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- 小李不熬夜小李不熬夜
  ·04-30
  请把原英文消息发一下
  部分义乌玩具商：已接到沃尔玛、塔吉特出货通知，关税由美方承担
  格隆汇4月30日｜据新京报，从义乌玩具出口商处获悉，已经接到美国零售巨头沃尔玛和塔吉特的通知，让其恢复供货。目前已恢复向沃尔玛、塔吉特出口部分玩具，新关税成本将由美方客户承担。此前，该出口商向记者表示，因美国“对等关税”激增至145%，沃尔玛通知暂停发货，但其工厂并未停止玩具生产。该出口商表示，预计不久后将恢复全面供应。
  部分义乌玩具商：已接到沃尔玛、塔吉特出货通知，关税由美方承担
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- 小李不熬夜小李不熬夜
  ·04-16
  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
  半导体巨头恐遭重创！特朗普新关税或令美芯片设备商年损失超十亿美金
  智通财经APP获悉，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。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。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%。
  半导体巨头恐遭重创！特朗普新关税或令美芯片设备商年损失超十亿美金
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025043016541194e8bc9c&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇4月30日｜据新京报，从义乌玩具出口商处获悉，已经接到美国零售巨头沃尔玛和塔吉特的通知，让其恢复供货。目前已恢复向沃尔玛、塔吉特出口部分玩具，新关税成本将由美方客户承担。此前，该出口商向记者表示，因美国“对等关税”激增至145%，沃尔玛通知暂停发货，但其工厂并未停止玩具生产。该出口商表示，预计不久后将恢复全面供应。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025043016541194e8bc9c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4532":"文艺复兴科技持仓","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) 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06:00","market":"us","language":"zh","title":"半导体巨头恐遭重创！特朗普新关税或令美芯片设备商年损失超十亿美金","url":"https://stock-news.laohu8.com/highlight/detail?id=2527479214","media":"智通财经","summary":"智通财经APP获悉，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。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。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%。","content":"<html><head></head><body><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。</p><p>据悉，美国三大半导体设备制造商，<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)、泛林集团(LRCX.US)和<a href=\"https://laohu8.com/S/KLAC\">科磊</a>(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，也面临数千万美元的额外支出压力。</p><p>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。</p><p>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。</p><p>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。</p><p>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。</p><p>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。</p><p>与此同时，芯片巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(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%。</p></body></html>","source":"stock_zhitongcaijing","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>半导体巨头恐遭重创！特朗普新关税或令美芯片设备商年损失超十亿美金</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{ 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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半导体巨头恐遭重创！特朗普新关税或令美芯片设备商年损失超十亿美金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-16 06:00 北京时间&nbsp;&nbsp;&nbsp;<a 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":{"SMCI":"超微电脑","NVDA":"英伟达","TSM":"台积电","AVGO":"博通","AMD":"美国超微公司","MRVL":"迈威尔科技","MU":"美光科技","QCOM":"高通","ARM":"ARM Holdings"},"source_url":"http://www.zhitongcaijing.com/content/detail/1279233.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2527479214","content_text":"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，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},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201194654786860","authorId":"4201194654786860","name":"666达子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4201194654786860","authorIdStr":"4201194654786860"},"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)"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}