Stockcast

川普政策雷達

本週政策動作以 貿易 / 關稅 為主，43 條動作、80 分；總統令 5 條全為國家緊急狀態延續。

30本週 impact-3 動作
47Tier-1 actor 動作次數
19過濾雜訊 / 129 總計

📌 Today's Price-In

最高影響度的 5 條政策動作 — 點開看 Federal Register 原文
2026-10-08 能源 ●●●
Approval and Promulgation of State Implementation Plans; New Jersey; RACT Certifications for the 2008 and 2015 Ozone National Ambient Air Quality Standards
XOM CVX LBRT EQT COP LNG
2026-10-08 醫療 / 生技 ●●●
Removal of Obsolete Portion of Regulation Relating to Care and Treatment of Ineligible Individuals
LLY PFE MRNA NVO UNH CVS
2026-10-08 醫療 / 生技 ●●●
Removal of Obsolete/Suspended Regulations
LLY PFE MRNA NVO UNH CVS
2026-10-08 運輸 ●●●
航空運輸監管變動
Airworthiness Directives; The Boeing Company Airplanes（原文 ↗）
UAL DAL BA TSLA
2026-10-08 運輸 ●●●
航空運輸監管變動
Airworthiness Directives; Engine Alliance Engines（原文 ↗）
UAL DAL BA TSLA

📊 Policy Impact Queue

按日期分組 · 同機關例行公告自動折疊 · 紅 border = 高影響
2026-10-08 12 條
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Atlantic Highly Migratory Species; Atlantic Bluefin Tuna Fisheries; General Category October Through November Quota Transfer and Adjustment
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the Exclusive Economic Zone Off Alaska; Pacific Cod by Vessels Using Pot Gear in the Central Regulatory Area of the Gulf of Alaska
最終規則 EPA 能源
Approval and Promulgation of State Implementation Plans; New Jersey; RACT Certifications for the 2008 and 2015 Ozone National Ambient Air Quality Standards
最終規則 EPA 能源
Air Plan Approval; Kentucky; Louisville Area Limited Maintenance Plan for the 1997 8-Hour Ozone NAAQS
最終規則 EPA 能源
Air Plan Approval; Oklahoma; Interstate Transport Requirements for the 2010 SO2 NAAQS
最終規則 EPA 能源
Air Plan Approval; GA; Removal of Nonattainment Area New Source Review
最終規則 EPA 能源
Air Plan Approval; Maryland; Reasonably Available Control Technology for Municipal Waste Combustors
最終規則 EPA 能源
Air Plan Approval; Missouri; Construction Permit Exemptions
最終規則 HHS 醫療 / 生技
Removal of Obsolete Portion of Regulation Relating to Care and Treatment of Ineligible Individuals
最終規則 HHS 醫療 / 生技
Removal of Obsolete/Suspended Regulations
最終規則 DOT 運輸
Airworthiness Directives; The Boeing Company Airplanes
最終規則 DOT 運輸
Airworthiness Directives; Engine Alliance Engines
2026-10-07 2 條
最終規則 DOE 能源 ⚑ Wright
Energy Conservation Program: Test Procedures for Commercial Warm Air Furnaces
最終規則 DHS 移民
Security Zone; U.S. Coast Guard Base, Los Angeles Harbor Main Channel, Los Angeles, CA
2026-10-06 1 條
最終規則 Treasury 金融 / 監管 ⚑ Bessent
Transparency in Coverage
2026-10-05 1 條
最終規則 Nuclear Regulatory Commission 能源
Exemptions From Materials Licensing
2026-10-02 1 條
最終規則 HHS 醫療 / 生技
Global Benchmark for Efficient Drug Pricing (GLOBE) Model
2026-10-01 1 條
最終規則 EPA 能源
Attainment Date Extension for the South Coast, California 2012 Annual PM2.5 Fine Particulate Matter Nonattainment Area
2026-09-30 3 條
最終規則 DOT 運輸
The Safer Affordable Fuel-Efficient (SAFE) Vehicles Rule III for Model Years 2022 to 2031 Passenger Cars and Light Trucks
最終規則 Treasury 金融 / 監管 ⚑ Bessent
Trump Accounts
最終規則 Treasury 貿易 / 關稅 ⚑ Bessent
Cuba Sanctions Regulations
2026-09-25 1 條
最終規則 DOJ 反壟斷
Implementing the Safe Explosives Act
2026-09-23 1 條
最終規則 HHS 醫療 / 生技
Patient Protection and Affordable Care Act; Temporary Moratoria on Certain Agent and Broker Registration To Participate in the Exchanges
2026-09-17 1 條
最終規則 EPA 能源
Partial Repeal of the Carbon Pollution Standards for Fossil Fuel-Fired Electric Generating Units
2026-09-14 5 條
總統令 WH 其他
Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Motor Vehicles
總統令 WH 其他
Modifying the Scope of Products of Canada Subject to the Additional Duties Imposed To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Alcoholic Beverages
總統令 WH 其他
Excluding Certain Canadian Products From Importation Into the United States in Response to Continued Discrimination Against the Commerce of the United States With Respect to Motor Vehicles
總統令 WH 其他
Excluding Certain Canadian Products From Importation Into the United States in Response to Continued Discrimination Against the Commerce of the United States With Respect to Dairy
總統令 WH 其他
Excluding Certain Canadian Products From Importation Into the United States in Response to Continued Discrimination Against the Commerce of the United States With Respect to Alcoholic Beverages
2026-09-09 1 條
最終規則 DHS 移民
Registration of Lawful Permanent Residence for Children Born to Foreign Government Employees in the United States

