Re: [問卦] 川普：晶片與製藥關稅很快會開始

[unclefucka (Comic Lo )]

※ 引述《BMWi3 (在那叫什麼)》之銘言：
: 川普在空軍一號上說：晶片與製藥關稅很快會開始
: We are starting very soon. The chips are starting very soon.
: the pharma is going to be starting to come in level that you
: haven't really seen before. We are looking at pharma right now.
: Pharmaceuticals are a seperate category. And we will be announcing that
: sometine in the near future, not in distant future.
: 藥品跟晶片關稅很快會開始。藥品關稅會是你從沒見過的等級。
: 現在我們正在審視藥品關稅，會是另一個項目。不久後會宣布，不會等太久。
: 來源
: https://youtu.be/qXm_5SIsCHM
: 川普總統在空軍一號上的談話摘要
: 核心主題：
: 本次談話涵蓋了多個重要主題，包括關稅的運用、美國經濟狀況的評估與展望、與其他國家
: （特別是中國和俄羅斯）的關係、國內政治（紐約市長選舉）、國家安全委員會人員變動，
: 以及其他雜項議題。
: 重要觀點與事實：
: 一、關稅與貿易：
: 關稅的力量： 川普總統強調關稅是美國強大的談判工具。「The tariffs give us great p
: ower to negotiate. Always have I viewed them very well in the first administrati
: on as you saw but now we're taking it to a whole new level because it's a worldw
: ide situation and it’s uh it's very exciting to see。」他認為，透過關稅，過去不
: 願與美國合作的國家現在會「do anything for us」。
: 以關稅為槓桿進行談判： 他以 TikTok 為例說明，暗示中國可能為了促成 TikTok 的交易
: 批准，而願意在關稅方面做出讓步。「If somebody said that we're going to give you
: something that's so phenomenal as long as they're giving us something that's goo
: d for instance with Tik Tok as an example we have a situation with Tik Tok where
: China will probably say 'We'll approve a deal but will you do something on the
: tariffs?'」
: 鼓勵在美生產以規避關稅： 川普總統向美國企業喊話，表示若在美國境內設廠生產，就不
: 會受到關稅影響。「Remember there are no tariffs if you build your plant or you b
: uild your product make your product in the US. And so a lot of people I mean the
: re's going to be a transition period because they're going to be building instea
: d of paying tariffs to some other place and but there are no tariffs if you thin
: k there are no tariffs All you have to do is build make your product in the Unit
: ed States。」他提到汽車公司已開始將生產線從墨西哥和加拿大遷回美國。
: 晶片與製藥關稅： 川普總統表示晶片關稅「starting very soon」，而製藥（pharma）方
: 面也將會有「a level that you haven't really seen before」，目前正作為一個獨立類
: 別進行審查，並將在不久的將來宣布相關措施。
: 二、美國經濟狀況：
: 繼承的「病態」經濟： 川普總統再次強調他繼承了一個「terrible economy」，並指出自
: 北美自由貿易協定（NAFTA）以來，美國損失了 9 萬家工廠和 600 萬個工作崗位。「We re
: ally inherited a terrible economy as you know with a lot of problems including l
: oss of manufacturing and plants closed up all over the country. You know we've l
: ost 90,000 plants since NAFTA if you think of that 90,000 It's not even believab
: le And about 6 million jobs And so it's a sick it was a sick patient。」
: 經濟的「解放日」與復甦： 他將其經濟政策比喻為對「病態」病患進行的「operation on
: liberation day」，並預言美國將會成為一個「booming country a very booming country
: 」，而且是「amazing actually」。
: 投資與就業增長： 川普總統聲稱有「trillions of dollars committed to come in」，並
: 表示已看到工廠開始建設，例如印第安納州的汽車巨頭工廠和本田的工廠，預計將創造大量
: 的建築和生產就業機會。「You see the plants are starting to construction already.
: We have many plans uh Indiana massive auto plant the Honda and we have so many
: uh so many plants and they'll be under construction and as they start to build y
: ou're going to see a lot of construction jobs and you're going to see a lot of j
: obs when they open。」
: 製造業回流時程： 他預計美國製造業恢復到他期望的水平大約需要「a year and a half t
: o two years」，因為新工廠的建設規模龐大，有時還包括電力設施。
: 對金融市場的看法： 針對金融市場的波動，他認為「it’s to be expected」，並表示這
: 是「a patient that was very sick」後的正常反應，強調經濟的基本面正在好轉。
: 對個人 401k 的看法： 針對人們對 401k 表現的擔憂，他表示「I think our markets are
: going to boom. Got to give it a little chance but we're taking in jobs and we'r
: e taking in industry and we're taking in trillions of dollars。」
: 對聯準會降息的看法： 他樂見利率下降，並指出汽油和食品價格也在下降，「So a lot of
: good things are happening。」
: 三、國際關係：
