电影行业关税政策 - 前总统特朗普宣布对进口外国电影征收100%关税，旨在解决美国电影业被“窃取”的问题 [2] - 美国股市整体反应平淡，但印度媒体公司PVR Inox和Prime Focus股价下跌5%，流媒体巨头Netflix股价在早盘交易中下跌1.5% [3] - 政策可行性受到质疑，加州州长加文·纽森批评该关税“100%愚蠢”，并警告可能对美国电影业造成“不可挽回的损害” [3] 家具与木材行业关税影响 - 宣布对进口木材征收10%关税，对厨房橱柜、浴室梳妆台和软垫家具征收25%关税，若相关国家未能达成协议，2026年税率将进一步提高 [4] - 关税依据1974年贸易法第232条实施，理由是对美国国家安全和国内木材产业构成威胁 [4] - 拥有大量国内制造业务的公司如橱柜制造商MasterBrand股价上涨近6%，而高端零售商RH和Williams-Sonoma股价承压 [5] - 加拿大木材生产商面临更大压力，新关税可能“加速加拿大供应的削减”，加拿大林产品协会谴责此举“鲁莽、损害经济并进一步破坏北美林业供应链” [5] 制药行业协议与市场反应 - 辉瑞公司同意在医疗补助计划中匹配海外最低药价，并承诺在美国制造业和研发领域投资700亿美元，同时推出直接面向消费者的折扣药销售平台“TrumpRx” [6] - 作为交换，辉瑞获得了计划中进口关税的三年豁免 [6] - 辉瑞股价在2025年9月30日大涨6.83%，收于25.48美元，成交量超过1.53亿股，接近其三个月平均水平的3.5倍 [7] - 标普500制药指数上涨近4%，其他主要制药公司如强生上涨2.09%，礼来公司上涨5.02% [8] - 分析师认为此为制药商的“广泛胜利”，可能为“其他制药公司设定路径”，但有专家对协议能否为美国人带来实质性节省表示怀疑 [8] 宏观经济与市场表现 - 尽管政府停摆的预测市场几率超过80%，但美国主要股指在2025年9月30日仍普遍上涨 [9] - 道琼斯工业平均指数微涨0.2%，收于46,397.89点的历史新高；标普500指数上涨0.4%至6,688.46点，连续第五个月上涨；纳斯达克综合指数上涨0.3%至22,660.01点，连续第六个月上涨 [9] - 分析师指出投资者似乎“忽略担忧”或已“消化停摆的潜在影响”，但新的关税正在“重新引发商业不确定性”， prolonged停摆可能延迟关键经济数据 [10] - 特朗普的贸易主管表示对华55%关税是“良好的现状”，欧洲央行行长认为欧洲经济在特朗普关税面前“表现优于预期” [11]

木材进口关税 - 对木材进口征收新10%关税[1] - 以国家安全为由 认为大量软木进口损害美国经济并导致美国木材厂关闭[5] - 加拿大作为美国最大软木供应国 已面临约35%反倾销关税 将受到严重打击[6] - 英国木材关税不超过10% 欧盟和日本木材关税不超过15%[8][9] - 美国商会反对木材关税 认为其不构成国家安全风险 将增加美国企业和住宅建设成本[12][15] 家具产品关税 - 将针对厨柜、浴室柜和软垫家具的25%关税推迟两周至10月14日实施[1][13] - 警告称若未与外国达成贸易协议 软垫家具关税将于2026年1月1日升至30% 厨柜和浴室柜关税将升至50%[2][15] - 2018年对中国家具征收25%关税后 墨西哥和越南成为新兴生产国[12] 行业影响与反应 - 加拿大计划向其木材制造商提供最高约12亿加元（约8.7亿美元）的援助[8] - 美国商会指出 对木材等商品加征关税将损害美国造纸业的出口成功 并降低许多美国社区的收入[15]

Key Points RH has rearranged its supply chain to adapt to existing tariffs. An additional 50% duty on imports of kitchen and bathroom furnishings, as well as 30% tariffs on upholstered furniture tariff will complicate its business further. CEO Gary Friedman thinks it will be harder for his competitors to deal with. 10 stocks we like better than RH › RH (NYSE: RH), the company formerly known as Restoration Hardware, is no stranger to the trade war, but things might be set to go from bad to worse. ...

