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. 

所有跟帖： 

• if you belive so, buy US -未知就是風險- ♂ (0 bytes) () 02/20/2026 postreply 08:19:05

• 減少關稅能提高市場效率，物價也能平抑下來。降息也就水到渠成了。 -lanyin0314- ♂ (0 bytes) () 02/20/2026 postreply 08:20:54

• 是的，通脹預期和通脹都會大幅度下降，結果就是大幅度降息。 -未知就是風險- ♂ (0 bytes) () 02/20/2026 postreply 08:22:16

• 我認為川普為了中期選舉，應該延緩反應。不知道 -未知就是風險- ♂ (0 bytes) () 02/20/2026 postreply 08:23:27

• 作為maga黨的偶像，阿爾法型男人的代表，裏子輸了沒關係，麵子一定不能輸。 -lanyin0314- ♂ (0 bytes) () 02/20/2026 postreply 08:26:58

• 要找理由還不容易。可是，這種胡搞就是美利堅最大的危險。 -TalkToMi- ♂ (0 bytes) () 02/20/2026 postreply 08:39:45

• 更正一下。 -未知就是風險- ♂ (251 bytes) () 02/20/2026 postreply 08:57:38