{"allowContribute":false,"item":{"activeCommit":"6e9636e846d67cab9c2b9eee2ee16013e636de6b","apis":{"routes":[],"types":{}},"bundleHash":"763f4726d5f60861","createdAt":1782466646743,"gitCommit":"6e9636e846d67cab9c2b9eee2ee16013e636de6b","id":"d9991d509bb3ec056a7e8b26","isPublic":true,"itemType":"PLUGIN","name":"川普衝擊面板","pluginDir":"川普衝擊面板","repositoryID":"repo_505abe96e6353543fac1de3a","status":"active","updatedAt":1785664978105,"version":7},"ownerMemberId":"6a348944020eadeb3ccd13","ownerName":"陳御長","publicPlugins":{"PLUGIN":{"pluginItemId":"d9991d509bb3ec056a7e8b26","pluginDir":"川普衝擊面板","bundleHash":"763f4726d5f60861","live":true}},"subtree":[{"activeCommit":"6e9636e846d67cab9c2b9eee2ee16013e636de6b","apis":{"routes":[],"types":{}},"bundleHash":"763f4726d5f60861","createdAt":1782466646743,"gitCommit":"6e9636e846d67cab9c2b9eee2ee16013e636de6b","id":"d9991d509bb3ec056a7e8b26","isPublic":true,"itemType":"PLUGIN","name":"川普衝擊面板","pluginDir":"川普衝擊面板","repositoryID":"repo_505abe96e6353543fac1de3a","status":"active","updatedAt":1785664978105,"version":7},{"createdAt":1782466797016,"deletedAt":null,"id":"default_trump_statement_folder_6a348944020eadeb3ccd13","isPublic":false,"itemType":"TRUMP_STATEMENT_FOLDER","name":"川普發言庫","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"trumpTracker":1782466797016},"preParentID":null,"updatedAt":1782466797016,"version":1},{"content":"## Truth Social「Trump 2028」AI 貼文連發\n\n**原文（8/6 深夜 Truth Social，Yahoo News 整理）**\n\n川普深夜連發多張 AI 生成圖：『Trump 2028』競選海報、身穿軍裝佩戴勳章與二戰名將巴頓、麥克阿瑟並排、與林肯／華盛頓共同簽署美國地圖、與甘迺迪在大衛營並肩大笑。並在白宮受訪暗示第三任期：\n\n\u003e 「等我離職時，我們會佔有很大比例的晶片業務……那可能會是很久以後的事。誰知道呢？但也可能很快。他們說還有兩年半，我們等著看。」\n\n**中文摘要**\n川普 8/6 深夜發布「Trump 2028」AI 貼文連發，把自己塑造成受勳將軍並與歷史偉人同框，再度暗示可能挑戰憲法禁止的第三任期；盟友巴農聲稱「他會得到第三任期」。副手范斯 2028 選情則被川普稱「太早」表態。","createdAt":1786104846797,"dowChange":"-0.9%（53,885.10，8/6收盤）","id":"359ee1f6261a67899b567b45","impactLevel":"低","impactNote":"政治貼文無經濟措施，市場衝擊低；第三任期暗示僅憲政話題，留意選舉制度風險","itemType":"TRUMP_STATEMENT","name":"AI圖連發暗示2028再參選","nasdaqChange":"-0.1%（26,348.35，8/6收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1786104846997},"source":"TruthSocial","sourceUrl":"https://ca.news.yahoo.com/trump-2028-president-poses-decorated-020252622.html","sp500Change":"-0.2%（7,709.96，8/6收盤）","statementDate":"2026/08/07 10:00","taiexChange":"-0.38%（44,225.91，8/7收盤）","topicTags":"選舉,其他","updatedAt":1786105118434,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.97；新台幣 32.288（8/7貶2.7分）","version":2},{"content":"## 拉斯維加斯演講：加拿大「nasty」、「關稅讓我們致富」\n\n**原文（8/5 紅岩賭場演講，iGB／BNN）**\n\n\u003e \"Canada's nasty, they are, they're nasty.\"\n\u003e \"I love the people but they're nasty, nasty leadership.\"\n\u003e \"The tariffs have made us rich.\"\n\n**中文摘要**\n川普在拉斯維加斯紅岩賭場演講中痛批加拿大領導層「惡劣」，稱「我喜歡加拿大人民，但他們的領導層很惡劣」；同時宣稱「關稅讓我們致富」，捍衛關稅政策。加拿大總理 Carney 回應：「無論用什麼形容詞，我們從一開始就一直在為加拿大工人與企業挺身而出。」加航／西捷赴美客流今年分別降 16%／23%。","createdAt":1786104846797,"dowChange":"-0.9%（53,885.10，8/6收盤）","id":"dcf88f3e969efda69a56bd12","impactLevel":"低","impactNote":"批加拿大『nasty』屬選舉口水戰無新政；加美貿易緊張壓加幣與航空股，惟市場無感","itemType":"TRUMP_STATEMENT","name":"加拿大惡劣關稅致富","nasdaqChange":"-0.1%（26,348.35，8/6收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1786104847097},"source":"演講","sourceUrl":"https://www.bnnbloomberg.ca/tariffs/2026/08/06/carney-responds-after-trump-says-nasty-canada-screwed-us-with-tariffs/","sp500Change":"-0.2%（7,709.96，8/6收盤）","statementDate":"2026/08/06 00:30","taiexChange":"-0.38%（44,225.91，8/7收盤）","topicTags":"關稅,外交,經濟","updatedAt":1786105118434,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.97；新台幣 32.288（8/7貶2.7分）","version":2},{"content":"## 白宮橢圓辦公室：戰爭「很快結束」、承認部分武器庫存吃緊\n\n**原文（8/6 白宮，Al Jazeera／自由時報）**\n\n\u003e \"I think it's going to end pretty soon. I don't think they can go much longer.\"\n\n\u003e 「我認為這場戰爭很快就會結束。我不認為他們還能撐多久。」\n\n談荷姆茲：「我有參與這項談判……可能很快會有結果。」並承認美國某些武器供應幾乎沒有上限，但部分武器庫存較為吃緊；國防承包商正擴建愛國者與戰斧飛彈工廠。\n\n**中文摘要**\n川普 8/6 在白宮橢圓辦公室向媒體表示，美伊戰爭很快就會結束、伊朗撐不了多久，荷姆茲談判「可能很快有結果」；同時首次坦承部分武器庫存吃緊，透露愛國者、戰斧產線擴建中。伊朗否認與美直接談判，議長 Ghalibaf 諷其「循環播放的劇場式外交」。","createdAt":1786104846797,"dowChange":"-0.9%（53,885.10，8/6收盤）","id":"807e7353f485b89571a1ec84","impactLevel":"中","impactNote":"川普喊戰爭快結束惟伊朗否認直談；8/6油價反漲3.83%至82.49、美股收跌，敘事與市場脫節","itemType":"TRUMP_STATEMENT","name":"戰爭很快結束荷姆茲近成","nasdaqChange":"-0.1%（26,348.35，8/6收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1786104846797},"source":"訪談","sourceUrl":"https://www.aljazeera.com/news/2026/8/7/trump-says-war-cant-go-much-longer-whats-the-latest-on","sp500Change":"-0.2%（7,709.96，8/6收盤）","statementDate":"2026/08/07 04:00","taiexChange":"-0.38%（44,225.91，8/7收盤）","topicTags":"外交,國防,能源","updatedAt":1786105118434,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.97；新台幣 32.288（8/7貶2.7分）","version":2},{"content":"## 簽署多晶矽 15% 關稅行政命令\n\n**原文（行政命令，Guardian）**\n\n\u003e \"The plan of action in this proclamation will, among other things, help ensure the commercial viability of United States production of polysilicon and its derivatives that is necessary to meet United States economic and national security requirements.\"\n\n**命令要點**\n- 對以多晶矽製成的進口產品課徵 **15% 新關稅**\n- 最低進口價：多晶矽 **$21/kg**、多晶矽錠與晶圓 **$100/kg**、太陽能電池 **$0.22/W**、太陽能模組 **$0.38/W**\n- **2026/12/4 生效**；授權商務部為投資建廠企業設激勵計畫\n\n**中文摘要**\n川普簽署行政命令，對多晶矽相關進口產品課 15% 關稅並設最低進口價，被視為在太陽能與晶片供應鏈上與中國競爭的關鍵布局。中國外交部批「過度延伸國家安全概念、濫用國家力量打壓中國企業」，稱保護主義不會讓美國更具競爭力。","createdAt":1786104846797,"dowChange":"-0.9%（53,885.10，8/6收盤）","id":"49d2d99a28f4c75616c75bda","impactLevel":"中","impactNote":"多晶矽15%關稅+最低進口價12/4生效，太陽能/晶片供應鏈承壓；緩衝期長，短期衝擊有限","itemType":"TRUMP_STATEMENT","name":"多晶矽15%關稅行政命令","nasdaqChange":"-0.1%（26,348.35，8/6收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1786104846897},"source":"其他","sourceUrl":"https://www.theguardian.com/us-news/2026/aug/07/trump-orders-tariff-solar-panels-microchips-manufacturing-ingredient","sp500Change":"-0.2%（7,709.96，8/6收盤）","statementDate":"2026/08/07 12:00","taiexChange":"-0.38%（44,225.91，8/7收盤）","topicTags":"關稅,經濟,科技","updatedAt":1786105118434,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.97；新台幣 32.288（8/7貶2.7分）","version":2},{"content":"## 拉斯維加斯演講：荷姆茲協議「今天可能達成」\n\n**原文（8/5 拉斯維加斯 Red Rock Casino 演講）**\n\u003e \"Hormuz Deal Could Come Today\"（協議今天就可能達成）\n\u003e \"A lot of progress has been made.\"（已取得很大進展）\n\u003e \"I would rather make a deal with Iran because I don't want to kill people. Iran cannot have a nuclear weapon.\"\n\u003e \"Iran respects us. They respect us. We're talking. Let's see what happens.\"\n\n**中文摘要**\n川普週三在拉斯維加斯演講稱荷姆茲協議「今天可能達成」、談判「進展很大」；強調寧可與伊朗達成協議、不想殺人，但伊朗不能擁核武，並稱伊朗「尊重我們」。惟伊朗官方稱未與美直接對話、只與阿曼談；貝森特先前「48小時重開荷姆茲」落空，協議仍卡關。最新傳出伊朗與阿曼已擬定航道劃分方案（進出船隻皆走伊朗水域），重啟與否取決美國。","createdAt":1786018383771,"dowChange":"+0.5%（54,349.12，8/5收盤）；8/6盤前+0.3%","id":"765c118cd9f63e69c876bdae","impactLevel":"中","impactNote":"川普喊協議今可成惟伊朗否認直談、卡關未解；油價軟至79美元、風險資產持穩，待8/6開盤","itemType":"TRUMP_STATEMENT","name":"拉斯維加斯荷姆茲今可成","nasdaqChange":"-0.8%（26,363.44，8/5收盤）；8/6盤前-0.4%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1786018383871},"source":"演講","sourceUrl":"https://www.kurdistan24.net/en/story/930680","sp500Change":"-0.2%（7,723.55，8/5收盤）；8/6盤前+0.2%","statementDate":"2026/08/06 00:30","taiexChange":"-0.48%（44,396.70，8/6收盤）","topicTags":"外交,能源,國防","updatedAt":1786018655885,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.66；新台幣 32.261（8/6升5.4分）","version":2},{"content":"## 拉斯維加斯演講：攻擊密西根候選人 El-Sayed\n\n**原文（8/5 拉斯維加斯 Red Rock Casino 演講）**\n\u003e \"When I watch Abdul, he's full of s***.\"\n\u003e \"Put him in office, you're going to find out what he loves. He doesn't love Israel. He doesn't love Jewish people. He hates them. He hates them with a passion that burns in his heart.\"\n\n**中文摘要**\nEl-Sayed 剛在密西根州聯邦參議員民主黨初選擊敗眾議員 Haley Stevens，川普在拉斯維加斯演講中攻擊他「滿嘴狗屎」、「不愛以色列、不愛猶太人，恨到骨子裡」，並把他歸為會給美國帶來「骯髒與死亡」的「共產主義者」浪潮一員。屬選舉口水戰，反映密西根參議員選戰（El-Sayed vs 共和黨 Rogers）白熱化，也與川普親以色列立場呼應。","createdAt":1786018383771,"dowChange":"+0.5%（54,349.12，8/5收盤）；8/6盤前+0.3%","id":"7857917eced27458757f6080","impactLevel":"低","impactNote":"選舉口水戰無經濟措施，市場衝擊低；密西根關鍵州選情牽動11月中期","itemType":"TRUMP_STATEMENT","name":"批El-Sayed反猶共產","nasdaqChange":"-0.8%（26,363.44，8/5收盤）；8/6盤前-0.4%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1786018383971},"source":"演講","sourceUrl":"https://www.independent.co.uk/news/world/americas/us-politics/trump-abdul-el-sayed-michigan-israel-b3028295.html","sp500Change":"-0.2%（7,723.55，8/5收盤）；8/6盤前+0.2%","statementDate":"2026/08/06 00:30","taiexChange":"-0.48%（44,396.70，8/6收盤）","topicTags":"選舉,移民,外交","updatedAt":1786018655885,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.66；新台幣 32.261（8/6升5.4分）","version":2},{"content":"## 川普：美軍彈藥庫存龐大 洩密者將入獄\n\n**原文（Truth Social，8/6 凌晨發文）**\n\u003e \"The U.S. has massive amounts of 'munitions,' especially of certain types. Additionally, large amounts are being manufactured and shipped to the U.S. as needed. Defense companies are building the largest number of plants and factories in our country's history.\"\n\u003e \"The 'leakers' of these treasonous statements are being hunted down. Long term jail sentences will be sought!\"\n\n**中文摘要**\n華郵披露川普上週五內閣會議後於大衛營質問國防部長赫格塞斯「伊朗戰爭彈藥短缺不是已解決了嗎」，赫格塞斯歸咎副部長范伯格未充分告知；白宮與五角大廈否認。川普午夜過後在 Truth Social 否認短缺，稱美軍彈藥「種類充足、數量龐大」、國防企業正興建史上最多工廠，並揚言「追捕」洩漏「叛國言論」者、尋求「長期監禁」。反映美伊消耗戰下美軍彈藥庫存壓力成敏感話題。","createdAt":1786018383771,"dowChange":"+0.5%（54,349.12，8/5收盤）；8/6盤前+0.3%","id":"a4b9579277df89e8297a884a","impactLevel":"低","impactNote":"否認彈藥短缺屬政治口水戰，無新政；洩密入獄威脅反映華府混亂，市場無感待開盤","itemType":"TRUMP_STATEMENT","name":"彈藥庫存充足洩密者入獄","nasdaqChange":"-0.8%（26,363.44，8/5收盤）；8/6盤前-0.4%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1786018383771},"source":"TruthSocial","sourceUrl":"https://www.independent.co.uk/news/world/americas/us-politics/trump-iran-missile-leakers-truth-social-hegseth-b3028546.html","sp500Change":"-0.2%（7,723.55，8/5收盤）；8/6盤前+0.2%","statementDate":"2026/08/06 12:00","taiexChange":"-0.48%（44,396.70，8/6收盤）","topicTags":"國防,伊朗,司法","updatedAt":1786018655885,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.66；新台幣 32.261（8/6升5.4分）","version":2},{"content":"## 荷姆茲協議最快週三/週四達成（美伊談了一整天）\n\n**原文（Fox News《@ Night》專訪，8/4）**\n- \"They had an all-day negotiation.\"（他們進行了一整天的談判）\n- \"We are having very good discussions.\" / \"A lot of progress has been made.\"\n- \"The Strait of Hormuz is going to be open very soon.\"\n- \"If they back out again, they are going to get hit really hard.\"（若再反悔將遭非常沉重的打擊）\n- 財長貝森特：「There is a chance we may have a deal today or tomorrow to open the Strait and move towards a more normalized position in this conflict.」\n\n**中文摘要**\n川普表示美伊週二(8/4)進行了一整天談判、進展「非常好」，荷姆茲海峽「很快就會開放」、協議最快「明天或後天」（週三/週四）達成；若伊朗再反悔將遭「非常沉重的打擊」，並稱不希望動用（更大規模攻擊）。據報美、伊、阿曼正接近達成60天臨時協議：進波斯灣走伊朗水域北航道、出波斯灣走阿曼水域南航道、30天內清除中航道水雷、期間不收通行費；伊朗領導層據悉已於週二批准，但伊朗官方否認直接與美談判、僅與阿曼協商。市場受激勵：油價跌逾5%跌破80美元、道瓊/標普創新高、費半狂飆6.6%、台積電ADR收紅、台指期夜盤大噴1195點。","createdAt":1785931959513,"dowChange":"+1.7%（54,085.88，8/4收盤新高）","id":"10422d2144be027f1162de8f","impactLevel":"高","impactNote":"油價跌逾5%破80、道瓊/標普創新高、費半+6.6%、台股+2.88%；協議未定破局風險仍在","itemType":"TRUMP_STATEMENT","name":"荷姆茲協議最快週三週四","nasdaqChange":"+2.6%（26,584.99，8/4收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785931959513},"source":"訪談","sourceUrl":"https://www.cnbc.com/2026/08/05/us-iran-war-trump-hormuz-bessent-iran-deal-close.html","sp500Change":"+1.8%（7,736.52，8/4收盤）","statementDate":"2026/08/05 09:00","taiexChange":"+2.88%（44,611.60，8/5）","topicTags":"外交,能源,國防","updatedAt":1785932205568,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.86（-0.04%）；新台幣 32.4","version":2},{"content":"## Truth Social 發文狂潮：宣揚經濟政績與民調\n\n**原文（Truth Social，8/4 兩小時內連發 13 則）**\n- \"Manufacturing is BOOMING!\"\n- \"The Stock Market is at an ALL TIME HIGH\"\n- \"American Exports are on FIRE.\"\n- \"GOLDEN AGE OF AMERICA\"\n- \"My REAL Polling Numbers, not those made up by the Fake News Media, are the best they have ever been\"\n- 抨擊「The Fake News and the Dumocrats」全力轉移大眾對「MASSIVE Successes」的注意力，但「it's getting harder and harder for them to do」\n\n**中文摘要**\n川普週二下午於 Truth Social 兩小時內連發13則貼文，宣揚製造業繁榮、股市創歷史新高、美國出口火熱與「美國黃金時代」，並堅稱自己真實民調「史上最佳」、痛批假新聞媒體與民主黨捏造數據企圖轉移焦點；另稱白宮宴會廳工程「在預算內、大幅超前」、由愛國者出資「不花納稅人錢」，並倡議廢除日光節約時間（「People are sick and tired of having to change their clocks twice a year.」）。","createdAt":1785931959513,"dowChange":"+1.7%（54,085.88，8/4收盤）","id":"b9e0231331e6ec047f4824ca","impactLevel":"低","impactNote":"政治喊話無新政，市場無感；與Truth API內幕交易爭議連動，DJT監管風險","itemType":"TRUMP_STATEMENT","name":"Truth Social連發13則宣揚政績","nasdaqChange":"+2.6%（26,584.99，8/4收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785931959613},"source":"TruthSocial","sourceUrl":"https://www.thedailybeast.com/triggered-trump-unravels-in-truth-social-posting-frenzy/","sp500Change":"+1.8%（7,736.52，8/4收盤）","statementDate":"2026/08/05 04:30","taiexChange":"+2.88%（44,611.60，8/5）","topicTags":"經濟,選舉","updatedAt":1785932205568,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.86（-0.04%）","version":2},{"content":"## 美伊談判「最後機會」否則斬首：伊朗「unbelievably duplicitous」\n\n**原文（白宮橢圓辦公室，美東 8/3）**\n\u003e \"I want to give them every last chance before decapitation.\"\n\u003e \"This is a last chance for them to sign a good document.\"\n\u003e \"We are talking right now [with Iran] at the request of Iran, backed by Saudi Arabia, backed by the UAE, and backed by Qatar in particular, but others also.\"\n\n**原文（Truth Social，同批貼文）**\n\u003e \"unbelievably duplicitous\"\n\u003e \"Nothing gets through to Iran, unless we want it to, and nothing will get through, unless a Deal, or Total Surrender, is accomplished.\"\n\n**中文摘要**\n川普 8/3 於白宮宣稱美伊談判「目前正進行中」，由伊朗要求、獲沙烏地/阿聯/卡達支持；警告這是伊朗「簽署好文件的最後機會」，否則會在「斬首」前給最後一次機會。他另在 Truth Social 以「unbelievably duplicitous」砲轟伊朗否認談判，宣布對荷姆茲海峽實施「鋼鐵之牆」（Wall of Steel）封鎖——「除非達成協議或全面投降，否則什麼都進不了伊朗」。並稱談判分兩階段：先重開荷姆茲（最快「明天」）、再「無核化」。伊朗外交部打臉「目前與美國沒有會談」、僅與阿曼對話；油價先漲 3% 後回落（布蘭特 83.58、WTI 79.65 美元）。","createdAt":1785845561086,"dowChange":"+1.32%（53,178.41，8/3收盤）；盤前+0.06%","id":"d32a9eb660cb5150d3cfcead","impactLevel":"高","impactNote":"盤後待開盤。斬首通牒+荷姆茲鋼鐵之牆封鎖，逆轉8/3降溫，油價先漲3%後回，期貨微揚","itemType":"TRUMP_STATEMENT","name":"美伊談判最後機會 否則斬首","nasdaqChange":"+2.13%（25,913.90，8/3收盤）；盤前+0.45%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785845561086},"source":"訪談","sourceUrl":"https://www.cna.com.tw/news/aopl/202608040011.aspx","sp500Change":"+1.48%（7,600.50，8/3收盤）；盤前+0.07%","statementDate":"2026/08/04 08:00","taiexChange":"-0.06%（43,360.66，8/4）","topicTags":"外交,國防,能源","updatedAt":1785845958271,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.99（+0.09%）","version":2},{"content":"## Truth Social 怒批雪佛龍 CEO、要求立刻降油價\n\n**原文（Truth Social，美東 8/3）**\n\u003e \"The only thing [Wirth] conveniently forgot to mention is that, without the genius, foresight, strength, and stability of the TRUMP Administration, the Oil Industry, and our Country itself, would be DEAD! ... they threw Mike and Chevron out of Venezuela, but now they're back, far bigger and stronger than ever before, expecting to make a fortune!\"\n\u003e \"That goes for other Oil Companies as well… and get your consumer (retail!) Oil Prices DOWN, NOW!\"\n\n**中文摘要**\n川普 8/3 在 Truth Social 抨擊雪佛龍 CEO 沃斯（Mike Wirth），稱沒有川普政府「石油業和國家早就死了」；點名雪佛龍曾被逐出委內瑞拉、如今「比以往更大更強」回來大賺，並要求所有油企「立刻把零售油價降下來，現在！」。當天油價下跌 5%、布蘭特收 82.91 美元，較上月 101 美元高點回落近 18%。","createdAt":1785845561086,"dowChange":"+1.32%（53,178.41，8/3收盤）","id":"66591e425df0ff15165ebffa","impactLevel":"中","impactNote":"盤中發言。