航海王Republican Senator Says Inflation Reduction Act Will ‘Lead to a Worse Recession’_我的网站
一 | Republican Senator Bill Cassidy has argued that an energy and healthcare reconciliation bill, called the Inflation Reduction Act of 2022 and supported by Chuck Schumer and Joe Manchin, could lead to a recession despite its sponsors’ assertions that the bill would help tackle rising prices.,Speaking to ABC News on Sunday, Cassidy said that “It [the bill] may be disinflationary by causing a recession. They’re interjecting an incredible amount of uncertainty into the economy just as we entered a recession.”,“Much of what he says about this bill is just not true” the Republican added, referring to Manchin’s earlier comments on the ABC News, in which the West Virginia Democrat in particular reiterated his support of the bill after claims that the measure could increase inflation over a year and a half.,Cassidy claimed that the bill would raise taxes and lead to higher costs for consumers, adding, “I think what we’re doing is inducing [manufacturers] to move to Asia. You can have a disinflationary program by causing a recession. I think this is going to lead to a worse recession.”,He spoke as Republican Senator Mike Crapo cited not-partisan data as indicating that the Manchin-Schumer deal on the reconciliation bill would “raise billions of dollars in taxes on Americans” earning less than $400,000 annually.,Crapo pointed to an analysis conducted by the Congressional Joint Committee on Taxation (JCT), which also found that taxes would soar by about $16.7 billion on US taxpayers making less than $200,000 in 2023 and raise another $14.1 billion on those who earn between $200,000 and $500,000.,Referring to the Manchin-Schumer deal, the Senate GOP argued that “Americans are already experiencing the consequences of Democrats’ reckless economic policies” and that “the mislabeled ‘Inflation Reduction Act’ will do nothing to bring the economy out of stagnation and recession.”,“The more this bill is analyzed by impartial experts, the more we can see Democrats are trying to sell the American people a bill of goods,” Crapo, who sits on the Senate Finance Committee as a ranking member and who requested the JCT analysis, asserted.,Ashley Schapitl , a spokesperson for the Senate Finance Committee’s Chair Ron Wyden, in turn insisted that families “will not pay one penny in additional taxes under this bill.”,Schapitl claimed that the JCT analysis isn’t complete because “it doesn’t include the benefits to middle-class families of making health insurance premiums and prescription drugs more affordable. The same goes for clean energy incentives for families.”,Joe Manchin, Chuck Schumer Reach Deal on Climate, Energy, and Taxes in Surprise Announcement27 July, 23:41 GMT,This comes after Senate Majority Leader Schumer and Democratic Senator Manchin announced a deal last Wednesday on the energy and health care bill, a scaled-down version of the Build Back Better Act that the West Virginia Democrat Manchin repeatedly stymied last year.,“After many months of negotiations, we have finalized legislative text that will invest approximately $300 billion in Deficit Reduction and $369.75 billion in Energy Security and Climate Change programs over the next 10 years,” the two senators said in a joint statement after clinching the deal.,According to them, “the investments will be fully paid for by closing tax loopholes on wealthy individuals and corporations.” They added that the new agreement aims to "reduce carbon emissions by roughly 40 percent by 2030" and address inflation while also reducing the deficit.,Republicans were quick to lash out at the agreement, with Texas Senator John Cornyn slamming the new document as “Manchin’s New Build Back Broke Bill”. Cornyn insisted that “Raising taxes on job creators, crushing energy producers with new regulations, and stifling innovators looking for new cures will only make this recession worse, not better.”,In a separate development last week, President Joe Biden argued that the US economy is "on the right path" despite the GDP taking a plunge, and pushing the country into a technical recession.,“It's no surprise that the economy is slowing down as the Federal Reserve acts to bring down inflation. Even as we face historic global challenges, we are on the right path and we will come through this transition stronger and more secure,” POTUS said.,Earlier, the Commerce Department stated that the country’s GDP contracted by 0.9% in the second quarter of this year after a first quarter drop of 1.6%, in a preliminary estimate that technically placed the economy in a recession.,This followed the White House arguing that “while some maintain that two consecutive quarters of falling real GDP constitute a recession, there are other factors that need to be taken into account. Conservatives were having none of it." The claims provoked flak from Republicans, with Donald Trump Jr. tweeting that “apparently the White House is changing the definition of recession this week so we can pretend that we're not in one.”。 每经编辑：彭水萍 今日盘中，电子板块震荡上行。
二 | 截至7月23日9时55分，电子50ETF（515320）上涨1.45%，基金今年累计涨幅达39.39%，表现亮眼；成分股方面，工业富联上涨5.49%，传音控股上涨4.7%，立讯精密上涨1.25%，京东方A上涨0.83%。 三星周三发布了最新一代折叠屏智能手机，并上调两款升级版折叠手机的售价。三星表示，该机采用4:3屏幕比例，旨在为观看视频等内容提供更好的显示体验。处理器方面，Fold8和Fold8 Ultra均采用高通最新处理器，即Snapdragon 8 Elite Gen；Flip8则根据不同市场，搭载高通芯片或三星自研的Exynos芯片。此外，Ultra配备更先进的三摄系统，并拥有更大的电池容量。涨价基本符合市场预期，主要原因是零部件成本上升，尤其是存储芯片价格。受人工智能行业需求旺盛以及供应紧张影响，存储芯片价格大幅上涨。 同时，多家媒体此前报道称，苹果预计将在今年推出首款折叠屏iPhone。这将进一步加剧竞争，而自2019年推出首款折叠屏手机以来，三星一直主导着这一市场。CCS Insight首席分析师兼首席营销官本·伍德表示：“2026年对于折叠屏手机而言将是极其重要的一年，因为苹果几乎确定将在今年晚些时候推出折叠屏iPhone。” 相关研究机构表示，电子行业维持"增持"评级，重点关注AI硬件、存储产业链和MLCC产业链三大方向。AI硬件领域受益于技术迭代需求，存储产业链有望迎来行业复苏，MLCC产业链则受益于下游应用拓展。
三 | 这些领域均具备明确的产业逻辑和发展前景，值得投资者关注。（风险提示：以上信息仅供参考，不构成投资建议。入市有风险，投资需谨慎。） 每日经济新闻。 Current article:http://30imu.zhouangnaoguangsundianzhenmou.cfd/news/20260826_9209178.html Published on:04:25:21 |
