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川普政策雷達

本週政策動作以 貿易 / 關稅 為主，43 條動作、78 分；總統令 12 條全為國家緊急狀態延續。

30本週 impact-3 動作
39Tier-1 actor 動作次數
18過濾雜訊 / 138 總計

📌 Today's Price-In

最高影響度的 5 條政策動作 — 點開看 Federal Register 原文
2026-07-27 科技 / 通訊 ●●●
Review of Submarine Cable Landing License Rules and Procedures To Assess Evolving National Security, Law Enforcement, Foreign Policy, and Trade Policy Risks
GOOGL META AAPL MSFT NVDA
2026-07-27 貿易 / 關稅 ●●● ⚑ Lutnick
Pacific Halibut Fisheries of the West Coast; 2026 Catch Sharing Plan; Inseason Action
TSM NVDA ASML INTC FSLR X
2026-07-24 運輸 ●●●
Amendment of Class D Airspace and Class E Airspace Over Westfield, MA
UAL DAL BA TSLA
2026-07-24 運輸 ●●●
航空運輸監管變動
Airworthiness Directives; Textron Aviation Inc. Airplanes（原文 ↗）
UAL DAL BA TSLA
2026-07-24 貿易 / 關稅 ●●● ⚑ Lutnick
Fisheries of the Exclusive Economic Zone Off Alaska; Pacific Ocean Perch in the West Yakutat District of the Gulf of Alaska
TSM NVDA ASML INTC FSLR X

📊 Policy Impact Queue

按日期分組 · 同機關例行公告自動折疊 · 紅 border = 高影響
2026-07-27 2 條
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Pacific Halibut Fisheries of the West Coast; 2026 Catch Sharing Plan; Inseason Action
最終規則 FCC 科技 / 通訊
Review of Submarine Cable Landing License Rules and Procedures To Assess Evolving National Security, Law Enforcement, Foreign Policy, and Trade Policy Risks
2026-07-24 8 條
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the Exclusive Economic Zone Off Alaska; Pacific Ocean Perch in the West Yakutat District of the Gulf of Alaska
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the Exclusive Economic Zone Off Alaska; Dusky Rockfish in the West Yakutat District of the Gulf of Alaska
最終規則 Defense Department 國防
Nondiscrimination in Federally Assisted Programs of the Department of Defense-Effectuation of Title VI of the Civil Rights Act of 1964; Amendment
最終規則 EPA 能源
Significant New Use Rule on a Certain Chemical Substance; Multi-Walled Carbon Nanotubes
最終規則 HHS 醫療 / 生技
Rescinding Portions of the U.S. Department of Health and Human Services Title VI Regulations To Align With the Statutory Text and Conform to Executive Order 14281
最終規則 DOT 運輸
Amendment of Class D Airspace and Class E Airspace Over Westfield, MA
最終規則 DOT 運輸
Airworthiness Directives; Textron Aviation Inc. Airplanes
最終規則 DOT 運輸
Airworthiness Directives; Stemme GmbH Gliders
2026-07-23 9 條
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Implementation of EAR Export Controls on Silencers, Mufflers, and Sound Suppressors; and Other Firearms Related Changes
總統令 WH 其他
Imposing Additional Duties To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Motor Vehicles
總統令 WH 其他
Imposing Additional Duties To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Dairy
總統令 WH 其他
Imposing Additional Duties To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Alcoholic Beverages
總統令 WH 其他
Further Strengthening Actions Taken To Adjust Imports of Aluminum Into the United States
總統令 WH 其他
Continuation of the National Emergency With Respect to Mali
總統令 WH 反壟斷
Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials
最終規則 HHS 醫療 / 生技 ⚑ Makary
Revocation of the Color Additive Listing for Use of Orange B on Casings or Surfaces of Frankfurters and Sausages
最終規則 State Department 國防
International Traffic in Arms Regulations: USML Category I Firearm Suppressors
2026-07-20 3 條
總統令 WH 貿易 / 關稅 ⚑ Greer
Action by the United States in the Investigation Under Section 301 of the Trade Act of 1974 of Brazil's Acts, Policies, and Practices Related to Digital Trade and Electronic Payment Services; Unfair, Preferential Tariffs; Anti-Corruption Enforcement; Intellectual Property Protection; Ethanol Market Access; and Illegal Deforestation
最終規則 HHS 醫療 / 生技 ⚑ Makary
Food Standards of Identity Modernization; Pasteurized Orange Juice
最終規則 DHS 移民
Public Charge Ground of Inadmissibility
2026-07-17 3 條
總統令 WH 其他
Modifying the Grand Staircase-Escalante National Monument
總統令 WH 其他
Modifying the Bears Ears National Monument
最終規則 DHS 移民
Establishing a Fixed Time Period of Admission and an Extension of Stay Procedure for Nonimmigrant Academic Students, Exchange Visitors, and Representatives of Foreign Information Media
2026-07-16 1 條
總統令 WH 其他
Regulatory Relief for Certain Stationary Sources To Promote American Chemical Manufacturing Security
2026-07-15 1 條
總統令 WH 其他
Adjusting Imports of Commercial Aircraft, Jet Engines, and Aircraft and Engine Parts Into the United States
2026-07-14 1 條
最終規則 Interior 能源 ⚑ Lutnick
Rescinding the Definition of “Harm” Under the Endangered Species Act
2026-07-06 1 條
最終規則 DHS 移民
Counter-UAS Authority for State, Local, Tribal, and Territorial Law Enforcement and Correctional Agencies
2026-07-02 1 條
總統令 WH 其他
Declaration of Emergency and Authorization for Temporary Duty-Free Importation of Phosphate Fertilizer From Morocco