⚑ Tier-1 Actor Heatmap

8 位真正能撼動股價的官員 — 過去 14 天有動作就亮燈
Scott Bessent
9 動作 / 14d
財政部長 — 關稅、美元、ETF 流向
貿易 / 關稅 金融 / 監管
↳ Transparency in Coverage…
Howard Lutnick
31 動作 / 14d
商務部長 — 出口管制、晶片政策
貿易 / 關稅 科技 / 通訊
↳ Atlantic Highly Migratory Species; Atlantic Bluefin Tuna Fis…
Jamieson Greer
1 動作 / 14d
USTR — 對中/歐貿易談判
貿易 / 關稅
↳ Conforming Amendment to Product Exclusion: China's Acts…
Paul Atkins
1 動作 / 14d
SEC — Crypto ETF、上市規則
金融 / 監管
↳ Adviser and Regulated Fund Custody Rules; Crypto Custody Rul…
Chris Wright
4 動作 / 14d
能源部長 — LNG、頁岩
能源
↳ Energy Conservation Program: Test Procedures for Commercial …
14d 無動作：Russ Vought · Marty Makary · Elon Musk

🎯 Sector Risk This Week

過去 7 天 impact-weighted 累分 — 分數高 = 該產業被政策動到最多
貿易 / 關稅 80 分 · 43 條動作
TSM NVDA ASML INTC FSLR X
↳ Atlantic Highly Migratory Species; Atlantic Bluefin Tuna Fisheries; Ge…
能源
36 分 / 14 條
運輸
14 分 / 6 條
醫療 / 生技
12 分 / 5 條
金融 / 監管
9 分 / 4 條
移民
7 分 / 3 條
📜 Raw Federal Register Feed（全部 129 筆，過濾後保留 105 條進入上方分析）— 點開展開
  1. 2026-10-08 公告 Minimum Wage for Federal Contracts Covered by Executive Order 13658, Notice of Rate Change in Effect for 2027 Labor Department, Wage and Hour Division
  2. 2026-10-08 最終規則 Approval and Promulgation of State Implementation Plans; New Jersey; RACT Certifications for the 2008 and 2015 Ozone Nat Environmental Protection Agency
  3. 2026-10-08 公告 Certain Corrosion-Resistant Steel Products From the Republic of Korea: Preliminary Results and Recission, In Part, of Co Commerce Department, International Trade Administration
  4. 2026-10-08 公告 Certain Corrosion-Resistant Steel Products From the Republic of Korea: Preliminary Results and Rescission, in Part, of A Commerce Department, International Trade Administration
  5. 2026-10-08 公告 Chromium Trioxide From the Republic of Türkiye: Final Affirmative Determination of Sales at Less Than Fair Value Commerce Department, International Trade Administration
  6. 2026-10-08 公告 Chromium Trioxide From India: Final Affirmative Countervailing Duty Determination Commerce Department, International Trade Administration
  7. 2026-10-08 公告 Chromium Trioxide From India: Final Affirmative Determination of Sales at Less Than Fair Value Commerce Department, International Trade Administration
  8. 2026-10-08 公告 Certain Steel Nails From the Republic of Korea: Preliminary Results and Rescission, in Part of Antidumping Duty Administ Commerce Department, International Trade Administration
  9. 2026-10-08 公告 Notice of Scope Ruling Applications Filed in Antidumping and Countervailing Duty Proceedings Commerce Department, International Trade Administration
  10. 2026-10-08 公告 N-Cyclohexylbenzothiazole-2-Sulfenamide From the People's Republic of China: Preliminary Affirmative Countervailing Commerce Department, International Trade Administration
  11. 2026-10-08 公告 Certain Paper Shopping Bags From Taiwan: Preliminary Results and Rescission, in Part, of Antidumping Duty Administrative Commerce Department, International Trade Administration
  12. 2026-10-08 公告 Oleoresin Paprika From India: Antidumping Duty Order and Countervailing Duty Order Commerce Department, International Trade Administration
  13. 2026-10-08 公告 Forged Steel Fluid End Blocks From Germany: Final Results of the Antidumping Duty Administrative Review; 2024 Commerce Department, International Trade Administration
