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川普政策雷達
本週政策動作以
貿易 / 關稅
為主,40 條動作、77 分;總統令 5 條全為國家緊急狀態延續。
32
本週 impact-3 動作
41
Tier-1 actor 動作次數
17
過濾雜訊 / 125 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
2026-11-09
醫療 / 生技
●●●
醫療費用政策調整
Medicare and Medicaid Programs; CY 2027 Payment Policies Under the Phy…(原文 ↗)
LLY
PFE
MRNA
NVO
UNH
CVS
2026-11-09
醫療 / 生技
●●●
醫療費用政策調整
Calendar Year 2027 Home Health Prospective Payment System (HH PPS) Rat…(原文 ↗)
LLY
PFE
MRNA
NVO
UNH
CVS
2026-11-09
運輸
●●●
航空運輸監管變動
Airworthiness Directives; The Boeing Company Airplanes(原文 ↗)
UAL
DAL
BA
TSLA
2026-11-09
貿易 / 關稅
●●●
⚑ Lutnick
Extension of the Suspension of Expansion of End-User Controls for Affiliates of Certain Listed Entities
TSM
NVDA
ASML
INTC
FSLR
X
2026-11-09
醫療 / 生技
●●●
醫療費用政策調整
Medicare Drug Price Negotiation Program and Medicare Prescription Drug…(原文 ↗)
LLY
PFE
MRNA
NVO
UNH
CVS
📊 Policy Impact Queue
按日期分組 · 同機關例行公告自動折疊 · 紅 border = 高影響
2026-11-09
12 條
最終規則
Commerce
貿易 / 關稅
⚑ Lutnick
Extension of the Suspension of Expansion of End-User Controls for Affiliates of Certain Listed Entities
最終規則
EPA
能源
National Emission Standards for Hazardous Air Pollutants: Polyvinyl Chloride and Copolymer Production Reconsideration; New Major Source Process Wastewater Standards
最終規則
HHS
醫療 / 生技
Medicare and Medicaid Programs; CY 2027 Payment Policies Under the Physician Fee Schedule and Other Changes to Part B Payment and Coverage Policies; Medicare Shared Savings Program Requirements; and Medicare Prescription Drug Inflation Rebate Program
最終規則
HHS
醫療 / 生技
Calendar Year 2027 Home Health Prospective Payment System (HH PPS) Rate Update; Requirements for the HH Quality Reporting Program and the Expanded HH Value-Based Purchasing Model; Medicare Provider Enrollment, Durable Medical Equipment (DME), and DME, Prosthetics, Orthotics, and Supplies (DMEPOS) Policies
最終規則
HHS
醫療 / 生技
Medicare Drug Price Negotiation Program and Medicare Prescription Drug Benefit Program
最終規則
DOL
勞工
Rules of Practice and Procedure for Administrative Hearings Before the Office of Administrative Law Judges
最終規則
DOT
運輸
Airworthiness Directives; The Boeing Company Airplanes
最終規則
DOT
運輸
Airworthiness Directives; Lycoming Engines
最終規則
DOT
運輸
Technical Corrections of Commercial Space Transportation Regulations
最終規則
DOT
運輸
Airworthiness Directives; Airbus Helicopters
最終規則
DOT
運輸
Airworthiness Directives; Airbus Helicopters Deutschland GmbH (AHD) Helicopters
最終規則
DOT
運輸
Airworthiness Directives; Rolls-Royce Deutschland Ltd & Co KG Engines
2026-11-06
9 條
最終規則
EPA
能源
Air Plan Approval; California; Revised Format for Materials Incorporated by Reference
總統令
WH
其他
The American Declaration of Freedom in Space
最終規則
HHS
醫療 / 生技
Medicare Program: Hospital Outpatient Prospective Payment and Ambulatory Surgical Center Payment Systems; and Quality Reporting Programs; including the Hospital Outpatient Quality Reporting Program and Ambulatory Surgical Center Quality Program; Request for Information on Strengthening the Standardization and Comparability of Hospital Price Transparency (HPT) Data; Prior Authorization; Accrediting Organization (AO) Deeming for Emergency Medical Treatment and Labor Act (EMTALA); and Notices of Closure of Teaching Hospitals and Opportunities To Apply for Available Slots
最終規則
DHS
貿易 / 關稅
Heightened Requirements for Foreign Importers of Record
最終規則
DHS
移民
Drawbridge Operation Regulation; Wishkah River, Aberdeen, WA
最終規則
Interior
能源
Endangered and Threatened Wildlife and Plants; Technical Corrections for 43 Wildlife and Plant Species on the Lists of Endangered and Threatened Wildlife and Plants
最終規則
DOJ
反壟斷
Specific Listing for 3-Chloromethcathinone, A Currently Controlled Schedule I Substance
最終規則
DOL
勞工
Prohibiting Illegal Discrimination in Registered Apprenticeship Programs
最終規則