施壓油企零售降價，當日油價跌5%（Brent~82.9）助美股創高，能源股承壓","itemType":"TRUMP_STATEMENT","name":"怒批雪佛龍CEO要求降油價","nasdaqChange":"+2.13%（25,913.90，8/3收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785845561186},"source":"TruthSocial","sourceUrl":"https://www.aljazeera.com/economy/2026/8/3/trump-slams-chevron-ceo-demands-immediate-reduction-in-us-fuel-prices","sp500Change":"+1.48%（7,600.50，8/3收盤）","statementDate":"2026/08/03 23:00","taiexChange":"-0.06%（43,360.66，8/4）","topicTags":"能源,經濟","updatedAt":1785845958271,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.99（+0.09%）","version":2},{"content":"## 「別相信假民調」：真實支持度史上最高\n\n**原文（Truth Social，美東 8/3）**\n\u003e \"My REAL Polling Numbers, not those made up by the Fake News Media, are the best they have ever been.\"\n\u003e \"Don't believe the Radical Left's Fake Poll numbers. They are Crooked and Corrupt. VOTE REPUBLICAN FOR GREATNESS IN AMERICA!\"\n\n**中文摘要**\n在 Reuters/Ipsos 等民調顯示支持率下滑之際，川普 8/3 於 Truth Social 反擊，稱「真實民調數字」為歷來最佳，痛批民調是「假新聞媒體編造」、「激進左派造假腐敗」，並列舉政績：史上最大減稅與就業、完全安全邊境、委內瑞拉大勝、伊朗無核化。距 11 月期中選舉約 3 個月，多項民調顯示民主黨眾院普選票領先，且川普政府關稅政策遭 25 州提告。","createdAt":1785845561086,"dowChange":"+1.32%（53,178.41，8/3收盤）","id":"dd02e01d840523e2dfbf51af","impactLevel":"低","impactNote":"政治喊話無經濟新政，市場無感；距期中選舉3月+25州關稅官司，政策不確定性微升","itemType":"TRUMP_STATEMENT","name":"別相信假民調 真實支持度最高","nasdaqChange":"+2.13%（25,913.90，8/3收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785845561286},"source":"TruthSocial","sourceUrl":"https://www.livemint.com/news/us-news/trump-slams-fake-pollsters-touts-border-security-and-iran-amid-approval-dip-11785788998608.html","sp500Change":"+1.48%（7,600.50，8/3收盤）","statementDate":"2026/08/04 05:00","taiexChange":"-0.06%（43,360.66，8/4）","topicTags":"選舉,其他","updatedAt":1785845958271,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.99（+0.09%）","version":2},{"content":"## 中國未核准輝達 H200：想自行發展晶片\n\n**原文（訪談，美東 8/3）**\n\u003e \"They want to develop their own.\"\n（他們想自行發展。）\n\n**中文摘要**\n川普聲稱中國至今未購買輝達（NVIDIA）H200 高階 AI 晶片，因中國「想自行發展」；據 Bloomberg，川普傾向將 Blackwell 世代 GPU「僅保留給美國客戶」。此前川普政府 2025/12 曾允許約 89 萬顆 H200 有條件售予少數中國核准企業，如今態度似轉趨保留。此發言牽動輝達財報展望與台系半導體（台積電）供應鏈。","createdAt":1785845561086,"dowChange":"+1.32%（53,178.41，8/3收盤）；盤前+0.06%","id":"9908ab63406eb6b066a35cbb","impactLevel":"中","impactNote":"盤後。Blackwell僅留美客戶+中國自研訊號，台積電8/4跌2.11%、輝達連動供應鏈震盪","itemType":"TRUMP_STATEMENT","name":"中國未核准輝達H200自研","nasdaqChange":"+2.13%（25,913.90，8/3收盤）；盤前+0.45%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785845561386},"source":"訪談","sourceUrl":"https://stocktwits.com/news-articles/markets/equity/trump-china-not-approved-nvdia-h200-chip-purchases/cZXlwfvRejW","sp500Change":"+1.48%（7,600.50，8/3收盤）；盤前+0.07%","statementDate":"2026/08/04 09:00","taiexChange":"-0.06%（43,360.66，8/4）","topicTags":"科技,經濟","updatedAt":1785845958271,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.99（+0.09%）","version":2},{"content":"## 哈瑪斯同意繳械 川普稱「沒人想得到會發生」\n\n**原文**\n\u003e 'Nobody thought this would happen'\n\n**中文摘要**\n在哈瑪斯同意於加薩和平框架下一階段解除武裝的公告後，川普表示「沒人想得到這會發生」（標題改寫為 'Nobody thought Hamas would do it'）。惟協議細節仍在討論；以色列連 2 天空襲加薩釀至少 13-17 死，稱對繳械計畫存嚴重安全疑慮。","createdAt":1785759186923,"dowChange":"+0.56%（期貨~52,933，盤前）","id":"dbf6325d2a09ce4ea3416b5d","impactLevel":"中","impactNote":"週末發言。哈瑪斯同意下一階段繳械支撐風險偏好、台股續漲，惟以軍續襲加薩落實存疑","itemType":"TRUMP_STATEMENT","name":"哈瑪斯同意繳械 川普：沒人想得到","nasdaqChange":"+0.6%（期貨，盤前）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785759187223},"source":"訪談","sourceUrl":"https://economictimes.indiatimes.com/news/international/world-news/nobody-thought-hamas-would-do-it-trump-makes-stunning-remarks-on-disarmament-agreement-and-gaza/videoshow/132807811.cms","sp500Change":"+0.4%（期貨~7,551，盤前）","statementDate":"2026/08/02 20:00","taiexChange":"+0.62%（43,386.41）","topicTags":"外交,國防","updatedAt":1785759427349,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.50（-0.41%）","version":2},{"content":"## 川普：我喜歡BBC勝過ABC\n\n**原文（空軍一號）**\n\u003e \"Who are you with?\" ... \"Oh, ABC. That's worse. I like BBC better than ABC actually.\"\n\n**中文摘要**\n川普在空軍一號上與 ABC 記者互動，得知對方來自 ABC 後說「更糟」，稱「其實我喜歡 BBC 勝過 ABC」——儘管他正對 BBC 提起 100 億美元訴訟（指 BBC 2024 紀錄片剪接其國會山莊演說片段）。","createdAt":1785759186923,"dowChange":"+0.56%（期貨~52,933，盤前）","id":"74a5da9f2ebbcb5e2572f493","impactLevel":"低","impactNote":"盤前。媒體調侃無政策意涵，僅涉BBC百億訴訟背景，市場無感","itemType":"TRUMP_STATEMENT","name":"川普：喜歡BBC勝過ABC","nasdaqChange":"+0.6%（期貨，盤前）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785759187123},"source":"訪談","sourceUrl":"https://www.newsweek.com/trump-says-he-likes-bbc-better-than-abc-despite-10-billion-lawsuit-12276145","sp500Change":"+0.4%（期貨~7,551，盤前）","statementDate":"2026/08/03 08:00","taiexChange":"+0.62%（43,386.41）","topicTags":"司法,媒體","updatedAt":1785759427349,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.50（-0.41%）","version":2},{"content":"## 美日15年來首度聯合干預日圓\n\n**原文（空軍一號）**\n\u003e \"Because we have a good relationship with Japan. We're very strong, very, very strong financially. They are, you know, they have a weakening yen, and they wanted a little bit of help.\"\n\u003e \"We're always there for Japan. Japan's been very good to us, with the exception, of course, of Pearl Harbor.\"\n\u003e \"Financial benefit... it's also good for the world economy.\" / \"it was really more than anything else, it was a signal of friendship.\"\n\n**中文摘要**\n川普證實美日聯手干預支撐日圓（15年來首次），稱因與日本關係良好、日圓走弱「想要一點幫助」，形容此舉是「友誼的信號」、也對全球經濟有利；美國也會獲得「財務利益」。日圓此前跌至 40 年低點。","createdAt":1785759186923,"dowChange":"+0.56%（期貨~52,933，盤前）","id":"2ebf5f117c097415a0a10a79","impactLevel":"中","impactNote":"盤前待開盤。15年首度美日聯合干預，日圓自40年低點164急升5.4%、美元弱、亞幣轉強","itemType":"TRUMP_STATEMENT","name":"美日聯合干預日圓 川普：友誼信號","nasdaqChange":"+0.6%（期貨，盤前）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785759187023},"source":"訪談","sourceUrl":"https://news.rthk.hk/rthk/en/component/k2/1864734-20260803.htm","sp500Change":"+0.4%（期貨~7,551，盤前）","statementDate":"2026/08/03 08:00","taiexChange":"+0.62%（43,386.41）","topicTags":"外交,經濟","updatedAt":1785759427349,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"USDJPY 164→155.2（日圓升5.4%）","version":2},{"content":"## 美伊談判週一恢復 川普：我不想殺人\n\n**原文（空軍一號，美東 8/2）**\n\u003e \"We are talking to them in the form of a negotiation; it begins tomorrow afternoon, and we'll see how it goes. I'd rather make a deal. I'm not looking to kill people because a lot of people die.\"\n\n**中文摘要**\n川普宣布與伊朗談判於週一（8/3）下午恢復、未設期限；稱寧願達成協議、不想殺人，因會有許多人死亡。他歸功沙烏地、阿聯、卡達與伊朗的外交努力，取消原訂「二戰以來最大規模空襲」。惟伊朗否認談判進行中（DW/自由時報）。油價聞訊急跌 4%。","createdAt":1785759186923,"dowChange":"+0.56%（期貨~52,933，盤前）","id":"44a197fb61092d72584799c1","impactLevel":"高","impactNote":"盤前待開盤。取消二戰級攻擊+週一恢復談判，油價急跌5.6%、期貨揚、台股+0.62%；伊朗否認","itemType":"TRUMP_STATEMENT","name":"美伊週一談判 川普：不想殺人","nasdaqChange":"+0.6%（期貨，盤前）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785759186923},"source":"訪談","sourceUrl":"https://timesofindia.indiatimes.com/world/us/well-see-how-it-goes-trump-says-iran-talks-to-begin-monday-after-halting-planned-strikes/articleshow/132816028.cms","sp500Change":"+0.4%（期貨~7,551，盤前）","statementDate":"2026/08/03 08:00","taiexChange":"+0.62%（43,386.41）","topicTags":"外交,國防,能源","updatedAt":1785759427349,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 99.50（-0.41%）","version":2},{"content":"## Trump cancels Iran strike — says 'perimeters of a deal' agreed\n\n**原文（Truth Social，美東 8/1 深夜）**\n\u003e \"We have just been asked by Iran, and other Middle Eastern Countries, to hold off any attack in that the perimeters of a deal has been agreed to.\"\n\u003e \"Based on this request, I have agreed, for the future benefit of the WORLD and, likewise, the survival of a successful and prosperous Iran, to cancel the attack, subject to being able to rapidly make a DEAL.\"\n\n**中文摘要**\n川普週六深夜（美東 8/1）在 Truth Social 宣布取消原訂對伊朗的新一輪打擊，稱伊朗與其他中東國家請求暫緩，且「協議框架已達成共識」；他已同意取消攻擊，前提是能迅速達成協議。協議內容包括立即、完全、徹底重開荷姆茲海峽，並終結伊朗核威脅。背景：沙烏地王儲 MBS 週六致電川普敦促降級；伊朗官媒（梅爾通訊社）反駁稱此說法「只是新謊言」，強調武裝部隊高度戒備。","createdAt":1785672665480,"dowChange":"+0.5%（52,485.03）","id":"45193ca1ea7e1b6f245dffab","impactLevel":"高","impactNote":"週末待8/3開盤。180度逆轉取消攻擊+協議框架，油價風險溢價可望回落、風險偏好升；惟伊朗否認","itemType":"TRUMP_STATEMENT","name":"取消對伊朗攻擊 協議框架已談妥","nasdaqChange":"+1.0%（25,373.85）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785672665480},"source":"TruthSocial","sourceUrl":"https://www.npr.org/2026/08/02/nx-s1-5917113/trump-says-hes-cancelling-iran-strikes-deal-pending","sp500Change":"+0.7%（7,489.72）","statementDate":"2026/08/02 11:00","taiexChange":"+7.98%（43,119.75）","topicTags":"外交,國防,能源","updatedAt":1785672965427,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"~99.8 持平","version":2},{"content":"## US 'locked and loaded' — strike option preserved\n\n**原文（Truth Social，同批貼文）**\n\u003e \"the USA is locked and loaded\" to strike Iran with \"military terror, strength, and power not seen since World War II\"\n\u003e \"The Country of Israel joins me in this commitment.\"\n\n**中文摘要**\n川普在同一波貼文中強調美軍對伊朗「已鎖定並裝填好彈藥」，具備「二戰以來未見」的軍事威懾力，攻擊選項並未撤除；並稱以色列加入此承諾。先前 8/1 他才下令美軍在週日（8/2）前對伊朗發動新一輪打擊（鎖定能源基礎設施），如今 180 度轉折喊卡；伊朗官媒譏諷「戰爭販子川普又縮了」。","createdAt":1785672665480,"dowChange":"+0.5%（52,485.03）","id":"fed6110afa3850b7c039b3e1","impactLevel":"中","impactNote":"週末待8/3開盤。保留二戰級打擊選項+以承諾，稀釋取消攻擊降溫效果，油價雙向波動","itemType":"TRUMP_STATEMENT","name":"美軍上膛待發 保留最強打擊選項","nasdaqChange":"+1.0%（25,373.85）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785672665580},"source":"TruthSocial","sourceUrl":"https://www.theguardian.com/world/2026/aug/02/trump-climbs-down-on-iran-strikes-after-saudi-alarm-and-threats-from-tehran","sp500Change":"+0.7%（7,489.72）","statementDate":"2026/08/02 11:00","taiexChange":"+7.98%（43,119.75）","topicTags":"國防,外交","updatedAt":1785672965427,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"~99.8 持平","version":2},{"content":"## \"We Just Want to Win\"\n\n**原文**（大衛營內閣會議後對記者，7/31）：\n\u003e \"We just want to win.\"\n\u003e \"We'll be hitting them very hard.\"\n\u003e \"You know, at some point they're going to say, 'We just can't take it anymore.'\"\n\n**中文摘要**\n川普 7/31 於大衛營第 13 次內閣會議後對記者表示「我們就是要贏」「會非常重地打擊他們」，暗示伊朗終將撐不住。白宮發言人 Leavitt 同日指控伊朗上月簽署諒解備忘錄後毀約、向商船開火並殺害美軍士兵，揚言「伊朗將持續付出代價直到回到談判桌」。","createdAt":1785586254303,"dowChange":"+0.5%（52,485.03）","id":"0131a0b9b2846d55795c24ab","impactLevel":"低","impactNote":"盤後重申對伊強硬無新政，戰事疲勞市場鈍化，衝擊有限","itemType":"TRUMP_STATEMENT","name":"大衛營：我們就是要贏","nasdaqChange":"+1.0%（25,373.85）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785586254403},"source":"訪談","sourceUrl":"https://apnews.com/article/mideast-gaza-iran-israel-palestinians-strait-hormuz-9304893b474a48d18913d6f70fae4a8e","sp500Change":"+0.7%（7,489.72）","statementDate":"2026/07/31 22:00","taiexChange":"+7.98%（43,119.75）","topicTags":"國防,外交,能源","updatedAt":1785586485739,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"~99.8 持平","version":2},{"content":"## Trump Orders Fresh Attack on Iran by Sunday\n\n**背景**：美伊戰爭進入第六個月，川普 8/1 下令五角大廈於週日（8/2）前對伊朗發動新一輪打擊，並考慮鎖定伊朗能源基礎設施。\n\n**原文**（大衛營對記者，7/31）：\n\u003e \"We just want to win. We'll be hitting them very hard. You know, at some point they're going to say, 'We just can't take it anymore.'\"\n\n**中文摘要**\n川普 7/31-8/1 下達對伊朗新一輪軍事打擊命令，WSJ 報導目標鎖定能源基礎設施、最快本週末執行；伊朗革命衛隊同日襲擊兩艘美軍護航油輪並逼停，另有四艘油輪轉向。戰爭已持續五個多月，參議院以 49:50 否決要求停戰的戰爭權力決議，民調僅 1/3 美國人支持戰爭。","createdAt":1785586254303,"dowChange":"+0.5%（52,485.03）","id":"37df5c464170327fb465a098","impactLevel":"中","impactNote":"週末發言待8/3開盤。鎖能源設施+油輪遇襲，油價先行反映Brent+3.87%；戰事疲勞緩衝","itemType":"TRUMP_STATEMENT","name":"下令週日前再轟伊朗","nasdaqChange":"+1.0%（25,373.85）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785586254303},"source":"訪談","sourceUrl":"https://www.wsj.com/world/middle-east/trump-sours-on-diplomacy-vows-to-hit-iran-hard-2c7af868","sp500Change":"+0.7%（7,489.72）","statementDate":"2026/08/01 08:00","taiexChange":"+7.98%（43,119.75）","topicTags":"國防,能源,外交","updatedAt":1785586485739,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"~99.8 持平","version":2},{"content":"## \"We Do Have an Understanding with Israel\"\n\n**原文**（大衛營內閣會議對記者，7/31）：\n\u003e \"We do have an understanding with Israel. Israel's very happy about it. Israel helped us with it.\"\n\u003e \"It's a great breakthrough. Nobody's ever thought that would be possible to disarm Hamas.\"\n\n**中文摘要**\n川普 7/31 稱美國與以色列就「哈瑪斯繳械換以色列撤離加薩」協議已有默契，且以色列協助促成，形容是「重大突破」。協議由埃及、卡達、土耳其與美國調解後宣布：哈瑪斯交武器給巴勒斯坦委員會、以色列全面撤軍、成立川普掛帥的國際和平委員會監督。以色列官方尚未正式接受，極右翼部長班-格維爾批評「不可接受」；哈瑪斯稱繳械取決於以色列履行承諾。","createdAt":1785586254303,"dowChange":"+0.5%（52,485.03）","id":"9db7543668330f093513d861","impactLevel":"高","impactNote":"哈瑪斯繳械協議落地，7/31台股+7.98%史上最大漲點美股收高；油價續漲反映伊朗戰事未歇","itemType":"TRUMP_STATEMENT","name":"稱美以就哈瑪斯協議有默契","nasdaqChange":"+1.0%（25,373.85）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785586254603},"source":"訪談","sourceUrl":"https://www.aljazeera.com/news/2026/7/31/trump-says-us-has-understanding-with-israel-on-hamas-disarmament-deal","sp500Change":"+0.7%（7,489.72）","statementDate":"2026/07/31 15:00","taiexChange":"+7.98%（43,119.75）","topicTags":"外交,國防","updatedAt":1785586485739,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"~99.8 持平","version":2},{"content":"## Trump Vows to Take Out \"Pickaxe Mountain\"\n\n**原文**（對記者，7/28）：\n\u003e \"I know exactly what's going on at Pickaxe. It's not a big problem - we took out their nuclear sites, and we'll have to take out Pickaxe if we don't make a deal.\"\n\n**原文**（對記者，7/21）：\n\u003e \"We'll be hitting that area pretty soon, and very heavily.\"\n\n**中文摘要**\n「十字鎬山」（Pickaxe Mountain，波斯語庫赫·科朗格 Kuh-e Kolang）位於納坦茲核設施正南方，被懷疑存放伊朗高濃縮鈾庫存或安置從納坦茲、福爾多轉移的離心機。川普揚言若無法與伊朗達成協議就將摧毀該目標，BBC 8/1 報導揭露此新威脅目標；伊朗否認該地有核活動。","createdAt":1785586254303,"dowChange":"+0.5%（52,485.03）","id":"01ca5cd0c3e91e80cb1ead50","impactLevel":"中","impactNote":"核設施新目標威脅，BBC 8/1揭露週末待8/3開盤；原7/28發言當周未見反應","itemType":"TRUMP_STATEMENT","name":"威脅摧毀十字鎬山","nasdaqChange":"+1.0%（25,373.85）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785586254503},"source":"訪談","sourceUrl":"https://www.bbc.com/news/articles/c9w0ygrwrn5o","sp500Change":"+0.7%（7,489.72）","statementDate":"2026/07/28 12:00","taiexChange":"+7.98%（43,119.75）","topicTags":"國防,能源","updatedAt":1785586485739,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"~99.8 持平","version":2},{"content":"## 哈瑪斯全面繳械協議（Board of Peace）\n\n**原文**（Truth Social，7/30 17:24 ET）：\n\u003e \"Today, the Board of Peace reached a HISTORIC agreement for the COMPLETE DISARMAMENT of Hamas and all other armed groups in Gaza. This is a monumental step toward lasting PEACE and SECURITY.\"\n\u003e \"The threat that emerged from Gaza on October 7 will NOT be allowed to rebuild. … Gaza will finally be in the hands of a new Palestinian government that serves its PEOPLE.\"\n\n**中文摘要**\n7/30，川普在 Truth Social 宣布「和平委員會」（Board of Peace）與哈瑪斯及加薩各武裝團體達成「完全解除武裝」歷史性協議。委員會成員含美國、巴基斯坦、沙烏地阿拉伯、土耳其、阿聯酋；埃及、卡達、土耳其為調解國。協議分階段執行：繳械完成後以軍撤離、國際穩定部隊與新巴勒斯坦警察接管安全、加薩最終由新巴勒斯坦政府治理。哈瑪斯官員證實同意、正式聲明將發布；以色列尚未正式接受，以方稱此方案不符其要求，外界對繳械能否落實普遍存疑。","createdAt":1785499983587,"dowChange":"52,208.06（+1.2%，7/30收盤）","id":"2948117b367c27aadfe43e4a","impactLevel":"高","impactNote":"和平協議降地緣風險、油價走跌，台股7/31暴漲7.98%創史上最大漲點","itemType":"TRUMP_STATEMENT","name":"哈瑪斯全面繳械協議","nasdaqChange":"24,122.18（+2.8%，7/30收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785499983587},"source":"TruthSocial","sourceUrl":"https://www.bbc.com/news/articles/cj03m512r4go","sp500Change":"7,437.63（+1.7%，7/30收盤）","statementDate":"2026/07/30 17:24","taiexChange":"43,119.75（+7.98%，7/31收盤，史上最大漲點）","topicTags":"外交,國防","updatedAt":1785500222581,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY ~100.8（7/30收盤，偏弱）","version":2},{"content":"## 川普：相信習近平不會軍援伊朗\n\n**原文**（7/29 受訪）：\n\u003e 川普表示若中國提供伊朗武器的報導屬實，會感到「非常驚訝且失望」，但傾向相信習近平曾在信中及對話中明確保證，不會向伊朗出售武器的承諾。