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川普政策雷達

本週政策動作以 貿易 / 關稅 為主，35 條動作、67 分；總統令 11 條全為國家緊急狀態延續。

25本週 impact-3 動作
45Tier-1 actor 動作次數
19過濾雜訊 / 120 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
2026-09-23 醫療 / 生技 ●●●
Patient Protection and Affordable Care Act; Temporary Moratoria on Certain Agent and Broker Registration To Participate in the Exchanges
LLY PFE MRNA NVO UNH CVS
2026-09-23 其他 ●●●
Enhancing Program Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
2026-09-23 貿易 / 關稅 ●●● ⚑ Lutnick
Fisheries of the South Atlantic; 2026 South Atlantic Red Snapper Recreational Fishing Season
TSM NVDA ASML INTC FSLR X
2026-09-23 貿易 / 關稅 ●●● ⚑ Bessent
OFAC 制裁名單更新
Publication of Iran-Related Web General Licenses Y and Z（原文 ↗）
TSM NVDA ASML INTC FSLR X
2026-09-23 貿易 / 關稅 ●●● ⚑ Bessent
OFAC 制裁名單更新
Publication of Venezuela Sanctions Regulations Web General Licenses 5X…（原文 ↗）
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
2026-09-23 11 條
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the South Atlantic; 2026 South Atlantic Red Snapper Recreational Fishing Season
總統令 WH 其他
Enhancing Program Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program
最終規則 HHS 醫療 / 生技
Patient Protection and Affordable Care Act; Temporary Moratoria on Certain Agent and Broker Registration To Participate in the Exchanges
最終規則 DOT 運輸
Amendment to the Uniform Procedures for State Highway Safety Grant Programs
最終規則 Treasury 貿易 / 關稅 ⚑ Bessent
Publication of Iran-Related Web General Licenses Y and Z
最終規則 Treasury 貿易 / 關稅 ⚑ Bessent
Publication of Venezuela Sanctions Regulations Web General Licenses 5X and 5Y
公告 Commerce 貿易 / 關稅 ⚑ Lutnick
Guidance and Procedures for Implementing Tariff Adjustments for Specialty Pharmaceuticals and Associated Pharmaceutical Ingredients and Technical Corrections to the Harmonized Tariff Schedule of the United States for Duties Imposed Under Proclamation 11020
公告 Trade Representative 貿易 / 關稅 ⚑ Greer
Fiscal Year 2027 Tariff-Rate Quota Allocations for Raw Cane Sugar
公告 Treasury 貿易 / 關稅 ⚑ Bessent
OFAC Sanctions Action
最終規則 Architectural and Transportation Barriers Compliance Board 其他
Revision of Freedom of Information Act Regulations
規則草案 EPA 能源
Air Plan Approval; North Carolina; Charlotte-Rock Hill Area Maintenance Plan for the 2008 8-Hour Ozone NAAQS
2026-09-22 5 條
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the Exclusive Economic Zone Off Alaska; “Other Rockfish” in the Aleutian Islands Subarea of the Bering Sea and Aleutian Islands Management Area
總統令 WH 其他
Restoring American Saltwater Angling and Recreation
總統令 WH 其他
Reinvigorating America's Hunting Heritage
最終規則 HHS 醫療 / 生技 ⚑ Makary
Nonclinical Testing Terminology
最終規則 DOT 運輸
Establishment of Class E Airspace; Ottawa, IL
2026-09-21 1 條
總統令 WH 其他
Providing Meaningful Water Quality Improvements Through Collaboration and Oversight of Federal Support
2026-09-17 1 條
最終規則 EPA 能源
Partial Repeal of the Carbon Pollution Standards for Fossil Fuel-Fired Electric Generating Units
2026-09-14 5 條
總統令 WH 其他
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
總統令 WH 其他
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 Alcoholic Beverages
總統令 WH 其他
Excluding Certain Canadian Products From Importation Into the United States in Response to Continued Discrimination Against the Commerce of the United States With Respect to Motor Vehicles
總統令 WH 其他
Excluding Certain Canadian Products From Importation Into the United States in Response to Continued Discrimination Against the Commerce of the United States With Respect to Dairy