SEC
金融 / 監管
⚑ Atkins
Amendments to the “Small Business” and “Small Organization” Definitions for Investment Companies and Investment Advisers for Purposes of the Regulatory Flexibility Act
2026-11-03
1 條
最終規則
HHS
醫療 / 生技
Medicare and Medicaid Programs; Organ Procurement Organizations Conditions for Coverage: Revisions to the Conditions for Coverage
2026-11-02
2 條
總統令
WH
其他
Adjusting Imports of Robotics, Industrial Machinery, and Their Parts and Components Into the United States
最終規則
DOL
勞工
Improving Transparency Into Pharmacy Benefit Manager Fee Disclosure
2026-10-30
2 條
總統令
WH
其他
Further Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Motor Vehicles
最終規則
HHS
醫療 / 生技
Medicare Program; CY 2027 Changes to the End-Stage Renal Disease (ESRD) Prospective Payment System, Acute Kidney Injury (AKI) Dialysis Payment, and ESRD Quality Incentive Program
2026-10-28
1 條
總統令
WH
其他
Adjusting Imports of Wind Turbines and Their Parts and Components Into the United States
2026-10-26
1 條
最終規則
Nuclear Regulatory Commission
能源
NRC Reviews of Reactor Designs Previously Authorized by U.S. Department of Energy or Department of War
2026-10-14
2 條
總統令
WH
其他
Establishment of a Committee of Inquiry To Investigate Allegations of False Statements by Lisa DeNell Cook
最終規則
DHS
移民
Imposition and Collection of Civil Penalties for Certain Immigration-Related Violations
⚑ 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
Scott Bessent
3 動作 / 14d
財政部長 — 關稅、美元、ETF 流向
貿易 / 關稅
金融 / 監管
↳ Establish Price for 2026 Semiquincentennial President Donald…
Howard Lutnick
33 動作 / 14d
商務部長 — 出口管制、晶片政策
貿易 / 關稅
科技 / 通訊
↳ Extension of the Suspension of Expansion of End-User Control…
Jamieson Greer
1 動作 / 14d
USTR — 對中/歐貿易談判
貿易 / 關稅
↳ Request for Comments on Further Suspension of Section 301 Ac…
Paul Atkins
1 動作 / 14d
SEC — Crypto ETF、上市規則
金融 / 監管
↳ Amendments to the “Small Business” and “Small Organization” …
Chris Wright
2 動作 / 14d
能源部長 — LNG、頁岩
能源
↳ Application for Authorization To Export Electric Energy; KPT…
14d 無動作:Russ Vought · Marty Makary · 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
77
分 · 40 條動作
TSM
NVDA
ASML
INTC
FSLR
X
↳ Extension of the Suspension of Expansion of End-User Controls for Affi…
運輸
33 分 / 14 條
醫療 / 生技
16 分 / 6 條
能源
16 分 / 7 條
勞工
9 分 / 3 條
金融 / 監管
7 分 / 3 條
📜 Raw Federal Register Feed(全部 125 筆,過濾後保留 104 條進入上方分析)— 點開展開
2026-11-09
規則草案
Pacific Island Fisheries; Commercial Fishing in the Pacific Remote Islands Marine National Monument Expansion
Commerce Department, National Oceanic and Atmospheric Administration
2026-11-09
公告
Establish Price for 2026 Semiquincentennial President Donald J. Trump $1 Coin-1,000-Coin Bags
Treasury Department, United States Mint
2026-11-09
最終規則
Medicare and Medicaid Programs; CY 2027 Payment Policies Under the Physician Fee Schedule and Other Changes to Part B Pa
Health and Human Services Department, Centers for Medicare & Medicaid Services
2026-11-09
公告
Seamless Carbon and Alloy Steel Standard, Line, and Pressure Pipe From India: Initiation of Countervailing Duty Investig
Commerce Department, International Trade Administration
2026-11-09
公告
Seamless Carbon and Alloy Steel Standard, Line, and Pressure Pipe From Georgia and India: Initiation of Less-Than-Fair-V
Commerce Department, International Trade Administration
2026-11-09
公告
Crystalline Silicon Photovoltaic Cells, Whether or Not Assembled Into Modules, From the Lao People's Democratic Rep
Commerce Department, International Trade Administration
2026-11-09
公告
Crystalline Silicon Photovoltaic Cells, Whether or Not Assembled Into Modules From India, Indonesia, and the Lao People&
Commerce Department, International Trade Administration
2026-11-09
公告
Mattresses From Cambodia, Malaysia, Serbia, Thailand, the Republic of Türkiye, the People's Republic of China, and