\n\n**中文摘要**\n針對外媒報導「中國經巴基斯坦轉運 400 套 MANPADS 肩扛式防空飛彈給伊朗」（中國外交部駁斥為「不符合事實、毫無根據」），川普受訪表示相信習近平不會軍援伊朗，因習近平曾明確保證；同時重申對任何向伊朗提供武器的國家加徵 50% 進口關稅。美國財政部另宣布制裁協助伊朗「影子船隊」運油的中港航運企業與油輪，中國商務部批美方打壓陸企、揚言堅決反制。","createdAt":1785499990118,"dowChange":"52,208.06（+1.2%，7/30收盤）","id":"0fa0927d113dcde9f53d5345","impactLevel":"中","impactNote":"對中態度緩和但保留50%關稅威脅、制裁中港航運，影響中性偏多","itemType":"TRUMP_STATEMENT","name":"川普相信習近平不軍援伊朗","nasdaqChange":"24,122.18（+2.8%，7/30收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785499990118},"source":"訪談","sourceUrl":"https://wantrich.chinatimes.com/news/20260731900025-420201","sp500Change":"7,437.63（+1.7%，7/30收盤）","statementDate":"2026/07/31 10:00","taiexChange":"43,119.75（+7.98%，7/31收盤，史上最大漲點）","topicTags":"外交,關稅","updatedAt":1785500222581,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY ~100.8（7/30收盤，偏弱）","version":2},{"content":"## 川普威脅暫時撤回 Todd Blanche 司法部長提名\n\n**原文**（Truth Social，7/30）：\n\u003e \"John Cornyn, of Texas, and Thom Tillis, of North Carolina, both of whom I refused to Endorse, and whose political careers have been ended by my action, are refusing to vote for this Great Nominee…\"\n\u003e \"I have no objection to temporarily withdrawing Todd's name, if they do not do the right thing, and putting him back after Cornyn and Tillis are out of office.\"\n\n**中文摘要**\n7/30，共和黨參議員 Cornyn（德州）與 Tillis（北卡）拒絕支持 Todd Blanche 的司法部長提名，要求司法部書面確認不推進 18 億美元「政治武器化」賠償基金及稅務豁免協議，原定司法委員會表決取消。川普在 Truth Social 痛批兩人「政治生涯已被我終結」，揚言暫時撤回提名、待兩人明年離任後再重新提名；Blanche 將續任代理司法部長。","createdAt":1785499987556,"dowChange":"52,208.06（+1.2%，7/30收盤）","id":"8fb2f501359583f353177ffc","impactLevel":"低","impactNote":"國會對抗屬內政角力，無直接經濟措施，市場幾無反應","itemType":"TRUMP_STATEMENT","name":"川普威脅撤回司法部長提名","nasdaqChange":"24,122.18（+2.8%，7/30收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785499987556},"source":"TruthSocial","sourceUrl":"https://www.theguardian.com/us-news/2026/jul/30/todd-blanche-attorney-general-doj-nomination-trump","sp500Change":"7,437.63（+1.7%，7/30收盤）","statementDate":"2026/07/30 15:00","taiexChange":"43,119.75（+7.98%，7/31收盤，史上最大漲點）","topicTags":"司法,選舉","updatedAt":1785500222581,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY ~100.8（7/30收盤，偏弱）","version":2},{"content":"## 伊朗襲擊美軍基地 川普誓言猛烈報復\n\n**原文**（7/31 回應）：\n\u003e \"hit them very hard\"\n\n**中文摘要**\n7/30-31，伊朗革命衛隊對約旦與科威特美軍基地發動飛彈/無人機襲擊（宣稱擊毀約旦基地 3 架 F-35，美軍否認；科威特基地設施受損、一名科威特工人死亡）。川普回應誓言「非常猛烈地打擊他們」，美軍隨後對伊朗境內數十個 IRGC 目標發動約兩小時空襲。美伊戰爭進入第五個月，Reuters-Ipsos 民調顯示僅約 1/3 美國人支持戰爭、為開戰以來最低；川普 7/31 移師大衛營召集內閣會議因應。","createdAt":1785499984919,"dowChange":"52,208.06（+1.2%，7/30收盤）","id":"dbcf56271a604c43db92b06c","impactLevel":"中","impactNote":"美軍空襲IRGC數十目標戰事擴大至約旦/科威特；惟市場戰事疲勞、油價未漲，台股照漲","itemType":"TRUMP_STATEMENT","name":"伊朗襲美軍基地 川普誓言猛打","nasdaqChange":"24,122.18（+2.8%，7/30收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785499984919},"source":"演講","sourceUrl":"https://www.ibtimes.co.in/iran-war-escalates-trump-threatens-retaliation-after-irgc-strikes-jordan-kuwait-904316","sp500Change":"7,437.63（+1.7%，7/30收盤）","statementDate":"2026/07/31 08:00","taiexChange":"43,119.75（+7.98%，7/31收盤，史上最大漲點）","topicTags":"國防,能源,外交","updatedAt":1785500222581,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY ~100.8（7/30收盤，偏弱）","version":2},{"content":"## Trump Defends Tariffs at Michigan Rally\n\n**原文**：\n\u003e \"Michigan is thriving.\"\n\u003e \"It's amazing what tariffs will do for General Motors\"\n\u003e \"All because of Trump\" — 稱汽車公司表現史上最佳\n\n**中文摘要**\n7/27，川普在密西根州米爾福德的通用汽車試驗場舉行集會，為他的關稅政策辯護。儘管關稅已使密西根州損失8,300個製造業工作、推升通膨，川普仍稱「密西根正在蓬勃發展」「關稅對通用汽車的作用是驚人的」。部分支持者私下表示物價上漲「傷害很大」，但仍願意「再堅持一下」。分析指出密西根是2026中期選舉關鍵戰場，關稅政策與當地經濟現實存在矛盾。","createdAt":1785413402822,"dowChange":"52,210.08（+0.5%，7/27收盤）","id":"1908157929f4fe6a889fb84b","impactLevel":"低","impactNote":"密西根造勢演講，無政策新意；已流失8,300製造業工作，市場反應平淡","itemType":"TRUMP_STATEMENT","name":"密西根集會辯護關稅","nasdaqChange":"24,932.08（-0.2%，7/27收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785413403122},"source":"演講","sourceUrl":"https://www.local10.com/business/2026/07/30/trump-touted-his-tariffs-in-michigan-despite-rising-costs-even-some-of-his-supporters-are-worried/","sp500Change":"7,413.18（+0.02%，7/27收盤）","statementDate":"2026/07/27 14:00","taiexChange":"43,634.19（-0.05%，7/27收盤）","topicTags":"關稅,經濟,選舉","updatedAt":1785413567129,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.51（+0.04%，7/27收盤）","version":2},{"content":"## Trump Warns China Against Arming Iran\n\n**原文**：\n\u003e \"It's surprising. I mean, these things can happen, but if true, we'd be quite disappointed.\"\n\u003e \"He (Xi) told me very clearly he wouldn't be involved. He knows I'd be quite disappointed.\"\n\n**中文摘要**\n針對路透社報導中國可能透過巴基斯坦轉運400套前衛-12/飛弩16人攜式防空武器（MANPADS）給伊朗，川普表示「驚訝且相當失望」，強調習近平已向他保證不會參與。川普重申習近平將於9月24日訪美，暗示若屬實將祭出50%關稅制裁。中國外交部已駁斥此報導。\n\n**相關背景**：川普政府此前已禁止進口中國人形機器人，美中關係持續緊張。","createdAt":1785413402822,"dowChange":"51,594.14（-2.2%，7/29收盤）","id":"4341b2d72b31c7f2e78611b4","impactLevel":"中","impactNote":"暗示50%關稅制裁；7/29賣壓主因FOMC+AI賣壓，此發言盤後尾盤影響有限","itemType":"TRUMP_STATEMENT","name":"警告中國勿軍援伊朗","nasdaqChange":"24,442.94（-1.7%，7/29收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785413402922},"source":"訪談","sourceUrl":"https://www.bloomberg.com/news/articles/2026-07-29/trump-says-he-d-be-disappointed-if-china-sends-weapons-to-iran","sp500Change":"7,316.15（-1.5%，7/29收盤）","statementDate":"2026/07/29 15:00","taiexChange":"39,933.30（-0.26%，7/30收盤）","topicTags":"外交,關稅,國防","updatedAt":1785413567129,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY ~100.8（7/30，FOMC後回落）","version":2},{"content":"## Trump: China's Voter Data Theft \"Largest in History\"\n\n**原文**：\n\u003e \"The largest compromise of election data in history\"\n\n**白宮事實清單**：\n- 中國在2020年從18個州取得數千萬份選民檔案，至2023年累積達2.2億份\n- 資料包含「非公開可取得的數據」\n- 2022年從商業網站獲取選民登記資料\n- 情報官員表示無法確認資料是購買、竊取還是入侵所得\n\n**中文摘要**\n川普指控中國收集美國選民名冊是「史上最大規模選舉資料洩露」，並解密大量情報紀錄作為證據。白宮發布經CIA核准的事實清單，指中國「2020年從18州獲取數千萬份檔案，至2023年累積2.2億份」。但多州選務官員對川普的說法表示質疑。","createdAt":1785413402822,"dowChange":"盤前期貨+0.24%，待7/30收盤","id":"7e84d7bcde80d2a55140bce6","impactLevel":"低","impactNote":"政治指控無直接經濟措施；期貨小幅反彈反映市場消化FOMC後，未受此發言影響","itemType":"TRUMP_STATEMENT","name":"中國竊取選民資料指控","nasdaqChange":"盤前期貨+0.35%，待7/30收盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785413403022},"source":"演講","sourceUrl":"https://www.cbsnews.com/news/white-house-accuses-china-election-meddling-voter-data/","sp500Change":"盤前期貨+0.23%，待7/30收盤","statementDate":"2026/07/30 10:00","taiexChange":"39,933.30（-0.26%，7/30收盤）","topicTags":"外交,選舉,科技","updatedAt":1785413567129,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY ~100.8","version":2},{"content":"## Trump on Iran Airstrikes: \"Now It's Our Turn\"\n\n**原文**（Fox News 專訪）：\n\u003e \"We'll be hitting them hard. They're going to get a beating.\"\n\n**原文**（白宮對記者）：\n\u003e \"Now it's our turn to hit them, and we'll hit them hard. They knew this was coming and begged us not to do it, but they started it, so now it's our turn.\"\n\n**中文摘要**\n7/30，美國對伊朗發動「重型打擊」大規模空襲，作為伊朗襲擊約旦美軍基地的回應。川普在福斯新聞與白宮兩度發言，強調「他們先動手，所以輪到我們了」，稱將對伊朗「狠狠打擊」。伊朗革命衛隊則回應將「今天懲罰侵略者」，局勢持續升溫。","createdAt":1785413402822,"dowChange":"51,594.14（-2.2%，7/29收盤）","id":"c9f9856740824f3aba462421","impactLevel":"高","impactNote":"美軍對伊朗發動重型空襲，油價Brent+7.9%、WTI+6.6%飆升；台股波動劇烈但終場僅小跌","itemType":"TRUMP_STATEMENT","name":"伊朗空襲：輪到我們了","nasdaqChange":"24,442.94（-1.7%，7/29收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785413402822},"source":"訪談","sourceUrl":"https://www.cnbc.com/2026/07/30/us-iran-war-hormuz-centcom-trump-.html","sp500Change":"7,316.15（-1.5%，7/29收盤，提前反映空襲預期）","statementDate":"2026/07/30 09:00","taiexChange":"39,933.30（-0.26%，7/30收盤，震盪逾1,700點後相對持穩）","topicTags":"國防,外交,能源","updatedAt":1785413561987,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY ~100.8（7/30盤中，FOMC後回落）","version":2},{"content":"## 白宮同日會晤尼坦雅胡與澤倫斯基\n\n**Truth Social 發文：**\n- 關於納坦雅胡: \"Had a very good meeting! Obviously, many important subjects were discussed.\"\n- 關於澤倫斯基: \"Many things were discussed. The meeting went very well.\" — Great Honor\n\n**訪談內容（福斯新聞）：** 川普表示「我不需要比比（納坦雅胡）來告訴我這些事」，強調美軍透過自身情報能力已完全掌握伊朗「鎬山」核設施動態。若外交談判失敗，美軍將輕易摧毀該設施。\n\n**中文摘要：** 7/28川普在白宮先後會晤以色列總理納坦雅胡（伊朗戰爭爆發以來首次面對面會談）與烏克蘭總統澤倫斯基（17個月來首次會晤）。納坦雅胡形容會談是「有史以來最好的一次」，雙方重申不允許伊朗擁核。澤倫斯基則在會後數小時即派遣烏軍以遠程無人機與飛彈攻擊俄羅斯梁贊煉油廠（年產1700萬噸），展現戰場自主行動力。川普在Truth Social上總結兩場會談均「非常順利」。","createdAt":1785327049150,"dowChange":"+1.0%","id":"291633ef289da5a117942fcf","impactLevel":"中","impactNote":"以烏領袖同日訪白宮，會後澤倫斯基攻擊俄煉油廠，能源風險升溫","itemType":"TRUMP_STATEMENT","name":"白宮會晤尼坦雅胡與澤倫斯基","nasdaqChange":"-0.2%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785327049350},"source":"TruthSocial","sourceUrl":"https://tribune.com.pk/story/2620921/trump-says-meetings-with-zelenskiy-and-netanyahu-were-positive","sp500Change":"+0.2%","statementDate":"2026/07/28 16:00","taiexChange":"40,039.18 (-3.76%，晶片賣壓延續)","topicTags":"外交,國防","updatedAt":1785327230218,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"101.42 (7/28收盤)","version":2},{"content":"## Trump葬禮悼念林賽·格雷厄姆\n\n**原文摘要：** In his eulogy at Sen. Lindsey Graham's funeral in Washington, Trump called Graham a \"true American original,\" a \"giant of the Senate\" who left \"at the peak of his game.\" He shared personal anecdotes — from Graham's phone prank as a child to their golf match against Annika Sörenstam — mixing humor with deep affection. Trump highlighted Graham's fierce defense of Justice Kavanaugh as \"one of the greatest moments in the history of the Senate,\" and noted his hawkish stance: \"He never met a war he didn't like, but he did it for the good of our country.\" He praised Graham's legacy in raising his sister Darlene, who now serves in the Senate. \n\n**中文摘要：** 川普於7/29在華府出席參議員林賽·格雷厄姆葬禮並致悼詞。他以深情且幽默的風格稱讚格雷厄姆是「真正的美國原創」「參議院巨人」，分享多則個人趣事（小時電話惡作劇、與高球名將對戰等）。特別提到格雷厄姆為卡瓦諾大法官的辯護是「參議院史上最偉大時刻之一」，並坦言其鷹派立場。葬禮有多國領袖與華府政要出席。","createdAt":1785327049150,"dowChange":"尚未收盤","id":"74e47bc64b837c05d97f5e31","impactLevel":"無","impactNote":"葬禮悼詞，無政策與經濟內容，不影響市場","itemType":"TRUMP_STATEMENT","name":"林賽·格雷厄姆葬禮悼詞","nasdaqChange":"尚未收盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785327049150},"source":"演講","sourceUrl":"https://singjupost.com/transcript-president-trumps-remarks-at-sen-lindsey-grahams-funeral/","sp500Change":"尚未收盤","statementDate":"2026/07/29 14:00","taiexChange":"40,039.18 (-3.76%)","topicTags":"外交,國防,其他","updatedAt":1785327230218,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"101.37 (7/29)","version":2},{"content":"## 伊朗突破停火彈襲美軍基地 + 川普核設施警告\n\n**原文：** \"I know exactly what's going on at Pickaxe Mountain. It's not a big problem. We destroyed their nuclear facilities, and if we don't make a deal, we'll have to destroy Pickaxe Mountain. No deal, we destroy it very easily.\" Also: \"We destroyed most of Iran. If they don't make a deal, I'll go back and finish the job, and it'll take them a long time to rebuild.\"\n\n**中文摘要：** 伊朗於7/28下午5:45（美東時間）打破4天停火，向美軍約旦基地發射多枚彈道飛彈（全數遭攔截），同時於荷莫茲海峽襲擊3艘油輪。川普隨即發出強硬警告：若伊朗拒絕達成荷莫茲海峽通航與核協議，美軍將「非常輕易地摧毀」伊朗地下核設施「鎬山」（Pickaxe Mountain），並揚言「回去完成任務」。川普同時表示有「非常好的談判」進行中，展現外交與軍事雙軌策略。美軍與沙烏地阿拉伯隨後聯合打擊伊拉克境內伊朗代理人。布蘭特原油因局勢升溫漲3.35%至每桶86.91美元。","createdAt":1785327049150,"dowChange":"盤後，待7/29開盤","id":"79ec87d6c5a5515d79cbc5f2","impactLevel":"高","impactNote":"伊朗突破停火彈襲美軍基地+核威脅，油價大漲3.6%，地緣風險急升","itemType":"TRUMP_STATEMENT","name":"伊朗彈襲美軍基地 川普核警告","nasdaqChange":"盤後，待7/29開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785327049250},"source":"演講","sourceUrl":"https://news.ltn.com.tw/news/world/breakingnews/5521259","sp500Change":"盤後，待7/29開盤","statementDate":"2026/07/28 17:45","taiexChange":"40,039.18 (-3.76%，晶片賣壓延續)","topicTags":"外交,國防,能源","updatedAt":1785327230218,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"101.37 (7/29，微跌0.17%)","version":2},{"content":"## 川普政府禁止中國人形機器人進口\n\n**政策內容：** 特朗普政府於7/28宣布，基於國家安全考量，禁止新的外國製人形機器人與四足機器人進口美國。FCC將這些產品列入「受管制名單」，認為其可能讓「惡意行為者監視美國人、提升外國情報機構能力」。禁令主要針對中國製造的先進機器人，中國是全球最大人形機器人生產國。同時也禁止進口電力逆變器。禁令不追溯既有型號。\n\n**中方回應：** 中國外交部發言人毛寧表示「保護主義提升不了美國的競爭力，只會損害美國企業和消費者的利益」，並稱將採取一切必要措施維護中國企業權益。\n\n**中文摘要：** 川普政府7/28宣布禁止進口中國人形機器人，稱其構成「不可接受的國家安全風險」。這是美中科技競爭的又一升級，中國外交部強烈反彈，批評美方「泛化國家安全概念」。此舉涵蓋人形機器人、四足機器人及電力逆變器。","createdAt":1785327049150,"dowChange":"+1.0%","id":"bccfa72d3ae3ed8320a0b2eb","impactLevel":"低","impactNote":"科技冷戰升級但市場聚焦AI支出疑慮與晶片賣壓，影響有限","itemType":"TRUMP_STATEMENT","name":"禁止中國人形機器人進口","nasdaqChange":"-0.2%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785327049450},"source":"訪談","sourceUrl":"https://www.bbc.com/zhongwen/articles/c3ekn91y5j5o/trad","sp500Change":"+0.2%","statementDate":"2026/07/28 14:00","taiexChange":"40,039.18 (-3.76%，7/29收盤)","topicTags":"科技,經濟,國防","updatedAt":1785327230218,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"101.42 (7/28收盤)","version":2},{"content":"## 事件摘要\n\n2026年7月28日，川普在白宮先後會晤以色列總理尼坦雅胡與烏克蘭總統澤倫斯基，這是兩場戰爭關鍵節點的雙邊會談。\n\n### 與尼坦雅胡會晤\n- 自2026年2月美以聯合對伊朗開戰以來的**首次面對面會晤**\n- 核心議題：伊朗戰爭走向、核計劃情報、戰後安排\n- 尼坦雅胡希望繼續打擊伊朗，川普傾向外交協議\n- 美國國內對戰爭支持度降至僅33%\n- 美伊已連續3天停火，但伊朗否認正式談判\n\n### 與澤倫斯基會晤\n- 自17個月前橢圓形辦公室激烈爭吵後**首次會面**\n- 澤倫斯基尋求美國持續支持\n- 7/25烏克蘭在裏海攻擊伊朗商船（稱其運送軍火給俄羅斯）\n- 伊朗威脅報復，兩場戰爭出現交織風險\n- 澤倫斯基先於參議員Lindsey Graham葬禮前訪美\n\n## 中文摘要\n\n川普7/28在白宮同日會晤兩位戰時領袖。與尼坦雅胡討論伊朗戰爭停火走向，尼坦雅胡試圖說服川普續打；與澤倫斯基則修補關係，澤倫斯基為烏克蘭攻擊伊朗船隻辯護，兩場戰爭（俄烏、美伊）日益交織。","createdAt":1785240699078,"dowChange":"盤前期貨+0.1%，待7/28收盤","id":"1ea053a16c0a949a01a2494a","impactLevel":"中","impactNote":"同日會晤兩戰時領袖，伊朗停火走向與俄烏戰爭交織","itemType":"TRUMP_STATEMENT","name":"白宮會晤尼坦雅胡與澤倫斯基","nasdaqChange":"盤前期貨-0.9%，待7/28收盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785240699378},"source":"訪談","sourceUrl":"https://www.npr.org/2026/07/28/g-s1-135833/trump-netanyahu-iran-war","sp500Change":"盤前期貨-0.2%，待7/28收盤","statementDate":"2026/07/28 10:00","taiexChange":"41,603.36（-4.65%，7/28收盤）","topicTags":"外交,國防,能源","updatedAt":1785240878639,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.51（7/28盤中）","version":2},{"content":"## 川普在 Truth Social 發布 AI 生成圖像威脅伊朗\n\n### 原文要旨\nTrump posted a series of AI-generated images on Truth Social on Sunday (July 26) depicting US warplanes bombing Iran's Kharg Island oil terminal, the seizure of an Iranian oil tanker, and American military dominance. One image was captioned \"STRIKE ON KHARG\" — referring to Iran's Kharg Island, which handles about 90% of Iran's oil exports. Other images showed the US as \"guardians of the world.\" The posts came despite the US military holding fire for a third consecutive day to allow diplomatic space.\n\n### 中文摘要\n7月26日（週日），川普在 Truth Social 發布一系列 AI 生成圖片，描繪美軍戰機轟炸伊朗哈格島（處理伊朗90%石油出口的關鍵設施）、扣押伊朗油輪，以及美國作為「世界守護者」的意象。其中一張標註「STRIKE ON KHARG」（轟炸哈格）。這些貼文發布之時，美軍已連續三天暫停對伊打擊以給外交留空間，引發外界對川普是否會隨時恢復升級攻擊的擔憂。","createdAt":1785154244482,"dowChange":"52,210.08（+0.5%，7/27收盤，期貨+1.1%）","id":"540560d5460bd4b84bb9f7cf","impactLevel":"中","impactNote":"AI圖威脅伊朗哈格島油港，但停火消息壓低油價5-7%","itemType":"TRUMP_STATEMENT","name":"AI圖威脅轟炸伊朗哈格島","nasdaqChange":"24,932.08（-0.2%，7/27收盤，期貨+1.4%）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785154244482},"source":"TruthSocial","sourceUrl":"https://truthsocial.com/@realDonaldTrump","sp500Change":"7,413.18（+0.02%，7/27收盤，期貨+0.9%）","statementDate":"2026/07/26 20:00","taiexChange":"43,634.19（-0.05%，7/27收盤）","topicTags":"國防,能源,外交","updatedAt":1785240878639,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.51（+0.04%，7/27收盤）","version":3},{"content":"## 原文（WHCD晚宴）\n\n\u003e 「I won three times. Now, I'm going to win again. This should be easy — I'm getting better and better at running for president.」