levies and trade,levi是什么牌子

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levies and trade,levi是什么牌子

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levies和tariff

美国特朗普政府在关税政策上的倒行逆施,在美国国内引发强烈反对和担忧。

英国《金融时报》4月12日发文,指出从微波炉到芭比娃娃,美国消费者高度依赖中国产品,特朗普关税下,他们无法很快找到替代品,面临消费价格上涨或无货可买的局面。甚至,一些人想度过凉爽的夏天都要“付出高昂代价”。


从芭比娃娃、电风扇到微波炉统统要涨价

去年,美国进口的电子游戏机、食品加工机和电风扇等产品中,超过四分之三产自中国;美国人购买的娃娃、三轮车、滑板车等玩具,也有四分之三产自中国。眼下,所有想要购买这些商品的美国消费者都将面对更高的价格。
More than three-quarters of the video game consoles, food processors and electric fans imported into the US last year were made in China. Anyone hoping to purchase toys will also have to grapple with higher prices. China made 75 percent of the dolls, tricycles, scooters and other wheeled toys delivered to US consumers from abroad last year.

早在特朗普升级关税战之前,芭比娃娃的制造商美泰公司就警告称,该公司可能会提高在美国的售价,以弥补关税带来的影响。除了芭比娃娃,这家美国玩具制造商还生产风火轮汽车和UNO纸牌,该公司40%的产品都在中国制造。
Mattel, the toymaker behind the Barbie doll, warned it could raise US prices to offset the impact of the levies — and that was before Trump's latest escalation in the tit-for-tat tariff war. The California-based company, which also makes Hot Wheels cars and the Uno card game, said 40 percent of its products were made in China.

美国彼得森国际经济研究所高级研究员查德·鲍恩表示,和特朗普第一个任期相比,美国对中国产品征收关税的税率更高、速度更快,而且涉及很多新型消费品,这些措施的速度和规模意味着,成本更有可能转嫁给美国消费者。

“如今,(美国)消费者购买这类产品时,价格大幅上涨的可能性要大得多。”鲍恩说。

《金融时报》指出,对于那些尚未对关税做好准备的美国人来说,想要度过一个凉爽的夏天可能要付出高昂代价。去年美国从海外进口的风扇中,有90%来自中国;独立式空调中,有40%来自中国。就上述两类产品而言,中国占据着全球出口市场的主导地位。

微波炉也是如此,中国控制了全球四分之三的出口市场,去年美国进口的微波炉有90%来自中国。
The levies mean staying cool during the summer months may prove expensive for Americans not already prepared — nine in 10 electric fans bought from abroad in the US last year came from China, as did 40 percent of self-contained air- conditioning units. China dominates the global export market for both.

Americans thinking of purchasing a new microwave will also face potential price increases; 90 percent of those imported into the US last year came from China, and Beijing controls three-quarters of the global export market.

2021年2月,浙江省湖州市某空调总装车间内,出口北美的空调正在被装配。图源:VCG

专家:想把游戏机、手机制造业迁出中国十分困难

英国贸易部前官员、现就职于SEC Newgate咨询公司的艾莉·雷尼森说,中国在全球众多出口产品中占据主要地位,这意味着寻找替代制造商并不容易。

她表示,近年来,美国和西方企业一直在将供应链从中国转移到其他亚洲国家,但其组装的产品仍大量使用中国原材料和零部件。在雷尼森看来,能否替代中国产品取决于针对这些具体产品的规则有多严格,以及相关国家对美国的“友好程度”。

而对于游戏机和手机等电子产品而言,想把制造业迁出中国尤为困难,因为其供应链复杂,对制造这些产品的技术要求也很高。
China's dominance of so many global exports means finding alternative manufacturers will not be easy, according to former UK trade department official Allie Renison, now at consultancy SEC Newgate.

\"American and Western businesses have been shifting their supply chains out of China and to other Asian countries in recent years,\" she said. \"But with so many Chinese raw materials and component parts still going into the products they're assembling, much will depend on how exacting these product-specific rules are and how US-friendly the countries are.\"

Moving manufacturing out of China is particularly difficult for electronic products such as games consoles and mobile phones because of their complex supply chains and the skill required to make them.

