制造业回流

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路透社:从电动牙刷到个人电脑,美国将按照所含芯片数量征收关税
Sou Hu Cai Jing· 2025-09-28 11:19
Group 1 - The U.S. is exploring a new tariff scheme that imposes tariffs on imported electronic devices based on the number of chips they contain, aiming to encourage manufacturing to return to the U.S. [1] - The Biden administration has signed the CHIPS Act and Inflation Reduction Act to incentivize domestic semiconductor production and the purchase of U.S.-made vehicles through government subsidies [4] - The advanced chip manufacturing sector is a key target for U.S. manufacturing return initiatives, with historical investments dating back to the Obama administration [6] Group 2 - The U.S. has seen a decline in manufacturing's contribution to GDP, dropping from 20% in 1980 to 11.8% in 2009, while the financial sector's share increased [12] - The U.S. has shifted much of its manufacturing to Asia, leading to a hollowing out of its domestic manufacturing base, which has resulted in increased reliance on imports [12] - U.S. sanctions against China's chip industry aim to counter China's advanced chip manufacturing capabilities, with TSMC being pressured to relocate its technology to the U.S. [13][16] Group 3 - The competition between U.S. and Chinese companies in the manufacturing sector is intensifying, with the U.S. using legislative and tariff policies to retain advanced manufacturing technologies domestically [16] - Chinese companies are being forced to abandon globalization and focus on developing independent manufacturing technology chains in response to U.S. pressures [16]
24小时环球政经要闻全览 | 9月28日
Sou Hu Cai Jing· 2025-09-28 03:00
Market Summary - Major US indices showed positive performance with the Dow Jones Industrial Average up by 299.97 points (0.65%) to 46247.29, Nasdaq increased by 99.37 points (0.44%) to 22484.07, and S&P 500 rose by 38.98 points (0.59%) to 6643.70 [2] - European markets also experienced gains, with the Euro Stoxx 50 up by 54.81 points (1.01%) to 5499.70, and Germany's DAX rising by 204.64 points (0.87%) to 23739.47 [2] - In contrast, Asian markets faced declines, with Taiwan Weighted down by 443.53 points (1.70%) to 25580.32, and South Korea's KOSPI falling by 85.06 points (2.45%) to 3386.05 [2] Company Developments - Tesla announced the delivery of its first Model Y vehicles in India, with prices set at approximately 600,000 INR (around $70,000) for the standard model and 680,000 INR (around $79,000) for the long-range version [8] - Jaguar Land Rover will receive a £1.5 billion (approximately $2 billion) loan guarantee from the UK government to support its supply chain following a cyberattack that halted production [11] - Starbucks' Chief Technology Officer, Deb Hall Lefevre, has resigned, and the company has appointed Ningyu Chen as the interim CTO [12] - Meituan's international food delivery brand, Keeta, has launched operations in the UAE [13] Geopolitical Events - The US government is considering tariffs on foreign electronics based on the number of chips contained in each device, which could exacerbate inflation [4] - Ukraine conducted a drone strike on a Russian oil pipeline pump station, halting oil transport through the facility [5][6] - Tensions escalated between Thailand and Cambodia, with reports of gunfire exchanged, suggesting a potential provocation [7]
芯片重大突发!特朗普出新招?影响有多大
Zheng Quan Shi Bao Wang· 2025-09-28 02:35
Group 1 - The U.S. government is considering imposing tariffs based on the number of chips in foreign electronic devices as part of its efforts to promote "manufacturing return" [1] - The proposed plan may lead to increased inflation in the U.S. as it could raise the costs of consumer goods, including a wide range of products from toothbrushes to laptops [1] - The U.S. Commerce Department is expected to estimate the value of chips in products and impose tariffs accordingly, although the plan is not yet finalized [1] Group 2 - President Trump announced on September 4 that tariffs will be imposed on semiconductor imports from companies that do not relocate production to the U.S., with exemptions for companies investing in U.S. manufacturing [2] - The tariffs on chips and semiconductors could be as high as 100%, but companies that establish manufacturing in the U.S. will not be subject to these tariffs [2] - Trump's administration is intensifying pressure on companies to produce domestically, as evidenced by the commitment from Apple to invest $600 billion in the U.S. over the next four years [2]
芯片重大突发!特朗普传出大消息!