The tariff war isn't over just yet. October 1st, a slew of new tariffs will take effect, including a 100% tariff on some imported drugs, 50% on kitchen cabinets, 30% on upholstered furniture, and 25% on big trucks. On top of that, the Wall Street Journal reporting that President Trump plans to mandate a onetoone policy for chip makers to manufacture as many chips in the US as they do overseas or face hefty tariffs.Here to break it all down, Sam Stovall, CFR research chief investment strategist and Yahoo Fin ...

President Donald Trump is taking further aim at America’s reliance on foreign partners, which his senior counselor on trade claims is designed to shift supply chains domestically and end China’s grip on the U.S. "I had a situation where a Chinese company gets approval for an antibiotic at the FDA, gives a bunch of money to an Indian company, and then the Indian company fronts to get a contract at the VA that pushes out an American maker. So those are the kinds of things we're having to deal with, and that's ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. President Donald Trump announced a barrage of new tariffs on Thursday, aimed at pharmaceuticals, heavy trucks and home furnishings in particular, to shore up domestic industry in these sectors, and protect American manufacturers from “unfair outside competition.” Large Scale ‘Flooding’ of Products Into The U.S. The administration announced a 100% tariff on all imported branded or patented pharmaceuticals, ...

LOGIN SUBSCRIBE | FastCo Works IBM Texas A&M University advertisement BYÂ Michael Grothaus Listen to this ArticleMore info 0:00 / 0:00 Don't look now, but President Trump just issued more sweeping tariffs. This latest round stands to affect two groups particularly hard: homeowners and furniture and home furnishing companies. That's because the new round of Trump's tariffs will see up to 50% fees applied to kitchen cabinets and upholstered furniture imported into the United States. Here's what you need to kn ...

Shares of Wayfair Inc (NYSE:W) and RH (NYSE:RH) are reacting to President Donald Trump's tariff updates and inflation data that was in line with estimates. Specifically, the Trump administration announced a 50% levy on kitchen cabinets and bathroom vanities made abroad, as well as a 30% tariff on upholstered furniture. W is up 0.9% to trade at $85.71 at last check, reversing premarket losses after snapping a three-day losing streak yesterday. The security sports a 92.3% year-to-date lead, and has been testi ...

关税政策宣布 - 特朗普宣布自10月1日起对进口药品征收100%关税、对厨房橱柜和浴室 vanity 征收50%关税、对软垫家具征收30%关税、对重型卡车征收25%关税 [2] - 关税政策基于国家安全理由 引用1962年贸易扩展法第232条调查 药品和卡车进口调查于4月启动 木材调查于3月启动 [2] - 药品关税不适用于正在美国建设制造工厂的公司 包括已破土动工或正在建设中的企业 [2] 经济影响分析 - 2024年美国进口医药产品达2330亿美元 药品价格翻倍可能冲击医疗保健支出和联邦医疗保险计划 [2] - 关税可能导致消费者面临更高价格并抑制就业 美联储主席警告商品价格推高通胀 今年通胀上升全部或大部分来自商品成本 [2] - 自4月以来制造业减少42,000个工作岗位 建筑业减少8,000个岗位 无证据表明关税促进工厂建设或创造就业 [4] 行业具体影响 - 制药公司包括强生、阿斯利康、罗氏、百时美施贵宝和礼来等因关税威胁已宣布在美投资生产 [4] - 橱柜关税可能增加房屋建造成本 当前住房短缺和高利率已使购房者承压 8月现房销售挂牌量同比增11.7% 但中位价仍达422,600美元 [4] - 重型卡车关税旨在保护彼得比尔特、肯沃斯、福莱纳和麦克卡车等国内制造商免受外部竞争冲击 [4] 政策背景与争议 - 特朗普声称关税有助于减少政府预算赤字并促进国内制造 但联邦法院曾裁定其1977年经济紧急状态关税超越总统权限 最高法院将于11月审理此案 [4] - 总统否认通胀问题 称"无通胀"且经济取得巨大成功 但消费者价格指数过去12个月上涨2.9% 高于4月的2.3% [4] - 对华关税曾导致美国农民大豆销售损失 政府承诺将关税收入补偿受损农民 类似2018-2019年做法 [4]

The U.S. will impose 50% tariffs on kitchen cabinets and bathroom vanities and a 30% levy on upholstered furniture, Trump said. ...