美国密歇根州立大学商学院教授杰森·米勒表示:“快速脱钩将非常困难,特别是对于智能手机等必须创造额外产能、培训工人和建立替代供应链的商品而言。”

美国银行分析师瓦姆西·莫汉则直言,即使苹果公司将其在印度生产的iPhone全部(约2500万部)供应给美国市场,也只能满足美国一半的需求。

尽管苹果公司近年来逐步扩大在印度的业务,但市场分析机构Counterpoint Research估计,苹果约80%的智能手机依然是在中国生产。
\"Rapid decoupling will be quite difficult, especially for goods like smartphones where additional capacity must be created, workers trained and alternative supply lines for inputs established,” said Jason Miller, a professor at Michigan State University's College of Business.

If Apple were to reserve its entire iPhone output from India for the US market, it would still only cover about half of the 50mn-plus models the company ships to America each year, according to Bank of America analyst Wamsi Mohan.

Overall, four in five of the smartphones and games consoles imported into the US last year were made in China. Trump has not ruled out some US companies being exempted from reciprocal tariffs, but the worry for shoppers is that other products may not be available at all.

来源:观察者网 金融时报




levies是什么意思

1. 巴基斯坦纺织品出口商敦促扭转政策,避免行业崩溃

Textile exporters urge policy reversal to avoid sector collapse

纺织品出口商敦促联邦政府在即将公布的预算案中扭转对维持 90 多亿美元增值出口至关重要的供应链造成破坏的政策措施。

巴基斯坦成衣制造商和出口商协会(PRGMEA)和巴基斯坦袜业制造商和出口商协会(PHMA)在给谢赫巴兹-谢里夫总理的一封联名信中要求召开紧急会议,以解决目前与关税有关的壁垒和限制性政策,他们声称这些政策正在扼杀供应链。

黎明报》看到的信件副本概述了下一财政年度预算中需要立即关注的四个关键领域。这些协会指出,最近对出口便利化计划(EFS)的修改对中小型企业(SMEs)产生了负面影响。他们呼吁恢复原有计划,以确保稳定性、国际竞争力和符合买方需求。

这些协会还要求在即将公布的预算中恢复出口商最终税制,认为这将最大限度地降低合规成本和行政困难,并有助于中小企业出口商保持财务稳定。

他们敦促总理指示联邦税收委员会(FBR)自动、快速地发放销售税和关税退税,以及地方税和征税退税(DLTL)和关税退税(DDT)退款。

他们还要求通过简单、无纸化的方式无条件地继续执行 DLTL,以缓解流动性问题。

该协会建议政府与美国就零对零的服装关税协议进行富有成效的谈判,以降低巴基斯坦目前 29% 的关税,提高出口竞争力。

服装出口商强调,全球买家现在需要经过认证的高性能材料,而巴基斯坦并不容易获得这些材料。然而,关税和过时的法规仍然阻碍着这些重要原材料的进口。

PRGMEA 地区主席 Ayyazuddin 博士和 PHMA 地区主席 Abdul Hameed 联合要求在预算案公布前立即与总理直接会面,并警告说,如果不采取紧急干预措施,巴基斯坦可能会失去全球采购模式的转变,而这种转变为新的出口商带来了新的机遇。

Ayyazuddin 博士强调说,巴基斯坦仍然严重依赖以棉花为原料的出口产品--主要是牛仔布和羊毛衫,而全球近 80% 的服装贸易已转向合成纤维和功能性纺织品。

Hameed 先生指出,人造纤维、技术纱线、高性能面料和关键饰边--其中许多归类于协调制度第 54、55 和 96 章--尽管并非在国内生产,但仍需缴纳关税。

PRGMEA 前主席

Ijaz Khokhar 和 Sajid Saleem Minhas 强调指出,由于他们所谓的僵化政策和在全球合规方面缺乏灵活性,中小企业尤其容易受到影响。

他认为,高附加值出口商通常采用 “准时制 ”和 “永不缺货 ”的经营模式,需要更长的投入周期来完成各种订单。他担心目前的限制可能会扰乱业务。

Khokhar 先生还提出,退税延误也是一个突出的长期问题。由于延迟支付 DLTL、DDT、销售税和预扣税退税,出口商正面临严重的流动资金短缺。该行业要求建立一个自动化和有时限的退税处理机制,以缓解营运资金紧张的问题。

