Stockcast

川普政策雷達

本週政策動作以 貿易 / 關稅 為主,29 條動作、51 分;總統令 7 條全為國家緊急狀態延續。

24本週 impact-3 動作
42Tier-1 actor 動作次數
18過濾雜訊 / 130 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

📊 Policy Impact Queue

按日期分組 · 同機關例行公告自動折疊 · 紅 border = 高影響
2026-05-27 16 條
總統令 WH 其他
Emergency Presidential Determination on Refugee Admissions for Fiscal Year 2026
最終規則 HHS 醫療 / 生技
Control of Communicable Diseases; Foreign Quarantine
最終規則 DHS 移民
Security Zones; Vessels Carrying Dangerous Cargo, Corpus Christi and La Quinta Ship Channels, Corpus Christi, TX
最終規則 Interior 能源
Change of Address; Technical Amendment
最終規則 DOT 運輸
Airworthiness Directives; Airbus Canada Limited Partnership (Type Certificate Previously Held by C Series Aircraft Limited Partnership (CSALP); Bombardier, Inc.) Airplanes
最終規則 DOT 運輸
Airworthiness Directives; Airbus SAS Airplanes
最終規則 DOT 運輸
Airworthiness Directives; Airbus Canada Limited Partnership (Type Certificate Previously Held by C Series Aircraft Limited Partnership (CSALP); Bombardier, Inc.) Airplanes
最終規則 DOT 運輸
Airworthiness Directives; ATR-GIE Avions de Transport Régional Airplanes
最終規則 DOT 運輸
Airworthiness Directives; ATR-GIE Avions de Transport Régional Airplanes
最終規則 DOT 運輸
Airworthiness Directives; Airbus Canada Limited Partnership (Type Certificate Previously Held by C Series Aircraft Limited Partnership (CSALP); Bombardier, Inc.) Airplanes
公告 Commerce 貿易 / 關稅 ⚑ Lutnick
High Purity Dissolving Pulp From Norway: Preliminary Affirmative Determination of Sales at Less Than Fair Value, Postponement of Final Determination, and Extension of Provisional Measures
公告 Commerce 貿易 / 關稅 ⚑ Lutnick
Stationary and Portable Air Compressors From the People's Republic of China, Malaysia, and the Socialist Republic of Vietnam: Initiation of Countervailing Duty Investigations
公告 Commerce 貿易 / 關稅 ⚑ Lutnick
Certain Aluminum Foil From the People's Republic of China: Amended Final Results of Antidumping Duty Administrative Review; 2023-2024
公告 Commerce 貿易 / 關稅 ⚑ Lutnick
High Purity Dissolving Pulp From Brazil: Preliminary Affirmative Determination of Sales at Less Than Fair Value, Postponement of Final Determination, and Extension of Provisional Measures
公告 Commerce 貿易 / 關稅 ⚑ Lutnick
Large Diameter Welded Pipe From the Republic of Türkiye(初判)
公告 Commerce 貿易 / 關稅 ⚑ Lutnick
Certain Monomers and Oligomers from the Republic of Korea: Final Affirmative Determination of Sales at Less Than Fair Value and Final Affirmative Determination of Critical Circumstances

