Group 1 - The U.S. has announced that certain goods will be exempt from "reciprocal tariffs" [1] - The State Council Tariff Commission stated that further increases in tariffs by the U.S. could become a joke in the history of the world economy [1] - The Ministry of Industry and Information Technology released the first batch of China's consumer brand list [1] Group 2 - The central bank and four other departments emphasized the need to fully utilize the bond market's financing capabilities to enhance the insurance protection level for the sports industry [1]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自综合，谢谢。 据报道，美国海关与边境保护局（CBP）11日悄然发布了更新税则，豁免了包含自动数据处理 器、电脑、通信设备、显示器与模组、半导体相关等类别商品的进口税率，不受"对等关税"影响。 报道称，部分商品若符合美国《协调关税税则》中所列明的分类号码，将可获得"对等关税"豁免。 这些商品包括电脑与周边设备、半导体制造设备、通信设备、存储设备、显示模组、半导体器件与 集成电路等。 报道称，本次关税豁免适用于所有受特朗普"对等关税"影响的国家。 特朗普最近声称，他们以100%的关税"威胁"台积电，迫使其在美国扩张。尽管这家台湾巨头对美 国的承诺看似意义重大，但新的贸易政策进一步加剧了人们对现任政府意图的不确定性。供应链正 被拖入地缘政治紧张局势，最终普通消费者将不得不为成本上涨买单。 END 半导体精品公众号推荐 ▲点击上方名片即可关注 专注半导体领域更多原创内容 ▲点击上方名片即可关注 关注全球半导体产业动向与趋势 *免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行 业观察对该观点赞同或支持，如 ...

Group 1 - The U.S. government's imposition of tariffs is creating significant uncertainty and instability in global trade, leading to chaos both internationally and domestically [3] - The U.S. Customs system experienced a failure lasting over 10 hours, causing confusion among importers regarding the implementation of new tariffs, further exacerbating concerns about the U.S. Customs' ability to enforce tariff policies [3] - A 22-page product exemption list was published by the White House, introducing a principle that products with at least 20% U.S. content would not incur additional tariffs, only non-U.S. components would be subject to equivalent tariffs [3] Group 2 - The U.S. Federal Reserve is attempting to stabilize market sentiment amid volatility, with predictions of a "chaotic" U.S. Treasury market prompting potential intervention [5] - Analysts indicate that the U.S. "equivalent tariff" policy is likely to have significant short-term impacts, increasing market volatility and recession risks, despite recent signs of stabilization in U.S. stocks [5] Group 3 - The Brazilian government is taking measures to counter unilateral trade barriers imposed by other countries, as indicated by the signing of the "Commercial Reciprocity Law" by President Lula [24] - Major multinational automotive companies are responding to the new U.S. tariffs by implementing various short-term strategies, including price increases and production adjustments [27] Group 4 - The gold price has reached a historical high due to rising demand for safe-haven assets amid ongoing market panic, with domestic gold jewelry prices also climbing to record levels [30] - A coalition of nine commodity industry associations in China has issued a statement opposing U.S. trade protectionism and supporting the government's measures to protect national interests [30]

Core Viewpoint - The U.S. Customs and Border Protection announced that certain products, including smartphones, routers, and some computers, will no longer be subject to the 125% "reciprocal tariff" previously imposed on imports from China [1] Group 1: Policy Changes - Products that meet the classification numbers listed in the U.S. Harmonized Tariff Schedule will be eligible for exemptions from the "reciprocal tariff," which includes key technology products [1] - Importers must declare their exemption status when reporting these goods [1] Group 2: Implementation Details - For goods that cleared customs or were picked up after April 5, companies must complete the necessary declaration corrections within 10 days after the release of the goods [1] - Unsettled entries can apply for retrospective summary corrections, and settled entries still under protest can also apply for refunds [1] Group 3: Uncertainty and Responses - It remains unclear whether these products will still be subject to the 20% tariff that is not part of the "reciprocal tariff" framework [1] - The U.S. International Trade Commission has not yet responded to related inquiries, and the White House has not provided immediate comments [1]

