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国产18禁电影揭示现实困境_如何提升女性自信与魅力的秘密法则
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国产18禁电影揭示现实困境_如何提升女性自信与魅力的秘密法则

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转自:上观新闻

美国白宫15日在官网表示,美对华关税税率最高已达245%。中国外交部16日回应,具体税率的数字,你可以问问美方。中方不愿打,但也绝不怕打关税战、贸易战。与此同时,关税对美国自身的影响还在扩大。

四年5000亿美元!英伟达宣布在美建设AI基础设施

当地时间4月15日,美国总统特朗普在社交媒体上表示,将加快向科技企业英伟达发放所有与生产AI基础设施有关的许可。特朗普称,英伟达几乎控制着整个芯片产业,这是全世界最重要的产业之一。

英伟达14日宣布,正联合富士康等合作伙伴,在美国得克萨斯州休斯敦和达拉斯两座城市建设AI服务器工厂,预计未来12至15个月内实现量产。此外,台积电已开始在美国亚利桑那州工厂生产英伟达AI芯片,这意味着英伟达将首次有能力在美国实现AI基础设施的全链条生产。未来四年,英伟达计划在美国生产的AI基础设施将高达5000亿美元。不过,美媒指出,英伟达并未公布具体的产能规划目标,因此对美国国内先进制造业的影响尚难评估。

美国CNBC电视台记者

考虑到半导体供应链仍然高度集中在亚洲,而且极其复杂,目前还不完全清楚到底将有多少AI制造业产能会真正转移到美国国内。

倒退十年?美政府或对AI基础设施全产业链加征关税

英伟达宣布在美生产之际,美国科技产业正被关税阴影笼罩。美国商务部14日发布公告,对芯片发起232贸易调查,研究相关产品的进口是否对所谓“国家安全”构成威胁。如果被认定构成威胁,美国政府可采取提高关税、设定配额或其他非贸易制裁措施。

美国彭博社记者

美国商务部有270天,也就是9个月的时间来完成调查,但考虑到迄今特朗普政府的决策,我认为调查会在更短时间内完成。通常情况下,此类调查的最终结果将会是对被调查行业(产品)征收新的关税。

值得注意的是,美方此次进行232调查的对象除了芯片本身,还包括芯片设备及其他衍生产品。美国国内的晶圆厂需要从欧洲和日本等地进口芯片设备,比如阿斯麦公司在荷兰生产的光刻机单价最高可达3.5亿美元(约合26亿元人民币)。美媒认为,芯片设备价格上涨,将进一步推高美国国内芯片生产成本,不利于美国重振芯片制造业。瑞穗证券分析师更是点名指出,芯片关税将主要冲击台积电、英特尔等企业在美国的晶圆生产业务。

此外,芯片关税政策一旦落实,意味着AI数据中心供应链上的所有环节都有可能被加征关税。美国智库专家警告,科技巨头们很可能对资源进行重新分配,放缓AI数据中心的建设速度,“美国AI的未来也被特朗普征了税”。

美国韦德布什证券高级分析师艾夫斯

你看到资金流入中国科技股、流向欧洲和黄金,现在我们看到市场正在抛售美国科技股,这种局面完全是美国自作自受。如果(特朗普的)关税全部生效,美国科技产业将倒退十年,这就是现实。

外媒:美加码对华关税特斯拉零部件进口中断

事实上,历史一再证明,保护主义根本无法实现保护一国产业、增加就业的目的。特朗普第一任期内就曾对钢铝产品加征关税,2020年的一项研究显示,美国钢铁厂因为关税增加了1000个工作岗位,但使用钢铁厂产品的下游制造业却损失了高达75000个岗位。

路透社15日报道,随着近期中美贸易冲突升级,用于特斯拉美国工厂生产无人驾驶出租车和电动卡车的零部件发运计划已暂停,打乱了该公司的量产计划。消息人士透露,在特朗普政府对中国商品加征34%的所谓“对等关税”时,特斯拉准备自行承担从中国进口相关零部件所带来的额外成本,但随着美方将税率进一步提高到84%甚至以上,特斯拉无法立即应对成本增加,零部件运输计划就此中断。

马斯克转发经典“铅笔视频”暗示反对关税政策

特斯拉首席执行官埃隆·马斯克近日在社交媒体上转发了一段已故经济学家米尔顿·弗里德曼的经典视频。视频中,弗里德曼以一支普通铅笔为例,阐释了全球产业链分工协作的必要性。

专家表示,弗里德曼的“铅笔寓言”揭示了全球化分工的本质,那就是:单一国家无法以合理成本独立完成复杂商品的全链条生产,跨国协作才能最大化资源与技术优势。而关税等保护主义政策将推高成本、扭曲市场,最终损害消费者与企业利益。

原标题:《缘木求鱼!特朗普征了“美国制造”的税》

栏目主编:顾万全文字编辑:卢晓川

来源:作者:CCTV4

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