  14. 2026-10-08 公告 Certain Electric Aircraft, Power Systems for Electric Aircraft, and Components Thereof; Notice of a Commission Determina International Trade Commission
  15. 2026-10-08 公告 Seamless Carbon and Alloy Steel Standard, Line, and Pressure Pipe From Czechia, Russia, South Korea, and Ukraine; Schedu International Trade Commission
  16. 2026-10-08 公告 Certain Mobile Electronic Devices and Components Thereof; Institution of Investigation International Trade Commission
  17. 2026-10-08 規則草案 Low-Value Shipments Homeland Security Department, U.S. Customs and Border Protection
  18. 2026-10-08 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  19. 2026-10-08 公告 Corrugated Die-Cut Cardboard Boxes From China, Malaysia, and Turkey; Revised Schedule for the Subject Investigations International Trade Commission
  20. 2026-10-08 公告 Forged Steel Fittings From India and South Korea; Cancellation of Hearing for Antidumping and Countervailing Duty Review International Trade Commission
  21. 2026-10-08 公告 Oleoresin Paprika From India; Determinations International Trade Commission
  22. 2026-10-08 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  23. 2026-10-08 公告 Combined Notice of Filings Energy Department, Federal Energy Regulatory Commission
  24. 2026-10-08 公告 Rockies Express Pipeline LLC, Cheyenne Connector, LLC, East Cheyenne Gas Storage, LLC; Notice of Availability of the Env Energy Department, Federal Energy Regulatory Commission
  25. 2026-10-08 規則草案 Airworthiness Directives; Airbus SAS Airplanes Transportation Department, Federal Aviation Administration
  26. 2026-10-08 規則草案 Airworthiness Directives; Airbus SAS Airplanes Transportation Department, Federal Aviation Administration
  27. 2026-10-08 最終規則 Impact Aid Programs Education Department
  28. 2026-10-08 最終規則 Removal of Obsolete Portion of Regulation Relating to Care and Treatment of Ineligible Individuals Health and Human Services Department, Indian Health Service
  29. 2026-10-08 最終規則 Removal of Obsolete/Suspended Regulations Health and Human Services Department, Indian Health Service
  30. 2026-10-08 最終規則 Airworthiness Directives; The Boeing Company Airplanes Transportation Department, Federal Aviation Administration
  31. 2026-10-08 規則草案 Airworthiness Directives; Various Helicopters Transportation Department, Federal Aviation Administration
  32. 2026-10-08 最終規則 Airworthiness Directives; Engine Alliance Engines Transportation Department, Federal Aviation Administration
  33. 2026-10-08 規則草案 Optional Practical Training Fees Homeland Security Department
  34. 2026-10-08 最終規則 Atlantic Highly Migratory Species; Atlantic Bluefin Tuna Fisheries; General Category October Through November Quota Tran Commerce Department, National Oceanic and Atmospheric Administration
  35. 2026-10-08 最終規則 Air Plan Approval; Kentucky; Louisville Area Limited Maintenance Plan for the 1997 8-Hour Ozone NAAQS Environmental Protection Agency
  36. 2026-10-08 最終規則 Air Plan Approval; Oklahoma; Interstate Transport Requirements for the 2010 SO2 NAAQS Environmental Protection Agency
  37. 2026-10-08 最終規則 Fisheries of the Exclusive Economic Zone Off Alaska; Pacific Cod by Vessels Using Pot Gear in the Central Regulatory Are Commerce Department, National Oceanic and Atmospheric Administration