⚑ Tier-1 Actor Heatmap

8 位真正能撼動股價的官員 — 過去 14 天有動作就亮燈
Howard Lutnick
28 動作 / 14d
商務部長 — 出口管制、晶片政策
貿易 / 關稅 科技 / 通訊
↳ Pacific Halibut Fisheries of the West Coast; 2026 Catch Shar…
Jamieson Greer
3 動作 / 14d
USTR — 對中/歐貿易談判
貿易 / 關稅
↳ Action by the United States in the Investigation Under Secti…
Paul Atkins
2 動作 / 14d
SEC — Crypto ETF、上市規則
金融 / 監管
↳ Self-Regulatory Organizations; The Nasdaq Stock Market LLC; …
Marty Makary
3 動作 / 14d
FDA — PDUFA、Ozempic 政策
醫療 / 生技
↳ Revocation of the Color Additive Listing for Use of Orange B…
Chris Wright
1 動作 / 14d
能源部長 — LNG、頁岩
能源
↳ Desert Southwest Region and Western Area Lower Colorado Bala…
14d 無動作：Scott Bessent · Russ Vought · Elon Musk

🎯 Sector Risk This Week

過去 7 天 impact-weighted 累分 — 分數高 = 該產業被政策動到最多
貿易 / 關稅 78 分 · 43 條動作
TSM NVDA ASML INTC FSLR X
↳ Pacific Halibut Fisheries of the West Coast; 2026 Catch Sharing Plan; …
運輸
15 分 / 6 條
能源
13 分 / 6 條
醫療 / 生技
11 分 / 4 條
國防
7 分 / 3 條
科技 / 通訊
5 分 / 2 條
📜 Raw Federal Register Feed（全部 138 筆，過濾後保留 118 條進入上方分析）— 點開展開
  1. 2026-07-27 規則草案 Modernizing Package Certification Requirements Nuclear Regulatory Commission
  2. 2026-07-27 公告 Agency Information Collection Activities; Submission for OMB Review; Comment Request; Multiple Internal Revenue Service Treasury Department
  3. 2026-07-27 規則草案 Reducing Barriers to Medical Use Licensing Nuclear Regulatory Commission
  4. 2026-07-27 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  5. 2026-07-27 公告 Certain Adjustable Child Carriers and Components Thereof; Notice of Institution of Investigation International Trade Commission
  6. 2026-07-27 公告 Certain Dermatological Treatment Devices and Components Thereof II; Notice of Institution of Investigation International Trade Commission
  7. 2026-07-27 公告 Notice of Receipt of Complaint; Solicitation of Comments Relating to the Public Interest International Trade Commission
  8. 2026-07-27 公告 Sunshine Act Meetings Unified Carrier Registration Plan
  9. 2026-07-27 規則草案 Modernizing Reactor Licensing, Safety Oversight, and Siting Practices; Correction Nuclear Regulatory Commission
  10. 2026-07-27 最終規則 Review of Submarine Cable Landing License Rules and Procedures To Assess Evolving National Security, Law Enforcement, Fo Federal Communications Commission
  11. 2026-07-27 規則草案 Review of Submarine Cable Landing License Rules and Procedures To Assess Evolving National Security, Law Enforcement, Fo Federal Communications Commission
  12. 2026-07-27 公告 Gulf Fishery Management Council; Public Meeting National Oceanic and Atmospheric Administration
  13. 2026-07-27 公告 Caribbean Fishery Management Council 190th Public Hybrid Meeting Commerce Department, National Oceanic and Atmospheric Administration
  14. 2026-07-27 公告 Determination Pursuant to Section 102 of the Illegal Immigration Reform and Immigrant Responsibility Act of 1996, as Ame Homeland Security Department
  15. 2026-07-27 最終規則 Pacific Halibut Fisheries of the West Coast; 2026 Catch Sharing Plan; Inseason Action Commerce Department, National Oceanic and Atmospheric Administration
  16. 2026-07-27 規則草案 Airworthiness Directives; Airbus Canada Limited Partnership (Type Certificate Previously Held by C Series Aircraft Limit Transportation Department, Federal Aviation Administration