此外,两个协会都强调,需要为 “巴基斯坦制造 ”服装开展强有力的全国营销活动。他们敦促商务部通过大使馆、数字平台和有针对性的企业对企业(B2B)活动启动全球贸易拓展活动,以提高知名度和改善品牌形象。

Textile exporters have urged the federal government to reverse policy measures in the upcoming budget that are disrupting supply chains critical to sustaining over $9 billion in value-added exports.

In a joint letter to Prime Minister Shehbaz Sharif, the Pakistan Readymade Garments Manufacturers and Exporters Association (PRGMEA) and the Pakistan Hosiery Manufacturers and Exporters Association (PHMA) requested an urgent meeting to resolve ongoing tariff-related barriers and restrictive policies that, they claim, are choking the supply chain.

A copy of the letter, seen by Dawn, outlines four key areas requiring immediate attention in the next fiscal year’s budget. The associations pointed out that recent changes to the Export Facilitation Scheme (EFS) had negatively impacted small and medium-sized enterprises (SMEs). They called for the restoration of the original scheme to ensure stability, international competitiveness and compliance with buyer needs.

The associations also demanded that the exporters’ final tax regime be restored in the upcoming budget, arguing that it would minimise compliance costs, administrative difficulties and help SME exporters maintain financial stability.

They urged the prime minister to direct the Federal Board of Revenue (FBR) to issue automated and expedited sales tax and customs rebates, as well as Drawback of Local Taxes and Levies (DLTL) and Duty Drawback of Taxes (DDT) reimbursements.

They also requested that DLTL be continued unconditionally through a simple, paperless approach to alleviate liquidity concerns.

The association advised the government to productively negotiate a zero-for-zero apparel tariff agreement with the United States to reduce Pakistan’s current 29 per cent tariffs and increase export competitiveness.

The apparel exporters emphasised that global buyers now require certified, high-performance materials, which are not readily available in Pakistan. Yet, the import of such essential raw materials remains hindered by duties and outdated regulations.

PRGMEA Regional Chairman Dr Ayyazuddin and PHMA Zonal Chairman Abdul Hameed jointly demanded a direct and immediate meeting with the prime minister ahead of the budget, warning that without urgent intervention, the country could lose out on the global shift in sourcing patterns that has opened up fresh opportunities for new exporters.

Dr Ayyazuddin emphasised that Pakistan still relies heavily on cotton-based exports — primarily denim and fleece — while nearly 80pc of global apparel trade has moved towards synthetic and functional textiles.

Mr Hameed pointed out that artificial fibres, technical yarns, performance fabrics and critical trims — many categorised under HS Chapters 54, 55 and 96 — are subject to duties despite not being manufactured in the country.

Former PRGMEA chairmen

Ijaz Khokhar and Sajid Saleem Minhas highlighted that SMEs were particularly vulnerable due to what they called rigid policies and a lack of flexibility in global compliance.

He argued that value-added exporters often operate under just-in-time and never-out-of-stock business models, requiring longer input cycles to fulfil diverse orders. He feared that current restrictions might disrupt operations

Mr Khokhar also raised that refund delays were also highlighted as a chronic problem. Exporters are facing severe liquidity shortages due to the delayed disbursement of DLTL, DDT, sales tax, and withholding tax refunds. The industry has requested an automated and time-bound mechanism for refund processing to ease working capital constraints.

Additionally, both associations emphasised the need for a strong national marketing campaign for “Made in Pakistan” garments. They urged the Ministry of Commerce to initiate global trade outreach through embassies, digital platforms and targeted business-to-business (B2B) events to increase visibility and improve brand image.