: 俄烏戰爭： 川普總統表示美國正「spearheading the drive to get it done」以結束俄烏
: 戰爭，並聲稱歐洲在這方面並不成功，但他相信自己能成功。「Europe has not been succ
: essful in dealing with President Putin but I think I will be successful。」他提
: 到戰事造成大量士兵傷亡。
: 與俄羅斯特使的會談： 美國確實有俄羅斯特使在華盛頓進行會談，討論相關議題。「We do
: We have an envoy from Russia We're talking about it would like to see that stop
: as soon as possible because uh thousands of people are being killed a week Sold
: iers mostly soldiers and Ukrainian soldiers and Russian soldiers and you're losi
: ng 2,000 3,000 sometimes a week。」
: 以色列與加薩： 川普總統與以色列總理內塔尼亞胡進行了談話，預計內塔尼亞胡將在近期
: 訪問美國，雙方將討論以色列和加薩局勢。「I spoke to him today as a matter of fact
: and I think he's going to be coming to our country sometime in the not too dist
: ant future maybe next week and we'll speak about Israel and we'll speak about wh
: at's going on。」他表示希望解決加薩問題，並提到自他介入以來，人質已被釋放。
: 與伊朗的潛在對話： 儘管伊朗表示希望透過 посредник（intermediary）進行對
: 話，但川普總統認為直接對話更好，且他認為伊朗現在可能更傾向於直接對話。「i think
: it's better if we have direct talks. I think it goes faster and you understand t
: he other side a lot better than if you go through intermediators. They want to u
: se they wanted to use intermediaries I don't I don't think that's necessarily tr
: ue anymore. I think they're concerned I think they feel vulnerable and I don't w
: ant them to feel that way and I think they want to meet you Iran。」
: 與中國的關係： 川普總統聲稱與中國和習近平主席保持著「very good relationship」和
: 「a lot of respect」，並表示一直在關注中國在美國的農田所有權問題。「I have a ver
: y good relationship with China and with the president I have a lot of respect fo
: r President Xi So you know we look at that all the time Farmland it's been an is
: sue for years It's been people have talked about it for years but I have a lot o
: f respect for China and I have a lot of respect for President Xi。」他拒絕透露上
: 次與習近平通話的時間。
: 與澤倫斯基的談話： 川普總統近期與烏克蘭總統澤倫斯基進行了交談，他認為澤倫斯基和
: 普丁都「ready to make a deal」以結束戰爭。「Have you talked to Sinsky recently n
: ot too long ago Yeah How did that go good I think he's ready to make a deal No p
: rogress though Other than that I think a lot of progress No he's he's ready to m
: ake a deal And I think that President Putin is ready ready to make a deal And th
: en you'll stop the killing of thousands of young people a week。」
: 英國與查戈斯群島： 美國正與英國首相就查戈斯群島的協議進行對話，「we're talking t
: o the prime minister about it and we'll see how that turns out. He's uh we have
: a very good dialogue going and I think he was very happy about how we treated th
: em on tariffs。」
: 四、國內政治與人事：
: 紐約市長選舉： 針對民調顯示安德魯·庫默可能成為紐約市長選舉的領跑者，川普總統表
: 示他一直與庫默相處良好，並回憶起在擔任總統期間曾為紐約提供了支持（例如建造會議中
: 心房間和派遣醫療船），但他目前尚未考慮是否會在此次選舉中進行背書。「Well I've al
: ways gotten along with him. We had our ins and outs a little bit. We did a great
: job for him Remember we built the convention center rooms for him We didn't use
: them unfortunately And we sent the Mercy ship said the really magnificent hospi
: tal ship and they didn't use it but we always had a pretty good relationship. Yo
: u going to make an endorsement in that race well it's not something I'm thinking
: about yet。」
: 國家安全委員會（NSC）人員變動： 川普總統承認 NSC 近期進行了人員調整，原因包括對
: 員工的不滿意、對其工作能力的質疑，以及懷疑其對他本人或其他方面的忠誠度。「How ma
: ny staffers were let go and why your National Security Council How many staffers
: were let go there was some There was some always we're going to let go of peopl
: e people that we uh don't like or people that we don't think can do do the job o
: r people that may have loyalties to somebody else You'll always you'll always ha
: ve that。」但他沒有透露具體的解僱人數。
: 與蘿拉·盧默（Laura Loomer）和麥克·華爾茲（Mike Waltz）的會面： 川普總統稱蘿拉
