評論: “銅荒”海嘯來襲！川普率先發難？

半導體用的那一點點銅就算漲價100倍也不會影響半導體的價格。

Ford

The company expects a $1.5 billion hit to its operating profit from tariffs this year.

寶刀屠龍
你哪來的數據？

Ford's first half year profit is not directly provided in the search results, but the first quarter results are available. Ford reported a net income of $471 million for the first quarter, a significant drop from $1.33 billion in the same period last year. Revenue also declined by 5% to $40.7 billion. The company expects a $1.5 billion hit to its operating profit from tariffs this year.

Here's a more detailed breakdown:
Net Income: $471 million (Q1 2025) vs. $1.33 billion (Q1 2024)
Revenue: $40.7 billion (Q1 2025) down 5% from $42.8 billion (Q1 2024)
Adjusted EBIT: $1.0 billion (Q1 2025) down 63% from $2.76 billion (Q1 2024)
Ford Pro: Reported $1.3 billion in EBIT, down from $3 billion a year ago.
Ford Blue: Reported $96 million in EBIT, down from $900 million a year ago.
Model e: Reported a $849 million loss, narrowed from a $1.3 billion loss in the same quarter last year.
Tariffs: Ford expects a $1.5 billion hit to operating profit from tariffs this year.
Full-year Guidance: Ford has suspended its full-year financial guidance due to the uncertainty caused by evolving trade policy.

美國銅消費45%依賴進口，川普給銅加了100%關稅。美國人民約的炮，含淚打完吧。

鬼不靈 發表評論於 2025-07-21 09:01:30
美國消費的銅有2/3是國產，進口占1/3， 這個比例是合理的.
川普的關稅對美國製造業成本造成打擊。 在吹噓關稅大增的同時， 關稅給斯蒂蘭蒂斯一家企業就造成27億的虧損。
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斯蒂蘭蒂斯自己沒問題？
為什麽ford上季度銷售同比能增長了14%？

美國消費的銅有2/3是國產，進口占1/3， 這個比例是合理的.
川普的關稅對美國製造業成本造成打擊。 在吹噓關稅大增的同時， 關稅給斯蒂蘭蒂斯一家企業就造成27億的虧損。

Stellantis expects $2.7 billion first half loss as restructuring costs, US tariffs bite

市場因需求緊張提價+“瘋癡”關稅，半導體整體利潤堪憂。