⚑ 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
2 動作 / 14d
財政部長 — 關稅、美元、ETF 流向
貿易 / 關稅 金融 / 監管
↳ OFAC Sanctions Action…
Howard Lutnick
30 動作 / 14d
商務部長 — 出口管制、晶片政策
貿易 / 關稅 科技 / 通訊
↳ High Purity Dissolving Pulp From Norway: Preliminary Affirma…
Jamieson Greer
1 動作 / 14d
USTR — 對中/歐貿易談判
貿易 / 關稅
↳ Steel Concrete Reinforcing Bar From Algeria; Closure of Inve…
Paul Atkins
2 動作 / 14d
SEC — Crypto ETF、上市規則
金融 / 監管
↳ Self-Regulatory Organizations; Long-Term Stock Exchange, Inc…
Marty Makary
1 動作 / 14d
FDA — PDUFA、Ozempic 政策
醫療 / 生技
↳ Drugs for Human Use; Drug Efficacy Study Implementation: Est…
Chris Wright
4 動作 / 14d
能源部長 — LNG、頁岩
能源
↳ Revisions to the Blanket Certificate Program…
14d 無動作: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 51 分 · 29 條動作
TSM NVDA ASML INTC FSLR X
↳ High Purity Dissolving Pulp From Norway: Preliminary Affirmative Deter…
運輸
24 分 / 9 條
能源
20 分 / 9 條
移民
13 分 / 5 條
醫療 / 生技
10 分 / 5 條
金融 / 監管
4 分 / 2 條
📜 Raw Federal Register Feed(全部 130 筆,過濾後保留 107 條進入上方分析)— 點開展開
  1. 2026-05-27 公告 High Purity Dissolving Pulp From Norway: Preliminary Affirmative Determination of Sales at Less Than Fair Value, Postpon Commerce Department, International Trade Administration
  2. 2026-05-27 公告 Stationary and Portable Air Compressors From the People's Republic of China, Malaysia, and the Socialist Republic o Commerce Department, International Trade Administration
  3. 2026-05-27 公告 Certain Aluminum Foil From the People's Republic of China: Amended Final Results of Antidumping Duty Administrative Commerce Department, International Trade Administration
  4. 2026-05-27 公告 High Purity Dissolving Pulp From Brazil: Preliminary Affirmative Determination of Sales at Less Than Fair Value, Postpon Commerce Department, International Trade Administration
  5. 2026-05-27 公告 Large Diameter Welded Pipe From the Republic of Türkiye: Preliminary Results and Rescission, In Part, of Antidumping Dut Commerce Department, International Trade Administration
  6. 2026-05-27 公告 Certain Monomers and Oligomers from the Republic of Korea: Final Affirmative Determination of Sales at Less Than Fair Va Commerce Department, International Trade Administration
  7. 2026-05-27 公告 Crystalline Silicon Photovoltaic Cells, Whether or Not Assembled Into Modules, From Indonesia: Amended Preliminary Affir Commerce Department, International Trade Administration
  8. 2026-05-27 公告 Stationary and Portable Air Compressors From the People's Republic of China, Malaysia, and the Socialist Republic o Commerce Department, International Trade Administration
  9. 2026-05-27 規則草案 Revisions to the Blanket Certificate Program Energy Department, Federal Energy Regulatory Commission
  10. 2026-05-27 總統令 Emergency Presidential Determination on Refugee Admissions for Fiscal Year 2026 Executive Office of the President
  11. 2026-05-27 最終規則 Control of Communicable Diseases; Foreign Quarantine Health and Human Services Department
  12. 2026-05-27 公告 Food Nutrition and Safety (FNS) Measurements and Methods Consortium Commerce Department, National Institute of Standards and Technology
  13. 2026-05-27 公告 Notice of OFAC Sanctions Action Treasury Department, Foreign Assets Control Office
  14. 2026-05-27 最終規則 Security Zones; Vessels Carrying Dangerous Cargo, Corpus Christi and La Quinta Ship Channels, Corpus Christi, TX Homeland Security Department, Coast Guard
  15. 2026-05-27 最終規則 Airworthiness Directives; Airbus Canada Limited Partnership (Type Certificate Previously Held by C Series Aircraft Limit Transportation Department, Federal Aviation Administration
  16. 2026-05-27 最終規則 Airworthiness Directives; Airbus SAS Airplanes Transportation Department, Federal Aviation Administration
  17. 2026-05-27 最終規則 Airworthiness Directives; Airbus Canada Limited Partnership (Type Certificate Previously Held by C Series Aircraft Limit Transportation Department, Federal Aviation Administration
  18. 2026-05-27 最終規則 Airworthiness Directives; ATR-GIE Avions de Transport Régional Airplanes Transportation Department, Federal Aviation Administration
  19. 2026-05-27 最終規則 Airworthiness Directives; ATR-GIE Avions de Transport Régional Airplanes Transportation Department, Federal Aviation Administration
  20. 2026-05-27 最終規則 Airworthiness Directives; Airbus Canada Limited Partnership (Type Certificate Previously Held by C Series Aircraft Limit Transportation Department, Federal Aviation Administration
