Workflow
Tariffs
icon
搜索文档
Trump's 100% tariffs will end China's grip on the US, senior counselor on trade says
Fox Business· 2025-09-27 11:10
President Donald Trump is taking further aim at America’s reliance on foreign partners, which his senior counselor on trade claims is designed to shift supply chains domestically and end China’s grip on the U.S. "I had a situation where a Chinese company gets approval for an antibiotic at the FDA, gives a bunch of money to an Indian company, and then the Indian company fronts to get a contract at the VA that pushes out an American maker. So those are the kinds of things we're having to deal with, and that's ...
Trump's New Pharma, Truck Tariffs: Terrible Or Toothless?
Forbes· 2025-09-27 09:15
Mexico dominates U.S. imports of heavy-duty trucks, accounting for 82.31% of the total this year. The United States also has its second-largest deficit with Mexico.ustradenumbers.comAdd heavy trucks and pharmaceuticals to the long list of imports President Trump has targeted for tariffs in his quixotic battle to rid the nation of its $1 trillion annual trade deficit.Trump announced on Thursday he was imposing 100% tariffs on branded or patented pharmaceutical products – essentially an embargo – and 25% tari ...
Truist Financial Reiterates a Buy Rating for Amphenol Corporation (APH)
Insider Monkey· 2025-09-27 04:58
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Scotiabank Initiates Coverage of Talen Energy Corporation (TLN) With a Sector Perform Rating
Insider Monkey· 2025-09-27 04:58
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Corporate Shifts and Economic Indicators: Amgen’s Tariff Response, Starbucks’ Restructuring, China’s Profit Rebound, and JPMorgan’s Alibaba Bet
Stock Market News· 2025-09-27 04:38
安进公司美国制造扩张 - 安进宣布投资6.5亿美元扩建波多黎各Juncos生物制剂工厂[2] - 该投资直接回应特朗普对品牌和专利药品征收100%关税的威胁[2] - 预计创造750个就业岗位包括建筑和技能制造岗位[2] - 公司自2017年底已在美国制造和研发投入超400亿美元[3] - 今年早些公司宣布俄亥俄州9亿美元扩建和北卡罗来纳州10亿美元新建设施[3] 星巴克北美业务重组 - 星巴克计划9月底前关闭434家北美门店[4] - 门店数量将从6月18734家减少至18300家[4] - 裁员900名非零售员工作为转型计划部分[4] - 关闭原因为财务不稳定或无法提供预期客户体验[5] - 公司计划下财年增加北美门店数量并重新设计超1000家门店[5] 中国工业利润复苏 - 8月工业利润同比增长20.4%较7月下降1.5%大幅改善[6] - 1-8月累计工业利润增长0.9%至4.69万亿元人民币[6] - 反弹表明制造业潜在稳定化[7] - 利润显著增长可能提升投资者信心支持经济复苏[7] 摩根大通增持阿里巴巴 - 摩根大通对阿里巴巴持股从6.81%增至12.29%[10] - 增持发生在9月22日通过香港交易所披露[10] - 表明机构投资者对科技板块看涨情绪增强[11] - 科技增长板块受益于全球AI发展和国内算力需求提升[11]
Trump finds new trade targets -- pharmaceuticals, kitchen cabinets and heavy trucks
ABC News· 2025-09-27 04:14