\n\n\u003e 川普在WHCD晚宴上戴上一頂印有「TRUMP 2028」的紅色帽子，向在場記者宣布他的「獨家消息」。他也開玩笑說：「就像我的總統任期，第二次總是更好...第三次會更好。」\n\n## 中文摘要\n\n川普在7/24的白宮記者協會（WHCD）晚宴上，戴上一頂「TRUMP 2028」紅帽，暗示自己將在2028年再次參選總統。他稱自己「贏了三次」（暗示2020年大選被操縱），並說「現在我要再贏一次」。此舉引發憲法第22修正案（總統最多兩任）的討論。多家媒體報導此事，Reuters、NTV Kenya等均有報導。\n\n## 背景\n- WHCD原訂4月舉行但因槍擊未遂中斷，7/24重新舉辦\n- 川普演講長達64分鐘，風格混合吐槽大會與競選集會\n- 同時攻擊媒體、民主黨人（紐森、哈里斯、普利茨克）及布魯斯·史普林斯汀等","createdAt":1785240699078,"dowChange":"52,210.08（+0.5%，7/27收盤）","id":"9a9e7b6eaea3a9401a13e129","impactLevel":"無","impactNote":"WHCD娛樂性政治發言，無市場影響","itemType":"TRUMP_STATEMENT","name":"戴2028紅帽暗示第三次參選","nasdaqChange":"24,932.08（-0.2%，7/27收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785240699278},"source":"演講","sourceUrl":"https://www.thewellnews.com/in-the-news/trump-offers-humor-digs-and-even-appreciation-as-white-house-press-finally-does-dinner/","sp500Change":"7,413.18（+0.02%，7/27收盤）","statementDate":"2026/07/27 20:00","taiexChange":"43,634.19（-0.05%，7/27收盤）","topicTags":"選舉,其他","updatedAt":1785240878639,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.51（+0.04%，7/27收盤）","version":2},{"content":"## 原文\n\n\u003e 「I've done more for you than your parents, okay? ... Your parents are great, I'm not going to criticize them, but I have been better to you than your parents, I can tell you that, and they'll agree.」\n\n\u003e 在GM密西根測試中心對汽車工人表示：「我為你們做的比你們父母還多。」同時抨擊UAW工會主席Shawn Fain、指責民主黨是「共產主義者」。\n\n## 演講要點\n\n- **關稅成果**：稱外國汽車關稅加強了美國汽車工業，宣稱GM卡車和SUV產量增長20%\n- **攻擊工會領袖**：嘲諷UAW主席Fain被解僱\n- **罵抗議者**：演講遭打斷時稱抗議者為「共產主義者」\n- **期中選舉造勢**：力挺共和黨候選人Mike Rogers參選聯邦參議員\n- **65分鐘演講**：稱美國經歷了「有史以來最偉大的一年」\n\n## 中文摘要\n\n川普7/27在密西根GM測試中心發表65分鐘經濟演講，為期中選舉造勢。他自誇關稅政策讓汽車業復甦、嗆工人「我比你們父母對你們更好」，並攻擊民主黨與工會領袖。演講途中遭抗議者打斷，他立刻回嗆「共產主義者」。","createdAt":1785240699078,"dowChange":"52,210.08（+0.5%，7/27收盤）","id":"c28c4d9bc4258d0dae4f0799","impactLevel":"低","impactNote":"密西根經濟演講造勢，無政策新意市場反應平淡","itemType":"TRUMP_STATEMENT","name":"密西根GM演講：嗆工人","nasdaqChange":"24,932.08（-0.2%，7/27收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785240699078},"source":"演講","sourceUrl":"https://www.usatoday.com/story/news/politics/2026/07/27/trump-autoworkers-michigan-parents-midterm-elections/91069877007/","sp500Change":"7,413.18（+0.02%，7/27收盤）","statementDate":"2026/07/27 14:00","taiexChange":"43,634.19（-0.05%，7/27收盤）","topicTags":"經濟,關稅,選舉,就業","updatedAt":1785240878639,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.51（+0.04%，7/27收盤）","version":2},{"content":"## 川普就戈迪大橋開幕發表看法\n\n### 原文要旨\nPresident Trump posted on Truth Social regarding the Gordie Howe International Bridge opening on July 27: \"Canada disinvited the United States of America to the opening of the Gordie Howe Bridge, which is fine, considering they are paying substantial TARIFFS to the United States.\" He claimed the original deal \"no longer stands\" and that his administration renegotiated terms so the US would receive 50% of any profits from the bridge's toll revenues. The bridge opened to vehicle traffic at noon on July 27, connecting Windsor, Ontario and Detroit, Michigan. Canadian officials did not confirm Trump's claims about a renegotiated deal. The bridge opens against the backdrop of Trump imposing 50% tariffs on Canadian goods.\n\n### 中文摘要\n7月27日戈迪大橋正式通車，連接溫莎與底特律。川普在 Truth Social 發文稱加拿大「取消了美國參加開幕式的邀請」，但他不介意因為加拿大正在支付「高額關稅」。他聲稱原始協議已不再有效，自己重新談判後美國將獲得大橋通行費收入的50%利潤。加拿大官員未證實此說法。大橋開幕之際，川普對加拿大商品徵收50%關稅。","createdAt":1785154244482,"dowChange":"52,210.08（+0.5%，7/27收盤）","id":"757eef468d6bfd30540ddc1f","impactLevel":"低","impactNote":"戈迪大橋開幕加美關稅議題，市場影響有限","itemType":"TRUMP_STATEMENT","name":"戈迪大橋開幕宣稱獲利50%","nasdaqChange":"24,932.08（-0.2%，7/27收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785154244782},"source":"TruthSocial","sourceUrl":"https://truthsocial.com/@realDonaldTrump","sp500Change":"7,413.18（+0.02%，7/27收盤）","statementDate":"2026/07/27 12:00","taiexChange":"43,634.19（-0.05%，7/27收盤）","topicTags":"關稅,經濟,外交","updatedAt":1785240878639,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.51（+0.04%，7/27收盤）","version":3},{"content":"## 原文（Truth Social 發文）\n\n\u003e 「John Thune should not allow the U.S. Senate to 'leave town' until it passes the SAVE America Act, or, even better — KILL THE FILIBUSTER, so that Republicans can quickly pass everything they dream of, including a full and complete SAVE America Act, the Budget, and the rapidly approaching Debt Ceiling disaster, 1929!」\n\n\u003e 「The party that kills the filibuster will be the party that 'survives and thrives.'」\n\n## 中文摘要\n\n川普7/27在Truth Social發文，公開施壓參議院多數黨領袖John Thune：要求參議院取消8月休會、廢除議事阻撓（filibuster），並在期中選舉前通過《SAVE美國法案》（選民身分驗證法案）。他警告若共和黨現在不動手，民主黨勝選後第一天就會廢除filibuster。Thune回應稱若無現實出路，取消休會無意義。\n\n## 背景\n- SAVE法案要求聯邦選舉投票須出示公民身分證明\n- 民主黨47人全反對，至少4名共和黨參議員也反對\n- 參議院原訂8/7休會、9/14返回","createdAt":1785240699078,"dowChange":"52,210.08（+0.5%，7/27收盤）","id":"60b5743bb2642fec3a7508c9","impactLevel":"低","impactNote":"施壓參院通過SAVE法案，內政無直接市場影響","itemType":"TRUMP_STATEMENT","name":"Truth Social：逼參院通過SAVE法案","nasdaqChange":"24,932.08（-0.2%，7/27收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785240699178},"source":"TruthSocial","sourceUrl":"https://www.usatoday.com/story/news/politics/2026/07/27/trump-thune-tension-save-america-act/91061245007/","sp500Change":"7,413.18（+0.02%，7/27收盤）","statementDate":"2026/07/27 10:00","taiexChange":"43,634.19（-0.05%，7/27收盤）","topicTags":"選舉,司法,內政","updatedAt":1785240878639,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.51（+0.04%，7/27收盤）","version":2},{"content":"## 川普 Truth Social 發布 AI 合成圖嘲諷媒體與政治對手\n\n### 原文要旨\nTrump posted a doctored AI image on Truth Social overlaying CNN reporter Kaitlan Collins' face on transgender influencer Dylan Mulvaney's body, escalating his long-running feud with the journalist. He also shared AI-generated caricatures mocking Bruce Springsteen, former NJ Governor Chris Christie, and comedian Rosie O'Donnell. Additional images showed late-night hosts Jimmy Kimmel, Stephen Colbert, and Jimmy Fallon depicted as bankrupt and begging on the streets. He attacked Senate Majority Leader John Thune (R) with a chart claiming zero recess appointments under Trump vs. hundreds under Reagan and Bush, and posted an AI image of himself as a doctor telling Republicans to \"grow a spine.\"\n\n### 中文摘要\n川普發布經 AI 處理的圖片，將 CNN 記者 Kaitlan Collins 的臉疊加在跨性別網紅 Dylan Mulvaney 的身體上，延續他在白宮記者晚宴上對她的嘲諷。此外還發布 AI 諷刺 Springsteen、Christie、O'Donnell 以及深夜秀主持人的卡通形象，並攻擊參院多數黨領袖 John Thune。另有一張 AI 圖顯示川普扮演醫生，暗指要給共和黨內「硬起來」。","createdAt":1785154244482,"dowChange":"~","id":"aae938e2d7211cec211d72d5","impactLevel":"無","impactNote":"社群娛樂性貼文，無市場影響","itemType":"TRUMP_STATEMENT","name":"AI圖嘲諷CNN記者與政敵","nasdaqChange":"~","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785154244582},"source":"TruthSocial","sourceUrl":"https://truthsocial.com/@realDonaldTrump","sp500Change":"~","statementDate":"2026/07/26 20:00","taiexChange":"43,634.19（-0.05%，7/27收盤）","topicTags":"選舉,其他","updatedAt":1785154385116,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"~","version":2},{"content":"## 川普 Truth Social 發布 AI 圖暗示 2028 年再參選總統\n\n### 原文要旨\nTrump posted multiple AI-generated images hinting at a 2028 presidential run, despite the 22nd Amendment barring a third term. One image showed Trump standing alongside John F. Kennedy in front of the White House. Another \"America First\" poster depicted Trump surrounded by George Washington, Thomas Jefferson, and Alexander Hamilton. A fake movie poster titled \"Trump X Washington\" showed Trump rescuing Washington. The posts follow his WHCD joke about running for a \"fourth term\" and comes as constitutional scholars debate whether Trump could attempt to circumvent term limits.\n\n### 中文摘要\n川普發布多張 AI 生成圖像暗示 2028 年再次參選，儘管憲法第22修正案禁止連任兩屆的總統再次參選。圖片包括與甘迺迪並肩站在白宮前的深度偽造照、被建國先賢簇擁的「America First」海報，以及「Trump X Washington」偽電影海報顯示他拯救華盛頓。此前他在白宮記者晚宴上曾開玩笑宣布「第4任期」。","createdAt":1785154244482,"dowChange":"~","id":"22eff863ab01d4da83bdbc3c","impactLevel":"無","impactNote":"政治性AI圖，無市場影響","itemType":"TRUMP_STATEMENT","name":"AI圖暗示2028年再參選","nasdaqChange":"~","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785154244682},"source":"TruthSocial","sourceUrl":"https://truthsocial.com/@realDonaldTrump","sp500Change":"~","statementDate":"2026/07/26 20:00","taiexChange":"43,634.19（-0.05%，7/27收盤）","topicTags":"選舉,其他","updatedAt":1785154385116,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"~","version":2},{"content":"## 川普在WHCD將CNN凱特蘭·柯林斯比作跨性別網紅\n\n**原文（CNBC/People報導）**\nAt the WHCD, Trump targeted CNN's Kaitlan Collins:\n\"I thought Kaitlan Collins got a big new sponsorship, but then I realized — that's not her on the Bud Light can, that's Dylan Mulvaney.\"\n\n**中文摘要**\n川普在晚宴上攻擊CNN記者凱特蘭·柯林斯，暗示她與跨性別網紅迪倫·馬爾瓦尼（Dylan Mulvaney）相似，引用百威淡啤（Bud Light）的跨性別代言爭議。此話被廣泛認為是帶有貶意的跨性別嘲諷，現場反應冷淡。","createdAt":1785067840732,"dowChange":"盤後，待7/27開盤","id":"d7283cf4cb539889d91f2b88","impactLevel":"無","impactNote":"WHCD娛樂性發言，無市場影響","itemType":"TRUMP_STATEMENT","name":"WHCD嘲諷CNN記者跨性別爭議","nasdaqChange":"盤後，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785067840832},"source":"演講","sourceUrl":"https://www.cnbc.com/2026/07/25/trump-mixes-jokes-with-barbs-at-white-house-correspondents-dinner.html","sp500Change":"盤後，待7/27開盤","statementDate":"2026/07/24 21:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"媒體,其他","updatedAt":1785067958832,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.47（+0.02%，7/24收盤）","version":2},{"content":"## 川普確認尼坦雅胡7/27訪美、7/28白宮會談伊朗局勢\n\n**原文（The Times of Israel / Jerusalem Post報導）**\nTrump confirmed: \"Prime Minister Netanyahu will be coming to Washington. We'll discuss Iran, the region, and many other things. He's coming on Monday, we'll meet at the White House on Tuesday.\"\n\n**中文摘要**\n川普於7/24 WHCD晚宴及後續證實以色列總理尼坦雅胡將於7/27（週一）抵達華盛頓，7/28（週二）在白宮舉行會談。主要議題為伊朗局勢、中東安全及停火協議。此次會晤正值美伊軍事打擊暫停、外交斡旋關鍵期，尼坦雅胡據信將敦促川普維持對伊朗的軍事壓力。\n\n**背景**：以色列情報機構認為伊朗尚未真正屈服，擔心暫停打擊會讓伊朗獲得喘息。部分報導指出以色列正推動美國恢復轟炸。","createdAt":1785067849672,"dowChange":"盤後，待7/27開盤","id":"a8ed1193f156f0bed52a2a67","impactLevel":"低","impactNote":"尼坦雅胡7/27-28訪美談伊朗，外交進程待觀察","itemType":"TRUMP_STATEMENT","name":"尼坦雅胡7/27訪美會談","nasdaqChange":"盤後，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785067849672},"source":"演講","sourceUrl":"https://www.timesofisrael.com/pms-office-says-hell-fly-to-dc-for-tuesday-meet-with-trump-graham-memorial-service/","sp500Change":"盤後，待7/27開盤","statementDate":"2026/07/24 21:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"外交,國防,其他","updatedAt":1785067958832,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.47（+0.02%，7/24收盤）","version":2},{"content":"## 川普：伊朗展現「前所未有的認真態度」，但美軍已上膛待發\n\n**原文（新唐人電視台報導）**\nTrump said at the White House:\n\"Iran is showing an unprecedented serious attitude in negotiations. They have two choices: reach a deal, or face continued — and potentially escalated — military strikes. Our military is locked and loaded.\"\n\n**中文摘要**\n2026/7/25，川普在白宮表示伊朗在談判中展現「前所未有的認真態度」。但他同時強調美軍已「上膛待發」，隨時準備升級軍事行動。這番話發表在美伊連續13晚轟炸後首次出現連續兩晚停火之際，顯示川普採取兩手策略——一邊談判一邊維持軍事壓力。\n\n**背景**：7/24-7/25美軍連續兩晚未對伊朗發動打擊，為14天來首次。阿曼正在斡旋霍爾木茲海峽安全通行機制。伊朗年通膨率已超過80%，經濟壓力巨大。","createdAt":1785067840732,"dowChange":"週末，待7/27開盤","id":"baaee5cb2ae4ae3966779c7d","impactLevel":"中","impactNote":"14天來首度無空襲，談判窗口開啟但美軍上膛，油價波動待週一","itemType":"TRUMP_STATEMENT","name":"伊朗認真談判但美軍上膛待發","nasdaqChange":"週末，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785067841032},"source":"演講","sourceUrl":"https://www.ntdtv.com/b5/2026/07/25/a104118624.html","sp500Change":"週末，待7/27開盤","statementDate":"2026/07/25 15:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"外交,國防,能源","updatedAt":1785067958832,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.47（+0.02%，7/24收盤）","version":2},{"content":"## 川普WHCD：伊朗政權已被推翻、由同性戀獨裁者統治\n\n**原文（Hindustan Times/Fox News報導）**\nAt the WHCD, Trump said:\n\"A once-feared powerful regime has been toppled... they are now ruled by a gay dictator, facing internal division. But personally, I wish Bari Weiss well at CBS News.\"\n\n**中文摘要**\n川普在白宮記者晚宴上稱伊朗政權已被推翻（暗指最高領袖哈米尼已失勢、由穆傑塔巴·哈米尼接掌），並以貶抑語氣稱伊朗由「同性戀獨裁者」統治。接著他話鋒一轉，突然祝賀媒體人巴里·韋斯（Bari Weiss）在CBS的新工作，諷刺媒體轉移焦點。\n\n**背景**：伊朗當局對此發言尚未回應。此話被解讀為川普在戰爭壓力下試圖貶低伊朗領導層的士氣。","createdAt":1785067840732,"dowChange":"盤後，待7/27開盤","id":"4ba3b73169a33b8338eaa777","impactLevel":"無","impactNote":"WHCD娛樂場合貶抑伊朗，無直接市場影響","itemType":"TRUMP_STATEMENT","name":"WHCD稱伊朗被同性戀獨裁者統治","nasdaqChange":"盤後，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785067840932},"source":"演講","sourceUrl":"https://www.hindustantimes.com/world-news/us-president-donald-trump-calls-iran-supreme-leader-mojtaba-khamenei-gay-at-correspondents-dinner-speech-us-iran-war-101784947304408.html","sp500Change":"盤後，待7/27開盤","statementDate":"2026/07/24 21:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"國防,外交,其他","updatedAt":1785067958832,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.47（+0.02%，7/24收盤）","version":2},{"content":"## 川普白宮記者晚宴當眾嘲諷演講撰稿人\n\n**原文（Fortune/CNBC報導）**\nWhen a joke fell flat at the WHCD, Trump said:\n\"That was actually the only thing I thought was good in this whole fricking stupid speech they wrote.\"\n\nHe also asked: \"Is this supposed to be fun? Am I supposed to be a comedian?\"\n\n**中文摘要**\n2026/7/24白宮記者協會晚宴上，川普當一個笑話冷場後，公然批評自己的演講撰稿人：「那是我覺得這整篇該死的愚蠢演講裡唯一不錯的部分。」他還質疑：「這應該是有趣的嗎？我該當個喜劇演員嗎？」顯示他對撰稿團隊的不滿與對晚宴氛圍的不耐。\n\n**背景**：這是川普首次以總統身分出席WHCD，演講超過一小時，充滿漫罵與侮辱，多次冷場。","createdAt":1785067840732,"dowChange":"盤後，待7/27開盤","id":"8bed1c6182e959b9fa6869c6","impactLevel":"無","impactNote":"WHCD娛樂性發言，無市場影響","itemType":"TRUMP_STATEMENT","name":"WHCD嘲諷演講撰稿人","nasdaqChange":"盤後，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785067840732},"source":"演講","sourceUrl":"https://fortune.com/2026/07/25/trump-rambling-insult-filled-speech-white-house-correspondents-dinner/","sp500Change":"盤後，待7/27開盤","statementDate":"2026/07/24 21:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"媒體,其他","updatedAt":1785067958832,"updatedBy":{"agentId":"a875eca0cb43d9dbfa9d6215","agentName":"市場衝擊分析員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"usdChange":"DXY 101.47（+0.02%，7/24收盤）","version":2},{"content":"## 美伊連續兩晚無轟炸：川擱置大規模攻擊計畫\n\n**原文（Iran International / NYT報導）**\nFor the second consecutive night, the US did not conduct strikes on Iran — ending 13 straight nights of bombardment. Iran's military also stopped retaliatory attacks.\n\nThe New York Times reported that Trump has shelved plans for a larger strike on Iran, partly due to concerns over missile inventory shortages.\n\n**中文摘要**\n7/24-7/25晚間，美軍連續第二晚未對伊朗發動打擊，終結了連續13晚的轟炸行動。伊朗軍方也停止報復攻擊。《紐約時報》報導川普已擱置更大規模打擊計畫，原因之一是擔心美國在中東的防空飛彈庫存不足。阿曼代表團在德黑蘭就霍爾木茲海峽安全通行機制進行兩天會談並取得進展。\n\n然而以色列情報界認為川普最終仍將被迫升級行動，因為伊朗尚未在核心議題上讓步。","createdAt":1785067849672,"id":"2d1f6b28bc902cb3ca48f4cc","itemType":"TRUMP_STATEMENT","name":"美軍暫停伊朗打擊外交突破","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1785067849772},"source":"訪談","sourceUrl":"https://www.iranintl.com/en/liveblog/202607245785","statementDate":"2026/07/25 22:00","topicTags":"外交,國防,能源","updatedAt":1785067849672,"updatedBy":{"agentId":"d32cdf949816f40fe7cbd8d9","agentName":"川普監測員","userId":"6a348944020eadeb3ccd13","userName":"陳御長"},"version":1},{"content":"## 原文\nAt the rescheduled White House Correspondents' Dinner (July 24, 2026), President Trump wore a red \"TRUMP 2028\" hat and jokingly announced his candidacy for a \"fourth term,\" calling it \"somewhat of a scoop.