Stockcast

川普政策雷達

本週政策動作以 貿易 / 關稅 為主，38 條動作、70 分；總統令 5 條全為國家緊急狀態延續。

32本週 impact-3 動作
44Tier-1 actor 動作次數
21過濾雜訊 / 139 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
2026-08-24 其他 ●●●
Temporary Suspension of Additional Duties To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Alcoholic Beverages, Dairy, and Motor Vehicles
2026-08-24 貿易 / 關稅 ●●● ⚑ Lutnick
Coastal Migratory Pelagic Resources of the Gulf and Atlantic Region; Commercial Closure for Atlantic Spanish Mackerel in the Northern Zone
TSM NVDA ASML INTC FSLR X
2026-08-24 能源 ●●●
Gulf Islands National Seashore; Personal Watercraft
XOM CVX LBRT EQT COP LNG
2026-08-21 勞工 ●●●
Modifications to the Regulations Implementing the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as Amended
2026-08-21 勞工 ●●●
Rescission of Executive Order 11246 Implementing Regulations

📊 Policy Impact Queue

按日期分組 · 同機關例行公告自動折疊 · 紅 border = 高影響
2026-08-24 3 條
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Coastal Migratory Pelagic Resources of the Gulf and Atlantic Region; Commercial Closure for Atlantic Spanish Mackerel in the Northern Zone
總統令 WH 其他
Temporary Suspension of Additional Duties To Offset Canadian Discrimination Against the Commerce of the United States With Respect to Alcoholic Beverages, Dairy, and Motor Vehicles
最終規則 Interior 能源
Gulf Islands National Seashore; Personal Watercraft
2026-08-21 14 條
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the Northeastern United States; Mackerel, Squid, and Butterfish; 2026 Illex Squid Quota Harvested
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the Northeastern United States; Summer Flounder Fishery; Quota Transfer From North Carolina to Massachusetts
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the South Atlantic; 2026 Commercial Closure of Red Snapper in the South Atlantic
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the South Atlantic; Commercial Closure for Blueline Tilefish in the South Atlantic
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Fisheries of the Caribbean, Gulf of America, and South Atlantic; 2026 Commercial Closure for the Scamp and Yellowmouth Grouper Complex in the South Atlantic
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Traffic and Conduct on the Grounds of Certain National Institute of Standards and Technology Sites
最終規則 EPA 能源
Carboxin; Pesticide Tolerances
最終規則 DHS 移民
Security Zone; Ohio River, Cincinnati, OH
最終規則 DHS 移民
Security Zone; Philippine Sea, Pacific Ocean, Apra Harbor, Guam
最終規則 Interior 能源
Montana Regulatory Program
最終規則 DOJ 反壟斷
Inflation Adjustment for EOIR OBBBA Fees; Fiscal Year 2027
最終規則 DOL 勞工
Modifications to the Regulations Implementing the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as Amended
最終規則 DOL 勞工
Rescission of Executive Order 11246 Implementing Regulations
最終規則 DOL 勞工
Modifications to the Regulations Implementing Section 503 of the Rehabilitation Act of 1973, as Amended
2026-08-20 2 條
最終規則 EPA 能源
Air Plan Approval; Arizona; Attainment Plan for the Hayden SO2 Nonattainment Area for the 1971 and 2010 Sulfur Dioxide National Ambient Air Quality Standards
最終規則 DOL 勞工
Wagner-Peyser Act Employment Service Staffing
2026-08-19 1 條
總統令 WH 其他
Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components Into the United States
2026-08-18 1 條
最終規則 DOJ 反壟斷
Establishing the National Fraud Enforcement Division
2026-08-14 2 條
最終規則 Commerce 貿易 / 關稅 ⚑ Lutnick
Streamlining Export Controls for Drone Exports
最終規則 Treasury 金融 / 監管 ⚑ Bessent
Beneficial Ownership Information Reporting Requirement Revision
2026-08-13 1 條
