如果川普不能100%的复制关税，美股今年会有一个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 -未知就是风险- ♂ (0 bytes) () 02/20/2026 postreply 08:19:05

• 减少关税能提高市场效率，物价也能平抑下来。降息也就水到渠成了。 -lanyin0314- ♂ (0 bytes) () 02/20/2026 postreply 08:20:54

• 是的，通胀预期和通胀都会大幅度下降，结果就是大幅度降息。 -未知就是风险- ♂ (0 bytes) () 02/20/2026 postreply 08:22:16

• 我认为川普为了中期选举，应该延缓反应。不知道 -未知就是风险- ♂ (0 bytes) () 02/20/2026 postreply 08:23:27

• 作为maga党的偶像，阿尔法型男人的代表，里子输了没关系，面子一定不能输。 -lanyin0314- ♂ (0 bytes) () 02/20/2026 postreply 08:26:58

• 要找理由还不容易。可是，这种胡搞就是美利坚最大的危险。 -TalkToMi- ♂ (0 bytes) () 02/20/2026 postreply 08:39:45

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