️Macro Alpha Analytics🫆

Vietnam, Thailand, Cambodia and Malaysia together constitute about 80% of the US’s solar panel imports. These countries are part of the reciprocal tariffs President Trump has announced so far.

美国电池制造商可能会因特朗普总统宣布的 34% 对等关税而受到冲击，原因如下： 全球大部分Graphite来自中国，而 Graphite 是 Lithium Ion 的关键材料。随着关税上调，石墨成本预计将上升，这可能会推高电池生产成本，并影响相关产业。

马来西亚榜上有名 ，名列前茅

1⃣ Trump repeats what he’s previously announced, that at midnight, the US will impose a 25% tariff on all foreign-made automobiles. 特朗普重申了他之前的声明，从午夜开始，美国将对所有外国制造的汽车征收 25% 关税。这一措施适于所有进口汽车。 2⃣China, the EU, Vietnam, Taiwan and Japan top the reciprocal tariffs list. - China 🇨🇳 34% - Japan 24% - EU 20% - Baseline 10% to all countries

Amazon Said to Make a Bid to Buy TikTok in the U.S. - The New York Times https://www.nytimes.com/2025/04/02/business/media/amazon-tiktok-bid.html

"Google said in talks to lease Nvidia AI chips from CoreWeave - report" https://www.investing.com/news/stock-market-news/google-said-in-talks-to-lease-nvidia-ai-chips-from-coreweave--report-93CH-3963587

连续三天低开后走高，深 V 反弹 🚀

🚀🚀🚀

以前小篇也是傻傻去捐钱，现在看清了 😮‍💨 话说，马达你政府对其他国家可是非常阔手的。

#TSLA Pre Market 🔻 -4.34%

#TSLA Q1 Deliveries

小篇不明白这个捐款的用意 🙈 对外人和气，对字民小气👻

特朗普总统预计将在白宫玫瑰园宣布新的“国家级”关税 发布时间：大马时间 4 月 3 日凌晨 4 点 关税详情 ▶️ 即将公布的关税预计是“对等的”，即美国将对其他国家征收相同水平的关税和贸易壁垒，以应对贸易不平衡，并鼓励外国企业迁往美国。 据报道，具体措施包括： 🌎对进口汽车征收 25% 关税，该政策将在公告后立即生效。 🌎对大多数进口产品征收约 20% 的关税，不同国家的税率可能有所不同，具体取决于现有贸易关系。 特朗普总统将在新闻发布会上公布完整的关税细节及其影响，更多信息将在正式声明后进一步明确。

Companies added 155,000 jobs in March, a sharp increase from the upwardly revised 84,000 in February and better than the Dow Jones forecast for 120,000, according to ADP. On the wage side, earnings rose by 4.6% year over year for those staying in their positions and 6.5% for job changers. The gap between the two matched a series low.

"China tightens investment rules for local companies in the US" https://www.investing.com/news/economy-news/china-tightens-investment-rules-for-local-companies-in-the-us-93CH-3962330