2025.04. 12 本文字数：280，阅读时长大约1分钟 来源 | 参考消息 据台湾"中时新闻网"4月12日报道，美国海关与边境保护局（CBP）11日悄然发布了更新税则，豁免 了包含自动数据处理器、电脑、通信设备、显示器与模组、半导体相关等类别商品的进口税率，不 受"对等关税"影响。 报道称，部分商品若符合美国《协调关税税则》中所列明的分类号码，将可获得"对等关税"豁免。这 些商品包括电脑与周边设备、半导体制造设备、通信设备、存储设备、显示模组、半导体器件与集成 电路等。 报道称，本次关税豁免适用于所有受特朗普"对等关税"影响的国家。 微信编辑 | 格蕾丝 推荐阅读 新修订《婚姻登记条例》自5月10日起施行 FS 下 ...

4月11日，商务部部长王文涛与世贸组织总干事伊维拉视频通话，双方围绕应对美加征所谓"对等关 税"、维护多边贸易体制、发挥世贸组织作用等问题进行交流。 王文涛表示，美国不断出台关税措施，给全球带来巨大的不确定性和不稳定性，引发国际社会和美国国 内的混乱局面。美方凭空炮制"对等关税"，是典型的单边霸凌做法。美"对等关税"将给发展中国家特别 是最不发达国家带来巨大伤害，甚至引发人道主义危机。 金砖成员高度关注美"对等关税"对多边贸易体制构成严重冲击。多个成员指出"对等关税"严重违反世贸 组织规则，是单边主义、保护主义行为，将严重影响全球经济增长，损害广大发展中国家利益。金砖国 家应加强团结，就此向世界发出共同声音。各方将继续在经贸渠道就应对美"对等关税"问题深入交换意 见，加强立场协调，坚守和维护以规则为基础的多边贸易体制，共同应对当前全球贸易紧张局势。 会上，各方还围绕制定《金砖国家经济伙伴战略2030》、数据经济合作、维护多边贸易体制等议题进行 讨论，为5月金砖国家经贸部长会议和7月金砖国家领导人会晤做好经贸成果准备。 王文涛部长与金砖国家轮值主席国巴西副总统兼发展、工业、贸易和服务部部长阿尔克明视频通话 4月 ...

作 者丨林秋彤 编 辑丨肖嘉 图 源丨摄图网 近期，受美国"对等关税"政策影响，全球金融市场震荡，不确定性显著增强。 2 1世纪经济报道记者注意到，在岸和离岸人民币对美元汇率先是短线走低，释放贬值压力后 转而回调，目前均收复7 . 3元关口。截至记者发稿，在岸人民币对美元报7 . 2 9 2 6元，离岸人民 币对美元报7 . 2 8 1 3元。 与 此 同 时 ， 美 元 指 数 持 续 承 压 。 Wi n d 数 据 显 示 ， 4 月 11 日 美 元 指 数 已 跌 破 1 0 0 ， 日 内 跌 幅 达 1 . 1 4％，最新报9 9 . 7 9 0 6。而此前自2 0 2 4年11月6日起，美元指数保持在1 0 5以上的高位已持 续了近半年。 | < w | 美元指数 ರ | | --- | --- | | USDX.FX | | | 99.7690 前收 | | | -1.1682 -1.16% 卖出 | 99.7690 买入 99.7690 | | 最高 今年来 | -8.03% 20 日 -3.82% | | 最低 99.0086 | 10 日 | | 时间 23:54 涨跌 | -1.05 ...

