为应对特朗普加征关税：传惠普/戴尔/微软等急囤中国零部件！

快科技官方11-28

11月27日消息，据日经新闻引述消息人士的话报道称，微软（Microsoft）、惠普（HP）及戴尔（Dell）等美国厂商都在囤积中国制造的电子零部件，以便在美国新一任总统特朗普明年1月正式重返白宫，提高对中国关税之间，建立足够多的库存。近日，特朗普在社交平台表示，针对外部输入导致的非法移民和毒品泛滥问题，其上任后将对所有从中国进口的商品加征10%的关税，并将对墨西哥与加拿大进口的所有商品加征25%...

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Nicolas扩大职权到IT与信息安全领域。另一家同时为惠普、苹果（Apple）及微软供应电子零件的中国制造商透露，“许多家美国客户在开会时，都急着想知道我们能否加快把生产线移出中国”。报道称，未来几月增加的中国制零件产出，主要会被用于其他不受美国关税影响的国家与地区，以快速增加当地的装置产能与组装线。不过，这仅是相关厂商应对美国调高针对中国商品进口关税的策略之一。值得注意的是，早在2023年初，业内就曾传出消息称，PC大厂戴尔已通知供应链与代工厂，计划在2024年开始停用中国大陆制造的芯片，这其中包括中国大陆厂商与非中国大陆厂商在大陆所生产的芯片。此外，传闻还显示，戴尔计划在2025年底前将50%的产能移出中国大陆。随后在今年8月，《日经亚洲》援引消息人士的话爆料称，全球第二大PC厂商惠普正寻求将其50%以上的个人电脑生产转移出中国大陆，以降低地缘政治风险。虽然随后惠普官方回应称，中国是其全球供应链中非常重要的组成部分，公司仍然坚定地致力于在重庆的生产业务。但是惠普并未完全否认将部分产品的制造分散到海外的计划。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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