這個電子產品豁免我怎麽看都是臨時的，大家從什麽地方看到這個是永久的？

https://www.cnbc.com/2025/04/12/trump-exempts-phones-computers-chips-tariffs-apple-dell.html

我的解讀是這個又是個很含糊的東西，看周一記者會怎麽說。感覺是為了不要很快的價格S PIKE，長期還是要這些美國產。

 

The White House said on Saturday the exemptions were made because Trump wants to ensure that companies have time to move production to the U.S.

White House deputy press secretary Kush Desai said in a statement that Trump “has made it clear America cannot rely on China to manufacture critical technologies such as semiconductors, chips, smartphones, and laptops.”

“At the direction of the President, these companies are hustling to onshore their manufacturing in the United States as soon as possible,” Desai said.

所有跟帖： 

• 就是臨時的，而且據說會有對應的關稅稅率。 -ivlp85- ♂ (0 bytes) () 04/12/2025 postreply 22:00:18

• 整個對等關稅都是臨時的，行政命令，隻要不是法律，都是臨時 -kingofLiu- ♂ (0 bytes) () 04/12/2025 postreply 22:00:21

• 他說周一給細節，we will see -bond_007- ♀ (3250 bytes) () 04/12/2025 postreply 22:02:51

• 就是說：老中，我給了台階，你給不給個回饋？ -Helen1817- ♂ (0 bytes) () 04/12/2025 postreply 22:13:04

• 周五基本所有可能受益的公司APPLE等都比別的漲的多，感覺已經PRICE IN -bond_007- ♀ (91 bytes) () 04/12/2025 postreply 22:12:12

• 同意，希望能救回牛逼哥和長發姐 -Helen1817- ♂ (0 bytes) () 04/12/2025 postreply 22:13:40

• 同意，有可能衝高回落，轉跌都有可能，誰知道花姐會怎麽做呢，他們沒底線的 -Feifei_11- ♂ (0 bytes) () 04/13/2025 postreply 05:58:28

• 談論這根本沒有意義，川普的任何決定都別太當真。 -一個頭兩個大- ♀ (0 bytes) () 04/13/2025 postreply 03:43:48

• 你應該去想，他還剩哪些選項，根據它調整自己的倉位。市場正向反應就減倉，因為他隨時會在加稅 -一個頭兩個大- ♀ (0 bytes) () 04/13/2025 postreply 03:47:32

• 周一會宣布把美國公司和中國公司區別對待 -醬油缸- ♂ (0 bytes) () 04/13/2025 postreply 04:36:00

• Commerce Secretary Lutnick says tariff exemptions for electr -bond_007- ♀ (495 bytes) () 04/13/2025 postreply 07:46:28