2. 巴基斯坦规划、发展和特别倡议部部长主持 CPEC 进展审查会议,讨论关键问题

Ahsan Iqbal chairs progress review meeting of CPEC, key issues discussed

规划、发展和特别倡议部部长阿赫桑-伊克巴尔(Ahsan Iqbal)周日主持召开了中巴经济走廊(CPEC)进展审查会议。

来自交通部、经济事务司、投资委员会、国家电力监管局、国家公路局、奎达供电公司、巴基斯坦农业研究理事会和瓜达尔发展局的官员出席了会议。

规划与发展部发布的新闻稿称,来自各省政府的官员参加了在线会议。

会议期间讨论的主要问题包括:成立农业技术工作组,以推动农业科学领域的创新与合作;安排在巴基斯坦举办联合工作组第五次会议;筹备即将于 6 月举行的联合协调委员会会议;分发农业设备;瓜达尔海水淡化厂投入运营;以及在俾路支省安装 15000 套家用太阳能照明装置。

关于联合协调委员会的筹备工作,部长听取了相关部门关于联合工作组会议情况的汇报。

他指示这些部门在 2025 年 5 月完成所有会议。

关于中国最近向巴基斯坦提供的大量农业援助,其中包括价值 120 亿卢比的农业机械和设备,部长指示省级部门在 10 天内将其分发到基层部门。

巴基斯坦农业发展研究中心(PARC)官员向规划部长介绍说,此次捐赠的机械包括 40 台拖拉机、40 台多功能收割机和其他机械,它们将提高巴基斯坦农业科研机构和农业社区的能力,最终为国家的粮食安全和经济发展做出贡献。

部长强调说:"所有省份都必须转向农业机械化,以提高巴基斯坦的农业生产能力。

各省的农业特别秘书向部长简要介绍了本省农业机械分配计划的情况。“

大多数省份都与利益相关者举行了所有必要的会议,并表示他们已收到相关部门的要求。

Minister for Planning, Development and Special Initiatives Ahsan Iqbal on Sunday chaired a progress review meeting of China-Pakistan Economic Corridor (CPEC).

The meeting was attended by officials from Ministry of Communications, Economic Affairs Division, Board of Investment, National Electric Power Regulatory Authority, National Highways Authority, Quetta Electric Supply Company, Pakistan Agricultural Research Council, and Gwadar Development Authority.

Officials from all provincial governments attended the meeting online, said a press release issued by the Ministry of Planning and Development

Key issues discussed during the meeting were formation of agricultural technology working groups to spearhead innovation and cooperation in agro sciences, arrangements for hosting 5th JWG Meeting in Pakistan, preparations for forthcoming JCC in June, distribution of agricultural equipment, operationalization of Gwadar’s desalination plant, and installation of 15 000 household solar power lighting units in Balochistan.

Regarding preparations of JCC, Minister was briefed by relevant departments about their Joint Working Group meetings’ status.

He directed them to complete all meetings in May 2025.

Regarding the substantial agricultural assistance given recently to Pakistan by China, which includes 12 billion rupees’ worth of agricultural machinery and equipment, Minister directed provincial departments to distribute them to grassroots departments within 10 days.

The PARC official briefed Planning minister that the donated machinery includes 40 tractors, 40 multipurpose harvesters, and other machinery, which will enhance the capacity of agricultural research institutions and farming communities in Pakistan, ultimately contributing to the country’s food security and economic development.

“All provinces must shift towards agricultural mechanization to enhance the capacity of Pakistan’s agricultural production,” emphasized the Minister.

Special secretaries of agriculture from provinces briefed the minister on their status of agricultural machinery distribution plans.

Most of the provinces had done all required meetings with stakeholders and stated that they had received demand from relevant departments.