智通财经4月12日电，商务部部长王文涛4月11日与世贸组织总干事伊维拉视频通话，双方围绕应对美加 征所谓"对等关税"、维护多边贸易体制、发挥世贸组织作用等问题进行交流。王文涛表示，美国不断出 台关税措施，给全球带来巨大的不确定性和不稳定性，引发国际社会和美国国内的混乱局面。美方凭空 炮制"对等关税"，是典型的单边霸凌做法。美"对等关税"将给发展中国家特别是最不发达国家带来巨大 伤害，甚至引发人道主义危机。王文涛强调，美"对等关税"严重违反世贸组织最惠国待遇、非歧视、约 束关税等最基本、最核心的规则，冲击国际经贸秩序，动摇多边贸易体制的根基。中方采取果断措施予 以反制，既是维护自身合法权益，更是维护国际社会的公平正义。王文涛指出，世贸组织成员之间出现 经贸分歧是正常的，应在相互尊重、平等相待的基础上，通过磋商找到解决各自关切的办法。当前，世 贸组织成员应团结一致，以开放合作和多边主义对冲单边主义、保护主义和霸凌行径。中方将一如既往 地坚定维护世贸组织规则，全面深入参与世贸组织改革，维护开放、包容、透明、非歧视的多边贸易体 制。 伊维拉表示，贸易紧张局势持续升级，已对全球贸易和经济增长前景带来巨大挑战。世贸组织成 ...

Market Overview - The U.S. stock market experienced significant gains, with the Dow Jones Industrial Average rising by 1.56%, the S&P 500 increasing by 1.81%, and the Nasdaq gaining 2.06% on April 11 [1] - The week saw high volatility, with the VIX index peaking above 60, the highest level since August of the previous year, before settling around 37 [1] - For the week, the Dow Jones rose by 4.95%, the S&P 500 by 5.7%, and the Nasdaq by 7.29% [1] Federal Reserve Statements - Federal Reserve officials indicated that the economy is facing high uncertainty, primarily driven by tariffs and trade issues, with expected economic growth slowing to 1% and unemployment rising to between 4.5% and 5% [3] - The Fed aims to restore inflation to 2%, with current inflation projected to rise between 3.5% and 4% due to tariffs [3] - The Fed is prepared to use various tools to stabilize the market if liquidity issues arise, emphasizing the need to maintain low inflation expectations [3][4] Sector Performance - Major U.S. tech stocks saw gains, with Apple up over 4%, Nvidia up over 3%, and Google A rising nearly 3% [2] - Semiconductor stocks also performed well, with the Philadelphia Semiconductor Index increasing by 2.51% [2] - Energy stocks collectively rose, with Exxon Mobil up over 3% and Chevron up 0.48% [2] - Airline stocks experienced gains, with United Airlines rising over 4% [2] Gold Market - Gold prices reached a historic high, with COMEX gold futures hitting $3,255 per ounce, marking a significant increase in a short period [7] - The rise in gold prices is attributed to a loss of confidence in U.S. Treasury bonds amid liquidity concerns, making gold a preferred safe-haven asset [7] Chinese Stocks - Chinese stocks listed in the U.S. saw a general increase, with the Nasdaq Golden Dragon China Index rising by 1.73% [6] - Notable gains were observed in companies like Zai Lab, which rose over 21%, and Kingsoft Cloud, which increased by over 12% [6] - Despite recent inflows into Chinese assets, foreign investment trends have shown signs of slowing down [6]

冲击世界的特朗普关税（REUTERS） 美国总统特朗普的关税政策正在冲击整个世界。日本经济新闻对加强"交易"态势、前景难以预测 的特朗普关税政策的现状进行了梳理。从目前的情况来看，特朗普政府对各国征收的关税主要分为 三种类型，各国的应对策略也大致分为三类…… 美国总统特朗普的关税政策正在冲击整个世界。特朗普政府在4月9日全面启动了针对本国与 贸易伙伴的贸易逆差等问题而提高税率的"对等关税"，但就在第二天的10日，又将中国以外的 税率一律下调至10%，将高税率的征税推迟了90天。日本经济新闻（中文版：日经中文网）对 加强"交易"态势、前景难以预测的特朗普关税政策的现状进行了梳理。 除对等关税外，"各领域关税"也不容忽视 从目前的情况来看，特朗普第二届政府对各国征收的关税主要分为三种类型，这点已经变得 逐渐清晰。 第一是针对全世界的"对等关税"。第二是已针对汽车、钢铁和铝启动的"各领域关税"。最后是 截至目前针对邻国加拿大、墨西哥和中国征收的"特定国家关税"。 不管哪个种类的关税均采取了在现有关税上叠加的做法。虽然合计的税率将适用于进口到美 国的商品，但各个法律依据和目的有所不同。 因对世界各国征收而影响巨大的对 ...