\" He also said he would attend the 2027 dinner, breaking tradition.\n\n## 中文摘要\n川普在7/24重辦的白宮記者協會晚宴上，戴上一頂「TRUMP 2028」紅帽，開玩笑宣布競選「第四任期」，稱這是「獨家消息」。他也表示將參加2027年晚宴，打破總統不出席該活動的傳統。","createdAt":1784981415425,"dowChange":"盤後，待7/27開盤","id":"cc14dd745286ae10b22f6785","impactLevel":"無","impactNote":"WHCD娛樂性發言，無市場影響","itemType":"TRUMP_STATEMENT","name":"WHCD：戴TRUMP2028帽","nasdaqChange":"盤後，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784981415425},"source":"演講","sourceUrl":"https://www.foxnews.com/politics/heres-what-you-missed-from-trumps-first-whca-dinner-president-5-takeaways-from-his-night-press","sp500Change":"盤後，待7/27開盤","statementDate":"2026/07/24 21:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"選舉,其他","updatedAt":1784981605388,"usdChange":"DXY 101.48（+0.04%，7/24收盤）","version":2},{"content":"## 原文\nTrump declared the Gordie Howe International Bridge deal void after Canada canceled the planned July 24, 2026 joint opening ceremony. He claimed the US will now get 50% of the bridge's profits. The $4.7 billion bridge was fully funded by Canada.\n\n## 中文摘要\n川普宣布，由於加拿大取消了原定7/24舉行的戈迪·豪國際大橋（底特律-溫莎）聯合開幕儀式，該橋梁協議無效。他聲稱美國現在將獲得大橋利潤的50%。這座耗資47億美元的大橋完全由加拿大出資興建。此舉進一步加劇美中貿易緊張局勢。\n\n## 相關報導\n- Caliber.az: Trump declares bridge deal void after Canada cancels ceremony","createdAt":1784981426020,"dowChange":"51,947.25（+0.5%，7/24收盤）","id":"537e998b79ce54b489920a60","impactLevel":"低","impactNote":"加拿大橋梁爭端，市場關注度低","itemType":"TRUMP_STATEMENT","name":"宣布戈迪大橋協議無效","nasdaqChange":"24,975.82（-0.6%，7/24收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784981426220},"source":"TruthSocial","sourceUrl":"https://caliber.az/en/post/trump-declares-bridge-deal-void-after-canada-cancels-ceremony","sp500Change":"7,411.98（+0.05%，7/24收盤）","statementDate":"2026/07/24 15:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"經濟,關稅","updatedAt":1784981605388,"usdChange":"DXY 101.48（+0.04%，7/24收盤）","version":2},{"content":"## 川普政府對60國徵收新301關稅 10-12.5%（2026/7/24）\n\n**原文摘要**：\nU.S. Trade Representative Jamieson Greer announced new Section 301 tariffs on 60 trading partners, citing failure to \"effectively prevent forced labor imports.\"\n\n**關稅結構**：\n- 10%關稅：歐盟、台灣、日本、韓國、瑞士等（被認定已承諾執行強迫勞動禁令）\n- 12.5%關稅：中國及其他38國（被指控存在強迫勞動問題）\n- 疊加在最惠國關稅之上，立即生效\n- 替代即將到期的10%外國商品稅\n\n**中文摘要**：\n川普政府以「強迫勞動」為由，對60個貿易夥伴啟動新一輪301關稅，稅率10%至12.5%。台灣、日本、韓國、歐盟適用10%；中國適用12.5%。此舉為川普重返白宮後全球貿易戰的最新升級。澳洲、巴西等國已表達反對。","createdAt":1784895050231,"dowChange":"51,947.25（+0.5%，7/24收盤）","id":"a6b47411ac77b3faa8582941","impactLevel":"高","impactNote":"對60國徵10-12.5%關稅，台灣10%中國12.5%，全球貿易戰再升級","itemType":"TRUMP_STATEMENT","name":"對60國徵301關稅10-12.5%","nasdaqChange":"24,975.82（-0.6%，7/24收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784895050331},"source":"演講","sourceUrl":"https://www.bbc.com/zhongwen/articles/clyezy3l60qo/simp","sp500Change":"7,411.98（+0.05%，7/24收盤）","statementDate":"2026/07/24 00:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"關稅,經濟","updatedAt":1784981605388,"usdChange":"DXY 101.48（+0.04%，7/24收盤）","version":3},{"content":"## 原文\n\"This is the largest group of Trump Derangement Syndrome People ever put together at one time.\"\n\n## 中文摘要\n川普在WHCD晚宴演講中猛烈抨擊媒體，稱現場記者是「有史以來最大一群川普精神錯亂症患者」。他嘲諷CNN的凱特蘭·柯林斯（Kaitlan Collins）誤以為自己成為百威代言人、針對CBS的巴里·韋斯（Bari Weiss）進行政治諷刺。並透露給了記者自己的直接號碼後「每3.7分鐘接到一個電話」。\n\n## 相關報導\n- Variety: 「有史以來最大一群川普精神錯亂症患者」\n- CNN: 川普晚宴演講充滿仇恨\n- TheWrap: Acosta痛批演講充滿仇恨與惡意\n- Fox News: 5 takeaways\n- Deadline: 造勢風格的1小時絮叨","createdAt":1784981415425,"dowChange":"盤後，待7/27開盤","id":"06b821e3e38b219f0e97d122","impactLevel":"無","impactNote":"WHCD娛樂性發言，無市場影響","itemType":"TRUMP_STATEMENT","name":"WHCD：炮轟媒體假新聞","nasdaqChange":"盤後，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784981415625},"source":"演講","sourceUrl":"https://variety.com/2026/tv/news/trump-white-house-correspondents-dinner-remarks-1236820779/","sp500Change":"盤後，待7/27開盤","statementDate":"2026/07/24 21:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"其他","updatedAt":1784981605388,"usdChange":"DXY 101.48（+0.04%，7/24收盤）","version":2},{"content":"## 原文\nTrump said he hasn't decided on launching heavier strikes on Iran, noting Iran is getting \"far more serious\" in talks. He said Iran can \"make a deal or face a higher level of strikes.\" Meanwhile, US and Iran appear to have halted strikes after 13 consecutive days of mutual attacks. Trump described at WHCD a hypothetical scenario of \"a terrible powerful regime\" being overthrown, referring to Iran.\n\n## 中文摘要\n川普表示尚未決定是否對伊朗發動更猛烈打擊，稱伊朗在談判中變得「更認真」。他說伊朗可選擇「達成協議或面對更高強度打擊」。同時，美伊在連續13天互相打擊後似乎出現了暫停。\n\n## 相關報導\n- The Defense Post: Trump Weighs Harder Iran Strikes as Conflict Widens\n- Times of Israel: US, Iran appear to halt strikes after 13 days\n- France 24: Houthis claim strike on Saudi as Trump weighs harder Iran strikes","createdAt":1784981426020,"dowChange":"週末，待7/27開盤","id":"1278c5b3f82655d5b1e75078","impactLevel":"中","impactNote":"伊朗談判轉趨認真，油價回落有利市場","itemType":"TRUMP_STATEMENT","name":"稱伊朗談判轉趨認真","nasdaqChange":"週末，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784981426020},"source":"訪談","sourceUrl":"https://thedefensepost.com/2026/07/25/us-trump-iran-strikes/","sp500Change":"週末，待7/27開盤","statementDate":"2026/07/25 10:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"外交,國防","updatedAt":1784981605388,"usdChange":"DXY 101.48（+0.04%，7/24收盤）","version":2},{"content":"## 原文\n\"I'm going to send him [Schumer] a beautiful Palestinian outfit tomorrow so he can greet Bibi Netanyahu when he comes to town next week.\"\n\n## 中文摘要\n川普在WHCD晚宴上證實以色列總理尼坦雅胡（Bibi Netanyahu）將於下週訪問華盛頓。他開玩笑說要送參議員舒默（Chuck Schumer）一套「美麗的巴勒斯坦服裝」，讓舒默穿著迎接尼坦雅胡到訪。\n\n## 相關報導\n- Jerusalem Post: 川普稱將送舒默巴勒斯坦服裝迎接尼坦雅胡\n- Reuters: 川普證實尼坦雅胡下週訪問美國","createdAt":1784981415425,"dowChange":"盤後，待7/27開盤","id":"95d1aada79c68fc7a3a58cb8","impactLevel":"低","impactNote":"尼坦雅胡下週訪美，中東外交動向待觀察","itemType":"TRUMP_STATEMENT","name":"WHCD：證實尼坦雅胡下週訪美","nasdaqChange":"盤後，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784981415525},"source":"演講","sourceUrl":"https://www.jpost.com/international/article-903594","sp500Change":"盤後，待7/27開盤","statementDate":"2026/07/24 21:30","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"外交,其他","updatedAt":1784981605388,"usdChange":"DXY 101.48（+0.04%，7/24收盤）","version":2},{"content":"## 原文\nOn Truth Social, Trump wrote that during his meeting in Beijing, President Xi told him that \"under no circumstances would weapons be provided or sold to the Islamic Republic of Iran — and that includes Chinese companies.\" He also said Putin told him Russia would not sell weapons to Iran. Trump warned: \"If they were involved, it would be very bad for them — it is definitely not in their best interest.\"\n\n## 中文摘要\n川普在Truth Social發文稱，他與習近平在北京會面時，習告訴他「無論如何都不會向伊朗出售武器——包括中國企業」。普丁也向他保證不會軍售伊朗。川普警告說，如果中俄介入，「對他們來說將非常糟糕——絕對不符合他們的最佳利益」。此前國防部長赫格塞斯曾向議員表示中俄以某種方式協助伊朗。","createdAt":1784981426020,"dowChange":"盤後，待7/27開盤","id":"de132c9a6efbb5084ba89086","impactLevel":"低","impactNote":"盤後發言，待7/27開盤反應","itemType":"TRUMP_STATEMENT","name":"警告中俄勿軍售伊朗","nasdaqChange":"盤後，待7/27開盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784981426120},"source":"TruthSocial","sourceUrl":"https://www.straitstimes.com/world/middle-east/trump-warns-china-russia-against-involvement-in-iran-war","sp500Change":"盤後，待7/27開盤","statementDate":"2026/07/24 18:00","taiexChange":"43,654.84（-2.67%，7/24收盤）","topicTags":"外交,國防","updatedAt":1784981605388,"usdChange":"DXY 101.48（+0.04%，7/24收盤）","version":2},{"content":"## 川普：動用凍結伊朗資產賠償荷姆茲船損（2026/7/24）\n\n**原文（Truth Social）**：\n\"Any and all damages to ships hit by Iran in the Strait of Hormuz will be paid from frozen Iranian funds held and controlled by the United States. These damages may be very substantial but, nevertheless, this is the fair and equitable thing to do.\"\n\n**中文摘要**：\n川普宣布，荷姆茲海峽遭伊朗攻擊船隻的所有損失，將從美國凍結的伊朗資金中支付（美國自1979年凍結伊朗資產，估計約1000億美元）。他稱這是「公平且正義的做法」。\n\n伊朗外長Araghchi在X上強烈譴責，稱扣押他國資產支付無關索賠是「煽動性先例」，警告「一旦政府將沒收正常化，任何人資產都不安全」。\n\n**背景**：油價因荷姆茲危機突破$100/桶，通過荷姆茲的油輪降至5月來最低（僅1艘）。","createdAt":1784895041136,"dowChange":"待7/24收盤","id":"b2d17114da81839969d43a22","impactLevel":"中","impactNote":"動用伊朗凍結資產賠償先例，加劇地緣不確定性與法律風險","itemType":"TRUMP_STATEMENT","name":"動用伊朗千億資產賠船損","nasdaqChange":"待7/24收盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784895041436},"source":"TruthSocial","sourceUrl":"https://www.aljazeera.com/news/2026/7/24/tehran-slams-trumps-threat-to-use-frozen-iranian-assets-as-incendiary","sp500Change":"待7/24收盤","statementDate":"2026/07/24 12:00","taiexChange":"-2.45%（7/24）","topicTags":"外交,國防,能源,經濟","updatedAt":1784895242857,"usdChange":"DXY 101.12，美元走弱","version":2},{"content":"## 川普警告「重大軍事懲罰」胡塞與伊朗（2026/7/24）\n\n**原文（Truth Social）**：\n\"Let this be known — if they do it again, the United States will hold Iran responsible, because the Houthis are Iran's proxies or agent force, and will impose MAJOR MILITARY PUNISHMENT on Iran as well as the Houthis themselves.\"\n\n**中文摘要**：\n胡塞武裝在紅海襲擊兩艘沙烏地油輪（Encelia號與Layla號）後，川普在Truth Social發出嚴厲警告：若再有類似攻擊，美國將追究伊朗的連帶責任——因為胡塞是伊朗的代理人——並對伊朗及胡塞實施「重大軍事懲罰」。國務卿Rubio將此政策稱為「以頭還眼」（a head for an eye）。\n\n**背景**：胡塞已宣布封鎖沙國經曼德海峽的石油出口，此舉進一步升級中東戰火。","createdAt":1784895041136,"dowChange":"-1.0%（7/23）","id":"0db6a3422a1bfa2b3fceb74f","impactLevel":"高","impactNote":"胡塞紅海襲船+伊朗連帶責任威脅，油價逼近$100加劇市場恐慌","itemType":"TRUMP_STATEMENT","name":"嗆重大軍事懲罰胡塞伊朗","nasdaqChange":"-2.2%（7/23）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784895041336},"source":"TruthSocial","sourceUrl":"https://www.cbsnews.com/live-updates/iran-war-us-trump-strait-hormuz-oil-prices-red-sea-houthis/","sp500Change":"-1.2%（7/23）","statementDate":"2026/07/24 10:00","taiexChange":"待7/24收盤","topicTags":"國防,外交,能源","updatedAt":1784895242857,"usdChange":"DXY 101.12，美元走弱","version":2},{"content":"## 川普回應Jack Smith刑事轉介（2026/7/23）\n\n**原文**：\nTrump posted on social media: \"Justice at last?\"\n\n**中文摘要**：\n眾議院司法委員會主席Jim Jordan以「作偽證」為由，將前特別檢察官Jack Smith（曾主導2020選舉干預案與機密文件案）刑事轉介至司法部。川普在社交媒體發文「終於正義了嗎？」表達支持。Smith的律師反駁指控，民主黨批評此舉為政治報復。","createdAt":1784895041136,"dowChange":"N/A","id":"6f3104060630366c4e3bb9ca","impactLevel":"無","impactNote":"司法政治事件，對金融市場無直接影響","itemType":"TRUMP_STATEMENT","name":"稱Jack Smith正義終到","nasdaqChange":"N/A","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784895041236},"source":"TruthSocial","sourceUrl":"https://www.npr.org/2026/07/23/g-s1-135121/republicans-justice-department-jack-smith","sp500Change":"N/A","statementDate":"2026/07/23 13:00","taiexChange":"N/A","topicTags":"司法,選舉","updatedAt":1784895242857,"usdChange":"N/A","version":2},{"content":"## 川普喬治亞州Cobb County造勢演講（2026/7/22）\n\n**原文摘要**：\n- 推廣「川普帳戶」（Trump Account）兒童投資工具，稱\"a beautiful thing\"\n- 支持共和黨州長候選人Rick Jackson，承諾當選後加碼兒童福利$1000\n- 攻擊民主黨參議員Warnock與州長候選人Stacey Abrams為「激進左派」\n- 重申2020大選「被操縱」指控，批評州長Kemp背叛\n- 稱民主黨「想摧毀這個國家」\n- 將當前衝突稱為「小衝突」（skirmish）\n- 警告期中選舉：「如果11月輸了，這個國家將不再一樣」\n\n**中文摘要**：川普在喬治亞州科布縣惠勒高中舉辦造勢，從政策演說轉為2026期中選舉動員大會。他推廣川普帳戶、背書共和黨候選人、攻擊民主黨及選舉系統，並將美伊衝突淡化為「小衝突」。場外有大規模抗議。","createdAt":1784895041136,"dowChange":"-1.0%（7/23）","id":"f7cbbd3ddf7902be4d6193f3","impactLevel":"低","impactNote":"7/22晚間造勢，市場未直接反應；7/23三大指數因伊朗局勢全面重挫","itemType":"TRUMP_STATEMENT","name":"喬治亞造勢催票","nasdaqChange":"-2.2%（7/23）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784895041136},"source":"演講","sourceUrl":"https://www.ajc.com/politics/2026/07/donald-trumps-policy-pitch-turns-into-a-georgia-campaign-rally/","sp500Change":"-1.2%（7/23）","statementDate":"2026/07/22 19:00","taiexChange":"+0.06%（7/23）","topicTags":"選舉,經濟,移民","updatedAt":1784895242857,"usdChange":"DXY 101.19→101.12","version":2},{"content":"## 川普Axios專訪：考慮「前所未有」大規模攻擊伊朗（2026/7/24）\n\n**原文（Axios採訪）**：\n\"I'm considering a massive attack. Bigger than ever before. I'm about to make a decision. We're ready for it.\"\n\n\"They [Iran] want to make a deal... but I said they're not ready to make a deal yet. Because every time they make a deal, they want to change it... They're not ready yet. They'll be ready soon.\"\n\n\"If I ask Israel to join, they'll join in two minutes.\"\n\n\"They [Iran] haven't suffered enough yet.\"\n\n**中文摘要**：\n川普接受Axios專訪時表示正考慮發動「比以往任何時候都更大」的大規模攻擊，稱伊朗「還沒有承受足夠的痛苦」。他暗示以色列可在兩分鐘內加入行動，並重複伊朗「想談判但還沒準備好」。\n\n國務卿Rubio補充：「他們將為所作所為付出非常沉重的代價，他們已經在付出了。」\n\n**背景**：美軍已連續第13晚對伊朗進行空襲，目標包括胡齊斯坦省與阿巴斯港。五角大廈數據：18名美軍陣亡、至少482人受傷。眾院通過決議要求結束對伊戰爭，參院未跟進。","createdAt":1784895050231,"dowChange":"待7/24收盤","id":"0bbfaf4403f105b8f67c2763","impactLevel":"高","impactNote":"Axios專訪放話「前所未有大規模攻擊」，再度升級中東戰爭風險","itemType":"TRUMP_STATEMENT","name":"考慮前所未有大規模攻擊伊朗","nasdaqChange":"待7/24收盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784895050231},"source":"訪談","sourceUrl":"https://www.cnbc.com/2026/07/24/us-iran-war-trump-hormuz-houthis.html","sp500Change":"待7/24收盤","statementDate":"2026/07/24 15:00","taiexChange":"-2.45%（7/24）","topicTags":"國防,外交,能源","updatedAt":1784895242857,"usdChange":"DXY 101.12，美元走弱","version":2},{"content":"## 2026/7/22 多佛空軍基地：陣亡將士尊嚴轉移儀式\n\n**原文（英文，ABC News 報導）：**\n\u003e \"All of them said very strongly, 'We cannot let Iran have a nuclear weapon'\"\n\u003e \"We're going to Dover, some of you are going with us, to honor our heroes. And they are indeed great heroes, actually.\"\n\u003e 稱這是「one of the hardest things to do as a president but it has to be done」\n\u003e 對家屬說：「All I'm going to say is, we love you. We love your child...」\n\n**中文摘要：**\n川普赴德拉瓦州多佛空軍基地參加伊朗戰爭陣亡美軍的「尊嚴轉移」儀式（第三次此類行程）。儀式後為伊朗戰爭辯護，聲稱「所有陣亡士兵都強烈說過『我們不能讓伊朗擁核』」，以此正當化戰爭。他稱參加儀式是「總統最難做的事之一但必須做」，並向家屬表達慰問。此非川普首次引用陣亡將士為戰爭正當性背書。","createdAt":1784808643804,"dowChange":"7/22 道瓊收 52,218.58（-0.01%）","id":"f3c070ad47f312559e2ab913","impactLevel":"低","impactNote":"陣亡將士尊嚴儀式，無直接市場影響","itemType":"TRUMP_STATEMENT","name":"多佛陣亡將士尊嚴轉移","nasdaqChange":"7/22 NASDAQ 收 25,690.90（-0.6%）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784808643904},"source":"演講","sourceUrl":"https://abcnews.com/Politics/trump-honor-heroes-attend-dignified-transfer-dover-air/story?id=134979766","sp500Change":"7/22 S\u0026P 500 收 7,498.96（+0.1%）","statementDate":"2026/07/22 16:00","taiexChange":"7/22 台股收 44,825.78（+1.34%）","topicTags":"外交,國防","updatedAt":1784808950548,"usdChange":"7/22 DXY 收 101.14（-0.04%）","version":2},{"content":"## 2026/7/22 喬治亞州 Cobb County 造勢大會\n\n**摘要（AJC 等報導）：**\n川普赴喬治亞州 Cobb County 助選，名義上推廣「川普帳戶」（Trump Accounts）與《拯救美國法案》（SAVE Act），但多數時間轉為典型競選造勢風格：\n- **SAVE Act/川普帳戶**：為兒童設立可投資股市的帳戶，政府提供初始存款。喬州州長候選人承諾再加碼 $1,000。強調立法不易。\n- **選舉舞弊指控**：批評「假新聞」與「大規模郵寄投票」，重回 2020 年選舉干擾論述，令部分共和黨人憂心影響期中選舉投票率。\n- **攻擊民主黨**：稱史黛西·艾布拉姆斯（Stacey Abrams）與拉斐爾·沃諾克（Raphael Warnock）為「共產主義者」，警告民主黨勝利將帶來「文明的終結」。\n- **伊朗**：誓言「伊朗永遠不會獲得核武器」。\n- **其他**：吹噓股市表現、打擊非法移民成果、讚揚委內瑞拉軍事干預。\n\n**原文重點（AJC 報導轉述）：**\n\u003e 將「川普帳戶」描述為「一件美好的事物」，並強調立法不易。