  17. 2026-07-27 規則草案 Airworthiness Directives; The Boeing Company Airplanes Transportation Department, Federal Aviation Administration
  18. 2026-07-27 公告 Child and Adult Care Food Program: National Average Payment Rates, Day Care Home Food Service Payment Rates, and Adminis Agriculture Department, Food and Nutrition Administration
  19. 2026-07-27 公告 Self-Regulatory Organizations; The Nasdaq Stock Market LLC; Order Granting Approval of a Proposed Rule Change, as Modifi Securities and Exchange Commission
  20. 2026-07-24 公告 Fiscal Year 2027 Tariff-Rate Quota Allocations for Raw Cane Sugar, Refined Sugar, and Sugar-Containing Products Trade Representative, Office of United States
  21. 2026-07-24 公告 Combined Notice of Filings #3 Energy Department, Federal Energy Regulatory Commission
  22. 2026-07-24 公告 Combined Notice of Filings #2 Energy Department, Federal Energy Regulatory Commission
  23. 2026-07-24 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  24. 2026-07-24 公告 Mattresses From the People's Republic of China: Final Results of the Expedited First Sunset Review of the Counterva Commerce Department, International Trade Administration
  25. 2026-07-24 公告 Certain Pasta From Italy: Final Results of Countervailing Duty Administrative Review; 2023 Commerce Department, International Trade Administration
  26. 2026-07-24 公告 Certain Crepe Paper Products From the People's Republic of China: Continuation of Antidumping Duty Order Commerce Department, International Trade Administration
  27. 2026-07-24 公告 Phosphate Fertilizers From the Kingdom of Morocco: Preliminary Results of First Full Sunset Review of the Countervailing Commerce Department, International Trade Administration
  28. 2026-07-24 公告 Certain Anode Materials for Use in Battery Cells and Batteries; Notice of Institution of Investigation International Trade Commission
  29. 2026-07-24 最終規則 Amendment of Class D Airspace and Class E Airspace Over Westfield, MA Transportation Department, Federal Aviation Administration
  30. 2026-07-24 規則草案 Establishment of Class E Airspace; Ottawa, IL Transportation Department, Federal Aviation Administration
  31. 2026-07-24 公告 Mid-Atlantic Fishery Management Council (MAFMC); Public Meeting Commerce Department, National Oceanic and Atmospheric Administration
  32. 2026-07-24 最終規則 Loan Performance Categories and Financial Reporting Farm Credit Administration
  33. 2026-07-24 最終規則 Rescinding Portions of the Department of Education Title VI Regulations To Align With the Statutory Text and Conform to Education Department
  34. 2026-07-24 規則草案 Pacific Island Fisheries; 2026-2028 Annual Catch Limits and Accountability Measures for Deepwater Shrimp and Precious Co Commerce Department, National Oceanic and Atmospheric Administration
  35. 2026-07-24 公告 Notice of Availability of Record of Decision for the Surveillance Towed Array Sensor System Low-Frequency Active Sonar T Defense Department, Navy Department
  36. 2026-07-24 最終規則 Final Waivers and Extensions of the Project Periods With Funding for the Native American Career and Technical Education Education Department
  37. 2026-07-24 最終規則 Airworthiness Directives; Textron Aviation Inc. Airplanes Transportation Department, Federal Aviation Administration
  38. 2026-07-24 最終規則 Fisheries of the Exclusive Economic Zone Off Alaska; Pacific Ocean Perch in the West Yakutat District of the Gulf of Ala Commerce Department, National Oceanic and Atmospheric Administration
