我觉得rmb可能要去8了
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#21 Re: 我觉得rmb可能要去8了
看什么东西,temu或者amazon,walmart卖的那些小东西,成本连售价的10%都没有,你涨个20%关税,连根jb毛都算不上。
If printing money would end poverty, printing diplomas would end stupidity.
#22 Re: 我觉得rmb可能要去8了
巴菲收购了一堆importer,专卖这种便宜垃圾,cash cow, 这就是为啥他叫唤不要tariff
gjq 写了: 2025年 3月 3日 23:59 "Tariffs are actually, we've had a lot of experience with them. They're an act of war to some degree," Buffett said.
"Over time, they are a tax on goods. I mean, the Tooth Fairy doesn't pay 'em!" Buffett jokingly said. "And then what? You always have to ask that question in economics. You always say, 'And then what?'"
x1

If printing money would end poverty, printing diplomas would end stupidity.
#26 Re: 我觉得rmb可能要去8了
一厢情愿的砖家CNM01 写了: 2025年 3月 3日 16:59 Bessent was asked in an interview on CBS’ “Face the Nation” what impact the tariffs could have on the average household.
“Well, we don’t know yet because it’s path-dependent, but what I can tell you is that I’m not worried about China,” Bessent said. “China will pay for the tariffs because their business model is exporting their way out of this inflation.”
“They will eat any tariffs that go on,” Bessent added.
其实说得挺有道理的。
#30 Re: 我觉得rmb可能要去8了
不能一概而论。墨西哥,埃及,土耳其,意大利的香皂绝对是dollar店便宜。比temu 便宜。
赖美豪中 写了: 2025年 3月 3日 17:01 大部分人对我帝的经济结构屁也不懂。就拿dollar里那些1.25的玩意,从中国进口的成本就20c,你说你加20%关税能影响jb毛的通胀。我帝trading margin是畸形的高
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