  38. 2026-10-08 最終規則 Air Plan Approval; GA; Removal of Nonattainment Area New Source Review Environmental Protection Agency
  39. 2026-10-08 最終規則 Air Plan Approval; Maryland; Reasonably Available Control Technology for Municipal Waste Combustors Environmental Protection Agency
  40. 2026-10-08 最終規則 Air Plan Approval; Missouri; Construction Permit Exemptions Environmental Protection Agency
  41. 2026-10-08 公告 Notice of Decision To Deregulate Chrysanthemum White Rust and the Importation of Chrysanthemum spp. Cuttings, and In Vit Agriculture Department, Animal and Plant Health Inspection Service
  42. 2026-10-08 最終規則 Cut Flowers Regulations; Removal of Chrysanthemum White Rust-Related Provisions Agriculture Department, Animal and Plant Health Inspection Service
  43. 2026-10-08 規則草案 Almonds Grown in California; Amendment to the Marketing Order Agriculture Department, Agricultural Marketing Service
  44. 2026-10-08 公告 National Institute of Neurological Disorders and Stroke; Notice of Meeting Health and Human Services Department, National Institutes of Health
  45. 2026-10-08 規則草案 Clinical Laboratory Improvement Amendments of 1988 (CLIA); Virtual Access, Gynecologic Cytology Proficiency Testing (PT) Health and Human Services Department, Centers for Medicare & Medicaid Services
  46. 2026-10-08 規則草案 Air Quality Plan; Arizona; Maricopa County Air Quality Department; New Source Review; Emission Reduction Credits-Rule 20 Environmental Protection Agency
  47. 2026-10-07 總統令 National Manufacturing Day, 2026 Executive Office of the President
  48. 2026-10-07 公告 Agency Information Collection Activities; Comment Request on Trump Account Election(s) Treasury Department, Internal Revenue Service
  49. 2026-10-07 公告 Certain Paper Shopping Bags From Colombia: Preliminary Results of Antidumping Duty Administrative Review; 2024-2025 Commerce Department, International Trade Administration
  50. 2026-10-07 公告 Certain Paper Shopping Bags From Malaysia: Preliminary Results, Preliminary Determination of No Shipments and Rescission Commerce Department, International Trade Administration
  51. 2026-10-07 公告 Certain Paper Shopping Bags From India: Preliminary Results and Rescission, in Part of Antidumping Duty Administrative R Commerce Department, International Trade Administration
  52. 2026-10-07 公告 Revision of ACS-26 Rate Schedules; Public Hearing and Opportunities for Public Review and Comment Energy Department, Bonneville Power Administration
  53. 2026-10-07 公告 Notice of Conforming Amendment to Product Exclusion: China's Acts, Policies, and Practices Related to Technology Tr Trade Representative, Office of United States
  54. 2026-10-07 公告 Continuation of Actions: China's Acts, Policies, and Practices Related to Technology Transfer, Intellectual Propert Trade Representative, Office of United States
  55. 2026-10-07 規則草案 Approval and Promulgation of State Air Quality Plans for Designated Facilities and Pollutants; West Virginia; Negative D Environmental Protection Agency
  56. 2026-10-07 公告 Statement of Organization and Functions Federal Mediation and Conciliation Service
  57. 2026-10-07 公告 Decision and Order: Medpharm Research, LLC Justice Department, Drug Enforcement Administration