  39. 2026-07-24 最終規則 Airworthiness Directives; Stemme GmbH Gliders Transportation Department, Federal Aviation Administration
  40. 2026-07-24 最終規則 Rescinding Portions of the U.S. Department of Health and Human Services Title VI Regulations To Align With the Statutory Health and Human Services Department
  41. 2026-07-24 最終規則 Significant New Use Rule on a Certain Chemical Substance; Multi-Walled Carbon Nanotubes Environmental Protection Agency
  42. 2026-07-24 最終規則 Fisheries of the Exclusive Economic Zone Off Alaska; Dusky Rockfish in the West Yakutat District of the Gulf of Alaska Commerce Department, National Oceanic and Atmospheric Administration
  43. 2026-07-24 最終規則 Nondiscrimination in Federally Assisted Programs of the Department of Defense-Effectuation of Title VI of the Civil Righ Defense Department
  44. 2026-07-24 公告 Cboe Clear U.S., LLC; Notice of Filing of an Application, as Amended, for Temporary Registration as a Clearing Agency Un Securities and Exchange Commission
  45. 2026-07-23 總統令 Made in America Week, 2026 Executive Office of the President
  46. 2026-07-23 總統令 Captive Nations Week, 2026 Executive Office of the President
  47. 2026-07-23 總統令 Imposing Additional Duties To Offset Canadian Discrimination Against the Commerce of the United States With Respect to M Executive Office of the President
  48. 2026-07-23 總統令 Imposing Additional Duties To Offset Canadian Discrimination Against the Commerce of the United States With Respect to D Executive Office of the President
  49. 2026-07-23 總統令 Imposing Additional Duties To Offset Canadian Discrimination Against the Commerce of the United States With Respect to A Executive Office of the President
  50. 2026-07-23 總統令 Further Strengthening Actions Taken To Adjust Imports of Aluminum Into the United States Executive Office of the President
  51. 2026-07-23 規則草案 Removal of Reporting Requirements Equal Employment Opportunity Commission
  52. 2026-07-23 最終規則 Revocation of the Color Additive Listing for Use of Orange B on Casings or Surfaces of Frankfurters and Sausages Health and Human Services Department, Food and Drug Administration
  53. 2026-07-23 規則草案 Proposal To Revoke the Color Additive Listing for Use of Citrus Red No. 2 on the Skins of Mature Oranges Health and Human Services Department, Food and Drug Administration
  54. 2026-07-23 最終規則 Exempting Certain Career Federal Employees From Ethics Reporting Requirements Government Ethics Office
  55. 2026-07-23 公告 L-Lysine From the People's Republic of China: Final Affirmative Countervailing Duty Determination Commerce Department, International Trade Administration
  56. 2026-07-23 公告 L-Lysine From the People's Republic of China: Final Affirmative Determination of Sales at Less Than Fair Value Commerce Department, International Trade Administration
  57. 2026-07-23 公告 Lattice Boom Crawler Cranes From Japan: Antidumping Duty Order Commerce Department, International Trade Administration
  58. 2026-07-23 公告 Desert Southwest Region and Western Area Lower Colorado Balancing Authority-Rate Order No. WAPA-222 Energy Department, Western Area Power Administration
  59. 2026-07-23 公告 Fresh Tomatoes From Mexico; Determination International Trade Commission