3. 巴基斯坦与中国携手推出面向青年的重大数字技能倡议

Pakistan, China join hands to launch major digital skills initiative for youth

周五下午,巴基斯坦总理青年项目(PMYP)与中国国际技术合作公司(ITMC)、UNI 国际以及几家中国领先的职业院校签署了一份意向书(LoI),这是一项旨在让巴基斯坦青年掌握尖端数字技能的具有里程碑意义的举措。

该协议标志着巴基斯坦在建设未来劳动力队伍和加强数字经济方面迈出了重要一步。

签字仪式在总理办公室举行,由巴基斯坦青年项目主席拉纳-马什胡德-艾哈迈德-汗主持。该倡议属于政府通过技术和国际合作增强经济能力的广泛愿景。

据相关官员介绍,该战略合作伙伴关系将与国家职业技术培训中心(NAVTTC)、各技术和职业教育培训机构(TEVTAs)以及中国顶尖的技术和职业教育培训(TVET)机构合作,推出以就业为导向的短期培训项目。这些项目将侧重于 40 到 50 个专业数字行业,包括电子商务、数字营销、人工智能(AI)、金融科技、动漫、旅游与酒店管理以及创意创业。

在未来两年内,该计划将采用中国的课程标准在巴基斯坦各地培训 1000 名培训大师。巴基斯坦青年项目将选择 100 家教育机构(包括大学和职业中心),每家机构提名 10 名培训大师。推广计划包括在 2025 年培训 200 名培训大师,在 2026 年培训 800 名培训大师。

培训将采用在线和离线教学相结合的混合模式,并辅以先进的软件工具、实践平台以及由 ITMC 和中国职业技术教育与培训学院提供的国际认证。完成学业后,学员将获得国际认可的电子证书,确保其技能在全球范围内的可移植性。

在其五年路线图中,该计划旨在培训多达 100,000 名巴基斯坦青年,每个学院每年培训 100 名学生。为支持这一规模,将在全国建立 30 至 50 个卓越中心,作为地区培训中心。这些中心将与国家职业技术培训中心(NAVTTC)、技术和职业教育与培训中心(TEVTAs)以及中国机构合作建立。

为了突出自由职业者经济日益增长的重要性,该计划还将为接受过培训的个人提供 10 万个免费的自由职业者账户,为他们提供一条通往全球数字就业的直接途径。

该计划的专业培训模块将包括亚马逊商店运营、商业数据分析、跨境电商直播、短视频制作、人工智能代理开发和 AIGC(人工智能生成内容)应用。

项目、ITMC 和 UNI International 将成立一个联合工作组,负责监督项目的实施。首批 200 名主培训师将很快上岗,并计划举行正式的培训师培训(ToT)开班仪式,标志着这一举措的启动。

In a landmark move aimed at equipping Pakistan’s youth with cutting-edge digital skills, the Prime Minister’s Youth Programme (PMYP) on Friday afternoon signed a Letter of Intent (LoI) with China’s ITMC, UNI International, and several leading Chinese vocational institutions.

The agreement marks a major step forward in Pakistan’s efforts to build a future-ready workforce and strengthen its digital economy.

The signing ceremony took place at the Prime Minister’s Office and was chaired by Rana Mashhood Ahmad Khan, Chairman of PMYP. The initiative falls under the government’s broader vision of economic empowerment through technology and international collaboration.

According to officials, the strategic partnership will roll out short-term, employment-oriented training programs in collaboration with NAVTTC, various TEVTAs, and top Chinese technical and vocational education and training (TVET) institutions. The programs will focus on 40 to 50 specialized digital trades including e-commerce, digital marketing, artificial intelligence (AI), fintech, animation, tourism and hospitality, and creative entrepreneurship.

Over the next two years, the initiative will train 1,000 master trainers across Pakistan using Chinese curriculum standards. PMYP will select 100 educational institutions—comprising both universities and vocational centers—and nominate 10 master trainers from each. The rollout includes a goal of training 200 master trainers in 2025 and 800 in 2026.

The training will follow a hybrid model-combining online and offline instruction—supported by advanced software tools, hands-on platforms, and international certification provided by ITMC and Chinese TVET colleges. Upon completion, trainees will receive internationally recognized e-certificates, ensuring global portability of their skills.

