如果川普不能100%的複製關稅，美股今年會有一個banner year

because of the following:

1. Companies will have cheaper sourcing, improve their margin;

2. Companies will get back their paid duties---a lot of cash injection to companies.

3. Comanies will have stable sourcing---very good for stablizing their business.

MOre stable business, and higher margin, higher cash setting on balancesheet. 

In short, it it good for US market in general, very good for tech in particular.