總統令 WH 其他
Excluding Certain Canadian Products From Importation Into the United States in Response to Continued Discrimination Against the Commerce of the United States With Respect to Alcoholic Beverages
2026-09-09 1 條
最終規則 DHS 移民
Registration of Lawful Permanent Residence for Children Born to Foreign Government Employees in the United States
2026-09-02 1 條
最終規則 DOE 能源 ⚑ Wright
Repeal of Fossil Fuel Restrictions for New Federal Buildings and Major Renovations of Federal Buildings
2026-09-01 2 條
最終規則 Interior 能源
National Wildlife Refuge System; 2026-2027 Station-Specific Hunting and Sport Fishing Regulations
最終規則 DOT 運輸
National Environmental Policy Act Regulations
2026-08-31 3 條
總統令 WH 其他
Declaring a National Emergency To Secure the United States Bulk-Power System
總統令 WH 其他
Further Ensuring Affordable Beef for the American Consumer
最終規則 DOJ 反壟斷
First Step Act Time Credits-Revisions

⚑ 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
↳ Publication of Iran-Related Web General Licenses Y and Z…
Howard Lutnick
32 動作 / 14d
商務部長 — 出口管制、晶片政策
貿易 / 關稅 科技 / 通訊
↳ Fisheries of the South Atlantic; 2026 South Atlantic Red Sna…
Jamieson Greer
1 動作 / 14d
USTR — 對中/歐貿易談判
貿易 / 關稅
↳ Fiscal Year 2027 Tariff-Rate Quota Allocations for Raw Cane …
Paul Atkins
2 動作 / 14d
SEC — Crypto ETF、上市規則
金融 / 監管
↳ Order Granting Temporary Conditional Exemptive Relief, Pursu…
Marty Makary
2 動作 / 14d
FDA — PDUFA、Ozempic 政策
醫療 / 生技
↳ Nonclinical Testing Terminology…
Chris Wright
4 動作 / 14d
能源部長 — LNG、頁岩
能源
↳ Interim Approval of the Rate Schedule for Jim Woodruff Proje…
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 67 分 · 35 條動作
TSM NVDA ASML INTC FSLR X
↳ Fisheries of the South Atlantic; 2026 South Atlantic Red Snapper Recre…
運輸
20 分 / 9 條
能源
15 分 / 8 條
醫療 / 生技
8 分 / 3 條
反壟斷
6 分 / 3 條
金融 / 監管
4 分 / 2 條
📜 Raw Federal Register Feed（全部 120 筆，過濾後保留 99 條進入上方分析）— 點開展開
  1. 2026-09-23 最終規則 Patient Protection and Affordable Care Act; Temporary Moratoria on Certain Agent and Broker Registration To Participate Health and Human Services Department
  2. 2026-09-23 公告 Guidance and Procedures for Implementing Tariff Adjustments for Specialty Pharmaceuticals and Associated Pharmaceutical Commerce Department, Industry and Security Bureau
  3. 2026-09-23 公告 Combined Notice of Filings Energy Department, Federal Energy Regulatory Commission
  4. 2026-09-23 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  5. 2026-09-23 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  6. 2026-09-23 公告 Standard Steel Welded Wire Mesh From Mexico; Determinations International Trade Commission
  7. 2026-09-23 公告 Electronic Export Manifest for Truck Cargo Test Homeland Security Department, U.S. Customs and Border Protection
  8. 2026-09-23 公告 Walk-Behind Lawn Mowers From China and Vietnam; Termination of Five-Year Reviews International Trade Commission
  9. 2026-09-23 公告 Fiscal Year 2027 Tariff-Rate Quota Allocations for Raw Cane Sugar Trade Representative, Office of United States
  10. 2026-09-23 總統令 Enhancing Program Integrity and Interagency Coordination in the Administration of the H-1B Nonimmigrant Visa Program Executive Office of the President
  11. 2026-09-23 規則草案 Air Plan Approval; North Carolina; Charlotte-Rock Hill Area Maintenance Plan for the 2008 8-Hour Ozone NAAQS Environmental Protection Agency
  12. 2026-09-23 最終規則 Fisheries of the South Atlantic; 2026 South Atlantic Red Snapper Recreational Fishing Season Commerce Department, National Oceanic and Atmospheric Administration