In its five-year roadmap, the program aims to train up to 100,000 Pakistani youth, with each institute training 100 students annually. To support this scale, 30 to 50 Centers of Excellence will be established across the country to serve as regional training hubs. These centers will be developed in collaboration with NAVTTC, TEVTAs, and Chinese institutions.

Highlighting the growing significance of the freelance economy, the initiative will also provide 100,000 free freelancer accounts to trained individuals, offering them a direct pathway to global digital employment.

Specialized training modules under the program will include Amazon store operations, business data analysis, cross-border e-commerce live streaming, short video production, AI agent development, and AIGC (AI-generated content) applications.

A Joint Working Group will be formed between PMYP, ITMC, and UNI International to oversee implementation. The first batch of 200 master trainers will be onboarded soon, and a formal Training of Trainers (ToT) opening ceremony is scheduled to mark the launch of the initiative.

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来源:内容来自CRN,谢谢。


根据 CRN 获得的分销商 Arrow 发给解决方案提供商的备忘录,博通正在通过将每个 CPU 的最低购买量从 16 个核心提高到 72 个核心来提高部分客户的 VMware 成本。


此外,备忘录指出,对于未在周年纪念日之前续订订阅许可证的客户,博通将处以相当于第一年订阅价格 20% 的罚款。


Arrow 在给合作伙伴的备忘录中表示:“我们想通知您博通做出的重大变化,这些变化将影响我们的联合业务。从 4 月 10 日开始,VMware 许可证所需的最低核心数量将从每条命令行 16 个核心大幅增加到 72 个核心。”


备忘录称:“如果客户拥有一台 8 核单处理器服务器,那么 Broadcom 的 VMware 将授权 72 核。另一方面,如果客户拥有 5 台双处理器服务器,每台服务器有 16 核(即 160 核),那么 Broadcom 的 VMware 将授权 160 核。这一新要求可能需要调整您当前的报价。”


备忘录称,除了最低核心价格上涨外,博通还“对在周年纪念日未续订(已生效的)订阅许可证的最终客户实施了罚款”。“这些罚款相当于第一年订阅价格的 20%,并将追溯执行。”


长期合作伙伴 Yves Sandfort 是总部位于德国明斯特的 Comdivision 的首席执行官,该公司拥有七项 VMware 主能力,并且是 VMware By Broadcom Pinnacle 级合作伙伴,他表示这一变化将损害那些只销售许可证但不提供交易以外价值的人。


Sandfort 通过电子邮件告诉 CRN:“我认为公平地说,博通其实并不太在乎那些只是推销许可证的人。然而,自 2023 年底以来,这一点已经很明显了。他们想要的是能够承担责任并提供价值的合作伙伴。如果你想靠销售大量小型许可证捆绑包为生,那么你可能走错了路。”


CRN 于周五联系了 Broadcom 和 Arrow 寻求评论。截至本文发稿时,两家公司均未做出回应。


此外,Sandfort 表示,尽管 VMware 过去曾对在许可日期之后续签合同的客户处以罚款,但罚款的成本正在上升。


桑德福特表示,合作伙伴还可以利用这一点,在许可证到期前主动联系客户。


“这样如何:与其将之前的许可证续订为订阅,为什么不直接开始新的订阅呢?对于大多数客户来说,没有续订的动力,”Sandfort 写道。


Sandfort 表示,许可证的变化对于边缘位置 CPU 占用较少的客户和零售客户来说可能是一个挑战。



“沙中一条线”



一位 VMware 合作伙伴告诉 CRN,Broadcom 的 VMware 变化将促使客户寻找替代方案。


“这是博通划定的底线,他们说最低入门费比以前高得多,”VMware 的合作伙伴通过电子邮件表示,由于与该公司有持续的业务往来,他要求不透露姓名。“以前对 VMWare 很满意但每年只花 1,000 到 2,000 美元进行永久续订的客户,现在每年要花 3,500 到 4,000 美元。……这将导致我们几个拥有 2 到 3 个 VMware [服务器] 的客户开始寻找替代方案,例如 [Microsoft] Hyper-V、Scale Computing 和 Proxmox。”


