美商务部长称电子产品关税豁免为临时措施，芯片类新关税即将出台
美国商务部长表示，政府近日宣布对智能手机、电脑等电子产品暂时豁免加征关税，但这只是临时措施。相关产品将在一至两个月内被纳入“半导体关税”范围，以推动关键产业回流美国。他强调，芯片、平板等关键部件必须本土制造，避免对东南亚国家依赖，并称这些关税属于国家安全范畴，无法作为谈判筹码。
ABC News
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A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
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