  13. 2026-09-23 最終規則 Revision of Freedom of Information Act Regulations Architectural and Transportation Barriers Compliance Board
  14. 2026-09-23 規則草案 Safety Zone; Massachusetts Bay, Boston, MA Homeland Security Department, Coast Guard
  15. 2026-09-23 最終規則 Safety Zone; Zach's Bay, Wantagh, NY Homeland Security Department, Coast Guard
  16. 2026-09-23 最終規則 Publication of Iran-Related Web General Licenses Y and Z Treasury Department, Foreign Assets Control Office
  17. 2026-09-23 最終規則 Publication of Venezuela Sanctions Regulations Web General Licenses 5X and 5Y Treasury Department, Foreign Assets Control Office
  18. 2026-09-23 公告 Notice of OFAC Sanctions Action Treasury Department, Foreign Assets Control Office
  19. 2026-09-23 規則草案 Airworthiness Directives; Textron Aviation, Inc. (Type Certificate Previously Held by Cessna Aircraft Company) Airplanes Transportation Department, Federal Aviation Administration
  20. 2026-09-23 最終規則 Amendment to the Uniform Procedures for State Highway Safety Grant Programs Transportation Department, National Highway Traffic Safety Administration
  21. 2026-09-23 規則草案 Schedules of Controlled Substances: Placement of 4-Hydroxy-N,N-Diisopropyltryptamine (4-OH-DiPT), 5-Methoxy-alpha-Methyl Justice Department, Drug Enforcement Administration
  22. 2026-09-22 公告 Agency Information Collection Activities; Submission to the Office of Management and Budget for Review and Approval; Com Education Department
  23. 2026-09-22 公告 FCC Seeks Comment on RF Exposure Issues Subject to D.C. Circuit Remand in Environmental Health Trust v. FCC Federal Communications Commission
  24. 2026-09-22 公告 Forged Steel Fluid End Blocks From Italy: Final Results of Countervailing Duty Administrative Review; 2024 Commerce Department, International Trade Administration
  25. 2026-09-22 公告 Certain Fatty Acids From Malaysia: Preliminary Affirmative Determination of Sales at Less Than Fair Value, Postponement Commerce Department, International Trade Administration
  26. 2026-09-22 公告 Certain Fatty Acids From Indonesia: Preliminary Affirmative Determination of Sales at Less Than Fair Value, Preliminary Commerce Department, International Trade Administration
  27. 2026-09-22 公告 Large Diameter Welded Pipe From Canada: Preliminary Results of Changed Circumstances Review Commerce Department, International Trade Administration
  28. 2026-09-22 公告 Steel Wire Garment Hangers From the People's Republic of China and the Socialist Republic of Vietnam: Preliminary A Commerce Department, International Trade Administration
  29. 2026-09-22 公告 Polyethylene Terephthalate Resin From the Sultanate of Oman: Amended Final Results of Antidumping Duty Administrative Re Commerce Department, International Trade Administration
  30. 2026-09-22 公告 Certain Linear Hydraulic Cylinders and Parts Thereof From Canada, the People's Republic of China, India, the Republ Commerce Department, International Trade Administration
  31. 2026-09-22 公告 Certain Frozen Fish Fillets From the Socialist Republic of Vietnam: Notice of Court Decision Not in Harmony With the Fin Commerce Department, International Trade Administration
  32. 2026-09-22 公告 Certain Brake Drums From the People's Republic of China: Preliminary Affirmative Determination of Circumvention of Commerce Department, International Trade Administration
  33. 2026-09-22 總統令 Restoring American Saltwater Angling and Recreation Executive Office of the President
  34. 2026-09-22 總統令 Reinvigorating America's Hunting Heritage Executive Office of the President
  35. 2026-09-22 最終規則 Establishment of Class E Airspace; Ottawa, IL Transportation Department, Federal Aviation Administration