印第安纳波利斯的 VMware 竞争对手Scale Computing联合创始人兼首席执行官杰夫·雷迪 (Jeff Ready) 表示,这也会损害 VMware 的中型市场客户,这些客户的部署规模小于平均水平,例如建筑或制造业客户。


“我看到很多小型甚至中型客户将运行三台服务器,每台服务器有 16 个内核和 50 TB 的存储空间。他们有 500 名员工,”他说。“很多合作伙伴已经在某些方面实现了标准化,比如 VMware,而这一切突然中断,实在是太痛苦了。因此,[Scale Computing] 的成本已经大大降低。但是,对于某些构建,尤其是低端构建,我们将采取更积极的措施。”


Ready 表示,他已经通过一项名为 VMware Rip And Replace 的计划增加了对赢得 VMware 帐户的 Scale 合作伙伴的激励,该计划为渠道合作伙伴在将客户转给 Scale 时提供额外的 20 个百分点的利润。现在,他抓住备忘录中的细节,告诉 CRN,他计划在某些情况下将这一数字翻倍。


“为了真正解决 Broadcom 根本不想要的这部分市场,我们在定价方面非常激进,并进一步降低该市场的费用,特别是为了让这些人更容易转换,”他告诉 CRN。“而且我看好这些关系的长期价值。我们可能不会在前期从这些交易中赚很多钱,但我希望这些客户在 15 年后会续约,而合作伙伴会说,‘是的,这就是我想要合作的供应商。’”



“惩罚”中小企业客户



一位不愿透露姓名的博通 VMware 合作伙伴的首席技术官表示,新的 72 核最低许可证要求积极阻止注重成本的中小企业客户,甚至是拥有小型远程办公环境的大型客户使用虚拟化平台。


“VMware 正在惩罚那些继续使用该平台的中小型企业客户,”他说。“显然 VMware 并不重视利用该平台建立业务的中小型企业群体。”


解决方案提供商首席技术官表示,72 核的最低配置也会对拥有远程办公室的大型企业造成重大价格上涨。“为什么客户会为小型远程办公室花钱购买 72 核?”他说。


博通首席技术官表示,对于在周年纪念日之前未续订许可证的客户,博通将处以相当于第一年订阅价格 20% 的罚款,这也是对客户的侮辱。


“我不明白他们为什么要疏远顾客,”他说。


一家不愿透露姓名的 CRN 解决方案提供商 500 强公司的首席执行官表示,20% 的罚款是一种不良的商业行为。


“我不喜欢博通(续约)的做法,”他说。“不幸的是,这让客户面临风险,因为博通直到最后一刻才给出续约价格。他们强迫客户续约,并将续约时间拖得很长。这不是一个好的长期商业策略。但它肯定会带来良好的短期效果。他们担心华尔街的想法,而华尔街喜欢这样。我不喜欢以这种方式经营我的企业。”


这位首席执行官表示,博通的 VMware 策略是专注于最大的 20% 账户,放弃中小企业市场。“这对他们来说是一个行之有效的策略,”他说。“他们压低运营成本,与抬高价格的客户签订多年期协议,因此他们的成本下降,收入上升,创造了巨大的利润。但这是一场金融机制游戏。”


参考链接

https://www.crn.com/news/data-center/2025/broadcom-vmware-ups-minimum-core-purchase-substantially-levies-late-renewal-penalties




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levi是哪个动漫人物

从34%、84%到145%,从给无人岛上的企鹅征税到将电子产品免除所谓“对等关税”,特朗普政府摇摆的关税政策正在持续发酵。

民主党参议员伊丽莎白·沃伦(Elizabeth Warren)在美国有线电视新闻网(CNN)的节目中直言,“当特朗普在关税问题上玩‘红灯绿灯’游戏,并说‘对于我的特别捐赠者,你们可以得到特别豁免’时,投资者是不会在美国投资的。”


Appearing on CNN's State of the Union, Massachusetts democratic senator Elizabeth Warren described the confusion about shifting tariff rates and how smartphones and computers were spared from reciprocal tariffs as \"chaos and corruption\".