\n\u003e 批評民主黨為「共產主義者」或「社會主義者」，諷刺可負擔性擔憂是「編造的詞」。","createdAt":1784808652893,"dowChange":"盤後造勢，7/23 尚未反應","id":"0758c79b6b4e2b4a9f334d15","impactLevel":"低","impactNote":"選前造勢，SAVE Act與舞弊論述，市場影響有限","itemType":"TRUMP_STATEMENT","name":"喬治亞造勢：SAVE Act與舞弊指控","nasdaqChange":"盤後造勢，7/23 尚未反應","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784808652893},"source":"演講","sourceUrl":"https://www.ajc.com/politics/2026/07/donald-trumps-policy-pitch-turns-into-a-georgia-campaign-rally/","sp500Change":"盤後造勢，7/23 尚未反應","statementDate":"2026/07/22 18:00","taiexChange":"7/23 台股收 44,850.81（+0.06%）","topicTags":"選舉,經濟,外交","updatedAt":1784808950548,"usdChange":"盤後造勢，7/23 尚未反應","version":2},{"content":"## 2026/7/22 Truth Social：仿製藥進口關稅階梯式調升至 200%\n\n**原文（英文，CBS News 報導轉述）：**\n\u003e 「This is done in order to RESHORE Generic Pharmaceutical Production into America.」\n\u003e （「這是為了將仿製藥生產重新帶回美國。」）\n\n**關稅時間表：**\n- **2028 年 8 月起**：進口學名藥（仿製藥）關稅升至 **100%**\n- **2029 年 8 月起**：再升至 **200%**\n\n**受影響國家：**\n- **印度**：供應美國超過 50% 的仿製藥處方\n- **中國**：佔美國布洛芬進口 95%、對乙醯氨基酚 70%、青黴素進口 45%\n\n**中文摘要：**\n川普在 Truth Social 宣布階梯式仿製藥關稅計畫，給予藥廠兩年緩衝期將產線移回美國。2028 年 8 月先徵 100%，2029 年升至 200%。白宮發言人表示同時有設備全額費用化等政策輔助轉型。專家警告關稅可能導致藥企退出美國市場、供應鏈短缺，且因仿製藥利潤極薄，成本將轉嫁消費者。","createdAt":1784808652893,"dowChange":"7/22 道瓊收 52,218.58（-0.01%）","id":"7da0137822017c859806bb37","impactLevel":"中","impactNote":"關稅2028起逐步生效，市場反應平淡","itemType":"TRUMP_STATEMENT","name":"仿製藥200%關稅時間表","nasdaqChange":"7/22 NASDAQ 收 25,690.90（-0.6%）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784808652993},"source":"TruthSocial","sourceUrl":"https://www.cbsnews.com/news/trump-generic-drug-tariffs-manufacturing/","sp500Change":"7/22 S\u0026P 500 收 7,498.96（+0.1%）","statementDate":"2026/07/22 10:00","taiexChange":"7/22 台股收 44,825.78（+1.34%）","topicTags":"關稅,經濟,科技","updatedAt":1784808950548,"usdChange":"7/22 DXY 收 101.14（-0.04%）","version":2},{"content":"## 2026/7/22 Truth Social：荷姆茲每射一船即炸橋樑電廠\n\n**原文（英文，由 CNBC 報導轉述）：**\n\u003e \"From this point forward, any time the Islamic Republic of Iran shoots at a ship in the Strait of Hormuz, whether it be by Missile, Rocket, Drone, or any other device or weapon, the United States will bomb and destroy ONE BRIDGE OR POWER PLANT.\"\n\u003e 並補充：「包括那些位於首都德黑蘭附近或市內的橋樑或發電廠。」\n\n**中文摘要：**\n川普在 Truth Social 發布重大升級威脅：今後伊朗每次向荷姆茲海峽船隻射擊（無論飛彈、火箭、無人機等任何武器），美國將轟炸並摧毀一座伊朗橋樑或發電廠，目標可包括德黑蘭市內或周邊的基礎設施。此聲明無附加外交條件，屬全面升級軍事報復的單方政策宣示。當天美軍已連續第 11 晚轟炸伊朗，且川普稍晚赴多佛空軍基地迎接陣亡將士遺體。","createdAt":1784808643804,"dowChange":"7/22 道瓊收 52,218.58（-0.01%）","id":"90fe2ee97db937dfa22a78e6","impactLevel":"高","impactNote":"油價飆逾3%突破$90，伊朗危機升級","itemType":"TRUMP_STATEMENT","name":"荷姆茲海峽橋樑電廠威脅","nasdaqChange":"7/22 NASDAQ 收 25,690.90（-0.6%）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784808643804},"source":"TruthSocial","sourceUrl":"https://www.cnbc.com/2026/07/22/us-iran-war-trump-hormuz-.html","sp500Change":"7/22 S\u0026P 500 收 7,498.96（+0.1%）","statementDate":"2026/07/22 12:00","taiexChange":"7/22 台股收 44,825.78（+1.34%）","topicTags":"外交,國防,能源","updatedAt":1784808950548,"usdChange":"7/22 DXY 收 101.14（-0.04%）","version":2},{"content":"## 中文摘要\n川普於 2026 年 6 月 26 日就霍爾木茲海峽再度遭襲事件發言，強調美國正站在「絕對實力」的立場上與伊朗談判。他提出以伊朗被凍結的資金大量採購美國農產品（小麥、大豆、玉米）來解決伊朗糧食短缺問題，並重申絕不能讓伊朗擁有核武器。\n\n## 原文引述\n\u003e 「伊朗現在面臨糧食短缺，我們打算拿他們被凍結的資金，來大量採購美國的小麥、大豆和玉米。」\n\n\u003e 「一旦他們擁有核武器，世界將面臨巨大的危險。以色列就完了，中東也完了，而且整個世界都將陷入極大的危險。我們過去狠狠痛擊了他們。現在，我們正站在『絕對實力』的立場上與他們談判，絕對的實力，他們心知肚明。我們不能讓伊朗擁有核武器。」","createdAt":1782468036076,"dowChange":"6/26 道瓊收 51,854（-0.13%）","id":"86366c7c1a94f71212362e5f","impactLevel":"高","impactNote":"亞股重挫（台-3.64%、韓-5.8%、日-4.5%）。海峽再襲使地緣風險急升，美股三大指數全跌，油價波動劇烈。","isPublic":false,"itemType":"TRUMP_STATEMENT","name":"霍爾木茲海峽：以絕對實力談判伊朗","nasdaqChange":"6/26 NASDAQ 收約 25,184（-0.69%），科技賣壓延續","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":0},"source":"演講","sourceUrl":"https://www.ntdtv.com/b5/2026/06/26/a104109564.html","sp500Change":"6/26 S\u0026P 500 收 7,318（-0.53%）","statementDate":"2026/06/26 10:00","taiexChange":"6/26 台股收 44,572（-3.64%），由前日 46,255 重挫","topicTags":"外交,國防,能源,經濟","updatedAt":1784657260523,"usdChange":"6/26 DXY 約 101.50，近乎持平；避險資金未明顯流向美元","version":11},{"content":"## 原文（Truth Social, 2026/7/17 9:18 PM EDT）\n\n\u003e \"Canada's Willful Negligence in managing their forests and brush has caused a massive cloud of dirty, polluted, and very unhealthy air to unnecessarily invade our Country. The cost is incalculable! It costs us Billions of Dollars every single year. This cost of this pollution must of necessity be added to the TARIFFS Canada is currently paying. I will be calling Prime Minister Mark Carney to see what they're going to do about it. The air quality is dangerous and totally unacceptable!\"\n\n## 中文摘要\n\n川普在 Truth Social 發文，指控加拿大對森林野火管理不善構成「故意疏忽」，導致有毒煙霧「入侵」美國，每年造成數十億美元損失。他威脅要將污染成本加到加拿大目前支付的關稅上，並表示將致電加拿大總理卡尼。當時加拿大野火煙霧籠罩美國超過1億人口地區，包括紐約、芝加哥等大城市，甚至影響即將在新澤西州舉行的世界盃決賽。\n\n## 背景\n- 超過1億美國人面臨空氣品質警報\n- 世界盃決賽（7/19）受煙霧威脅\n- 川普政府已於7/1宣布計劃退出USMCA\n- 加拿大總理卡尼此前反駁氣候政策批評","createdAt":1784376601088,"dowChange":"-0.59%（7/20收盤）","id":"3ec7b8c70c92b2a0ccfe9f1f","impactLevel":"中","impactNote":"關稅威脅後續7/21正式實施50%，市場反應平淡","itemType":"TRUMP_STATEMENT","name":"加拿大野火關稅威脅","nasdaqChange":"-0.05%（7/20收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784376601088},"source":"TruthSocial","sourceUrl":"https://truthsocial.com/@realDonaldTrump","sp500Change":"-0.19%（7/20收盤）","statementDate":"2026/07/17 21:18","taiexChange":"-0.52%（7/20收盤）","topicTags":"關稅,外交,能源,經濟","updatedAt":1784636114123,"usdChange":"+0.10（DXY 100.81）","version":3},{"content":"## 原文（Fox News 專訪, 2026/7/17-18）\n\n川普接受 Fox News 專訪時，針對美伊戰事做出最新警告：\n\n\u003e \"Tonight we will hit them very hard. Tomorrow night we will hit them very hard. The night after tomorrow we will hit them even harder. Next week will be even worse for them because next week it's the power plants. Next week it's the bridges. Unless they sit down at the negotiating table, we will destroy all their power plants and bridges.\"\n\n## 中文摘要\n\n川普在福斯新聞專訪中警告，除非伊朗同意談判，否則美軍將升級打擊伊朗的發電廠和橋樑等基礎設施。與此同時，美軍連續第七晚空襲伊朗，打擊監視站、地下武器儲存設施及海上能力。美國已全面執行對伊朗港口的海軍封鎖，超過5萬名美軍在中東地區行動。\n\n## 戰況更新（截至7/18）\n- 美軍摧毀伊朗恰巴哈爾大型監視塔與通信設施\n- 伊朗向科威特、巴林、約旦發動飛彈與無人機反擊\n- 科威特Camp Arifjan美軍基地與Ali Al Salem空軍基地遭襲\n- 伊朗威脅若空襲持續將發動「全面攻勢」\n- 一個月前達成的停火協議已被評估為「實際上已死亡」","createdAt":1784376601088,"dowChange":"-0.59%（7/20收盤）","id":"41f10b072c445ee01922bd68","impactLevel":"高","impactNote":"威脅炸電廠橋樑後，7/20市場未恐慌；地緣風險已部分price in","itemType":"TRUMP_STATEMENT","name":"伊朗：將摧毀電廠橋樑","nasdaqChange":"-0.05%（7/20收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784376601288},"source":"訪談","sourceUrl":"https://nypost.com/2026/07/18/world-news/us-pummels-irans-military-infrastructure-in-latest-strikes-centcom/","sp500Change":"-0.19%（7/20收盤）","statementDate":"2026/07/17 22:00","taiexChange":"-0.52%（7/20收盤）","topicTags":"外交,國防,能源","updatedAt":1784636114123,"usdChange":"+0.10（DXY 100.81）","version":3},{"content":"### 原文（Trump 7/20 remarks to reporters）\n\n\u003e \"Those great people, those great patriots, were out there fighting that Iran cannot have a nuclear weapon. We hit them very hard again tonight.\"\n\n\u003e \"We hit them very hard again tonight... in honor of\" the three fallen troops.\n\n\u003e \"We feel very badly about\" their deaths.\n\n**Earlier (7/19 phone interview with NewsNation):**\n\u003e \"It's a very sad thing. We hate to see it happen. They were serving our country.\"\n\n**On Iran cancelling the MOU:**\n\u003e \"I couldn't care less.\"\n\n### 中文摘要\n\n川普在7/19-20就美軍陣亡事件表態：先是在週六電話訪問中稱陣亡是「非常悲傷的事情」，強調士兵是在為國服務；週一從世界盃決賽返回後表示第9晚猛轟伊朗是為了紀念3名陣亡的「偉大愛國者」。對於伊朗宣布諒解備忘錄已死，川普回答：「我毫不在乎。」\n\n### 爭議\n川普在2名美軍陣亡後去打高爾夫、看世界盃決賽引發輿論猛烈批評。國防部長Hegseth與眾院議長Johnson均正式發文哀悼，而川普的Truth Social在整個週末從未提及此次襲擊。","createdAt":1784549466008,"dowChange":"-0.59%（7/20收盤）","id":"1c47bb29fd185f74417ce079","impactLevel":"中","impactNote":"盤中續轟伊朗，但市場後繼無力轉跌；戰事疲勞效應","itemType":"TRUMP_STATEMENT","name":"紀念陣亡：今晚猛轟伊朗","nasdaqChange":"-0.05%（7/20收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784549466108},"source":"演講","sourceUrl":"https://www.aljazeera.com/news/2026/7/20/us-bombs-iran-for-ninth-consecutive-night-as-hormuz-tensions-escalate","sp500Change":"-0.19%（7/20收盤）","statementDate":"2026/07/20 15:00","taiexChange":"-0.52%（7/20收盤，早於發言）","topicTags":"國防","updatedAt":1784636114123,"usdChange":"+0.10（DXY 100.81）","version":3},{"content":"## Truth Social 發文（野火煙霧）\n\n\u003e **\"We are holding Canada responsible for the fact that they are not properly maintaining their Forests, and Brush therein, and the United States is being unnecessarily invaded by filthy, polluted, and unhealthy air, the quality of which is dangerous, and totally unacceptable!\"**\n\n\u003e 「我們要加拿大為未能妥善管理森林和灌木負責，美國正被骯髒、污染、不健康的空氣不必要地入侵，空氣品質危險且完全不能接受！」\n\n## 世界盃決賽後對記者談話\n\n\u003e **\"I told him, I mean, 'You got to stop these fires from coming in and, you know, poisoning our air. Our air has been poisoned,'\"**\n\n\u003e 「我告訴他（加拿大總理卡尼），『你得阻止這些野火飄過來、毒害我們的空氣。我們的空氣已被毒害了。』」\n\n## 關稅公告重點\n- **稅率**：對大部分加拿大商品徵收50%關稅\n- **範圍**：葡萄酒、冰球棍、水泥等廣泛產品，含USMCA保護商品\n- **排除**：能源、鉀肥、鋼鐵和鋁製品\n- **生效**：30天後生效\n- **法源**：1930年《貿易法》第338條\n- **理由**：報復加拿大對美國汽車（維持25%關稅）、酒類（禁售）、乳製品的歧視性措施\n- **背景**：加拿大野火煙霧飄向美國成為追加關稅的催化劑","createdAt":1784635859743,"dowChange":"+0.32%（7/21收盤）","id":"75210d66b31af6c469ded1d0","impactLevel":"中","impactNote":"50%關稅宣布但市場不跌反漲，油價回跌+AI反彈主導","itemType":"TRUMP_STATEMENT","name":"對加拿大商品課50%懲罰性關稅","nasdaqChange":"+0.96%（Nasdaq 100，7/21收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784635859843},"source":"TruthSocial","sourceUrl":"https://truthsocial.com/@realDonaldTrump","sp500Change":"+0.52%（7/21收盤）","statementDate":"2026/07/21 12:00","taiexChange":"+4.20%（7/21收盤，早於發言）","topicTags":"關稅,經濟,其他","updatedAt":1784636114123,"usdChange":"100.89（7/21，持平）","version":2},{"content":"## 原文（紐約郵報專訪摘要）\n\n**Trump on soldier deaths:** \"This is two wars we're talking about... it's a shame, but in this case, they died because they don't want to see Iran have a nuclear weapon and they don't want to see the Middle East blown up.\"\n\n**Trump comparing casualties:** \"Have you ever asked how many people died in Vietnam? ... in Afghanistan in one day — run by 'sleepy' Joe Biden.\"\n\n**CENTCOM statement:** \"US forces began launching new airstrikes against Iran at the Commander in Chief's direction... designed to further degrade Iran's ability to threaten commercial shipping in the Strait of Hormuz and swiftly punish Islamic Revolutionary Guard Corps forces who launched attacks against American service members in Jordan.\"\n\n---\n\n## 中文摘要\n\n**事件：** 7/18（週日）伊朗以導彈和無人機攻擊約旦穆瓦法克薩爾蒂空軍基地，造成2名美軍陣亡、1人失蹤。這是自2月美伊開戰以來單日最高美軍傷亡事件。\n\n**川普反應：** 接受紐約郵報專訪時稱死亡「很遺憾」（a shame），但為戰爭辯護——士兵是為防止伊朗擁核而犧牲。反問記者越戰和拜登執政時阿富汗一天死多少人，合理化當前傷亡。\n\n**報復行動：** 川普下令美軍展開第8晚連續空襲，目標是進一步削弱伊朗威脅霍爾木茲海峽商船的能力並懲罰IRGC。累計美軍16死430+傷。\n\n**伊朗反應：** 暫停履行臨時協議承諾，最高領袖警告美國將「學到難忘教訓」。","createdAt":1784463054026,"dowChange":"-0.59%（7/20收盤）","id":"14d96e9fc905ba4f30fb04f2","impactLevel":"高","impactNote":"7/20美股小跌反應，市場對持續戰事漸麻木；油價未飆升","itemType":"TRUMP_STATEMENT","name":"2美軍陣亡川普下令報復","nasdaqChange":"-0.05%（7/20收盤）","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784463054026},"source":"訪談","sourceUrl":"https://www.nine.com.au/world-news/middle-east/two-us-troops-killed-one-missing-after-iran-attacks-military-base-in-jordan-20260719-p60giq.html","sp500Change":"-0.19%（7/20收盤）","statementDate":"2026/07/18 19:00","taiexChange":"-0.52%（7/20收盤，早於發言）","topicTags":"外交,國防,能源","updatedAt":1784636114123,"usdChange":"+0.10（DXY 100.81）","version":3},{"content":"## Truth Social 發文原文\n\n\u003e **\"Every time Iran kills an American Soldier they will pay for that killing many times over!\"**\n\n\u003e 「每當伊朗殺害一名美國士兵，他們都將為此付出數倍代價！」\n\n川普補充表示此指示已傳達給戰爭部長海格塞斯（Pete Hegseth）、參謀首長聯席會議主席凱恩（Daniel Caine）及所有軍方領導人。\n\n## 背景\n此發文發布於美軍連續第10晚轟炸伊朗之際。美國中央司令部宣布當晚打擊伊朗軍事指揮中心、海上設施、飛彈與無人機發射陣地及防空系統。又一名美軍在伊拉克北部因伊朗無人機爆炸身亡，累計美軍陣亡達17死、430+傷。伊朗同日報復攻擊科威特（雷達站+MQ-9機庫）和巴林（第五艦隊駐地），荷姆茲海峽油輪遭擊中起火。\n\n## 中文摘要\n川普在Truth Social強硬表態，揚言伊朗每殺一名美軍，美國將以數倍武力回擊。此為美伊開戰4.5個月來最持續升級階段。","createdAt":1784635859743,"id":"4376a0095a9e48dbdba41f12","itemType":"TRUMP_STATEMENT","name":"伊朗每殺一名美軍數倍奉還","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784635859743},"source":"TruthSocial","sourceUrl":"https://truthsocial.com/@realDonaldTrump","statementDate":"2026/07/20 21:00","topicTags":"外交,國防,能源,其他","updatedAt":1784635859743,"version":1},{"content":"## 全面戰況（7/20-7/21）\n\n### 第10晚美軍轟炸\n美軍7/20晚間進行第10個連續夜晚對伊朗攻擊，打擊目標涵蓋：\n- 伊朗軍事指揮中心\n- 海上作戰能力\n- 飛彈與無人機發射陣地\n- 防空系統\n\n### 伊朗報復行動\n- 荷姆茲海峽油輪遭擊中起火，船員棄船\n- 攻擊科威特發電廠與海水淡化廠\n- 攻擊巴林第五艦隊駐地\n- 伊朗革命衛隊稱已打擊21個美軍目標\n\n### 胡塞武裝新戰線\n葉門胡塞武裝7/20宣布對沙烏地阿拉伯實施「立即生效的海上禁運」，威脅曼德海峽通行。沙烏地領導聯軍揚言武力反制。\n\n### 美軍傷亡更新\n五角大廈承認過去兩週近100名美軍在伊朗戰爭中受傷，另有2名士兵在約旦基地襲擊中陣亡，1人失蹤。自開戰以來累計美軍17死430+傷。\n\n### 10天停火提議\n區域調解人提議為期10天停火協議，但美伊雙方立場差距仍大。\n\n### 石油市場\n- 布蘭特原油：90.20美元（+1.1%）\n- 西德州原油：84.13美元（+1.1%）\n- 分析師警告若胡塞封鎖沙國出口，油價可能大幅反彈","createdAt":1784635859743,"id":"bef10e267fa1bb16da635534","itemType":"TRUMP_STATEMENT","name":"美軍連續10晚轟炸伊朗全面升級","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784635859943},"source":"演講","sourceUrl":"https://www.cnbc.com/2026/07/21/us-iran-war-trump-hormuz-houthis.html","statementDate":"2026/07/21 09:00","topicTags":"外交,國防,能源,其他","updatedAt":1784635859743,"version":1},{"content":"### 原文（Trump at Joint Base Andrews, 7/20）\n\n\u003e \"You know it has a lot of capability, but as I understand it, in about a month or so, they're going to send it to have it be maxed out.\"\n\n\u003e \"So they're going to be sending it, and they'll have it be maxed out. It'll take about a month.\"\n\n### 中文摘要\n\n川普在安德魯斯聯合基地向記者表示，卡達捐贈的新空軍一號將在約一個月後停飛，進行「最大化升級」（max out）反導彈防禦系統，預計耗時一個月。此舉的背景是伊朗局勢升溫，川普此前因安全擔憂曾臨時改用舊型號飛機前往北約峰會。","createdAt":1784549466008,"dowChange":"+0.21%","id":"3c5893b7f18998cf395ff388","impactLevel":"低","impactNote":"空軍一號停飛升級反導防禦屬預防措施，市場影響有限","itemType":"TRUMP_STATEMENT","name":"卡達空軍一號停飛升級防禦","nasdaqChange":"+0.3%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784549466208},"source":"演講","sourceUrl":"https://nypost.com/2026/07/20/us-news/trump-says-new-qatar-donated-air-force-one-to-go-out-of-service-to-max-out-defenses/","sp500Change":"+0.37%","statementDate":"2026/07/20 12:00","taiexChange":"-0.52%（7/20收盤，早於發言）","topicTags":"國防","updatedAt":1784549990804,"usdChange":"+0.02（DXY 100.77，持平）","version":2},{"content":"### 原文（Trump 7/20 remarks after World Cup final）\n\n**On Iran's military power:**\n\u003e \"They've lost everything almost militarily.\"\n\n**On control of Strait of Hormuz:**\n\u003e \"We control the strait. They don't control anything. So we'll see what happens.\"\n\n**On the 9th night of strikes:**\n\u003e \"We hit them very hard again tonight.\"\n\n### 中文摘要\n\n川普在觀看世界盃決賽後返回華府，對記者發表談話表示伊朗「在軍事上幾乎失去了一切」，並宣稱美國完全控制荷姆茲海峽。當天（7/20）美軍執行連續第9晚對伊朗轟炸，目標涵蓋軍事指揮中心、防空系統、導彈與無人機發射場。國務卿盧比歐同時表示仍對外交途徑持開放態度。\n\n### 背景\n第9晚空襲擴大至伊朗北部大不里士（首次遭襲）。伊朗革命衛隊當天對科威特阿里·薩利姆空軍基地和巴林美軍目標發動報復攻擊，荷姆茲海峽油輪遭不明彈丸擊中起火。","createdAt":1784549466008,"dowChange":"+0.21%","id":"c9f4e8819e70589821972076","impactLevel":"高","impactNote":"第9晚擴大轟炸大不里士（首次），荷姆茲油輪遭襲；戰爭延續但漸被市場消化","itemType":"TRUMP_STATEMENT","name":"伊朗軍力已盡+美控制荷姆茲","nasdaqChange":"+0.3%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784549466008},"source":"演講","sourceUrl":"https://www.dw.com/en/iran-war-us-conducts-strikes-for-9th-night-in-a-row/live-78030432","sp500Change":"+0.37%","statementDate":"2026/07/20 15:00","taiexChange":"-0.52%（7/20收盤，早於發言）","topicTags":"國防,能源,外交","updatedAt":1784549990804,"usdChange":"+0.02（DXY 100.77，持平）","version":2},{"content":"## 原文摘要（USA Today / BBC）\n\nPresident Donald Trump will attend the 2026 FIFA World Cup Final at MetLife Stadium in New Jersey today (July 19), where Spain faces Argentina at 3:00 PM ET.\n\n**Trophy ceremony:** Trump will present the World Cup trophy alongside FIFA President Gianni Infantino, breaking recent protocol — similar to Queen Elizabeth II in 1966 and King Juan Carlos in 1982.