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白宫官网说由于(东大)采取报复性措施,东大输往美国的商品现面临最高达245%的关税。

很多人很慌,认为关税要干到245%。其实,245%税率,不是新加,是对过去已有税率最高值的描述。原文中“upto”就是最高可至245%,即某些品类最高可达245%。大概率还是白宫文件中这段内容表述太模糊,但把投资者吓坏了。

美国财政部长贝森特在采访中说“我想,没人认为它们(东大、西大之间的关税税率)是可持续的,没人希望它们一直维持。”你看,美国高层清新得很,知道要降,但需要找一个台阶才能降…

最近很有意思的是敦煌网、淘宝、Shein等东大电商App在美突然大火。由于特朗普对东大商品狂加关税,很多东大厂商利用TikTok向美国消费者揭开“奢侈品代工面纱”。例如,某个商品在美国可能卖100美元,但是工厂的生产成本可能只有5美元,中间商赚的实在太多。美国消费者突然发现他们可以绕过中间商,直接向工厂采购东西。

像敦煌网这样的“源头直采”模式,即便算上关税,价格依旧亲民。现在美国人通货膨胀严重,美元购买力持续下降,工资收入增长跟不上通胀。越来越多的美国人来追求物美价廉的商品,直接绕过中间商来买产品。于是,谁也没想到,像敦煌网、淘宝等突然间就迎来了泼天富贵。

从小红书突然爆火并引发中美网民对账,到大网红Speed来东大把真实的东大展示给全球,再到现在东大电商App的火爆…这个过程太有意思,东大正在与外国年轻人通过互联网平台迅速拉近距离。

其他:

1,今天市场一度小慌张,下午的表现就有点猛了,直接深V,最终上证指数又红了。

今天GJD大概率又买ETF了,部分上证50ETF、沪深300ETF最后半小时的成交放大得有点明显。

今天市场慌张还是因为那个245%的说法。其实,现在关税再增加已经没多少实际意义了。这里又要放出昨天的基金杂谈节目了,节目中解释了为什么这一次没那么慌?

3,截至4月15日,全市场24只沪深300ETF整体规模已达到10038.67亿元,成为了我国首个市场规模突破万亿元的宽基ETF赛道。

4,一季度国内生产总值同比增长5.4%。

5,伦敦金站上3300美元/盎司关口,最近黄金走势非常强,完全没有停下来的意思。

(转自:包子君)

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