  58. 2026-10-07 規則草案 Drawbridge Operation Regulation; Bay St. Louis, Bay St. Louis, MS; Back Bay of Biloxi, Biloxi, MS; Pascagoula River, Pas Homeland Security Department, Coast Guard
  59. 2026-10-07 規則草案 Airworthiness Directives; Airbus SAS Airplanes Transportation Department, Federal Aviation Administration
  60. 2026-10-07 公告 Music Streaming Fraud Library of Congress, Copyright Office, Library of Congress
  61. 2026-10-07 公告 Privacy Act of 1974; Systems of Records Justice Department
  62. 2026-10-07 規則草案 Privacy Act of 1974; Implementation Justice Department
  63. 2026-10-07 公告 Privacy Act of 1974; System of Records Justice Department
  64. 2026-10-07 公告 Notice of OFAC Sanctions Actions Treasury Department, Foreign Assets Control Office
  65. 2026-10-07 公告 Notice of OFAC Sanctions Action Treasury Department, Foreign Assets Control Office
  66. 2026-10-07 公告 Agency Information Collection Activities; New Information Collection: Hours of Service of Drivers; Pilot Program To Allo Transportation Department, Federal Motor Carrier Safety Administration
  67. 2026-10-07 最終規則 Safety Zone; Luminsea Miami Shootout and Races, Miami Marine Stadium Harbor, Miami FL Homeland Security Department, Coast Guard
  68. 2026-10-07 最終規則 Security Zone; U.S. Coast Guard Base, Los Angeles Harbor Main Channel, Los Angeles, CA Homeland Security Department, Coast Guard
  69. 2026-10-07 最終規則 Energy Conservation Program: Test Procedures for Commercial Warm Air Furnaces Energy Department
  70. 2026-10-07 最終規則 Purchaser Credit on Timber Sale Contracts Agriculture Department, Forest Service
  71. 2026-10-06 規則草案 Adviser and Regulated Fund Custody Rules; Crypto Custody Rules Securities and Exchange Commission
  72. 2026-10-06 最終規則 Transparency in Coverage Treasury Department, Internal Revenue Service
  73. 2026-10-06 規則草案 Requirements for Certain Transactions Involving Convertible Virtual Currency or Digital Assets; Withdrawal Treasury Department, Financial Crimes Enforcement Network
  74. 2026-10-06 規則草案 Proposal of Special Measure Regarding Convertible Virtual Currency Mixing, as a Class of Transactions of Primary Money L Treasury Department, Financial Crimes Enforcement Network
  75. 2026-10-06 公告 Circular Welded Carbon-Quality Steel Pipe From the United Arab Emirates: Final Results of Antidumping Duty Administrativ Commerce Department, International Trade Administration
  76. 2026-10-06 公告 Certain Frozen Warmwater Shrimp From Thailand: Final Results of Antidumping Duty Administrative Review and Final Determi Commerce Department, International Trade Administration
  77. 2026-10-06 公告 Certain Uncoated Paper From Portugal: Final Results of Antidumping Duty Administrative Review; 2024-2025 Commerce Department, International Trade Administration
  78. 2026-10-06 公告 Large Diameter Welded Pipe From the Republic of Türkiye: Final Results of Countervailing Duty Administrative Review; 202 Commerce Department, International Trade Administration
  79. 2026-10-06 公告 Drawn Stainless Steel Sinks From the People's Republic of China: Final Results of the Expedited First and Second Su Commerce Department, International Trade Administration
  80. 2026-10-06 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission

🔧 方法論