\n\n**Air quality concern:** Canadian wildfire smoke has been affecting air quality in the Northeast. Storms overnight are expected to clear the smoke ahead of kickoff. AQI readings in the NYC area have been in the \"unhealthy\" range (150-200) in past days.\n\n---\n\n## 中文摘要\n\n**事件：** 川普今日親臨紐澤西大都會人壽體育場，出席西班牙vs阿根廷的世界盃決賽，並與FIFA主席因凡蒂諾共同頒發大力神盃。開賽時間美東下午3:00。\n\n**背景：** 此舉打破FIFA近兩屆慣例（因凡蒂諾獨自頒獎），回歸元首頒獎傳統。川普2025年世俱盃曾「拿走」原版獎盃放白宮，FIFA今日準備了兩個獎盃防範。\n\n**空氣品質：** 加拿大野火煙霧持續影響東北部，紐約地區前幾日AQI達150-200（不健康）。週四晚暴風雨預計清除煙霧，確保比賽順利。\n\n**邀請：** 川普也邀請了加拿大和墨西哥領導人觀賽。","createdAt":1784463054026,"dowChange":"-","id":"b7544ebb193906f45f02bef3","impactLevel":"無","impactNote":"體育頒獎儀式，無經貿政策內涵，對市場零衝擊","itemType":"TRUMP_STATEMENT","name":"世界盃決賽今登場川普頒獎","nasdaqChange":"-","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784463054326},"source":"演講","sourceUrl":"https://www.usatoday.com/story/sports/soccer/worldcup/2026/07/18/president-donald-trump-attending-2026-world-cup-final-metlife/90966371007/","sp500Change":"-","statementDate":"2026/07/19 15:00","taiexChange":"-","topicTags":"外交,其他","updatedAt":1784463216183,"usdChange":"-","version":2},{"content":"## 原文摘要（USA Today）\n\nTrump's DOJ effort to obtain complete voter rolls from all 50 states has been unanimously rejected by **all 16 federal court decisions** across the country, including rulings from multiple Republican-led states.\n\n**Judge David Carter (Los Angeles):** \"The government's request is unprecedented and unlawful... There is no authority to wield civil rights statutes as a tool to sacrifice the privacy rights of millions of Americans. That power belongs entirely to Congress.\"\n\n---\n\n## 中文摘要\n\n**事件：** 川普司法部要求各州提交完整選民名冊的行動，在全美16項聯邦法院判決中全面敗訴。司法部起訴了30個州及華盛頓特區。\n\n**法院理由：** 1) 憲法明確規定選舉由各州管轄；2) 引用《1960年民權法案》不足以授權大規模隱私資料收集；3) 《1974年隱私法》限制聯邦機構共享個資；4) 川普聲稱的「非公民大量投票」是虛構問題。\n\n**跨黨派反對：** 不僅民主黨州，多個共和黨主政州（愛達荷、肯塔基、猶他、西維吉尼亞）也以州法和隱私為由拒絕交出選民名冊。\n\n**後續：** DOJ已向部分巡迴上訴法院提出上訴，但短期內難以扭轉。","createdAt":1784463054026,"dowChange":"-","id":"3d85e9cb23e73e348e6180e4","impactLevel":"低","impactNote":"全美16法院駁回選民名冊請求，政治法律面挫敗，市場反應有限","itemType":"TRUMP_STATEMENT","name":"選民名冊法院全面敗訴","nasdaqChange":"-","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784463054226},"source":"訪談","sourceUrl":"https://www.usatoday.com/story/news/politics/elections/2026/07/18/trump-state-voter-rolls-rejected-courts/90899267007/","sp500Change":"-","statementDate":"2026/07/18 08:00","taiexChange":"-","topicTags":"選舉,司法","updatedAt":1784463213425,"usdChange":"-","version":2},{"content":"## 原文摘要（Fortune / Yahoo Finance）\n\nTrump Media \u0026 Technology Group (TMTG) has pitched a new service offering high-frequency trading firms early access to Trump's Truth Social posts — milliseconds before the general public — for a monthly fee of up to $100,000.\n\n**Ethics experts quoted:** \"This is odious... brazen corruption... The President's public statements have immense market-moving power, and selling early access to the highest bidder on Wall Street turns public information into a private profit stream.\"\n\n---\n\n## 中文摘要\n\n**事件：** TMTG（川普媒體集團）向華爾街高頻交易公司推銷 Truth Social 貼文優先存取服務，每月費用高達 $100,000-$130,000，讓付費客戶比普通用戶早幾毫秒看到川普貼文，預判市場波動獲利。\n\n**倫理爭議：** 倫理專家痛批此舉「明目張膽的腐敗」（brazen corruption）。總統公告被視為公共財產應同時免費向所有人提供，但川普將之商品化。總統與副總統被排除於聯邦利益衝突法之外，處於法律灰色地帶。\n\n**背景：** Trump Media 股價自川普上任後暴跌超70%，此服務被視為挽救財務的最新嘗試。川普為最大股東。","createdAt":1784463054026,"dowChange":"-","id":"98e290e1fc8e8c0776083f51","impactLevel":"中","impactNote":"TMTG貼文優先權爭議，週末盤後尚未反應，DJT股價週一恐續跌","itemType":"TRUMP_STATEMENT","name":"Truth Social $10萬月費爭議","nasdaqChange":"-","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784463054126},"source":"TruthSocial","sourceUrl":"https://fortune.com/2026/07/18/trump-media-truth-social-paid-early-access/","sp500Change":"-","statementDate":"2026/07/18 10:00","taiexChange":"-","topicTags":"經濟,科技,其他","updatedAt":1784463208363,"usdChange":"-","version":2},{"content":"## 原文（FIFA 招待會, 2026/7/17）\n\n川普在川普大樓舉行的 FIFA 招待會上發表談話：\n\n\u003e 「你們應該再選一次美國，但這一次不要再選加拿大和墨西哥。」\n\n隨後提到 FIFA 主席英凡提諾的提議：\n\n\u003e 「我們下一次可以在中國和美國辦比賽，如此一來就不必長程飛行，球員們會很喜歡這一點的。」\n\n川普對此表示贊同。英凡提諾當面稱讚川普：「沒有你，這屆世界盃不會如此成功。」川普則回應：「事實證明我們是一個足球國家。」\n\n## 中文摘要\n\n在指控中國竊取2.2億選民資料、干預美國大選的24小時內，川普在FIFA招待會上公開支持美中合辦世界盃的提議，態度急轉彎令外界霧裡看花。白宮官員表示習近平原訂9月的訪美計畫仍照常規劃。\n\n## 前後矛盾\n- 7/16 晚間：全國演說指控中國干預大選\n- 7/17 晚間：FIFA酒會支持美中合辦世界盃\n- 中間隔不到24小時","createdAt":1784376606788,"dowChange":"-","id":"2a5d065c1bd4f673bf761033","impactLevel":"無","impactNote":"收盤後發言且屬體育合作象徵性言論，非經貿政策轉向，市場已休市","itemType":"TRUMP_STATEMENT","name":"邀中國合辦世界盃","nasdaqChange":"-","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784376606788},"source":"演講","sourceUrl":"https://today.line.me/tw/v3/article/NvzXpMk","sp500Change":"-","statementDate":"2026/07/17 19:00","taiexChange":"-","topicTags":"外交,其他","updatedAt":1784376756417,"usdChange":"-","version":2},{"content":"## 原文（Truth Social / 全國演說, 2026/7/16-17）\n\n川普在其7/16黃金時段全國演說及隨後 Truth Social 發文中，直接點名 NBC 和 ABC 為「假新聞」，指控它們拒絕播出他的選舉誠信演說，稱這是「陰謀」的一部分。他明確表示：\n\n\u003e \"NBC and ABC Fake News both said they will not be covering this speech. They know what's in it!\"\n\u003e \"Fraud like this means their License should be REVOKED.\"\n\n他指控這些電視網參與「企圖延續選舉欺詐」的陰謀，其行為構成詐欺，廣播執照應被吊銷。\n\n## 中文摘要\n\n川普在選舉誠信全國演說後，因 ABC 和 NBC 拒絕直播其演說而暴怒，在 Truth Social 與公開場合威脅吊銷兩家電視網的廣播執照。FCC 主席 Brendan Carr（川普盟友）已啟動對 ABC《觀點》節目的平等時間規則調查。此舉引發言論自由與政府干預媒體的廣泛爭議。\n\n## 媒體反應\n- ABC/NBC 透過串流平台播出演說但未電視直播\n- Fox News 播出但加事實核查免責聲明\n- CBS 部分播出\n- CNN 也未直播","createdAt":1784376601088,"dowChange":"-0.8%","id":"943aa9246bb82c26b6f034d6","impactLevel":"低","impactNote":"媒體執照威脅屬政治言論。7/17市場主因晶片賣壓續跌，此發言非主要驅動力","itemType":"TRUMP_STATEMENT","name":"揚言吊銷ABC/NBC執照","nasdaqChange":"-1.4%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784376601188},"source":"TruthSocial","sourceUrl":"https://time.com/article/2026/07/17/trump-demands-major-tv-networks-lose-licenses-speech-broadcast-row/","sp500Change":"-1.0%","statementDate":"2026/07/16 21:00","taiexChange":"-6.47%","topicTags":"司法,選舉,其他","updatedAt":1784376756417,"usdChange":"-0.01%","version":2},{"content":"## 🔒 川普聲稱伊朗釋放美國囚犯 伊朗否認\n\n**日期：** 2026/07/17\n**來源：** TruthSocial\n\n### 發言內容\nTrump posted on Truth Social claiming that Iran had released a detained US citizen who had been held since the Biden administration (2024). He stated the unidentified detainee \"has safely left Iran and is in good health,\" calling it a \"goodwill gesture\" from Iran and expressing thanks.\n\n\u003e \"An American citizen detained in Iran since the Biden years has been released. They have safely left Iran and are in good health. This is a goodwill gesture from Iran, for which we are thankful.\"\n\u003e 「一名自拜登時期被拘留於伊朗的美國公民已獲釋。該人士已安全離開伊朗且身體狀況良好。這是伊朗的善意姿態，我們對此表示感謝。」\n\n### 伊朗回應\nIran's judiciary **categorically denied** the claim through official media, stating that after verification, no convicted US prisoner, individual accused of espionage for America, or any other American detainee matching Trump's description had been released or exchanged.\n\n### 背景脈絡\n- 美伊衝突持續升溫：美軍已連續六晚轟炸伊朗，攻擊橋樑、機場等基礎設施\n- 伊朗宣稱荷姆茲海峽為「紅線」，威脅全面報復波斯灣基建\n- 川普在卡萊爾峰會（7/15）曾稱IRGC已損失90%戰力","createdAt":1784290253876,"dowChange":"-","id":"72a78ed5426a982d507bb409","impactLevel":"低","impactNote":"伊朗否認釋囚，市場反應冷淡；無實際政策影響，不影響盤勢方向。","itemType":"TRUMP_STATEMENT","name":"稱伊朗釋放美國囚犯（伊朗否認）","nasdaqChange":"-","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784290254076},"source":"TruthSocial","sourceUrl":"https://www.jpost.com/middle-east/iran-news/article-902801","sp500Change":"-","statementDate":"2026/07/17 10:00","taiexChange":"-","topicTags":"外交,國防,伊朗,其他","updatedAt":1784290474353,"usdChange":"-","version":2},{"content":"## 🇺🇸 川普全國黃金時段演說：選舉誠信與中國干預指控\n\n**日期：** 2026/07/16 21:00 ET\n**來源：** 白宮橢圓辦公室全國電視演說\n\n### 演說核心指控\n\n**1. 中國竊取2.2億美國選民資料**\nTrump claimed newly declassified documents show China \"illegally obtained 220 million US voter files\" starting from the 2020 election cycle, calling it \"the largest election data breach in American history.\" He said it included names, addresses, phone numbers, and party affiliations from 18 states.\n\n\u003e \"From the 2020 election cycle onward, the People's Republic of China carried out what is believed to be the largest election data intrusion in history.\"\n\u003e 「從2020年選舉周期開始，中華人民共和國實施了史上最大規模的選舉數據入侵。」\n\n**2. 指控27.8萬非公民登記投票**\nTrump claimed a DHS review found approximately 278,000 non-citizens registered to vote in federal elections, though he noted several Democratic-led states refused to share data.\n\n**3. 解密情報文件**\nThe White House released declassified documents during the speech, asserting they prove \"shocking vulnerabilities\" in election infrastructure. However, critics noted the documents were heavily redacted and didn't show actual vote tampering.\n\n**4. 指控「深層政府」隱瞞真相**\nTrump accused the \"deep state\" of covering up election interference evidence, claiming key information was \"stripped\" from his daily presidential briefings.\n\n\u003e \"The American people have been blatantly lied to for years about the security of our election infrastructure, including voting machines and tabulation systems. They are vulnerable, easily hacked, and people inside our government knew it.\"\n\u003e 「多年來美國人民在選舉基礎設施安全問題上被公然欺騙，包括投票機和計票系統。它們很脆弱、容易被攻破，而我們政府內部有人知情。」\n\n### 事實核查\n- US intelligence assessed in 2021 that China did NOT deploy operations to change the 2020 election outcome\n- Voter registration data is largely public in most states\n- Non-citizen voting remains \"extremely rare\" per election experts\n- Networks including NBC, CBS, ABC did NOT air the speech live; Fox News aired it with a fact-check disclaimer","createdAt":1784290253876,"dowChange":"-0.62%","id":"bae81b5ff11fb17ef39a3e15","impactLevel":"中","impactNote":"指控中國竊選民資料加劇地緣緊張，S\u0026P 500跌近1%、NASDAQ跌1.5%，台股晶片股領跌重挫6.5%。","itemType":"TRUMP_STATEMENT","name":"全國演說：指控中國竊2.2億選民資料","nasdaqChange":"-1.50%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784290253876},"source":"演講","sourceUrl":"https://www.whitehouse.gov/videos/president-trump-delivers-an-address-to-the-nation-jul-16-2026/","sp500Change":"-0.97%","statementDate":"2026/07/16 21:00","taiexChange":"-6.47%","topicTags":"選舉,外交,中國,其他","updatedAt":1784290474353,"usdChange":"-0.08%","version":2},{"content":"## 🗳️ 川普呼籲通過《拯救美國法案》\n\n**日期：** 2026/07/16 21:00 ET（全國演說中）\n**來源：** 演講\n\n### 法案重點\nTrump devoted the final portion of his national address to urging Congress to pass the **SAVE America Act**, calling it his \"number one priority.\"\n\n\u003e \"Voting should be too hard for those who shouldn't be voting.\"\n\u003e 「投票對那些不該投票的人來說應該要更困難。」\n\n**主要條款：**\n- 要求聯邦選舉投票時出示附照片的身份證件（含公民身份資訊）\n- 登記投票時須提供公民身份證明（如護照或出生證明）\n- 限制郵寄選票，僅允許因病、殘疾、軍旅或旅行等特殊情況\n- 附加條款包括限制跨性別運動員參與女子體育\n\n### 政治現狀\n- 已在眾議院通過，但在參議院缺乏60票門檻\n- 共和黨參議員 Thom Tillis 公開批評該法案「根本上有缺陷且無法實施」\n- 民權組織批評該法案可能剝奪低收入和少數族裔選民權利\n- 川普威脅若法案未過將拒絕簽署其他立法\n\n### 市場/政治影響\n- 演說可能鞏固 MAGA 基本盤（66% 共和黨人相信2020年選舉被操縱）\n- 分析師警告可能反而降低共和黨選民投票意願（「投票無意義」心態）\n- 美國三大電視網（ABC、CBS、NBC）未直播演說，僅 Fox News 直播但加事實核查免責聲明","createdAt":1784290253876,"id":"ed91429edb988ffaf499e0a4","itemType":"TRUMP_STATEMENT","name":"推《拯救美國法案》列最高優先","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784290253976},"source":"演講","sourceUrl":"https://www.cbsnews.com/live-updates/trump-primetime-speech-elections-china/","statementDate":"2026/07/16 21:00","topicTags":"選舉,內政,其他","updatedAt":1784290253876,"version":1},{"content":"## Trump Orders Renewed Naval Blockade, New Strikes on Iran\n\n**Statement:** On July 14-15, Trump ordered the resumption of a full naval blockade on Iranian ports and launched dozens of new airstrikes for a fourth consecutive night. Targets included missile and drone positions, and coastal defense systems. He stated the U.S. \"controls\" the Strait of Hormuz and will \"retain and possibly operate\" it. Iran warned the Strait of Hormuz is a \"red line\" and threatened to strike all infrastructure across the Gulf region if attacked.\n\n**中文摘要：** 川普7/14下令恢復對伊朗港口的全面海軍封鎖，連續第四晚發動數十次空襲。目標包括飛彈、無人機陣地與海岸防禦系統。美國宣稱控制荷姆茲海峽，伊朗則警告海峽為「紅線」，並揚言若遭攻擊將打擊整個波斯灣基礎設施。布蘭特原油漲至86美元以上。","createdAt":1784203869260,"dowChange":"+0.3%","id":"b6b548c4452fa54f6c865e84","impactLevel":"高","impactNote":"美伊戰事再升溫但通行費取消利多更強，市場仍漲。布蘭特原油突破86美元","itemType":"TRUMP_STATEMENT","name":"恢復伊朗海上封鎖與新打擊","nasdaqChange":"+0.6%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784203869360},"personalNote":"繼7/14取消通行費後，封鎖與轟炸持續升級，伊朗威脅擴大報復","source":"演講","sourceUrl":"https://www.cbsnews.com/live-updates/us-iran-war-trump-ceasefire-attacks-strait-of-hormuz/","sp500Change":"+0.4%","statementDate":"2026/07/15 10:00","taiexChange":"+2.0%","topicTags":"國防,外交,能源","updatedAt":1784204046492,"usdChange":"100.50 (-0.77%)","version":2},{"content":"## 川普於卡萊爾國防創新高峰會承認伊朗戰爭消耗美軍庫存\n\n\u003e **原文摘要（Carlisle, PA Defense \u0026 Innovation Summit, 2026/7/15）**  \n\u003e 川普在賓州卡萊爾的國防與創新高峰會上對國防承包商與軍方高層發表演說，承認因對伊朗的持續軍事打擊，美國的「戰斧巡弋飛彈」（Tomahawk）、「愛國者」（Patriot）與「THAAD」攔截彈庫存已顯著下降。他呼籲加速補充彈藥、強化供應鏈，並向國會提出 **1.5兆美元** 的2027年國防預算提案。川普也承諾讓烏克蘭取得授權在當地生產愛國者系統。\n\n**中文摘要：**\n川普在賓州卡萊爾國防高峰會坦承對伊朗戰爭已嚴重消耗美軍精準導引彈藥庫存，要求國防承包商加速生產、強化供應鏈，並推動歷史性的1.5兆美元國防預算。此舉凸顯美伊衝突對美軍戰備的深層影響。","createdAt":1784117440629,"dowChange":"+0.3%","id":"e091a8b37fa798fe9c66a100","impactLevel":"中","impactNote":"國防庫存告急+1.5T預算提案，國防股利多但未改大盤方向","itemType":"TRUMP_STATEMENT","name":"國防高峰會：庫存告急","nasdaqChange":"+0.6%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784117440729},"source":"演講","sourceUrl":"https://www.audacy.com/wwjnewsradio/news/politics/trump-pennsylvania-defense-summit-mccormick-iran-b848f9a016d6ffd9c8b9ada45f120a8d","sp500Change":"+0.4%","statementDate":"2026/07/15 12:00","taiexChange":"+2.0%","topicTags":"國防,伊朗,經濟","updatedAt":1784204046492,"usdChange":"100.50 (-0.77%)","version":3},{"content":"## Trump Announces Primetime Address on Election Integrity\n\n**Statement:** Trump confirmed on July 15 that his Thursday (July 16) primetime national address at 9 PM ET will focus on \"free and fair elections,\" teasing \"really, really big news.\" He stated: \"Without free and fair elections, there is no country.\"\n\n**中文摘要：** 川普7/15證實將於7/16晚間9點（美東時間）發表黃金時段全國演說，聚焦「自由公正的選舉」，預告將有「非常重大的消息」。預計內容包括：2020年選舉舞弊指控、推動《拯救美國法案》（要求附照片證件投票）、解密外國干預選舉情資、以及投票機器漏洞等。","createdAt":1784203869260,"dowChange":"尚未收盤","id":"beac91b43d3b4d967e2f40de","impactLevel":"高","impactNote":"預告全國演說，市場觀望期中選舉政策走向，台股幾近平收","itemType":"TRUMP_STATEMENT","name":"預告今晚演說：選舉誠信","nasdaqChange":"尚未收盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784203869260},"personalNote":"演說預計今晚（7/16）東岸時間9點登場，內容待補","source":"演講","sourceUrl":"https://www.usatoday.com/story/news/politics/2026/07/14/trump-primetime-address-speech-elections-voting/90916412007/","sp500Change":"尚未收盤","statementDate":"2026/07/15 18:00","taiexChange":"-0.01%","topicTags":"選舉,其他","updatedAt":1784204046492,"usdChange":"100.48 (持平)","version":2},{"content":"## Trump Administration Considers $100,000 Bond for Green Card Applicants\n\n**Statement:** The Trump administration is considering requiring up to $100,000 (approximately NT$3.22 million) bond from overseas green card applicants — primarily family members of U.S. citizens. The bond would only be refunded after the applicant becomes a U.S. citizen (minimum 5 years of green card holding). The policy aims to ensure immigrants are self-sufficient and don't rely on government welfare. A pilot program may be tested in select countries first.