WASHINGTON (AP) — Bullied and buffeted by President Donald Trump’s tariffs for the past year, America’s longstanding allies are desperately seeking ways to shield themselves from the president’s impulsive wrath. U.S. trade partners are cutting deals among themselves —- sometimes discarding old differences to do so — in a push to diversify their economies away from a newly protectionist United States. Central banks and global investors are dumping dollars and buying gold. Together, their actions could dimi ...

Core Viewpoint - China will implement restrictions on beef imports to protect its domestic farmers and producers, impacting major beef-exporting countries like Brazil and Australia, as well as the US meat industry [1][2]. Group 1: Import Restrictions - A series of quotas will be effective from January 1, with shipments exceeding limits subject to a 55% duty [1]. - Total beef imports to China reached 2.6 million tons through November this year [2]. - The total quotas for imports will gradually increase from 2.69 million tons in 2026 to 2.8 million tons in 2028 [5]. Group 2: Impact on Producers - Brazil is expected to be significantly affected, as China accounts for nearly half of its beef exports, with an allocation of just over 1 million tons per year, down from 1.7 million tons in 2025 [6]. - Major beef producers like JBS NV and Tyson Foods Inc. saw slight declines in their stock prices amid these developments [4]. Group 3: Market Dynamics - The restrictions may benefit consumers outside of China by increasing supply and potentially lowering prices, which have surged due to high demand and limited supply [3]. - Brazil's Agriculture Minister indicated that discussions with China will begin in January to negotiate quota definitions and potential transfers of unused quotas from other countries to Brazil [6].

公众号记得加星标⭐️，第一时间看推送不会错过。 美国特朗普政府周二在联邦公报上表示，美国将于2027年6月提高对中国半导体进口的关税，具体税 率至少提前一个月确定。 美国贸易代表办公室周二提交的文件显示，关税将于 2027 年 6 月 23 日上调。 该通知是拜登政府时期根据《贸易法》第 301 条款启动的针对旧芯片的流程的下一步。 新的 2027 年日期让那些表示正在密切关注美国关税可能对其业务或供应链产生何种影响的美国公司 更加明确了目标。 但与此同时，根据美国贸易代表办公室提交的文件，从中国进口半导体的初始关税税率将在 18 个月 内为零。 作为一年前启动的一项调查的一部分，该机构发现中国在该行业从事不公平贸易行为。 该办公室在文件中表示："几十年来，中国一直以半导体行业为目标，力图在该行业占据主导地位， 并采取了越来越激进和广泛的非市场政策和做法来追求该行业的主导地位。" 推迟至少 18 个月征收新关税的决定表明，特朗普政府正在寻求缓和美中之间的任何贸易敌对情绪。 （来源 ： 编译自 CNBC ） *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 ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:Flipping the script: Paramount (PSKY) goes hostile for Warner Bros. (WBD), but Netflix (NFLX) is 'super confident' about the deal. Additional worries surface over a 'five-alarm antitrust fire.'It's official: President Trump has blessed sales of Nvidia's (NVDA) H200 GPUs to China and a similar approach will be applied to other c ...

Core Insights - TSMC shareholders have experienced significant volatility in share prices, primarily due to rising trade protectionism and uncertainties surrounding the sustainability of AI capital expenditures [1] Group 1: Market Conditions - Concerns over escalating trade protectionism have negatively impacted TSMC's stock performance [1] - Questions regarding the sustainability of AI capital expenditure have contributed to the decline in TSMC shares [1] Group 2: Investment Perspective - The focus is on identifying market asymmetries that offer a positive reward-to-risk ratio, particularly in high-quality, wide-moat companies that generate strong cash flow [1]

Core Viewpoint - U.S. President Donald Trump expressed his disapproval of Apple building products in India, urging the company to focus on production in the United States instead [2][4]. Group 1: Trump's Comments on Apple - Trump mentioned a previous conversation with Apple CEO Tim Cook, highlighting his dissatisfaction with Apple's plans to expand production in India while the company has committed to a $500 billion investment in the U.S. [2][4]. - The President emphasized that Apple should prioritize building in the U.S. rather than in India, stating that "we want you to build here" [4]. Group 2: Apple's Production Strategy - Apple is increasing its production in India, aiming to manufacture around 25% of global iPhones in the country in the coming years, as part of its strategy to reduce reliance on China, where approximately 90% of iPhones are currently assembled [3]. - The company has not disclosed specific details regarding the increase in production in the U.S. as mentioned by Trump [4]. Group 3: Trade Relations and Tariffs - Trump discussed broader trade relations with India, labeling it as "one of the highest tariff nations in the world" and mentioning a potential deal where India would charge no tariffs on U.S. goods [5]. - Under the White House's trade protectionist policies, a reciprocal tariff of 26% has been imposed on Indian goods, which has been temporarily lowered until July [5].