最終規則 HHS 醫療 / 生技
Medicaid Program; Prohibition on Federal Medicaid and Children's Health Insurance Program Funding for Sex-Rejecting Procedures Furnished to Children
2026-08-11 4 條
總統令 WH 其他
Continuing To Protect the Meaning and Value of American Citizenship
總統令 WH 其他
Adjusting Imports of Polysilicon and Its Derivatives Into the United States
最終規則 DOJ 反壟斷
Adjudication of Civil Penalties Against International Marriage Brokers
最終規則 Nuclear Regulatory Commission 能源
NRC Modernization: Rulemaking Procedure, Federal Advisory Committee Act Alignment, Access, and Security
2026-08-05 1 條
總統令 WH 其他
To Facilitate Positive Adjustment to Competition From Imports of Quartz Surface Products
2026-08-04 1 條
最終規則 HHS 醫療 / 生技
Medicare Program; Hospital Inpatient Prospective Payment Systems for Acute Care Hospitals (IPPS) and the Long-Term Care Hospital Prospective Payment System and Policy Changes and Fiscal Year (FY) 2027 Rates; Requirements for Quality Programs; Other Policy Changes; and Adoption of Updated Versions of Certain Health Information Technology Standards

⚑ 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
7 動作 / 14d
財政部長 — 關稅、美元、ETF 流向
貿易 / 關稅 金融 / 監管
↳ Beneficial Ownership Information Reporting Requirement Revis…
Howard Lutnick
30 動作 / 14d
商務部長 — 出口管制、晶片政策
貿易 / 關稅 科技 / 通訊
↳ Coastal Migratory Pelagic Resources of the Gulf and Atlantic…
Russ Vought
2 動作 / 14d
OMB — 聯邦預算、deferral
金融 / 監管
↳ Education Department General Administrative Regulations…
Paul Atkins
1 動作 / 14d
SEC — Crypto ETF、上市規則
金融 / 監管
↳ Regulation Crypto Assets…
Marty Makary
1 動作 / 14d
FDA — PDUFA、Ozempic 政策
醫療 / 生技
↳ Product-Specific Guidances; Draft and Revised Draft Guidance…
Chris Wright
2 動作 / 14d
能源部長 — LNG、頁岩
能源
↳ Withdrawal of International Airport Designation of Chalk Sea…
14d 無動作：Jamieson Greer · 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 70 分 · 38 條動作
TSM NVDA ASML INTC FSLR X
↳ Coastal Migratory Pelagic Resources of the Gulf and Atlantic Region; C…
能源
17 分 / 9 條
金融 / 監管
14 分 / 7 條
勞工
12 分 / 4 條
移民
12 分 / 7 條
反壟斷
6 分 / 2 條
📜 Raw Federal Register Feed（全部 139 筆，過濾後保留 115 條進入上方分析）— 點開展開
  1. 2026-08-24 規則草案 Employer Contributions to Trump Accounts and Nondiscrimination Rules for Dependent Care Assistance Programs Treasury Department, Internal Revenue Service
  2. 2026-08-24 總統令 Temporary Suspension of Additional Duties To Offset Canadian Discrimination Against the Commerce of the United States Wi Executive Office of the President
  3. 2026-08-24 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  4. 2026-08-24 公告 Certain Secondary Cylindrical Batteries, Components Thereof, and Products Containing the Same; Notice of Institution of International Trade Commission
  5. 2026-08-24 公告 Certain Wi-Fi Routers, Wi-Fi Devices, Mesh Wi-Fi Network Devices and Components Thereof; Notice of Extension of the Dead International Trade Commission
  6. 2026-08-24 公告 National Environmental Policy Act Implementing Procedures: Timber Salvage Harvest Categorical Exclusion Interior Department
  7. 2026-08-24 公告 Request for Information: Categories Used in Federal Vaccine Recommendations and the Role of Shared Clinical Decision-Mak Health and Human Services Department
  8. 2026-08-24 公告 Pacific Fishery Management Council; Public Meetings Commerce Department, National Oceanic and Atmospheric Administration
  9. 2026-08-24 公告 Western Pacific Fishery Management Council; Public Meetings Commerce Department, National Oceanic and Atmospheric Administration
  10. 2026-08-24 公告 Foreign-Trade Zone (FTZ) 183, Notification of Proposed Production Activity; Ichor Systems, Inc.; (Semiconductor Equipmen Commerce Department, Foreign-Trade Zones Board
