2025.04. 14 【今日推荐】 美国豁免部分产品"对等关税"，商务部：这是美方修正单边"对等关税"错误做法的一小步 美国海关与边境保护局11日晚宣布，美国联邦政府已同意对智能手机、电脑、芯片等电子产品免除 所谓"对等关税"。4月13日，商务部新闻发言人就美方豁免部分产品的"对等关税"答记者问时表示， 中方正在对有关影响进行评估。发言人称，我们注意到，这是继美方4月10日暂缓对部分贸易伙伴征 收高额"对等关税"以来，对相关政策做出的第二次调整。应该说，这是美方修正单边"对等关税"错误 做法的一小步。 一季度社融等多项金融数据公布 央行数据显示，一季度人民币存款增加12.99万亿元。一季度人民币贷款增加9.78万亿元。3月末， 广义货币(M2)余额326.06万亿元，同比增长7%。狭义货币(M1)余额113.49万亿元,同比增长1.6%。 初步统计，2025年一季度社会融资规模增量累计为15.18万亿元，比上年同期多2.37万亿元。从央 行获得的最新数据显示，3月份企业新发放贷款（本外币）加权平均利率约为3.30%，比上年同期低 约45个基点；个人住房新发放贷款（本外币）加权平均利率约为3.1%，比上年同期 ...

Group 1 - The U.S. government has imposed a 34% tariff on products imported from China, leading to a total tariff rate of 54% when combined with an earlier 20% rate, significantly increasing costs for electronic products [1][2] - ASUS has stated it will closely monitor policy and tax changes, adjusting operational elements such as inventory management, supply chain configuration, and pricing strategies to maintain operational resilience and competitive advantage [1] - ASUS's revenue from the U.S. market accounts for approximately 11% to 13%, prompting the company to strategically stock up in anticipation of tax-related uncertainties [1] Group 2 - Acer has not commented on price increases but has been accumulating inventory since last year to address tariff issues, although channel operators expect that this inventory will not meet the demand for the upcoming peak season [2] - According to Canalys, Acer's shipment volume in the U.S. reached 4.26 million units, representing a year-on-year increase of 15.1%, with a market share of 6.3% [2] - The Americas accounted for 25.5% of Acer's revenue in 2024, with the U.S. being the largest market for the company [2]