  21. 2026-05-27 最終規則 Change of Address; Technical Amendment Interior Department, Fish and Wildlife Service
  22. 2026-05-27 規則草案 Safety Zones; Annual Events in the Captain of the Port Eastern Great Lakes Zone Homeland Security Department, Coast Guard
  23. 2026-05-27 公告 Drugs for Human Use; Drug Efficacy Study Implementation: Estrogen-Androgen Fixed-Combination Drug Products; Syntest D.S. Health and Human Services Department, Food and Drug Administration
  24. 2026-05-27 規則草案 Safety Zone; Sector Mobile Annual and Recurring Safety Zones Homeland Security Department, Coast Guard
  25. 2026-05-27 公告 Confidential Government Information Nondisclosure Agreement Personnel Management Office
  26. 2026-05-27 規則草案 National Wildlife Refuge System; 2026-2027 Station-Specific Hunting and Sport Fishing Regulations Interior Department, Fish and Wildlife Service
  27. 2026-05-27 最終規則 Safety Zone; Humboldt Bay, Humboldt Bay, CA Homeland Security Department, Coast Guard
  28. 2026-05-27 公告 Self-Regulatory Organizations; Long-Term Stock Exchange, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Securities and Exchange Commission
  29. 2026-05-26 最終規則 Phasedown of Hydrofluorocarbons: Reconsideration of Certain Regulatory Requirements Promulgated Under the Technology Tra Environmental Protection Agency
  30. 2026-05-26 公告 Distribution of Continued Dumping and Subsidy Offset to Affected Domestic Producers Homeland Security Department, U.S. Customs and Border Protection
  31. 2026-05-26 公告 Crystalline Silicon Photovoltaic Cells, Whether or Not Assembled Into Modules, From the Lao People's Democratic Rep Commerce Department, International Trade Administration
  32. 2026-05-26 公告 Difluoromethane (R-32) From China; Scheduling of an Expedited Five-Year Review International Trade Commission
  33. 2026-05-26 公告 Citric Acid and Certain Citrate Salts From China; Determinations International Trade Commission
  34. 2026-05-26 公告 Citric Acid and Certain Citrate Salts From Canada and India: Postponement of Preliminary Determinations in the Less-Than Commerce Department, International Trade Administration
  35. 2026-05-26 公告 Certain Paper Shopping Bags From Colombia: Notice of Court Decision Not in Harmony With the Final Determination of Antid Commerce Department, International Trade Administration
  36. 2026-05-26 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  37. 2026-05-26 公告 Certain Corrosion Inhibitors From the People's Republic of China: Preliminary Results and Rescission, in Part, of C Commerce Department, International Trade Administration
  38. 2026-05-26 總統令 Continuation of the National Emergency With Respect to Belarus Executive Office of the President
  39. 2026-05-26 公告 Agency Forms Submitted for OMB Review, Request for Comments Railroad Retirement Board
  40. 2026-05-26 公告 Notice of OFAC Sanctions Action Treasury Department, Foreign Assets Control Office
  41. 2026-05-26 最終規則 Security Zone; Ohio River, Cincinnati, OH Homeland Security Department, Coast Guard
  42. 2026-05-26 規則草案 Foam Fire-Extinguishing Systems Homeland Security Department, Coast Guard
  43. 2026-05-26 公告 Renewal of the President's Council on Sports, Fitness & Nutrition's Charter Health and Human Services Department
  44. 2026-05-26 規則草案 Airworthiness Directives; Pratt & Whitney Division Engines Transportation Department, Federal Aviation Administration
  45. 2026-05-26 規則草案 Reducing Bureaucracy and Burden for Family Assistance Programs Health and Human Services Department, Children and Families Administration
  46. 2026-05-26 最終規則 Safety Zone; Lake Michigan, Milwaukee, WI Homeland Security Department, Coast Guard
  47. 2026-05-26 最終規則 Special Local Regulation, Temporary Anchorage Ground Suspension, and Safety and Security Zones: Sail Boston, 250th Anniv Homeland Security Department, Coast Guard
  48. 2026-05-26 最終規則 Safety Zone; Cape Charles Harbor, Cape Charles, VA Homeland Security Department, Coast Guard
  49. 2026-05-26 最終規則 Safety Zones; Fireworks Displays in the USCG East District Homeland Security Department, Coast Guard
  50. 2026-05-26 規則草案 Electronic Logbook Reporting in Commercial Fisheries of the Gulf of America and Atlantic Commerce Department, National Oceanic and Atmospheric Administration
