1. 将公布新关税——美国总统特朗普计划在未来几天公布新的关税，他表示对与其他国家达成关税协议持一定开放态度，但他暗示...
2025-03-29 10:16:09
特朗普新政速览：7大关键政策动向及对投资者的潜在影响
1. 新关税政策即将出台 - 全球贸易格局面临调整
美国总统特朗普确认将在未来几日公布新一轮关税政策。尽管表态对达成国际关税协议持开放态度，但明确表示任何实质性谈判都需在4月2日关税生效后进行。此举可能导致全球供应链重组，投资者需密切关注受影响行业的跨境贸易成本变化。
2. 富人税改革酝酿中 - 财税政策风向突变
白宫高级官员意外透露，特朗普政府正考虑提高对美国高收入群体的征税标准。这一政策转向若实施，可能影响高端消费、私人银行业务及资本市场的资金流向，为基建等优先议题腾出财政空间。
3. 美加贸易关系新动态 - 关键时间节点明确
特朗普在肯定与加拿大总理建设性对话的同时，坚持将实施对加关税。双方约定在加拿大选举结束后举行首脑会晤。能源、汽车行业投资者应特别关注10月大选后的谈判进展，这关系着北美自贸体系的最终形态。
4. 委内瑞拉能源制裁升级 - 地缘政治风险加剧
政府强制要求著名共和党捐款人哈里·萨金特三世的石油公司撤离委内瑞拉，标志着对委制裁进入新阶段。这一行动可能扰动全球重油供应格局，能源类投资需重新评估拉美地区政治风险溢价。
5. 留学生签证审查收紧 - 科技人才流动受限
美国务院新规要求全面审查学生签证申请人的社交媒体记录。长期来看，这可能导致STEM领域人才供给减少，影响科技企业的研发成本与人才战略，高等教育产业营收模式或将面临挑战。
6. 安全权限大规模撤销 - 政治不确定性延续
国家情报总监依令撤销包括拜登、哈里斯等多位前政府高官的安全许可。这种政治清算可能加剧政策连续性担忧，增加医疗、能源等敏感行业监管环境的不确定性，投资者需加强政治风险对冲。
7. 伊朗问题最后通牒 - 原油市场波动预警
特朗普将伊朗列为首要关注，暗示可能采取极端措施。任何军事冲突或制裁升级都将直接冲击全球原油供应，建议能源投资者建立避险头寸，关注霍尔木兹海峡航运保险成本变化。
投资影响分析：
• 关税政策或引发新一轮全球供应链调整
• 富人增税预期可能抑制奢侈品消费及私募投资
• 美加贸易关系走向影响汽车制造业布局
• 委内瑞拉制裁升级推高重油溢价空间
• 签证限制或导致科技企业人力成本上升
• 政治清算持续将延长政策不确定性周期
• 伊朗局势紧张威胁中东能源通道安全
7x24 快讯
20:44 2025-04-21
8 Senators Call on US to Pass Bitcoin Bill to Buy 1 million BTCEight U.S. senators have called on the United States to pass a Bitcoin bill that aims to buy 1 million BTC.
20:29 2025-04-21
The Federal Deposit Insurance Corporation plans to lay off more than 1,200 employeesThe Federal Deposit Insurance Corporation (FDIC), the US banking regulator, plans to cut more than 1,200 jobs as part of the Trump administration's plan to cut the federal workforce. The FDIC said in an email to employees on the same day that the layoffs will be carried out through voluntary retirement, internal separations and the retention of vacant positions. The email shows that the FDIC plans to cut 1,250 jobs, including 500 who were delayed by the Trump administration earlier this year.
20:05 2025-04-21
U.S. stocks fell sharply, with the Dow down 2.48% and the Nasdaq down 2.55%.U.S. stocks ended sharply lower, with the Dow down 2.48%, the Nasdaq down 2.55%, and the S & P 500 down 2.36%. Big tech stocks fell broadly, with Nvidia and Oracle down more than 4%, Amazon and Meta down more than 3%, Microsoft and Google down more than 2%, and Apple down nearly 2%. Tesla fell nearly 6% as the company postponed plans to manufacture an affordable version of the Model Y in the United States.
19:43 2025-04-21
USDC supply nears $61 billion, up 38.6% year-to-dateOn-chain data shows that the supply of USDC has climbed to nearly $61 billion, a significant increase of $17 billion from $44 billion at the beginning of the year, an increase of 38.6%, while the total supply of stablecoins has reached $226 billion. During the same period, the supply of USDT has increased modestly from $138 billion to $145 billion.
The total stablecoin supply has reached $226 billion. Ethereum is still the main chain of stablecoins. Of the total supply of $226 billion, Ethereum ...
19:16 2025-04-21
Traders flocked to bet that gold prices would continue to riseAccording to the Wall Street Journal, gold prices are on a tear, and some traders are betting that the rally will continue, and if prices continue to rise, these options could pay off. Late last week, the volume of call options linked to the world's largest gold ETF surged to an all-time high. The frenzied trading highlights intense fear, and turbulence is all but inevitable. The U.S. stock market is plummeting. So are U.S. Treasuries and the U.S. dollar.