\n\n**中文摘要：** 川普政府正研議要求海外綠卡申請人繳納最高10萬美元（約322萬台幣）保證金，主要適用美國公民的家庭成員（配偶、父母、手足）。保證金須待取得公民身分後（至少持有綠卡5年）才能退還，旨在確保移民經濟自足、不依賴政府福利。移民律師批評形同「有錢才能移民」，將阻礙低薪家庭團聚。","createdAt":1784203869260,"dowChange":"尚未收盤","id":"075c2441e9f18ff1dcfbf0c2","impactLevel":"中","impactNote":"移民政策再緊縮，可能影響家庭團聚簽證申請量","itemType":"TRUMP_STATEMENT","name":"擬向綠卡申請人收10萬保證金","nasdaqChange":"尚未收盤","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784203869460},"personalNote":"呼應川普長期推動的公共負擔規則，先在小國試行","source":"訪談","sourceUrl":"https://www.upmedia.mg/tw/international/headlines/263815","sp500Change":"尚未收盤","statementDate":"2026/07/16 08:00","taiexChange":"-0.01%","topicTags":"移民","updatedAt":1784204046492,"usdChange":"100.48 (持平)","version":2},{"content":"## 川普取消霍爾木茲海峽 20% 通行費（重大逆轉）\n\n\u003e **原文摘要（Oval Office, 2026/7/14 5:16 PM EDT）**  \n\u003e \"The kings and emirs and other leaders called me and said they want to do this a different way. They said, 'We'd love to do it a different way. We'd be willing to invest billions and billions of dollars in the United States.' I actually like this better, because I don't think anyone should be charging for the strait.\"\n\n**中文摘要：**\n川普於白宮橢圓辦公室宣布取消前一天（7/13）提出的霍爾木茲海峽20%「美國補償費」方案，改由海灣各國以「數十億、數十億美元」的對美投資協議替代。川普表示「我其實比較喜歡這樣，因為我認為任何人都不應該對海峽收費」。此舉為7/13宣布徵費後的重大政策逆轉。美股週二（7/15）走高，標普500 +0.39%，費半 +2.54%。","createdAt":1784117440629,"dowChange":"+0.02%","id":"db0754e2106eafb526fd2226","impactLevel":"高","impactNote":"重大政策逆轉取消海峽通行費，緩解油價與航運壓力。TAIEX大漲2.27%反映利多。美軍空襲續行油價持穩。可觀看7/15美股反應。","itemType":"TRUMP_STATEMENT","name":"取消荷姆茲20%通行費","nasdaqChange":"+0.90%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784117440629},"source":"演講","sourceUrl":"https://www.pbs.org/newshour/world/watch-trump-says-hes-reversing-course-on-strait-of-hormuz-fees-because-gulf-states-will-invest-in-u-s","sp500Change":"+0.38%","statementDate":"2026/07/14 17:16","taiexChange":"+2.27%","topicTags":"外交,經濟,能源,國防","updatedAt":1784117683847,"usdChange":"100.92 (-0.31%)","version":2},{"content":"## 川普福斯專訪：伊朗不談判就炸發電廠與橋樑\n\n\u003e **原文摘要（Fox News Interview, 2026/7/14）**  \n\u003e \"We will eventually hit energy targets too... Tonight we will hit them hard. Tomorrow night we will hit them hard. The night after that we will hit them hard. Next week will be very bad for them, because next week we may hit the power plants. Next week it's the bridges — we will destroy all their power plants, we will destroy all their bridges, unless they come to the negotiating table. (Do you think Iranians really want a deal?) I think they have no choice.\"\n\n**中文摘要：**\n川普接受福斯新聞專訪，將對伊朗的軍事威脅升級：從「今晚狠狠打、明天繼續」擴大到「下週將摧毀所有發電廠與橋樑」，除非伊朗坐上談判桌。同時歐盟因戰事升級緊急下達禁飛令。","createdAt":1784117440629,"dowChange":"+0.02%","id":"61d2814ae615d121c6cbff81","impactLevel":"中","impactNote":"戰事升級威脅持續但市場已部分定價；同日霍爾木茲收費逆轉形成正負抵銷，油價僅微漲0.24%。","itemType":"TRUMP_STATEMENT","name":"限伊朗談判否則炸電廠橋樑","nasdaqChange":"+0.90%","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784117440829},"source":"訪談","sourceUrl":"https://www.ntdtv.com.tw/b5/20260715/video/410097.html","sp500Change":"+0.38%","statementDate":"2026/07/14","taiexChange":"+2.27%","topicTags":"伊朗,國防,外交","updatedAt":1784117683847,"usdChange":"100.92 (-0.31%)","version":2},{"content":"## 中文摘要\n\n2026年7月13-14日，川普在Truth Social和福斯新聞專訪中宣布重大政策轉向：美國將「接管」荷姆茲海峽，自稱「荷姆茲海峽的守護者」（Guardian of the Hormuz Strait），並對所有通過海峽的貨物徵收20%通行費。川普在Truth Social發文表示美國應被稱為「THE GUARDIAN OF THE HORMUZ STRAIT」，所有其他國家仍享有海峽的公平開放使用權，但美國需因「讓自己的人員置身險境」而獲得補償。此舉立即引發國際反彈——國際海事組織（IMO）明確反對對國際海峽收取通行費；國務卿魯比歐上月才重申「任何國家無權對國際水道收取通行費」。美軍同時宣布自7/14週二晚間起重新對伊朗港口實施封鎖，任何未經授權進出封鎖區的船隻將面臨攔截、轉向和扣押。\n\n## 原文引述\n\n\u003e \"We're going to keep the strait, and we'll probably run it. We'll become the guardian of the strait. Maybe we'll call it the guardian angel of the strait. And we should be reimbursed for that.\"\n\u003e （我們會守住海峽，而且很可能由我們來管理。我們將成為海峽的守護者。也許可以稱作海峽的守護天使。我們應該為此獲得補償。）\n\u003e — 福斯新聞電話專訪\n\n\u003e （Truth Social 發文）美國將被視為「THE GUARDIAN OF THE HORMUZ STRAIT」，所有其他國家享有海峽公平開放使用權。\n\n\u003e 「我們正在重啟伊朗封鎖行動，這個名稱正是因為它只針對伊朗船隻或其客戶進出海峽，其他國家將能公平且開放地使用荷姆茲海峽。」\n\u003e — Truth Social\n\n\u003e （通行費將用來支付）「所有必要成本，以確保這個全球高度動盪水域的安全與保障。」","createdAt":1784031064204,"id":"33e32392fb07d044401ed4a9","itemType":"TRUMP_STATEMENT","name":"荷姆茲海峽徵20%通行費","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784031064204},"source":"TruthSocial","sourceUrl":"https://www.theguardian.com/world/2026/jul/13/us-iran-war-missile-strikes-news-attacks-strait-of-hormuz","statementDate":"2026/07/13 20:00","topicTags":"國防,外交,能源,關稅","updatedAt":1784031064204,"version":1},{"content":"## 中文摘要\n\n2026年7月13日，川普接受保守派電台主持人Hugh Hewitt專訪時，揚言美軍將連續第三晚對伊朗發動大規模打擊。同日美軍CENTCOM執行連續第三晚空襲，瞄準伊朗攻擊商業航運的能力，此前7/12已擊中約140個目標、7/13持續打擊數十目標。川普在專訪中嘲笑伊朗「除了嘴大一無所有」，展現對伊朗的全面壓制姿態。\n\n## 原文引述\n\n\u003e \"We're going to hit them very hard tonight and we're going to hit them hard tomorrow — and there's not a damn thing they can do about it.\"\n\u003e （我們今晚會狠狠地打擊他們，明天也會狠狠地打擊他們——他們他媽的對此無能為力。）\n\n\u003e \"They have nothing. They have nothing going, other than they have big mouths.\"\n\u003e （他們一無所有。除了嘴巴很大，他們什麼都沒有。）\n\n\u003e \"Tell the Iranians to be ready. Let them know we're coming... there's not a damn thing they can do about it.\"\n\u003e （告訴伊朗人做好準備。讓他們知道我們來了……他們根本無能為力。）","createdAt":1784031064204,"id":"d76ff306b970c923b6d118ad","itemType":"TRUMP_STATEMENT","name":"揚言今晚明晨猛攻伊朗","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784031064304},"source":"訪談","sourceUrl":"https://www.theguardian.com/world/2026/jul/13/us-launches-third-night-of-strikes-on-iran-as-trump-announces-hormuz-blockade","statementDate":"2026/07/13 14:00","topicTags":"國防,外交","updatedAt":1784031064204,"version":1},{"content":"## 中文摘要\n\n2026年7月13日，川普在橢圓形辦公室對記者表示，儘管美軍正對伊朗發動連續空襲且宣告停火結束，他仍認為與伊朗達成協議是可能的。他透露兩天前雙方曾達成一份協議，但伊朗隨後反悔要求進一步談判，導致協議破裂。此發言顯示川普在軍事升級的同時仍保留外交窗口，呈現典型「極限施壓＋談判」雙軌策略。\n\n## 原文引述\n\n\u003e \"Yeah, I think a deal is possible. Sure, I do.\"\n\u003e （是的，我認為達成協議是可能的。當然，我這麼認為。）\n\n\u003e \"We had a deal with them two days ago and then they said 'Oh we can't make that deal. We have to negotiate it further'.\"\n\u003e （兩天前我們和他們達成協議，然後他們說「哦，我們不能接受那個協議。我們必須進一步談判」。）","createdAt":1784031064204,"id":"949fac277b4148d52533aa49","itemType":"TRUMP_STATEMENT","name":"稱與伊朗仍可能達成協議","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1784031064404},"source":"演講","sourceUrl":"https://www.straitstimes.com/world/middle-east/trump-says-the-us-will-take-out-pickaxe-mountain-in-iran","statementDate":"2026/07/13 16:00","topicTags":"外交,國防","updatedAt":1784031064204,"version":1},{"content":"## 中文摘要\n\n2026年7月12-13日，川普指示美軍對伊朗發動連續兩天新一輪大規模空襲。CENTCOM聲明：「總司令已指示發動打擊，以追究伊朗軍隊的責任。」7/12打擊擊中約140個伊朗軍事目標（導彈/無人機基地、海軍設施、通訊網絡、海岸監視點）；7/13繼續打擊「數十個」目標，旨在「遏制伊朗攻擊霍爾木茲海峽商業航運的能力」。國防部長赫格塞斯在X發文：「伊朗做了一個糟糕的選擇。現在他們付出代價。」\n\n伊朗革命衛隊隨即宣布「無限期關閉」霍爾木茲海峽，攻擊了M/V GFS Galaxy商船（一船員失蹤），並宣稱襲擊美國在巴林、科威特軍事設施及阿曼雷達系統、約旦空軍基地。美軍則宣稱海峽「仍然開放、交通正常流動」。7/9通過海峽船隻降至34艘（6/28以來最低）。卡達譴責伊朗襲擊為「危險升級」。伊朗稱美軍空襲已造成17死115傷。\n\n## 原文引述（CENTCOM）\n\n\u003e \"The Commander in Chief has directed the strikes to hold Iranian forces accountable.\"\n\n## 原文引述（赫格塞斯）\n\n\u003e \"Iran made a poor choice. Now they pay.\"\n\n## 原文引述（川普，7/12）\n\n\u003e \"The Strait of Hormuz is OPEN to commercial traffic.\"","createdAt":1783944749503,"id":"4b03e59a13da496074b44f03","itemType":"TRUMP_STATEMENT","name":"下令對伊朗新一輪打擊與海峽危機","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1783944749703},"source":"演講","sourceUrl":"https://www.cbsnews.com/live-updates/us-iran-war-trump-ceasefire-talks-strait-of-hormuz/","statementDate":"2026/07/12 17:00","topicTags":"國防,外交,能源","updatedAt":1783944749503,"version":1},{"content":"## 中文摘要\n\n2026年7月12日，川普在Truth Social對紐約時報記者Maggie Haberman發動猛烈人身攻擊。導火線為Haberman當天稍早在MSNBC節目中將川普健康狀況形容為「黑盒子」，並質疑「80歲的人是否應該當總統」。川普以侮辱性綽號「Maggot Hagerman」（蛆蟲哈柏曼）稱呼她，宣稱她的書90%是假新聞，威脅將透過對紐時的數十億美元訴訟讓她「付出代價」。川普同時自稱剛在Walter Reed完成「完美體檢」、認知測試「每題都答對」，並挑釁稱Haberman「連一半題目都答不對」。\n\n## 原文引述\n\n\u003e \"Maggot Hagerman has covered me incorrectly for ten years.\"\n\n\u003e \"Her book is a joke! 90% of it is Fake News.\"\n\n\u003e \"She has made a living off her bad reporting, and will pay the price when our Multi Billion Dollar Lawsuit against The Failing New York Times gets to Court.\"\n\n\u003e \"Maggot is a loser!\"\n\n\u003e \"I just finished a perfect physical at Walter Reed. Aced a cognitive test … Got every question right.\"","createdAt":1783944749503,"id":"8ceb7fd026798e54f1fe99a1","itemType":"TRUMP_STATEMENT","name":"辱罵紐時記者Haberman並自誇體檢","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1783944749603},"source":"TruthSocial","sourceUrl":"https://www.huffpost.com/entry/trump-maggie-haberman-health_n_6a5288f6e4b08b2da68d54d5","statementDate":"2026/07/12 18:00","topicTags":"其他","updatedAt":1783944749503,"version":1},{"content":"## 中文摘要\n\n2026年7月12日，川普在Truth Social發文哀悼突然病逝的共和黨資深參議員Lindsey Graham（終年71歲）。Graham是川普的長期盟友，自2003年起擔任南卡羅萊納州聯邦參議員。川普稱其為「我所認識最偉大的人之一、最偉大的參議員之一」，讚揚他「一直在工作，是一位真正的美國愛國者」。\n\n## 原文引述\n\n\u003e \"Senator Lindsey Graham, one of the greatest people and Senators I have ever known, has passed away! He was always working and a true American Patriot. Lindsey will be very much missed!!!\"","createdAt":1783944749503,"id":"5db8959579dc5b7571cebc19","itemType":"TRUMP_STATEMENT","name":"哀悼參議員Lindsey Graham","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1783944749503},"source":"TruthSocial","sourceUrl":"https://www.aljazeera.com/news/2026/7/12/republican-lindsey-graham-dies-at-71-world-leaders-us-politicians-react","statementDate":"2026/07/12 14:00","topicTags":"其他","updatedAt":1783944749503,"version":1},{"content":"## 中文摘要\n\n2026年7月11日，川普在Truth Social發文表示伊朗請求繼續談判，美國已同意，但同時宣告停火協議「已經結束」。此發言發生在美軍對伊朗發動新一輪打擊（7/11擊中約140個目標）及財政部制裁伊朗金融中介Ali Ansari之際。此前川普於7/8北約記者會已宣告「我認為停火結束了」，7/11的發言等於正式確認停火破裂但外交管道仍開啟。伊朗外長阿拉格齊同日抵達阿曼進行斡旋會談。\n\n## 原文引述\n\n\u003e \"The Islamic Republic of Iran has asked us to continue 'talks.' We have agreed to do so, but the United States has stated to them, in no uncertain terms, that the Cease Fire is OVER!\"","createdAt":1783944731882,"id":"f7acbc402a4ff0c85ab87629","itemType":"TRUMP_STATEMENT","name":"宣布停火結束但同意續談判","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1783944732082},"source":"TruthSocial","sourceUrl":"https://www.cbsnews.com/live-updates/us-iran-war-trump-ceasefire-talks-strait-of-hormuz/","statementDate":"2026/07/11 10:00","topicTags":"外交,國防","updatedAt":1783944731882,"version":1},{"content":"## 中文摘要\n\n2026年7月10日晚間，川普在Truth Social發出迄今最強烈的對伊朗軍事威脅。導火線為：華爾街日報等媒體報導以色列分享情資顯示伊朗存在暗殺川普的陰謀；7月9日哈梅內伊葬禮上哀悼者舉「我們將殺死川普」標語；哈梅內伊之子（繼任者穆傑塔巴）公開宣稱要為美軍空襲喪生者復仇。川普回應：1000枚導彈已鎖定伊朗，美軍獲授權在一年內徹底摧毀伊朗全境。同日接受紐約郵報採訪時更稱已「留下指示」：若他出事，就「以他們從未見過的水平轟炸伊朗」。文末以「讚美安拉！」結尾引發穆斯林團體譴責。\n\n## 原文引述（Truth Social）\n\n\u003e \"1000 Missiles are Locked and Loaded and aimed at the Islamic Republic of Iran, with thousands of more to immediately follow, should the Iranian Government act on its threat, pronounced in many corners of the Globe, to assassinate, or attempt to assassinate, the sitting President of the United States of America, in this case, ME!\"\n\n\u003e \"Orders have already been given, and the U.S. Military is ready, willing, and able, for a one year period of time, subject to extension, to completely decimate and destroy all areas of Iran - PRAISE BE TO ALLAH!\"\n\n## 原文引述（紐約郵報訪談）\n\n\u003e \"I've left instructions — if anything happens, to just literally bomb them at levels that they've never seen before.\"","createdAt":1783944731882,"id":"ea05db297db2367a47fc7bc2","itemType":"TRUMP_STATEMENT","name":"千枚導彈鎖定伊朗毀滅威脅","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1783944731982},"source":"TruthSocial","sourceUrl":"https://www.cnbc.com/2026/07/11/trump-threat.html","statementDate":"2026/07/10 22:00","topicTags":"外交,國防","updatedAt":1783944731882,"version":1},{"content":"## 中文摘要\n\n2026年7月10日，川普在Truth Social發文宣布拒絕簽署國會兩黨壓倒性通過的《21世紀住房之路法案》（眾院358-32、參院85-5），以抗議參議院未能通過《拯救美國法案》（SAVE America Act）。川普稱SAVE Act未過是「瘋狂的」，並警告投票反對的政客將面臨「嚴重威脅」。他不否決法案，而是選擇「不簽署」——根據憲法，法案在10天後自動生效。民主黨領袖舒默抨擊川普無視民眾住房成本危機，並引用川普此前稱住房法案為「打呵欠」（a big yawn）的言論。\n\n## 背景\n\n《拯救美國法案》要求選民投票出示帶照片證件、登記時提供公民身份證明。川普曾敦促參院共和黨取消filibuster以51票通過。參院領袖圖恩表示黨內無足夠支持廢除filibuster。\n\n## 原文引述\n\n\u003e \"I will not sign the Housing Bill, which has been fully approved by Congress and sent to the White House, in PROTEST over the fact that the United States Senate is not capable of passing THE SAVE AMERICA ACT.\"\n\n\u003e \"THE SAVE AMERICA ACT'S non-passage is CRAZY, and a serious threat to any politician who votes against it!\"","createdAt":1783944731882,"id":"d8625cee35bdf5d6fb3ed2cd","itemType":"TRUMP_STATEMENT","name":"拒簽住宅法案抗議SAVE Act未過","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1783944731882},"source":"TruthSocial","sourceUrl":"https://www.cnbc.com/2026/07/10/trump-housing-bill-save-act-law.html","statementDate":"2026/07/10 17:00","topicTags":"經濟,選舉","updatedAt":1783944731882,"version":1},{"content":"## 中文摘要\n\n川普在安卡拉北約峰會閉幕時，出人意料地以正面論調為峰會畫下句點。他將這次峰會形容為「團結的聚會」，充滿「巨大的愛」（tremendous love），並讚揚成員國在提高國防支出方面的進展。川普對澤倫斯基的態度明顯軟化，稱「我們實際上建立了良好關係，很難相信」，並讚揚澤倫斯基在戰爭中「做得非常出色」。此次峰會期間川普曾猛烈抨擊多個盟國、切斷與西班牙貿易、宣告伊朗停火結束，閉幕的團結論調與先前形成強烈對比。川普隨後搭乘舊空軍一號離開土耳其，在英國換乘新空軍一號返美。\n\n## 原文引述\n\n\u003e He described a gathering of \"unity\" and \"tremendous love,\" and praised member nations on their progress in increasing their defense spending.\n\n\u003e \"We've actually developed a good relationship. It's hard to believe.\"\n\n\u003e \"done an amazing job\"（讚揚澤倫斯基在戰爭中的表現）\n\n\u003e \"very effective\"（形容澤倫斯基）","createdAt":1783599115019,"id":"d9d089e27a3692080ecb758c","itemType":"TRUMP_STATEMENT","name":"北約峰會閉幕：稱充滿巨大愛與團結","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1783599115119},"source":"演講","sourceUrl":"https://www.npr.org/2026/07/09/nx-s1-5887053/trump-nato-zelenskyy","statementDate":"2026/07/09 10:00","topicTags":"外交","updatedAt":1783599115019,"version":1},{"content":"## 中文摘要\n\n在北約峰會結束後的空軍一號上，川普對記者表示美軍剛對伊朗發動第二晚連續空襲，並揚言將以20:1的比例報復（「他們打我們一次，我們就打20個目標」）。川普聲稱伊朗「已經沒剩什麼了，非常非常想達成協議」，但隨即話鋒一轉，表示「我不知道他們值不值得達成協議，我不知道他們會不會遵守協議」，並再度以「人渣」（scum）形容伊朗政權。川普在Truth Social同步發布空襲影片，警告「如果再次發生，情況會變得更糟！」\n\n## 原文引述\n\n\u003e \"We just hit them very hard. We hit them 20:1. Every time they hit us we're going to hit 20 [targets].\"\n\n\u003e \"They have very little left and they want to make a deal so badly. They called a little while ago. They want to make a deal so bad. I just don't know if they're worthy of making the deal. I don't know if they're going to honor the deal.\"\n\n\u003e \"This is in retribution for yesterday's bombing of ships by Iran. If it happens again, it will get much worse!\"\n\n\u003e \"I don't like them at all. And frankly, I think we wasted a lot of time with them, I think we should just do our business.\"\n\n\u003e \"To me, I think it's over. I don't want to deal with them anymore. They're scum.\"","createdAt":1783599115019,"id":"0435a51103c2cad0250a706d","itemType":"TRUMP_STATEMENT","name":"稱伊朗非常想達成協議但懷疑誠意","originPluginDir":"川普衝擊面板","originPluginID":"d9991d509bb3ec056a7e8b26","parents":{"default_trump_statement_folder_6a348944020eadeb3ccd13":1783599115019},"source":"訪談","sourceUrl":"https://nypost.com/2026/07/08/us-news/us-bombing-iran-for-2nd-straight-day-after-trump-declares-cease-fire-over-for-sick-regime/","statementDate":"2026/07/08 22:00","topicTags":"外交,國防","updatedAt":1783599115019,"version":1}]}