  11. 2026-08-24 規則草案 Education Department General Administrative Regulations Education Department
  12. 2026-08-24 公告 Tonto Apache Tribe of Arizona Liquor Control Code Interior Department, Indian Affairs Bureau
  13. 2026-08-24 最終規則 Coastal Migratory Pelagic Resources of the Gulf and Atlantic Region; Commercial Closure for Atlantic Spanish Mackerel in Commerce Department, National Oceanic and Atmospheric Administration
  14. 2026-08-24 公告 Product-Specific Guidances; Draft and Revised Draft Guidances for Industry; Availability Health and Human Services Department, Food and Drug Administration
  15. 2026-08-24 最終規則 Safety Zone; T/V DENISE FOSS (O.N. 1254223), Honolulu, HI Homeland Security Department, Coast Guard
  16. 2026-08-24 公告 Adoption of Categorical Exclusion Under the National Environmental Policy Act Transportation Department, Federal Aviation Administration
  17. 2026-08-24 規則草案 Airworthiness Directives; Airbus Helicopters Transportation Department, Federal Aviation Administration
  18. 2026-08-24 公告 Information Collection Being Submitted for Review and Approval to Office of Management and Budget Federal Communications Commission
  19. 2026-08-24 最終規則 Gulf Islands National Seashore; Personal Watercraft Interior Department, National Park Service
  20. 2026-08-21 規則草案 Regulation Crypto Assets Securities and Exchange Commission
  21. 2026-08-21 規則草案 Request for Comment on the Listing of Compute Derivatives Contracts Commodity Futures Trading Commission
  22. 2026-08-21 規則草案 Guidance on Eligible Investments for Trump Accounts Treasury Department, Internal Revenue Service
  23. 2026-08-21 最終規則 Modifications to the Regulations Implementing the Vietnam Era Veterans' Readjustment Assistance Act of 1974, as Ame Labor Department, Federal Contract Compliance Programs Office
  24. 2026-08-21 最終規則 Rescission of Executive Order 11246 Implementing Regulations Labor Department, Federal Contract Compliance Programs Office
  25. 2026-08-21 規則草案 Commodity Pool Operators and Commodity Trading Advisors: Reduction of Duplicative Regulation Through Intermediary Regist Commodity Futures Trading Commission
  26. 2026-08-21 公告 Agency Information Collection Activities; Submission to the Office of Management and Budget (OMB) for Review and Approva Commerce Department, International Trade Administration
  27. 2026-08-21 公告 Fresh Winter Strawberries From Mexico: Preliminary Affirmative Determination of Sales at Less Than Fair Value, Postponem Commerce Department, International Trade Administration
  28. 2026-08-21 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  29. 2026-08-21 公告 Silicon Metal From Australia and Norway: Antidumping Duty Orders Commerce Department, International Trade Administration
  30. 2026-08-21 公告 Silicon Metal From Australia and Norway: Countervailing Duty Orders Commerce Department, International Trade Administration
  31. 2026-08-21 公告 Oleoresin Paprika From India: Final Affirmative Countervailing Duty Determination and Final Affirmative Critical Circums Commerce Department, International Trade Administration
  32. 2026-08-21 公告 Oleoresin Paprika From India: Final Affirmative Determination of Sales at Less Than Fair Value and Final Negative Determ Commerce Department, International Trade Administration
  33. 2026-08-21 公告 Agency Information Collection Activities; Submission to the Office of Management and Budget for Review and Approval; Com Education Department