  60. 2026-07-23 公告 Certain Fatty Acids From Indonesia: Preliminary Affirmative Countervailing Duty Determination, and Alignment of Final De Commerce Department, International Trade Administration
  61. 2026-07-23 公告 Certain Fatty Acids From Malaysia: Preliminary Affirmative Countervailing Duty Determination and Alignment of Final Dete Commerce Department, International Trade Administration
  62. 2026-07-23 公告 Initiation of Antidumping and Countervailing Duty Administrative Reviews; Correction Commerce Department, International Trade Administration
  63. 2026-07-23 公告 Combined Notice of Filings #2 Energy Department, Federal Energy Regulatory Commission
  64. 2026-07-23 公告 Certain Alkyl Phosphate Esters From the People's Republic of China: Initiation of Scope Inquiry and Deferral of Cir Commerce Department, International Trade Administration
  65. 2026-07-23 公告 Combined Notice of Filings #3 Energy Department, Federal Energy Regulatory Commission
  66. 2026-07-23 公告 Certain Alkyl Phosphate Esters From the People's Republic of China: Initiation of Circumvention Inquiry on the Anti Commerce Department, International Trade Administration
  67. 2026-07-23 總統令 Continuation of the National Emergency With Respect to Mali Executive Office of the President
  68. 2026-07-23 總統令 Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials Executive Office of the President
  69. 2026-07-23 規則草案 Implementation of the Administrative False Claims Act Export-Import Bank
  70. 2026-07-23 公告 Foreign-Trade Zone (FTZ) 35, Notification of Proposed Production Activity; ifm prover USA, Inc.; (Sensors, Controllers, Commerce Department, Foreign-Trade Zones Board
  71. 2026-07-23 最終規則 International Traffic in Arms Regulations: USML Category I Firearm Suppressors State Department
  72. 2026-07-23 最終規則 Implementation of EAR Export Controls on Silencers, Mufflers, and Sound Suppressors; and Other Firearms Related Changes Commerce Department, Industry and Security Bureau
  73. 2026-07-23 公告 United States v. Edwards LifeSciences Corp. and Genesis MedTech Group Limited; Proposed Final Judgment and Competitive I Justice Department, Antitrust Division
  74. 2026-07-23 最終規則 Removal of Obsolete or Unnecessary Requirements Consumer Product Safety Commission
  75. 2026-07-23 規則草案 Spearmint Oil Produced in the Far West; Salable Quantities and Allotment Percentages for the 2026-2027 Marketing Year Agriculture Department, Agricultural Marketing Service
  76. 2026-07-23 規則草案 Approval and Promulgation of State Implementation Plans; New Jersey; RACT Certifications for the 2008 and 2015 Ozone Nat Environmental Protection Agency
  77. 2026-07-23 規則草案 Grapes Grown in a Designated Area of Southeastern California; Decreased Assessment Rate Agriculture Department, Agricultural Marketing Service
  78. 2026-07-23 規則草案 Electronic Disclosure by Group Health Plans Under ERISA Labor Department, Employee Benefits Security Administration
  79. 2026-07-23 規則草案 Rescinding Portions of AmeriCorps Title VI Regulations To Conform More Closely With the Statutory Text and To Implement Corporation for National and Community Service
  80. 2026-07-23 公告 United States, et al. v. OhioHealth Corporation; Proposed Final Judgment and Competitive Impact Statement Justice Department, Antitrust Division

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