: ·盧默為「very good patriot」和「very strong person」，並表示他會聽取她的建議，
: 就像聽取其他人的建議一樣。「So Laura Loomer is a very good patriot She is a very
: uh strong person and I saw her yesterday for a little while She has she makes r
: ecommendations of things and people and sometimes I listen to those recommendati
: ons like I do with everybody I listen to everybody and then I make a decision。
: 」他承認蘿拉·盧默曾向他推薦一些適合政府職位的人選，但他不願透露具體姓名。他否認
: 蘿拉·盧默與 NSC 人員的解僱有關。
: 對國家安全團隊的信任： 川普總統表示他的國家安全團隊「done very well」，並提到了
: 在紅海打擊胡塞武裝的成功。「Do you trust your national security staff is is doin
: g what you want them to do we've done very well We've had big success with the h
: oodies as you probably know Uh nobody's been able to do it like us And they were
: shooting the boats out of the water They were sinking ships That's what they wa
: nt to do They're getting a big charge out of sinking ships And unfortunately the
: y're associated with Iran very closely So they have to stop that But we've hit t
: hem very hard and we've been hitting them very hard。」
: 對眾議員安娜·盧納（Anna Paulina Luna）關於孕婦投票決議的支持： 川普總統表示他支
: 持允許新媽媽以電話等方式進行投票的想法，儘管他承認這個問題存在一些爭議，最終決定
: 將由議長做出。「Sir did you talk to Congresswoman Luda about her resolution to g
: et maternity the congresswoman about her resolution to allow proximity for new m
: others Did you speak to that i did I did And I would say this I guess there's tw
: o sides to it right it's a little controversial I don't know why it's controvers
: ial I think she's great Anna do you support her movement i I think that and I'm
: going to let the speaker make the decision but I like the idea of being able to
: if you're having a maybe I think you should be able to call in and vote I'm I'm
: in favor of that but I understand some people aren't I'm not involved in the iss
: ue but I did I spoke to Anna yesterday and she and some people feel strongly abo
: ut it and uh I would agree with them Yeah。」
: 五、其他議題：
: 川普「金卡」（Trump Card）： 川普總統在談話開始時推介了一種名為「Trump Card」的
: 產品，包括一張「金卡」（Gold Card），他聲稱自己是第一個買家，預計將在兩週內推出
: 。這部分內容似乎與其總統職責關聯不大。
: 與 TikTok 的交易進展： 川普總統表示與一個「very good group of people」（包括拉里
: ·埃里森和甲骨文公司）的 TikTok 交易「very close to a deal」，且有多個投資者參與
: 。他認為中國可能會為了獲得關稅方面的讓步而干預交易批准。
: 伊隆·馬斯克（Elon Musk）在政府中的角色： 川普總統對伊隆·馬斯克讚譽有加，稱其為
: 「fantastic」、「a patriot」和「smart person」。他提到馬斯克正在協助尋找「fraud
: and abuse and waste」，並已發現「hundreds of... millions of dollars」。川普總統
: 表示他願意任命馬斯克擔任其他職位，但他認為馬斯克目前的公司事務也很重要。他預計馬
: 斯克將在政府部門工作幾個月，之後會回到其公司，但相關工作將由政府部門繼續進行。
: 與職業高爾夫巡迴賽（PGA Tour）和 LIV Golf 的合併： 川普總統透露他參與了 PGA Tour
: 和 LIV Golf 可能的合併事宜，並認為這將是一件好事。「You have the PGA tour you h
: ave the live tour and I think having that merge would be a great thing Mr Presid
: ent yes About the tariffs do you have any message for the American far American
: businesses that might feel the impact of any reciprocal tariffs coming from the
: EU for example or from other countries well I think it's going to all work out。
: 」
: 國防部長使用 Signal 應用程式的調查： 當被問及國防部長使用 Signal 應用程式的監察
: 長（IG）調查時，川普總統顯得不悅，並稱其為「such a wasted story」，要求記者不要
: 再提起此事。「When did that happen on PE hexath and this IG investigation do you
: want to weigh in on that what what is it there's an IG investigation into the S
: ecretary of Defense's use of of some the Signal app Oh is that you're bringing t
: hat up again don't bring that up again Your editors probably that's such a waste
: d story So what else chinese farmland。」
: = =
: 覺青不是說川普對半導體豁免幫台灣傳產轉型
: 有沒有美國課台灣晶片稅的八卦？
: [問卦]  鳥：謝川普幫台灣傳產轉型
: https://www.ptt.cc/bbs/Gossiping/M.1743659404.A.AEF.html
: 引：
: https://i.imgur.com/1grypko.jpeg
: https://i.imgur.com/kqx8ckd.jpeg