  36. 2026-09-22 最終規則 Fisheries of the Exclusive Economic Zone Off Alaska; “Other Rockfish” in the Aleutian Islands Subarea of the Bering Sea Commerce Department, National Oceanic and Atmospheric Administration
  37. 2026-09-22 最終規則 Softwood Lumber Board Assessment Rate Clarification and Changes to Membership Agriculture Department, Agricultural Marketing Service
  38. 2026-09-22 公告 Order Granting Temporary Conditional Exemptive Relief, Pursuant to Section 36(a)(1) of the Securities Exchange Act of 19 Securities and Exchange Commission
  39. 2026-09-22 公告 Agency Information Collection Activities; Submission to the Office of Management and Budget (OMB) for Review and Approva Commerce Department, National Oceanic and Atmospheric Administration
  40. 2026-09-22 規則草案 Part 572; Anthropomorphic Test Devices; Test Device for Human Occupant Restraint 50th Percentile Adult Male Dummy (THOR- Transportation Department, National Highway Traffic Safety Administration
  41. 2026-09-22 規則草案 Capital Construction Fund Revision Transportation Department, Maritime Administration
  42. 2026-09-22 規則草案 Airworthiness Directives; Airbus SAS Airplanes Transportation Department, Federal Aviation Administration
  43. 2026-09-22 規則草案 Airworthiness Directives; Airbus SAS Airplanes Transportation Department, Federal Aviation Administration
  44. 2026-09-22 規則草案 Safety Zone; Neuse River, New Bern, NC Homeland Security Department, Coast Guard
  45. 2026-09-22 最終規則 Nonclinical Testing Terminology Health and Human Services Department, Food and Drug Administration
  46. 2026-09-22 規則草案 Nonclinical Testing Terminology Health and Human Services Department, Food and Drug Administration
  47. 2026-09-22 規則草案 Magnuson-Stevens Act Provisions; Fisheries Off West Coast States; Pacific Coast Groundfish Fishery; Pacific Coast Ground Commerce Department, National Oceanic and Atmospheric Administration
  48. 2026-09-22 規則草案 Airworthiness Directives; Bell Textron Canada Limited Helicopters Transportation Department, Federal Aviation Administration
  49. 2026-09-22 規則草案 Airworthiness Directives; Leonardo S.p.a. Helicopters Transportation Department, Federal Aviation Administration
  50. 2026-09-22 公告 Notice of Interim Approval of the Rate Schedule for Jim Woodruff Project Energy Department, Southeastern Power Administration
  51. 2026-09-22 規則草案 Fisheries of the Caribbean, Gulf of America, and South Atlantic; Snapper-Grouper Fishery of the South Atlantic; Regulato Commerce Department, National Oceanic and Atmospheric Administration
  52. 2026-09-22 公告 Application for Withdrawal and Opportunity for a Public Meeting; Comanche County, Oklahoma Interior Department, Land Management Bureau
  53. 2026-09-22 規則草案 Revisions to the Office of Hearings and Appeals Procedural Regulations for the DOE Contractor Employee Protection Progra Energy Department
  54. 2026-09-22 規則草案 General Services Administration Acquisition Regulation; GSAR Implementation of Executive Order 14275, Federal Supply Sch General Services Administration
  55. 2026-09-22 規則草案 State Bank Parity Federal Deposit Insurance Corporation
  56. 2026-09-22 規則草案 Merger Transactions Federal Deposit Insurance Corporation
  57. 2026-09-22 公告 Regulatory Guides: Design-Basis Floods for Nuclear Power Plants and Guidance for Assessment of Flooding Hazards Due to W Nuclear Regulatory Commission
  58. 2026-09-21 總統令 National POW/MIA Recognition Day, 2026 Executive Office of the President