\"Investors will not invest in the United States when Donald Trump is playing 'red light, green light' with tariffs and saying, 'Oh, and for my special donors, you get a special exemption,'\" Warren said.


伊丽莎白·沃伦 图源:盖蒂图片社

关税豁免仅是“短暂喘息”?


美国商务部长霍华德·卢特尼克在4月13日明确表示,特朗普于周五宣布的对电子产品关税豁免仅是“短暂喘息”,他在美国广播公司(ABC)的新闻节目中透露,“电子产品虽暂免于报复性关税,但将在一个月后被纳入半导体关税体系”,这将令本已混乱的关税政策雪上加霜。


US Commerce Secretary Howard Lutnick said the Trump administration's decision on Friday to exempt electronic devices — like smartphones, iPhones and laptops — from tariffs was only a temporary reprieve but those products will face separate levies, adding more confusion to an already chaotic rollout of tariffs on Chinese goods.


\"(Electronics are) exempt from the reciprocal tariffs, but they’re included in the semiconductor tariffs, which are coming in probably a month or two,\" Lutnick told ABC News' This Week on Sunday.


而面对外界对关税豁免的种种猜测,特朗普13日在社交平台连续发帖表示:“从未宣布任何关税‘例外’,这些产品仍受现有20%芬太尼关税的约束,只是被转移到不同税种分类中。”他指责媒体蓄意误导,并声称“中国是对美贸易最不公平的国家,必须付出代价。”


\"There was no Tariff 'exception' announced on Friday. These products are subject to the existing 20 percent Fentanyl Tariffs, and they are just moving to a different Tariff 'bucket'. The Fake News knows this, but refuses to report it,\" Trump posted on social media.

“二战后最糟糕的经济自残政策”


伴随着此前中美互征关税持续加码:美国对华商品税率达145%,中国则以125%关税反击。关税政策的摇摆导致股市暴跌,消费者信心暴跌至1952年以来有记录以来的第二低水平,并引发了对经济衰退的担忧。但特朗普政府一直坚称,关税将通过促进制造业和保护就业来增强美国经济。


Tariffs on imports from China total 145% and the Chinese government retaliated by placing 125% tariffs on all US imports.


Tariff whiplash has sent the stock market tumbling, consumer sentiment plummeting to the second-lowest on record since 1952 and spurred fears of a recession. But the Trump administration has held steady that tariffs will strengthen the US economy by boosting manufacturing and protecting jobs.


美国前财长劳伦斯·萨默斯斥责特朗普的关税政策为“二战后最糟糕的经济自残政策”,他表示,这不管是在提高竞争力,控制失业率还是控制通货膨胀上都是错误的政策,“我们能希望的最好的事情,就是大家意识到并扭转这些错误。”


Former Treasury Secretary Larry Summers said on Fareed Zakaria GPS that the tariff policy is \"the worst self-inflicted wound through economic policy\" since World War II.


\"It's wrong on competitiveness, wrong on unemployment, wrong on inflation… The best thing we can hope for is that people start to see sense and reverse these errors,\" said Summers.

90天后又将何去何从?


90天的关税暂停期过后又会如何?全世界对此一无所知。


亿万富翁投资者雷·达利奥(Ray Dalio)在《与媒体见面》(Meet the Press)节目中表示,特朗普的贸易政策到目前为止“极具破坏性”。他指出,美国“非常接近经济衰退”,但具体会怎样发展,“取决于90天后美国处于什么位置。”


Billionaire investor Ray Dalio, appearing on Meet the Press, called Trump's trade policies \"very disruptive\" so far. But it \"could be part of a process\", he added. \"It depends where we are at the end of the 90 days.\"


When Dalio was asked about the likelihood of an impending recession, he said America is \"very close to a recession\".


雷·达利奥 图源:盖蒂图片社


“没有人清楚五天后的规定会是什么,更不用说五年后了。”


\"Nobody can figure out what the rules will be five days from now, much less five years from now,\" Warren said.


编辑:黎霈融

来源:CNN


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