特朗普关税政策 - 宣布对进口软垫家具征收30%关税 对药品征收100%关税 对厨房橱柜和浴室盥洗台征收50%关税 对重型卡车征收25%关税 所有关税将于周三生效[1][2] - 关税政策以国家安全为由 但专家质疑厨房橱柜行业与赢得战争的必要性关联[3] - 美国财政部自2025财年以来征收1720亿美元关税 较2024财年同期增加960亿美元(增幅126%) 关税占联邦收入比例不足4%[5] 企业影响与应对 - Naturepedic公司从印度和越南进口软垫床头板 面临30%关税冲击 可能选择吸收成本或转嫁给消费者 甚至取消产品上市计划[1] - 药品制造商近年将业务转移至中国 印度(成本优势)及爱尔兰 瑞士(税收优惠) 100%药品关税旨在迫使企业将工厂迁回美国[7] - 家具价格过去一年上涨近10% 新关税可能进一步推高新房 公寓及装修项目成本[11][12] 行业与供应链反应 - 大型制药企业(默克 礼来 强生)已宣布美国扩张计划 100%关税不适用于已开工或在建企业 药品关税未提及仿制药(占处方药大多数)[9] - 家具 橱柜关税可能打击中国和越南等主要出口国 同时加剧零售供应链混乱 企业因政策不确定性难以规划缓解措施[11][13] - 重型卡车关税针对墨西哥制造(如帕卡集团旗下品牌) 可能为美墨加协定重新谈判施压[14][15] 政策法律背景 - 援引《1962年贸易扩展法》第232条对药品 木材 重型卡车启动国家安全调查 木材产品调查报告将于11月26日发布 或引发更广泛关税[11][16] - 此前依据《国际紧急经济权力法》征收关税被法院裁定越权 最高法院正在审理上诉案 第232条为关税政策提供备用法律路径[16][17]
Trump's New Tariff Barrage Targets Drugs, Trucks, Cabinets: President Says Move Will Protect Manufacturers From 'Unfair Outside Competition'
Yahoo Finance· 2025-09-27 01:31
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. President Donald Trump announced a barrage of new tariffs on Thursday, aimed at pharmaceuticals, heavy trucks and home furnishings in particular, to shore up domestic industry in these sectors, and protect American manufacturers from “unfair outside competition.” Large Scale ‘Flooding’ of Products Into The U.S. The administration announced a 100% tariff on all imported branded or patented pharmaceuticals, ...
Richard Baalmann Jr. Reduces Escalade, Incorporated (ESCA) Holdings
Insider Monkey· 2025-09-27 00:57
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
All S&P Sectors Close Higher | Closing Bell
Youtube· 2025-09-26 21:44
And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Vonnie Quinn taking you through to that closing bell on this Friday afternoon. It's a global simulcast Carol Massar main event for a fifth straight day.Tim Stenovec by her side. Welcome to our audiences across all of our bloomberg platforms, including our partnership with YouTube. A day, a rare op.You need some help. As a player, I am. I'm a little for clients that was expecting a down day work like five days or f ...
S&P 500 Gains and Losses Today: Electronic Arts Stock Pops on Buyout Talks; Costco Slips
Investopedia· 2025-09-26 20:35
美股市场整体表现 - 主要股指结束三日连跌 标普500指数上涨06% 道指上涨07% 纳斯达克指数上涨04% [2] - 通胀数据符合预期 市场认为美联储将继续降息路径 [2] 电子艺界收购案 - 股价飙升近15% 成为标普500指数中表现最佳成分股 [3][7] - 华尔街日报报道沙特公共投资基金与私募股权公司Silver Lake接近达成500亿美元私有化交易 或成史上最大杠杆收购案 [1][3] 英特尔业务进展 - 股价延续涨势 单日上涨44% [5] - 除与苹果公司谈判外 正与台积电探讨投资及合作机会 [5] - 英伟达宣布与英特尔达成50亿美元投资合作计划 [5] 波音监管进展与订单 - 股价上涨36% 美国联邦航空管理局允许公司自行签发部分737 Max和787机型适航证书 [6] - 土耳其航空签署225架飞机采购协议 [8] 好市多业绩表现 - 股价下跌近3% 第四财季美国同店销售额增长不及预期 [7][9] - 尽管销售和利润超预期 但消费者对非必需消费品保持谨慎 行业竞争加剧 [9] 甲骨文与 eBay 市场动态 - 甲骨文股价下跌27% 罗斯柴尔德Redburn给予"卖出"评级 认为市场对其云业务预期过于乐观 [10] - eBay股价下跌约2% 公司同意收购挪威C2C社交交易平台Tise [11] 帕卡关税受益 - 股价上涨超5% 美国政府宣布对重型卡车等商品征收新关税 [4] - 公司此前称关税不确定性压制卡车市场需求 同时应对钢铁铝材关键部件关税影响 [4]