  59. 2026-09-21 總統令 Constitution Day, Citizenship Day, and Constitution Week, 2026 Executive Office of the President
  60. 2026-09-21 規則草案 Rescission of Rule 14a-8's Federal Regulation of Shareholder Proposals and Amendments to Rule 14a-4 Securities and Exchange Commission
  61. 2026-09-21 公告 Tin Mill Products From the People's Republic of China: Preliminary Affirmative Determination of Sales at Less Than Commerce Department, International Trade Administration
  62. 2026-09-21 公告 Heavy Walled Rectangular Welded Carbon Steel Pipes and Tubes From the Republic of Korea: Final Results of the Antidumpin Commerce Department, International Trade Administration
  63. 2026-09-21 公告 Welded Stainless Line and Pressure Pipe From India and the Republic of Türkiye: Postponement of Preliminary Determinatio Commerce Department, International Trade Administration
  64. 2026-09-21 公告 Tapered Roller Bearings and Parts Thereof, Finished and Unfinished, From the People's Republic of China: Final Resu Commerce Department, International Trade Administration
  65. 2026-09-21 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  66. 2026-09-21 總統令 Providing Meaningful Water Quality Improvements Through Collaboration and Oversight of Federal Support Executive Office of the President
  67. 2026-09-18 公告 Limitations of Duty-Free Imports of Apparel Articles Assembled in Beneficiary Sub-Saharan African Countries From Regiona Committee for the Implementation of Textile Agreements
  68. 2026-09-18 公告 Combined Notice of Filings Energy Department, Federal Energy Regulatory Commission
  69. 2026-09-18 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  70. 2026-09-18 公告 Certain Electronic Devices With Certain Audio Technologies; Notice of Institution of Investigation International Trade Commission
  71. 2026-09-18 公告 Certain Gyro-Stabilized Electric Unicycles and Components Thereof and Products Containing the Same; Notice of a Commissi International Trade Commission
  72. 2026-09-18 規則草案 Federal Acquisition Regulation: Revolutionary Federal Acquisition Regulation Overhaul Parts 9, 27, and 47 Management and Budget Office, Federal Procurement Policy Office
  73. 2026-09-18 公告 Polyvinyl Alcohol From Japan and the People's Republic of China: Continuation of Antidumping Duty Orders Commerce Department, International Trade Administration
  74. 2026-09-18 公告 Difluoromethane (R-32) From the People's Republic of China: Rescission of Antidumping Duty Administrative Review; 2 Commerce Department, International Trade Administration
  75. 2026-09-18 公告 Carbon and Alloy Steel Wire Rod From Algeria: Final Affirmative Countervailing Duty Determination and Countervailing Dut Commerce Department, International Trade Administration
  76. 2026-09-18 公告 Steel Concrete Reinforcing Bar From the Socialist Republic of Vietnam and Egypt: Countervailing Duty Orders Commerce Department, International Trade Administration
  77. 2026-09-18 公告 Steel Concrete Reinforcing Bar From Bulgaria, Egypt, and the Socialist Republic of Vietnam: Antidumping Duty Orders Commerce Department, International Trade Administration
  78. 2026-09-18 公告 Certain Wireless Communication Devices and Components Thereof; Notice of a Commission Determination Not To Review an Ini International Trade Commission
  79. 2026-09-17 規則草案 Rescission of the Greenhouse Gas Findings for Fossil Fuel-Fired Power Plants and Repeal of Regulations for Power Plant G Environmental Protection Agency
  80. 2026-09-17 最終規則 Partial Repeal of the Carbon Pollution Standards for Fossil Fuel-Fired Electric Generating Units Environmental Protection Agency

🔧 方法論