笑死，鬼島原本嘲笑人家良率了不得70%，比不上台灣本地97%。

若課兩倍，等於人家良率上看140%....

鬼島從2016馬英九下臺，母豬喜孜孜自己吸美國血來補大陸善意，口要美國兵幫自己不去當兵的死台獨仔擋子彈到今天，大概九年累積出超：
63.1 + 83.8 + 63.8 + 114 + 180.3
+ 264.3 +293.6 + 353.5+ 739

共2155.4億美金

但台積電就要投資兩千億美金 = 6.4兆台幣，還帶其他協力廠。

而台積電雖然有兩兆多的現金，但至少得向美國借上4.5兆台幣。

每年利息4%來算，就是1800億台幣=56億美金白白送美國。

差不多等於2016與2018沒有向美國出超。

差不多等於美國用台積電在美設廠收回前幾年借民進黨唱戲的錢，然後至少未來十年每年要鬼島付2016年的出超當利息。

然後，美國目前是台積電最大股東，台積電本來就是美國公司，GU扁時期一股30台幣大肆買進的，感謝鬼島敗家仔。

所以你鬼島軸心餘孽連下跪說我們已經拿台積電抵債、請放過我們別加稅都沒辦法。

呵呵。

那若台積電、美積電因為良率不佳、銷售不佳，導致利潤銳減甚至虧本倒閉...

想到美國銀行跨海執行債權，到竹科與熊本圍土地、查封禁止出入的景象就刺激...

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推 specman: 你140%算法沒乖乖的嗎？
→ unclefucka: 那就變成鬼島48.5%囉