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cover of episode The Tariff Buzzsaw Is Coming For Hardcore Gamers

The Tariff Buzzsaw Is Coming For Hardcore Gamers

2025/5/7
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Odd Lots

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People
J
Joe Weisenthal
通过播客和新闻工作,提供深入的经济分析和市场趋势解读。
S
Steve Burke
T
Tracy Alloway
知名金融播客主播和分析师,专注于市场趋势和经济分析。
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Joe Weisenthal: 我认为大多数人谈论关税时,都从财政角度出发,关注价格上涨、通货膨胀和就业等宏观经济问题,而忽略了关税可能造成的供应链中断和经济混乱。 Tracy Alloway: 我同意你的观点。疫情期间,我们认识到商品的生产和运输存在地域性,供应链中断会产生连锁反应。将科技产业的生产回迁并非易事,因为其供应链极其复杂,涉及全球多个国家和地区。简单地将关税增加值加到产品售价中是不现实的,因为供应链的复杂性决定了其影响的复杂性。 Steve Burke: 我制作了一部纪录片,采访了众多业内人士,以了解关税对游戏硬件产业的影响。这部纪录片旨在展现关税带来的不确定性以及企业应对关税的真实反应和决策过程。游戏硬件公司最担忧的是价格上涨和缺货对消费者认知的影响。他们需要透明地解释价格上涨的原因,以应对消费者质疑。游戏硬件产业与工作站和科学计算领域密切相关,产业之间相互支撑,规模经济显著。游戏硬件产业规模巨大,全球玩家数量庞大。游戏硬件公司更担心关税政策的不确定性,而不是关税本身的高低。生产游戏硬件的各个环节所需时间长短不一,增加了应对关税变化的难度。

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Shownotes Transcript

Every industry is going to be affected by the trade war in different ways. In many cases, we don't know how it's going to play out. Other industries are seeing an immediate impact. Companies that specialize in computer gaming are highly reliant on inputs from China and other East Asian countries. These companies assemble customized gaming rigs and other peripherals (cameras, chairs, controllers, speakers etc.). On this episode, we're joined by Stephen Burke, the founder of Gamers Nexus, a publication and YouTube channel that primarily exists to review products in this space. When the tariffs were announced in early April, he immediately set out to film a documentary titled The Death of Affordable Computing. In that 3-hour video, he talked to numerous players in the space on their profit margins, and how they will be hurt by the changing trade policy. We speak to Steve about this industry, and what he learned about what tariffs will do to both their profitability, or even their viability as ongoing businesses. Read more:Microsoft Raises Xbox and Game Prices, Citing Rising Costs)Amazon, Apple Earnings Show Tariffs Are Coming for Big Tech, Too) Only http://Bloomberg.com) subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at  bloomberg.com/subscriptions/oddlots)

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