19:16 2025-04-21
Analyst: From a risk-reward perspective, Trump is unlikely to fire PowellMolly Brooks, an analyst at TD Securities, said Mr. Trump was unlikely to fire Mr. Powell, a move that would trigger a lengthy legal battle. Since Mr. Powell's term ends in May 2026, it may not be worth trying to oust him now, which Mr. Brooks sees as a risk-reward factor. However, it must be acknowledged that the risk of Mr. Trump interfering with the Fed is another concern on Wall Street, where markets are very nervous.
19:16 2025-04-21
Analysts predict that the Federal Reserve will cut interest rates five times this yearTD Securities analyst Molly Brooks said the Federal Reserve could start cutting interest rates in June and make five cuts this year. Markets expect four or more rate cuts in 2025, according to CME data. Brooks said concerns about economic growth will eventually outweigh inflation risks, forcing the Fed to ease monetary policy, though she doesn't think the U.S. will fall into a recession.
19:13 2025-04-21
BTC breaks through $87,000The market shows that BTC has broken through $87,000 and is now reported at $87106.65, with a 24-hour increase of 3.01%. The market is volatile, so please do a good job in risk control.
19:13 2025-04-21
The rebound in U.S. stocks since Trump suspended tariffs is rapidly giving up, and another 5% decline will reassess April lowsADAM BUTTON, ANALYST, FOREXLIVE, FINANCIAL WEBSITE: U.S. stocks got off to a bad start this week. In the ongoing sell-off, the U.S. stock market continued to decline. The S & P 500 index fell 3.3%, and there was little rebound today. Zooming in on the daily chart, the rebound since Trump suspended reciprocal tariffs (April 9, US time) is quickly fading, and another 5% decline would reassess the April low. I wouldn't want to be the company reporting this week, with Tesla's Google being the most t...
18:25 2025-04-21
Hyperlane Foundation: Airdrop will open for applications at 20:00 on April 22The Hyperlane Foundation said on its social platform that users who are eligible and complete the registration in the pre-application stage can apply for HYPER starting tomorrow. The application time is from 20:00 on April 22 to 21:00 on May 22, Beijing time.
18:01 2025-04-21
Emerging market assets rise, boosted by "US sell-off" tradeCurrencies and stocks in developing countries rallied at the start of the week, driven by continued withdrawals from U.S. assets, prompting investors to turn to undervalued emerging market assets. As of 00:00 Beijing time (12:00 EST) on Tuesday, the MSCI Developing Countries Currency Index rose 0.2% to its highest intraday level since early October 2024. The Polish zloty, Romanian leu and Thai baht were among the top baskets tracked by Bloomberg...
17:36 2025-04-21
The White House quickly refuted the rumor that the "search for a new secretary of defense" is false newsOn April 22, according to NPR, a US official said that the White House has started looking for a new defense secretary, and the current defense secretary, Hegseth, is mired in controversy. Then the White House quickly refuted the rumor, saying that NPR's report on the search for a new defense secretary was "fake news". Trump previously said that Hegseth's performance was very good, and the report about the US Department of Defense was false news.
热门资讯
朝鲜黑客为何如此擅长窃取加密货币？Vitalik：“DAO”意味着“项目”，“official”则意味着“骗局”pump.fun月收入超过Uniswap，在所有区块链中排名第四Baby Doge：已发起提案拟放弃以太坊和BNB Chain上的代币合约PayPal 稳定币 PYUSD 将上线 SolanaBitget推出3月合约排位赛，总奖池10万枚BGBBinance Labs投资孵化器第六期7个项目，包括Cellula、NFPrompt等Aevo已上线AEVO Pre-launch合约，现报价2.6美元币安未来几天将进行钱包维护，期间或出现大额转账Bithumb将停止支持Velo Protocol（VELO）交易，并将Conan（CON）指定为投资警示项目Framework Ventures过去14小时向Coinbase存入400万枚SNX富达FBTC和Valkyrie BRRR昨日净流入额均创新高
相关推荐
朝鲜黑客为何如此擅长窃取加密货币？曾50倍杠杆获利713万美元巨鲸再次50倍做多ETH美股加密板块盘前走低，ProShares比特币策略ETF下跌5.4%Bitget推出3月合约排位赛，总奖池10万枚BGBBinance Labs投资孵化器第六期7个项目，包括Cellula、NFPrompt等Aevo已上线AEVO Pre-launch合约，现报价2.6美元币安未来几天将进行钱包维护，期间或出现大额转账Bithumb将停止支持Velo Protocol（VELO）交易，并将Conan（CON）指定为投资警示项目Framework Ventures过去14小时向Coinbase存入400万枚SNX富达FBTC和Valkyrie BRRR昨日净流入额均创新高Aevo上线Wormhole（W）Pre-launch合约，现报价1.79美元