  34. 2026-08-21 最終規則 Fisheries of the Northeastern United States; Mackerel, Squid, and Butterfish; 2026 Illex Squid Quota Harvested Commerce Department, National Oceanic and Atmospheric Administration
  35. 2026-08-21 最終規則 Inflation Adjustment for EOIR OBBBA Fees; Fiscal Year 2027 Justice Department, Executive Office for Immigration Review
  36. 2026-08-21 最終規則 Security Zone; Ohio River, Cincinnati, OH Homeland Security Department, Coast Guard
  37. 2026-08-21 最終規則 Fisheries of the Northeastern United States; Summer Flounder Fishery; Quota Transfer From North Carolina to Massachusett Commerce Department, National Oceanic and Atmospheric Administration
  38. 2026-08-21 公告 Western Pacific Fishery Management Council; Public Meetings Commerce Department, National Oceanic and Atmospheric Administration
  39. 2026-08-21 公告 Foreign-Trade Zone (FTZ) 129, Notification of Proposed Production Activity; Corvus Energy USA Ltd.; (Energy Storage Syst Commerce Department, Foreign-Trade Zones Board
  40. 2026-08-21 最終規則 Fisheries of the South Atlantic; 2026 Commercial Closure of Red Snapper in the South Atlantic Commerce Department, National Oceanic and Atmospheric Administration
  41. 2026-08-21 規則草案 Genealogy Program Regulations To Clarify the Impact of Federal Records Requirements Homeland Security Department
  42. 2026-08-21 最終規則 Modifications to the Regulations Implementing Section 503 of the Rehabilitation Act of 1973, as Amended Labor Department, Federal Contract Compliance Programs Office
  43. 2026-08-21 最終規則 Fisheries of the South Atlantic; Commercial Closure for Blueline Tilefish in the South Atlantic Commerce Department, National Oceanic and Atmospheric Administration
  44. 2026-08-21 最終規則 Fisheries of the Caribbean, Gulf of America, and South Atlantic; 2026 Commercial Closure for the Scamp and Yellowmouth G Commerce Department, National Oceanic and Atmospheric Administration
  45. 2026-08-21 規則草案 Withdrawal of International Airport Designation of Chalk Seaplane Base Homeland Security Department, Energy Department
  46. 2026-08-21 最終規則 Safety Zone: Piers Park, Boston Inner Harbor, East Boston MA Homeland Security Department, Coast Guard
  47. 2026-08-21 最終規則 Security Zone; Philippine Sea, Pacific Ocean, Apra Harbor, Guam Homeland Security Department, Coast Guard
  48. 2026-08-21 公告 Draft Regulatory Guide: Assessing Public Health Risk Associated With Chemical Hazards of Licensed Material Nuclear Regulatory Commission
  49. 2026-08-21 公告 Draft Interim Staff Guidance: Evaluations of Risk Assessments for Risk-Informed Decision-Making for Regulatory Applicati Nuclear Regulatory Commission
  50. 2026-08-21 最終規則 Carboxin; Pesticide Tolerances Environmental Protection Agency
  51. 2026-08-21 最終規則 Traffic and Conduct on the Grounds of Certain National Institute of Standards and Technology Sites Commerce Department, National Institute of Standards and Technology
  52. 2026-08-21 公告 Establish Price for 2026 Freedom 250 Race Medal Treasury Department, United States Mint
  53. 2026-08-21 公告 Changes in Flood Hazard Determinations Homeland Security Department, Federal Emergency Management Agency
  54. 2026-08-21 公告 Changes in Flood Hazard Determinations Homeland Security Department, Federal Emergency Management Agency
  55. 2026-08-21 公告 Changes in Flood Hazard Determinations Homeland Security Department, Federal Emergency Management Agency
  56. 2026-08-21 公告 Changes in Flood Hazard Determinations Homeland Security Department, Federal Emergency Management Agency
  57. 2026-08-21 最終規則 Montana Regulatory Program Interior Department, Surface Mining Reclamation and Enforcement Office