  51. 2026-05-26 規則草案 Phasedown of Hydrofluorocarbons: Excluding Road and Intermodal Container Transport Refrigeration Units From the Hydroflu Environmental Protection Agency
  52. 2026-05-26 規則草案 Airworthiness Directives; Bombardier, Inc., Airplanes Transportation Department, Federal Aviation Administration
  53. 2026-05-26 規則草案 Airworthiness Directives; Airbus SAS Airplanes Transportation Department, Federal Aviation Administration
  54. 2026-05-26 規則草案 Schedules of Controlled Substances: Placement of Diphenidine in Schedule I Justice Department, Drug Enforcement Administration
  55. 2026-05-26 規則草案 Schedules of Controlled Substances; Removal of Exemption Status for Inactive Butalbital Products Justice Department, Drug Enforcement Administration
  56. 2026-05-26 最終規則 Onions Grown in South Texas; Temporary Suspension of Continuance Referendum Agriculture Department, Agricultural Marketing Service
  57. 2026-05-26 規則草案 Registered Offering Reform Securities and Exchange Commission
  58. 2026-05-26 公告 Foreign-Trade Zone (FTZ) 45, Notification of Proposed Production Activity; JAE Oregon Inc.; (Automotive Electrical Conne Commerce Department, Foreign-Trade Zones Board
  59. 2026-05-22 總統令 To Implement Certain Provisions in the Consolidated Appropriations Act, 2026, and for Other Purposes Executive Office of the President
  60. 2026-05-22 公告 Final Priority and Definitions-Secretary's Supplemental Priority and Definitions on Promoting Patriotic Education Education Department
  61. 2026-05-22 公告 State of Indiana: NRC Staff Assessment of a Proposed Agreement Between the Nuclear Regulatory Commission and the State o Nuclear Regulatory Commission
  62. 2026-05-22 規則草案 Medicaid Program; Medicaid Managed Care State Directed Payments and Medicaid Fee-for-Service Targeted Medicaid Practitio Health and Human Services Department, Centers for Medicare & Medicaid Services
  63. 2026-05-22 公告 Certain Superabsorbent Polymers From the Republic of Korea: Preliminary Results of Antidumping Duty Administrative Revie Commerce Department, International Trade Administration
  64. 2026-05-22 公告 Certain Preserved Mushrooms From Poland: Final Results of Antidumping Duty Administrative Review; 2022-2024 Commerce Department, International Trade Administration
  65. 2026-05-22 公告 Unwrought Palladium from the Russian Federation: Final Affirmative Countervailing Duy Determination Commerce Department, International Trade Administration
  66. 2026-05-22 公告 Western Area Power Administration; Notice of Filing Energy Department, Federal Energy Regulatory Commission
  67. 2026-05-22 公告 Notice of Filing; Western Area Power Administration Energy Department, Federal Energy Regulatory Commission
  68. 2026-05-22 公告 Agency Information Collection Activities; Extension; International Mail Duty Worksheet (IMDW) Homeland Security Department, U.S. Customs and Border Protection
  69. 2026-05-22 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  70. 2026-05-22 公告 Chromium Trioxide From the Republic of Türkiye: Preliminary Affirmative Determination of Sales at Less Than Fair Value Commerce Department, International Trade Administration
  71. 2026-05-22 公告 Chromium Trioxide From India: Preliminary Affirmative Determination of Sales at Less Than Fair Value, Postponement of Fi Commerce Department, International Trade Administration
  72. 2026-05-22 總統令 Restoring Integrity to America's Financial System Executive Office of the President
  73. 2026-05-22 總統令 Integrating Financial Technology Innovation Into Regulatory Frameworks Executive Office of the President
  74. 2026-05-21 最終規則 Practices Before the Department of the Interior Interior Department
  75. 2026-05-21 公告 Certain Electronic Eyewear Products, Components Thereof, and Related Charging Apparatuses (II); Notice of Commission Det International Trade Commission
  76. 2026-05-21 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  77. 2026-05-21 公告 International Standard-Setting Activities Agriculture Department, U.S. Codex Office
  78. 2026-05-21 公告 Certain Ink Cartridges and Components Thereof I; Notice of Request for Submissions on the Public Interest International Trade Commission
  79. 2026-05-21 公告 Oil Country Tubular Goods From Austria, Taiwan, and the United Arab Emirates; Determinations International Trade Commission
  80. 2026-05-21 公告 Quartz Surface Products International Trade Commission

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