Commerce Department, International Trade Administration
2026-11-09
公告
Policy Statement on Jurisdiction and Preemption Under the ICC Termination Act
Surface Transportation Board
2026-11-09
公告
Combined Notice of Filings #1
Energy Department, Federal Energy Regulatory Commission
2026-11-09
公告
Certain Glow Fish Tape Systems, Safety Helmet Systems, and Components Thereof; Notice of a Final Determination Finding a
International Trade Commission
2026-11-09
公告
Certain Wooden Fence Components From the People's Republic of China: Initiation of Countervailing Duty Investigatio
Commerce Department, International Trade Administration
2026-11-09
公告
Certain Wooden Fence Components From the People's Republic of China: Initiation of Less-Than-Fair-Value Investigati
Commerce Department, International Trade Administration
2026-11-09
最終規則
Calendar Year 2027 Home Health Prospective Payment System (HH PPS) Rate Update; Requirements for the HH Quality Reportin
Health and Human Services Department, Centers for Medicare & Medicaid Services
2026-11-09
公告
Certain Foundry Coke; Notice of a Commission Determination Not To Review an Initial Determination Granting Complainants&
International Trade Commission
2026-11-09
公告
Privacy Act of 1974; System of Records
Personnel Management Office
2026-11-09
公告
President's Military Spouse Commission; Notice of Federal Advisory Committee Meeting
Defense Department
2026-11-09
公告
United States of America, et al. v. RealPage, Inc., et al.; Response of the United States to Public Comments
Justice Department, Antitrust Division
2026-11-09
規則草案
Pecans Grown in the States of Alabama, Arkansas, Arizona, California, Florida, Georgia, Kansas, Louisiana, Missouri, Mis
Agriculture Department, Agricultural Marketing Service
2026-11-09
最終規則
Airworthiness Directives; The Boeing Company Airplanes
Transportation Department, Federal Aviation Administration
2026-11-09
公告
Membership of the Senior Executive Service and Senior Professional Standing Performance Review Boards
Justice Department
2026-11-09
公告
Application for Authorization To Export Electric Energy; KPT Energy LLC
Energy Department
2026-11-09
最終規則
Extension of the Suspension of Expansion of End-User Controls for Affiliates of Certain Listed Entities
Commerce Department, Industry and Security Bureau
2026-11-09
最終規則
Medicare Drug Price Negotiation Program and Medicare Prescription Drug Benefit Program
Health and Human Services Department, Centers for Medicare & Medicaid Services
2026-11-09
最終規則
National Emission Standards for Hazardous Air Pollutants: Polyvinyl Chloride and Copolymer Production Reconsideration; N
Environmental Protection Agency
2026-11-09
最終規則
Airworthiness Directives; Lycoming Engines
Transportation Department, Federal Aviation Administration
2026-11-09
規則草案
Conditional Expected Casualty Exception for Failures Resulting in an Uncontrolled Atmospheric Return
Transportation Department, Federal Aviation Administration
2026-11-09
規則草案
Flight Safety Limits Objectives Burden Reducing Clarification
Transportation Department, Federal Aviation Administration
2026-11-09
規則草案
Flight Abort Burden Reducing Clarification on End of Flight Safety Limits
Transportation Department, Federal Aviation Administration
2026-11-09
最終規則
Technical Corrections of Commercial Space Transportation Regulations
Transportation Department, Federal Aviation Administration
2026-11-09
最終規則
Airworthiness Directives; Airbus Helicopters
Transportation Department, Federal Aviation Administration
2026-11-09
最終規則
Airworthiness Directives; Airbus Helicopters Deutschland GmbH (AHD) Helicopters
Transportation Department, Federal Aviation Administration
2026-11-09
公告
Meeting of the Advisory Board on Radiation and Worker Health, National Institute for Occupational Safety and Health
