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takahashi
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takahashi
takahashi
·
04-12
已经豁免 开香槟
苹果股价连续反弹,市场在押注iPhone获得关税豁免吗?
“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。
苹果股价连续反弹,市场在押注iPhone获得关税豁免吗?
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takahashi
takahashi
·
04-12
已经豁免了
美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”
智通财经APP获悉,美国海关及边境保护局在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》号别及子号别者,可适用对等关税排除措施。
美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”
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takahashi
takahashi
·
04-01
$NEBIUS(NBIS)$
$NEBIUS(NBIS)$ 泥妹空军是没吃饭吗?用力砸呀
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takahashi
takahashi
·
02-26
$美国超微公司(AMD)$
cnbglbamd
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takahashi
takahashi
·
02-22
$MicroCloud Hologram Inc.(HOLO)$
是不是少了一位小数点,你大哥mlgo都快十倍了
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takahashi
takahashi
·
02-21
$阿里巴巴(BABA)$
同样是财报双b 看看人家unity 面a那点逻辑真是无处不在
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takahashi
takahashi
·
02-07
$Nikola Corporation(NKLA)$
个**
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takahashi
takahashi
·
01-31
没见intel涨
非常抱歉,此主贴已删除
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takahashi
takahashi
·
2024-11-13
$Unity Software Inc.(U)$
嚯-///呸
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开香槟","listText":"已经豁免 开香槟","text":"已经豁免 开香槟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423708789985648","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohunote.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"us","language":"zh","title":"苹果股价连续反弹,市场在押注iPhone获得关税豁免吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后,苹果股价经历了一波暴跌,但在过去两天,意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%,市值增加4000多亿美元,本周五股价单日上涨4.1%,收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免,这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示,苹果获得豁免的可能性已经显著增加:</p><blockquote><p>“按目前情况,<strong>关税影响对苹果来说尤为严重,潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者,直到秋季产品周期,同时如果贸易协议短期内无法实现,我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观,他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免:</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免,毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下,苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出,<strong>特朗普不会希望伤害像苹果这样的美国标志性企业,</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调:</p><blockquote><p><strong>“该公司雇佣了太多人,美国选民过度依赖iPhone,不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是,<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看,这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免,已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景,但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示:</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免,而且正如我们在跟踪该公司时所了解的,苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化,包括将部分iPhone生产转移到印度。在90天关税缓期内,苹果可能将寻求其印度合作伙伴,以满足美国iPhone需求。</p><p>Woodring估计,为满足美国的iPhone需求,<strong>苹果需要将其印度生产能力提高一倍,尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出,另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免,苹果可能会采取其他策略减轻关税压力。大摩分析称,苹果可能会取消低端iPhone存储模型,将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果股价连续反弹,市场在押注iPhone获得关税豁免吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温,苹果股价反弹。特朗普关税大棒落地后,苹果股价经历了一波暴跌,但在过去两天,意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%,市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温,苹果股价反弹。特朗普关税大棒落地后,苹果股价经历了一波暴跌,但在过去两天,意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%,市值增加4000多亿美元,本周五股价单日上涨4.1%,收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免,这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示,苹果获得豁免的可能性已经显著增加:“按目前情况,关税影响对苹果来说尤为严重,潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者,直到秋季产品周期,同时如果贸易协议短期内无法实现,我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观,他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免:“90%的投资者似乎相信苹果将获得关税豁免,毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下,苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出,特朗普不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调:“该公司雇佣了太多人,美国选民过度依赖iPhone,不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是,特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看,这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免,已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景,但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示:“我们不认为苹果将仅仅押注于总统豁免,而且正如我们在跟踪该公司时所了解的,苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化,包括将部分iPhone生产转移到印度。在90天关税缓期内,苹果可能将寻求其印度合作伙伴,以满足美国iPhone需求。Woodring估计,为满足美国的iPhone需求,苹果需要将其印度生产能力提高一倍,尽管这可能需要更长时间才能实现。还有观点指出,另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免,苹果可能会采取其他策略减轻关税压力。大摩分析称,苹果可能会取消低端iPhone存储模型,将需求转向利润率更高的iPhone型号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423710499042112,"gmtCreate":1744463556795,"gmtModify":1744463558983,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免了","listText":"已经豁免了","text":"已经豁免了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423710499042112","repostId":"2526606511","repostType":4,"repost":{"id":"2526606511","kind":"news","pubTimestamp":1744451929,"share":"https://www.laohunote.com/m/news/2526606511?lang=&edition=full","pubTime":"2025-04-12 17:58","market":"us","language":"zh","title":"美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”","url":"https://stock-news.laohu8.com/highlight/detail?id=2526606511","media":"智通财经","summary":"智通财经APP获悉,美国海关及边境保护局在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》号别及子号别者,可适用对等关税排除措施。","content":"<html><head></head><body><p>智通财经APP获悉,美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。</p><p>据《货运系统讯息服务》(CSMS #64724565)公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者,可适用对等关税排除措施。依据备忘录内容,这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。</p><p>CBP 释出的 20 项关税豁免编码包括:</p><p>8471</p><p>8473.30</p><p>8486</p><p>8517.13.00</p><p>8517.62.00</p><p>8523.51.00</p><p>8524</p><p>8528.52.00</p><p>8541.10.00</p><p>8541.21.00</p><p>8541.29.00</p><p>8541.30.00</p><p>8541.49.10</p><p>8541.49.70</p><p>8541.49.80</p><p>8541.49.95</p><p>8541.51.00</p><p>8541.59.00</p><p>8541.90.00</p><p>8542</p><p>此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑,智能手机、平板电脑、智能手表等消费电子产品,另外也包括了电视与<a href=\"https://laohu8.com/S/000591\">太阳能</a>相关产品。</p><p>此外,CBP 也提醒,近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税,该故障已于 11 日修复,CBP 要求业者重新提交受影响的报关摘要,以维护合规与权益。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1277768.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者,可适用对等关税排除措施。依据备忘录内容,这些产品将不再被课征依据第 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1277768.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1277768.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526606511","content_text":"智通财经APP获悉,美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者,可适用对等关税排除措施。依据备忘录内容,这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。CBP 释出的 20 项关税豁免编码包括:84718473.3084868517.13.008517.62.008523.51.0085248528.52.008541.10.008541.21.008541.29.008541.30.008541.49.108541.49.708541.49.808541.49.958541.51.008541.59.008541.90.008542此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑,智能手机、平板电脑、智能手表等消费电子产品,另外也包括了电视与太阳能相关产品。此外,CBP 也提醒,近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税,该故障已于 11 日修复,CBP 要求业者重新提交受影响的报关摘要,以维护合规与权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419470512132728,"gmtCreate":1743441036034,"gmtModify":1743441037666,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗?用力砸呀","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗?用力砸呀","text":"$NEBIUS(NBIS)$ $NEBIUS(NBIS)$ 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