被或将被第232条款关税覆盖。值得注意的是,他还预告了未来可能出现的数百项豁免。根据其签署的行政命令,可能被称为“附件三”的产品清单列出了未来可能获得零关税待遇的数百种商品。该清单针对\"无法在美国种植、开采或自然生产的产品\",包括某些农产品、飞机及飞机零部件,以及用于制药的非专利物品。9月的行政命令还授权商务部和美国贸易代表办公室自行批准关税豁免,无需特朗普每次都签署行政命令。白宫官员表示,此举将简化关税政策执行流程,便于落实特朗普已宣布的十多项贸易协议。法律策略转向第232条款在调整\"对等关税\"豁免政策的同时,特朗普政府正加大对第232条款的使用力度。该条款法律基础比\"对等关税\"更为稳固,特朗普已利用该条款对金属和汽车征收关税。周五,特朗普宣布根据第232条款对卡车和卡车零部件征收25%关税,对公交车征收10%关税,将于11月1日生效。该行动还扩大了汽车制造商的关税减免计划,允许他们申请抵免额度以部分抵消汽车和卡车零部件关税成本,期限从2027年延长至2030年。保护主义倾向的特朗普盟友认为,第232条款关税最终将更有效地推动制造业回流美国。繁荣美国联盟执行副总裁Nick Iacovella表示:\"对美国没有能力生产的产品征收关税毫无意义。第232条款是最有效的工具。\"关税政策的调整显示出政策立场明显软化。美国商务部长Howard Lutnick此前数月坚称\"对等关税\"\"没有豁免,没有例外\"。但他在7月底的电视采访中软化了立场,表示:\"如果你种植某种东西而我们不种植,那可以零关税进口\"。企业积极寻求豁免企业响应关税豁免请求逐步获得豁免。消费品牌协会今年3月致信特朗普政府,敦促官员豁免咖啡、燕麦、可可、香料、热带水果和用于食品罐的镀锡钢板等商品的关税。目前,许多此类商品已被纳入附件三,有可能在与美国签署贸易协议的国家中获得豁免。糖果巨头好时公司5月表示正在\"与美国政府接洽\"寻求可可豁免。可可关税加剧了这家宾夕法尼亚州巧克力制造商的困境,该公司一直在应对核心原料价格高企的问题,并表示正在采取一切可能的手段争取改变可可关税。部分食品企业表示将提价以抵消关税带来的成本上涨,但也有企业试图维持价格稳定。泰国联合集团旗下的海鲜公司Chicken of the Sea总裁Andy Mecs表示,尽管金枪鱼价格非常敏感,面临关税,公司仍在努力控制核心罐装金枪鱼产品的价格。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490069747880120,"gmtCreate":1760672865859,"gmtModify":1760672867093,"author":{"id":"4110585655677242","authorId":"4110585655677242","name":"Dingliangzhu","avatar":"https://static.tigerbbs.com/78b7208fd404ffc1c140d4e68aeb5d1f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4110585655677242","authorIdStr":"4110585655677242"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 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19:55","market":"us","language":"zh","title":"蔚来全新ES8、ET9地平线特别版正式上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1193091529","media":"老虎资讯综合","summary":"蔚来ET9地平线特别版正式上市,整车购买售价,81.8万元起,采用BaaS电池租用方式购买,售价71万元起,将于9月底开启交付","content":"<html><head></head><body><p>蔚来ET9地平线特别版正式上市,整车购买售价,81.8万元起,采用BaaS电池租用方式购买,售价71万元起,将于9月底开启交付。</p><p>蔚来全新ES8 7座行政豪华版整车价40.68万起,租电价格29.88万起,ES8 6座行政豪华版40.68万起,租电价格29.88万起,ES8 6座行政签名版44.68万起,租电价格33.88万起。</p><p>新车搭载双电机(520千瓦/700牛·米),零百加速3.97秒,CLTC续航635公里,采用900V高压架构并接入蔚来充换电网络。蔚来宣称该车"标配198项豪华功能"。搭载蔚来自研NX9031芯片、高通SA8295P处理器及天穹操作系统,配备31个传感器(含车顶激光雷达)实现全场景辅助驾驶。这是蔚来三季度发布的第二款三排SUV(7月子品牌乐道推出L90)。新车将于发布会后立即开启交付。</p><p>蔚来董事长李斌表示,目前已经在全力提高全新ES8的产能。如果产能还无法满足订单的需求,蔚来将负责补贴明年新能源车补贴退坡的差额。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bce900f9a5d3dce6913e91f529da9eab\" title=\"\" tg-width=\"2056\" tg-height=\"1198\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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蔚来全新ES8、ET9地平线特别版正式上市\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\">2025-09-20 19:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来ET9地平线特别版正式上市,整车购买售价,81.8万元起,采用BaaS电池租用方式购买,售价71万元起,将于9月底开启交付。</p><p>蔚来全新ES8 7座行政豪华版整车价40.68万起,租电价格29.88万起,ES8 6座行政豪华版40.68万起,租电价格29.88万起,ES8 6座行政签名版44.68万起,租电价格33.88万起。</p><p>新车搭载双电机(520千瓦/700牛·米),零百加速3.97秒,CLTC续航635公里,采用900V高压架构并接入蔚来充换电网络。蔚来宣称该车"标配198项豪华功能"。搭载蔚来自研NX9031芯片、高通SA8295P处理器及天穹操作系统,配备31个传感器(含车顶激光雷达)实现全场景辅助驾驶。这是蔚来三季度发布的第二款三排SUV(7月子品牌乐道推出L90)。新车将于发布会后立即开启交付。</p><p>蔚来董事长李斌表示,目前已经在全力提高全新ES8的产能。如果产能还无法满足订单的需求,蔚来将负责补贴明年新能源车补贴退坡的差额。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bce900f9a5d3dce6913e91f529da9eab\" title=\"\" tg-width=\"2056\" tg-height=\"1198\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193091529","content_text":"蔚来ET9地平线特别版正式上市,整车购买售价,81.8万元起,采用BaaS电池租用方式购买,售价71万元起,将于9月底开启交付。蔚来全新ES8 7座行政豪华版整车价40.68万起,租电价格29.88万起,ES8 6座行政豪华版40.68万起,租电价格29.88万起,ES8 6座行政签名版44.68万起,租电价格33.88万起。新车搭载双电机(520千瓦/700牛·米),零百加速3.97秒,CLTC续航635公里,采用900V高压架构并接入蔚来充换电网络。蔚来宣称该车\"标配198项豪华功能\"。搭载蔚来自研NX9031芯片、高通SA8295P处理器及天穹操作系统,配备31个传感器(含车顶激光雷达)实现全场景辅助驾驶。这是蔚来三季度发布的第二款三排SUV(7月子品牌乐道推出L90)。新车将于发布会后立即开启交付。蔚来董事长李斌表示,目前已经在全力提高全新ES8的产能。如果产能还无法满足订单的需求,蔚来将负责补贴明年新能源车补贴退坡的差额。","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473934771265592,"gmtCreate":1756730468140,"gmtModify":1756731887789,"author":{"id":"4110585655677242","authorId":"4110585655677242","name":"Dingliangzhu","avatar":"https://static.tigerbbs.com/78b7208fd404ffc1c140d4e68aeb5d1f","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4110585655677242","authorIdStr":"4110585655677242"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a 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