天天基金网· 2025-09-28 01:27
Core Viewpoint - The Trump administration is considering imposing tariffs based on the number of chips in foreign electronic devices to encourage domestic manufacturing and reduce reliance on imports [3][4][5]. Group 1: Tariff Implementation - The proposed tariff plan would involve estimating the value of chips in products and applying tariffs accordingly [4][5]. - If implemented, this plan could affect a wide range of consumer goods, potentially increasing inflation as production costs rise due to new tariffs on essential inputs [5][6]. - The administration has previously indicated a willingness to impose significant tariffs on semiconductor imports, with rates potentially reaching 100% for certain products [6][7]. Group 2: Economic Implications - The plan aims to boost U.S. manufacturing while also posing risks of higher consumer prices, as the inflation rate is already above the Federal Reserve's target of 2% [5][6]. - The complexity of the proposed tariff system could create challenges for major tech companies like Apple and Dell, which rely on global supply chains [7][8]. - The administration's strategy includes a mix of tariffs, tax cuts, and regulatory relief to promote domestic production [4][5]. Group 3: Challenges and Considerations - Achieving a balance between domestic production and imports is expected to be difficult, as overseas products are often cheaper and supply chain adjustments take time [7][8]. - The actual implementation of tariffs based on chip counts raises questions about how these tariffs will be calculated and enforced [7][8]. - There are concerns that the proposed tariffs could complicate the already intricate U.S. tariff system, making compliance more challenging for companies [7][8].
芯片重大突发!特朗普出新招?
Zheng Quan Shi Bao Wang· 2025-09-28 01:03
美媒突然爆料。 环球网援引路透社9月26日报道称,美国政府试图推动"制造业回流"之际,三名消息人士透露,特朗普 政府正在考虑根据每台外国电子设备中的芯片数量征收关税。然而,路透社在报道中直言,若这一举措 得以实施,可能继续推高美国通胀。 报道援引保守派智库美国企业研究所经济学家迈克尔·斯特兰的话称,"在美国通胀问题日益严重,通胀 率明显高于美联储目标且不断加速的情况下",该计划可能会推高消费品成本。由于对生产这些商品所 需的关键物料征收新关税,即使是在美国本土生产的商品也可能变得更加昂贵。 值得一提的是,据央视新闻,当地时间9月4日,美国总统特朗普宣布,美政府将对未将生产转移至美国 的半导体企业进口产品征收关税。他强调,若企业在美投资或有建厂计划,则可豁免关税。 特朗普称关税幅度将"相当可观,但不会过高",并点名表示苹果CEO库克"不错",因苹果已承诺未来四 年在美投资6000亿美元。此前,台积电、三星与SK海力士均已宣布在美建厂。 更早之前,当地时间8月6日,特朗普表示,将对所有进口芯片和半导体征收100%关税,"正在美国建 厂"的企业除外。据美国CNBC电视台报道,这项针对特定行业的新关税政策表明,特朗普 ...
High-Yield Dividends: EPR Properties (EPR) Benefits Income-Focused Investors
Insider Monkey· 2025-09-28 00:44
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] AI and Energy Demand - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The energy requirements for AI are expected to escalate, leading to potential crises in power grids and rising electricity prices [2][3] Investment Opportunity - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI, making it a unique investment opportunity [3][6] - It is noted that this company is not a chipmaker or cloud platform but plays a crucial role in the energy infrastructure needed for AI [3][6] Financial Position - The company is described as debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, indicating potential for significant upside [10] Market Trends - The company is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] - The onshoring trend driven by tariffs is also mentioned as a factor that could benefit the company, as it is positioned to support domestic manufacturing [5][14] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The overall sentiment is that investing in AI and its supporting infrastructure is crucial for capitalizing on future growth opportunities [13][15]
最新!芯片突发!特朗普出新招?
是说芯语· 2025-09-27 13:15
美媒突然爆料。 环球网援引路透社9月26日报道称,美国政府试图推动"制造业回流"之际,三名消息人士透露,特朗普政 府正在考虑根据每台外国电子设备中的芯片数量征收关税。然而,路透社在报道中直言,若这一举措得以 实施,可能继续推高美国通胀。 报道介绍,根据该计划,美国商务部将对产品芯片价值的估算部分按一定比例征收关税。该计划目前尚未 公布,也可能会有所变化。美国商务部没有立即回应置评请求。 对于上述计划,白宫发言人库什·德赛表示,"美国不能依赖从外国进口对我们国家和经济安全至关重要的 半导体产品",特朗普政府致力于采取多种措施推动关键制造业回流美国。 不过,路透社在报道中提到,如果相关计划得以实施,将表明特朗普政府正试图将打击目标扩展到从牙刷 到笔记本电脑等一系列消费品,然而此举可能会推高通胀。 报道援引保守派智库美国企业研究所经济学家迈克尔·斯特兰的话称,"在美国通胀问题日益严重,通胀率 明显高于美联储目标且不断加速的情况下",该计划可能会推高消费品成本。由于对生产这些商品所需的 关键物料征收新关税,即使是在美国本土生产的商品也可能变得更加昂贵。 值得一提的是,据央视新闻,当地时间9月4日,美国总统特朗普宣布, ...
