评论: “铜荒”海啸来袭！川普率先发难？

半导体用的那一点点铜就算涨价100倍也不会影响半导体的价格。

Ford

The company expects a $1.5 billion hit to its operating profit from tariffs this year.

宝刀屠龙
你哪来的数据？

Ford's first half year profit is not directly provided in the search results, but the first quarter results are available. Ford reported a net income of $471 million for the first quarter, a significant drop from $1.33 billion in the same period last year. Revenue also declined by 5% to $40.7 billion. The company expects a $1.5 billion hit to its operating profit from tariffs this year.

Here's a more detailed breakdown:
Net Income: $471 million (Q1 2025) vs. $1.33 billion (Q1 2024)
Revenue: $40.7 billion (Q1 2025) down 5% from $42.8 billion (Q1 2024)
Adjusted EBIT: $1.0 billion (Q1 2025) down 63% from $2.76 billion (Q1 2024)
Ford Pro: Reported $1.3 billion in EBIT, down from $3 billion a year ago.
Ford Blue: Reported $96 million in EBIT, down from $900 million a year ago.
Model e: Reported a $849 million loss, narrowed from a $1.3 billion loss in the same quarter last year.
Tariffs: Ford expects a $1.5 billion hit to operating profit from tariffs this year.
Full-year Guidance: Ford has suspended its full-year financial guidance due to the uncertainty caused by evolving trade policy.

美国铜消费45%依赖进口，川普给铜加了100%关税。美国人民约的炮，含泪打完吧。

鬼不灵 发表评论于 2025-07-21 09:01:30
美国消费的铜有2/3是国产，进口占1/3， 这个比例是合理的.
川普的关税对美国制造业成本造成打击。 在吹嘘关税大增的同时， 关税给斯蒂兰蒂斯一家企业就造成27亿的亏损。
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斯蒂兰蒂斯自己没问题？
为什么ford上季度销售同比能增长了14%？

美国消费的铜有2/3是国产，进口占1/3， 这个比例是合理的.
川普的关税对美国制造业成本造成打击。 在吹嘘关税大增的同时， 关税给斯蒂兰蒂斯一家企业就造成27亿的亏损。

Stellantis expects $2.7 billion first half loss as restructuring costs, US tariffs bite

市场因需求紧张提价+“疯痴”关税，半导体整体利润堪忧。