Health and Human Services Department, Centers for Disease Control and Prevention
2026-11-09
最終規則
Airworthiness Directives; Rolls-Royce Deutschland Ltd & Co KG Engines
Transportation Department, Federal Aviation Administration
2026-11-09
最終規則
Single Family Housing Guaranteed Loan Program-Limited Party Concessions
Agriculture Department, Rural Housing Service
2026-11-09
公告
Notice of Final Federal Agency Actions on Proposed Highway in Maryland
Transportation Department, Federal Highway Administration
2026-11-09
公告
Pesticides; Notice of Receipt of Requests to Voluntarily Cancel Certain Pesticide Registrations and/or Amend Registratio
Environmental Protection Agency
2026-11-09
公告
Notice of OFAC Sanctions Action
Treasury Department, Foreign Assets Control Office
2026-11-09
最終規則
Rules of Practice and Procedure for Administrative Hearings Before the Office of Administrative Law Judges
Labor Department
2026-11-06
總統令
The American Declaration of Freedom in Space
Executive Office of the President
2026-11-06
總統令
Anti-Communism Week, 2026
Executive Office of the President
2026-11-06
最終規則
Amendments to the “Small Business” and “Small Organization” Definitions for Investment Companies and Investment Advisers
Securities and Exchange Commission
2026-11-06
最終規則
Medicare Program: Hospital Outpatient Prospective Payment and Ambulatory Surgical Center Payment Systems; and Quality Re
Health and Human Services Department, Centers for Medicare & Medicaid Services
2026-11-06
最終規則
Heightened Requirements for Foreign Importers of Record
Homeland Security Department, U.S. Customs and Border Protection
2026-11-06
最終規則
Prohibiting Illegal Discrimination in Registered Apprenticeship Programs
Labor Department
2026-11-06
公告
Fair Lending Report of the Consumer Financial Protection Bureau
Consumer Financial Protection Bureau
2026-11-06
公告
Agency Information Collection Activities; Submission to the Office of Management and Budget (OMB) for Review and Approva
Commerce Department, Industry and Security Bureau
2026-11-06
公告
Agency Information Collection Activities; Submission to the Office of Management and Budget (OMB) for Review and Approva
Commerce Department, Industry and Security Bureau
2026-11-06
公告
Combined Notice of Filings
Energy Department, Federal Energy Regulatory Commission
2026-11-06
公告
Combined Notice of Filings #1
Energy Department, Federal Energy Regulatory Commission
2026-11-06
公告
N-Cyclohexylbenzothiazole-2-Sulfenamide From the People's Republic of China: Preliminary Affirmative Determination
Commerce Department, International Trade Administration
2026-11-06
公告
Certain Carbon and Alloy Steel Cut-to-Length Plate From the Republic of Korea: Notice of Court Decision Not in Harmony W
Commerce Department, International Trade Administration
2026-11-06
公告
Certain Frozen Warmwater Shrimp From the Socialist Republic of Vietnam: Final Results of Antidumping Duty Administrative
Commerce Department, International Trade Administration
2026-11-06
公告
Steel Wire Garment Hangers From the People's Republic of China and the Socialist Republic of Vietnam: Final Affirma
Commerce Department, International Trade Administration
2026-11-06
規則草案
Drawbridge Operation Regulation; Harlem River, Between the Boroughs of Manhattan and the Bronx, New York City, New York
Homeland Security Department, Coast Guard
2026-11-06
最終規則
Specific Listing for 3-Chloromethcathinone, A Currently Controlled Schedule I Substance
Justice Department, Drug Enforcement Administration
2026-11-06
公告
Meeting of the U.S. Naval Academy Board of Visitors
Defense Department, Navy Department
2026-11-06
最終規則
Endangered and Threatened Wildlife and Plants; Technical Corrections for 43 Wildlife and Plant Species on the Lists of E
Interior Department, Fish and Wildlife Service
2026-11-06
最終規則
Special Supplemental Nutrition Program for Women, Infants, and Children (WIC): Online Ordering and Transactions and Food