芯片突发!特朗普出新招?
Zheng Quan Shi Bao· 2025-09-27 12:27
特朗普称关税幅度将"相当可观,但不会过高",并点名表示苹果CEO库克"不错",因苹果已承诺未来四 年在美投资6000亿美元。此前,台积电、三星与SK海力士均已宣布在美建厂。 更早之前,当地时间8月6日,特朗普表示,将对所有进口芯片和半导体征收100%关税,"正在美国建 厂"的企业除外。据美国CNBC电视台报道,这项针对特定行业的新关税政策表明,特朗普正在加大对 企业的施压力度,要求他们在美国生产产品。但具体细节尚未公布。 环球网援引路透社9月26日报道称,美国政府试图推动"制造业回流"之际,三名消息人士透露,特朗普 政府正在考虑根据每台外国电子设备中的芯片数量征收关税。然而,路透社在报道中直言,若这一举措 得以实施,可能继续推高美国通胀。 报道介绍,根据该计划,美国商务部将对产品芯片价值的估算部分按一定比例征收关税。该计划目前尚 未公布,也可能会有所变化。美国商务部没有立即回应置评请求。 对于上述计划,白宫发言人库什·德赛表示,"美国不能依赖从外国进口对我们国家和经济安全至关重要 的半导体产品",特朗普政府致力于采取多种措施推动关键制造业回流美国。 不过,路透社在报道中提到,如果相关计划得以实施,将表明特朗普 ...
芯片突发!特朗普出新招?
证券时报· 2025-09-27 12:19
美媒突然爆料。 环球网援引路透社9月26日报道称,美国政府试图推动"制造业回流"之际,三名消息人士透露,特朗普政 府正在考虑根据每台外国电子设备中的芯片数量征收关税。然而,路透社在报道中直言,若这一举措得以 实施,可能继续推高美国通胀。 报道介绍,根据该计划,美国商务部将对产品芯片价值的估算部分按一定比例征收关税。该计划目前尚未 公布,也可能会有所变化。美国商务部没有立即回应置评请求。 对于上述计划,白宫发言人库什·德赛表示,"美国不能依赖从外国进口对我们国家和经济安全至关重要的 半导体产品",特朗普政府致力于采取多种措施推动关键制造业回流美国。 版权声明 不过,路透社在报道中提到,如果相关计划得以实施,将表明特朗普政府正试图将打击目标扩展到从牙刷 到笔记本电脑等一系列消费品,然而此举可能会推高通胀。 报道援引保守派智库美国企业研究所经济学家迈克尔·斯特兰的话称,"在美国通胀问题日益严重,通胀率 明显高于美联储目标且不断加速的情况下",该计划可能会推高消费品成本。由于对生产这些商品所需的 关键物料征收新关税,即使是在美国本土生产的商品也可能变得更加昂贵。 值得一提的是,据央视新闻,当地时间9月4日,美国总统特 ...
美政府被爆“考虑根据内含芯片数量对外国电子产品征税”,外媒警告:可能加剧美通胀
Huan Qiu Wang· 2025-09-27 09:17
对于上述计划,白宫发言人库什·德赛表示,"美国不能依赖从外国进口对我们国家和经济安全至关重要的半导体产品",特朗普政府致力于采取 多种措施推动关键制造业回流美国。 不过,路透社在报道中提到,如果相关计划得以实施,将表明特朗普政府正试图将打击目标扩展到从牙刷到笔记本电脑等一系列消费品,然而 此举可能会推高通胀。 报道援引保守派智库美国企业研究所经济学家迈克尔·斯特兰的话称,"在美国通胀问题日益严重,通胀率明显高于美联储目标且不断加速的情 况下",该计划可能会推高消费品成本。由于对生产这些商品所需的关键物料征收新关税,即使是在美国本土生产的商品也可能变得更加昂贵。 路透社发布上述爆料之际,特朗普本月25日宣布,自10月1日起,美国将对进口的所有品牌或专利药品征收100%关税;对所有厨房橱柜、浴室 柜及相关产品征收50%关税、软体家具征收30%关税;对在美国境外生产的重型卡车征收25%关税。另外,美国联邦最高法院9月9日曾宣布,将 快速审议特朗普政府征收的多数关税的合法性,定于11月首周听取口头辩论。 【环球网报道 记者 索炎琦】又准备祭新招?据路透社26日独家报道,美国政府试图推动"制造业回流"之际,三名消息人士 ...