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特朗普:正在关注半导体和整个电子供应链

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2025-04-13 23:53:34

特朗普强硬表态:贸易逆差与关税壁垒将面临严厉制裁

美国前总统特朗普在社交媒体发表重磅声明,强调将对实施不公平贸易行为的国家采取强硬措施。他特别指出:"没有任何国家能够因为对我们实行不公平的贸易逆差和非货币性关税壁垒而'逃脱惩罚'"。



关税政策调整引关注

特朗普澄清道,周五并未宣布任何"关税豁免",而是将这些项目重新归类到不同的关税"类别"中。他批评主流媒体明知这一事实却选择不实报道。



半导体与电子供应链成国家安全重点

在即将启动的国家安全关税调查中,半导体产业和整个电子供应链将成为重点关注领域。特朗普强调:"我们必须在美国本土制造产品",突显其推动制造业回流的决心。



经济振兴计划蓄势待发

特朗普乐观预测:"美国的黄金时代即将来临",这包括即将实施的减税政策和监管松绑措施。值得注意的是,这些政策提案已获得众议院和参议院的部分批准,预计将创造大量高薪就业机会,重振美国制造业。



对投资者的潜在影响:

1. 半导体和电子制造板块可能面临政策利好

2. 贸易政策不确定性或引发市场波动

3. 制造业回流概念股值得关注

4. 减税预期可能提振企业盈利前景

5. 需警惕贸易摩擦升级风险

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