Agriculture Department, Food and Nutrition Administration
2026-11-06
最終規則
Drawbridge Operation Regulation; Wishkah River, Aberdeen, WA
Homeland Security Department, Coast Guard
2026-11-06
公告
Agency Information Collection Activities: Submission for OMB Review; Comment Request
National Archives and Records Administration
2026-11-06
最終規則
Air Plan Approval; California; Revised Format for Materials Incorporated by Reference
Environmental Protection Agency
2026-11-06
規則草案
Establishment of Class E Airspace, Shelter Cove Airport, Shelter Cove, CA
Transportation Department, Federal Aviation Administration
2026-11-06
規則草案
Airworthiness Directives; Airbus SAS Airplanes
Transportation Department, Federal Aviation Administration
2026-11-06
規則草案
Airworthiness Directives; Dassault Aviation Airplanes
Transportation Department, Federal Aviation Administration
2026-11-06
公告
Potential Improvements to the OGE Form 278e (Executive Branch Personnel Public Financial Disclosure Report) and the OGE
Government Ethics Office
2026-11-05
規則草案
Proposed Priorities and Definitions-Secretary's Supplemental Priorities and Definitions
Education Department
2026-11-05
公告
Wood Mouldings and Millwork Products From the People's Republic of China: Rescission of Countervailing Duty Adminis
Commerce Department, International Trade Administration
2026-11-05
公告
Circular Welded Non-Alloy Steel Pipe From the Republic of Korea: Final Results of Antidumping Duty Administrative Review
Commerce Department, International Trade Administration
2026-11-05
公告
Initiation of Antidumping and Countervailing Duty Administrative Reviews
Commerce Department, International Trade Administration
2026-11-05
公告
Certain Oil Country Tubular Goods From Mexico: Final Results of Antidumping Duty Administrative Review; 2023-2024
Commerce Department, International Trade Administration
2026-11-05
公告
Certain Metal Lockers and Parts Thereof From People's Republic of China: Final Results of the Expedited First Sunse
Commerce Department, International Trade Administration
2026-11-05
公告
Certain Cut-To-Length Carbon-Quality Steel Plate From the Republic of Korea: Final Results of Countervailing Duty Admini
Commerce Department, International Trade Administration
2026-11-05
公告
Certain Choline Salts From the People's Republic of China: Postponement of Preliminary Determination in the Less-Th
Commerce Department, International Trade Administration
2026-11-05
公告
Common Alloy Aluminum Sheet From the People's Republic of China: Preliminary Results of Antidumping Duty Administra
Commerce Department, International Trade Administration
2026-11-05
公告
Certain Aluminum Foil From the Sultanate of Oman: Final Results of Antidumping Duty Administrative Review; 2023-2024
Commerce Department, International Trade Administration
2026-11-05
規則草案
Deepwater Port Application Processing and Licensing
Transportation Department, Maritime Administration
2026-11-05
公告
Oncor Electric Delivery Company LLC; Notice of Filing
Energy Department, Federal Energy Regulatory Commission
2026-11-05
公告
Metal Lockers From China; Scheduling of Expedited Five-Year Reviews
International Trade Commission
2026-11-05
公告
Seamless Refined Copper Pipe and Tube From Vietnam; Scheduling of an Expedited Five-Year Review
International Trade Commission
🔧 方法論
資料源
:Federal Register API(30 天滾動視窗)。每日 06:30 自動更新。
過濾
:刪除紀念日 / Sunshine Act / Privacy Act / Safety Zone / 純資料蒐集等程序公告(本次過濾掉 17 筆,保留 104 / 125)。
產業 tag
:先看 keyword(Section 301、PDUFA、LNG、antitrust 等),fallback 用主管機關對照表。
Tier-1 Actor
:8 位(Bessent / Lutnick / Greer / Vought / Atkins / Makary / Wright / Musk)— 對應機關出現即標記。
強度分數
:總統令/EO = 3;Rule + 命中 = 3;Proposed Rule + 命中 = 2;Notice + 命中 = 1;其餘剔除。
不靠 AI
:本版完全 rule-based。Phase 1b 接 Gemini 加 sentiment / 投資 thesis / 受益股清單。