Courtesy of YahooFinance

Trump Pertimbangkan Pengecualian Tarif Sementara Demi Industri Mobil dan Teknologi

To inform about President Trump's potential temporary exemptions to tariffs on imported vehicles, parts, and tech goods to provide relief to U.S. companies.

15 Apr 2025, 01.56 WIB

56 dibaca

Ikhtisar 15 Detik

Donald Trump mempertimbangkan pengecualian tarif untuk mendukung pabrikan mobil di AS.
Sektor teknologi, termasuk perusahaan seperti Apple dan Nvidia, juga terpengaruh oleh kebijakan tarif.
Pasar crypto menunjukkan penurunan kecil meskipun ada ketidakpastian dalam kebijakan perdagangan.

Washington, D.C., United States - On Monday, April 15, President Donald Trump announced the possibility of temporary exemptions to tariffs on imported vehicles and parts. This move aims to give automobile manufacturers more time to shift production to the United States, as Trump's trade actions have increased costs and disrupted supply chains. The announcement led to a bounce in automaker shares, with GM, Ford, and Stellantis regaining earlier session losses.

Trump also mentioned potential short-term tariff relief for tech companies, including Apple and Nvidia, from his broad 125% tariffs on goods from China and a 10% baseline tariff globally. He highlighted his recent assistance to Apple CEO Tim Cook, emphasizing the need for breathing room for U.S. companies. However, Trump cautioned that tech-related tariffs could still be imposed in the future, creating uncertainty in the markets.

The global crypto market cap currently stands at Rp 44.24 ribu ($2.69) trillion, with Bitcoin priced at Rp 1.40 miliar ($84,883) .61. The potential tariff relief comes at a crucial time for both the automotive and tech sectors, which have been significantly impacted by the ongoing trade war. The uncertainty surrounding future tariffs keeps the markets on edge, as companies and investors remain unsure about which sectors will benefit and for how long.

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Analisis Kami: Pengecualian sementara tarif ini menunjukkan pragmatisme dalam kebijakan dagang Trump, mengakui kebutuhan dunia usaha akan waktu adaptasi. Namun, tanpa kepastian jangka panjang, perusahaan akan kesulitan merencanakan investasi dan produksi yang berkelanjutan.

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Analisis Ahli:

Gary Shapiro (CEO Consumer Technology Association): Pemberian kelonggaran tarif walau sementara sangat penting untuk menghindari gangguan besar pada rantai pasokan teknologi, namun keputusan yang konsisten dan transparan lebih dibutuhkan untuk menjaga stabilitas pasar.

Mary Barra (CEO General Motors): Langkah ini sangat membantu industri otomotif yang sedang menjalani transformasi besar ke produksi lokal untuk mengurangi ketergantungan impor.

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What's Next: Jika pengecualian tarif ini diberikan dalam jangka waktu terbatas, produsen otomotif dan perusahaan teknologi akan mendapat kesempatan untuk menyesuaikan rantai suplai mereka, namun risiko ketidakpastian kebijakan dapat terus menyebabkan volatilitas pasar.

Referensi:
[1] https://finance.yahoo.com/news/trumps-tariff-rollback-good-news-185617893.html