  58. 2026-08-20 規則草案 Small Business Size Standards Small Business Administration
  59. 2026-08-20 規則草案 Accreditation, Innovation, and Modernization: The Secretary's Recognition of Accrediting Agencies: Institutional El Education Department
  60. 2026-08-20 最終規則 Air Plan Approval; Arizona; Attainment Plan for the Hayden SO2 Nonattainment Area for the 1971 and 2010 Sulfur Dioxide N Environmental Protection Agency
  61. 2026-08-20 規則草案 Application of the Personal Responsibility and Work Opportunity Reconciliation Act of 1996 to the Refunded Portion of Ce Treasury Department, Internal Revenue Service
  62. 2026-08-20 最終規則 Wagner-Peyser Act Employment Service Staffing Labor Department, Employment and Training Administration
  63. 2026-08-20 公告 Certain Wireless Communications Devices and Components Thereof; Notice of Request for Submissions on the Public Interest International Trade Commission
  64. 2026-08-20 公告 Initiation of Antidumping and Countervailing Duty Administrative Reviews; Correction Commerce Department, International Trade Administration
  65. 2026-08-20 公告 Notice of Extension of the Deadline for Determining the Adequacy of the Antidumping and Countervailing Duty Petitions: C Commerce Department, International Trade Administration
  66. 2026-08-20 公告 Light-Walled Rectangular Pipe and Tube From Mexico: Final Results of Antidumping Duty Administrative Review; 2023-2024 Commerce Department, International Trade Administration
  67. 2026-08-20 公告 Stainless Steel Flanges From India: Final Results of Antidumping Duty Administrative Review; 2023-2024 Commerce Department, International Trade Administration
  68. 2026-08-20 公告 Certain Large Vertical Shaft Engines Between 225cc and 999cc, and Parts Thereof From the People's Republic of China Commerce Department, International Trade Administration
  69. 2026-08-20 公告 Notice of Receipt of Complaint; Solicitation of Comments Relating to the Public Interest International Trade Commission
  70. 2026-08-20 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  71. 2026-08-20 規則草案 Airworthiness Directives; The Boeing Company Airplanes Transportation Department, Federal Aviation Administration
  72. 2026-08-20 公告 Draft Regulatory Guide: Comprehensive Risk Metrics and Associated Risk Performance Objectives for Commercial Nuclear Pla Nuclear Regulatory Commission
  73. 2026-08-20 公告 Union Pacific Corporation and Union Pacific Railroad Company-Control-Norfolk Southern Corporation and Norfolk Southern R Surface Transportation Board
  74. 2026-08-19 總統令 Adjusting Imports of Unmanned Aircraft Systems and Unmanned Aircraft Systems Components Into the United States Executive Office of the President
  75. 2026-08-19 公告 Accuracy of Importer of Record Data Submitted to CBP Homeland Security Department, U.S. Customs and Border Protection
  76. 2026-08-19 公告 Combined Notice of Filings #1 Energy Department, Federal Energy Regulatory Commission
  77. 2026-08-19 公告 Certain Transformers and Components Thereof; Notice of Institution of Investigation International Trade Commission
  78. 2026-08-19 公告 Phosphate Fertilizers From the Russian Federation: Notice of Court Decision Not in Harmony With the Results of Counterva Commerce Department, International Trade Administration
  79. 2026-08-19 公告 Light-Walled Rectangular Pipe and Tube From China, Mexico, South Korea, and Turkey; Determinations International Trade Commission
  80. 2026-08-19 公告 Amending Procedures for Submissions by Importers of Automobiles Qualifying for Preferential Tariff Treatment Under the U Commerce Department, International Trade Administration

🔧 方法論