美国启动进口晶片与药品调查 为潜在关税敞开大门
美国特朗普政府推进对半导体与药品进口征收关税的计划，由商务部牵头对这两项行业启动调查。这是美国对半导体和药品加征关税的前兆，特朗普发动的贸易战恐进一步扩大。
彭博社报道，美国商务部星期一（4月14日）在《联邦公报》发布的两份通知中表示，将调查进口半导体和半导体制造设备，以及药品和药物成分包括成品药对美国国家安全的影响。
特朗普长期谴责外国生产的药品和晶片对美国国家安全构成威胁，并威胁要对这些进口产品征收关税，以重振美国的制药业和晶片业。但这些关税也可能对供应链造成严重破坏，并推高美国人的相关成本。
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#特朗普 #关税 #半导体 #晶片 #药物 #调查 #贸易战
BY 联合早报 即时报道
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
In general, many financial experts support their clients’ desire to buy cryptocurrency, but they don’t recommend it unless clients express interest. “The biggest concern for us is if someone wants to invest in crypto and the investment they choose doesn’t do well, and then all of a sudden they can’t send their kids to college,” says Ian Harvey, a certified financial planner (CFP) in New York City. “Then it wasn’t worth the risk.” The speculative nature of cryptocurrency leads some planners to recommend it for clients’ “side” investments. “Some call it a Vegas account,” says Scott Hammel, a CFP in Dallas. “Let’s keep this away from our real long-term perspective, make sure it doesn’t become too large a portion of your portfolio.” In a very real sense, Bitcoin is like a single stock, and advisors wouldn’t recommend putting a sizable part of your portfolio into any one company. At most, planners suggest putting no more than 1% to 10% into Bitcoin if you’re passionate about it. “If it was one stock, you would never allocate any significant portion of your portfolio to it,” Hammel says.
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