On November 6, the dust of the US presidential election settled, and Trump once again entered the White House.Trumps administration will start around January 20, 2025, which means that the potential conflict or competition struggle between China and the United States we face will really meet with you next year.However, for investors, we need to plan ahead to deal with the potential challenges brought by Trumps onto.There are also opportunities behind the challenge.
Lets talk about some challenges first.Trumps campaign language mentioned that 10%-20%tariffs will be imposed on goods exported to the United States, including his allies.For products exported to the United States, more than 60%of tariffs are required, and even some may reach up to 200%.The specific situation is still uncertain, and it is expected to develop in this direction.
If tariffs are imposed on Chinese goods exported to the United States, some companies in the A -share market may be affected and affected by business, markets, and customers.
If these companies hold by investors, their income and profits are more than 30%from the US market, then they need to pay attention to these assets.I think this asset may be avoided in the next stage.
Overall, after the tariffs are imposed, it is expected to bring potential risks to these companies, including the enlarged emotional effects of the capital market.The gentleman is not under the wall, and all investment needs attention.
Some friends said that recent consumer electronics and other products have more than 50%of the profit in the US market. Although their profits are still rising, we need to be in peace.It is because of this phenomenon that I want to remind everyone that it does not rule out that the main force will take the opportunity to leave the market and leave the market.You must be vigilant.
The second part, after Trump came to power, although it may bring challenges, it will still have a chance.For example, in the game of great powers, we have some chips in our hands, such as rare earths, tungsten, etc. of the United States with high dependence on China, rare earths, tungsten, etc. of mineral resources, and more than 35%of the United States imports from the Chinese market.It is not excluded that these will be a potential tool in our hands when the game is played.Although there is uncertainty to this step, the capital market usually reflects expectations in advance.
After Trump came to power, in the field of high -tech, it may implying more severe requirements for China.We call it a small wall of the courtyard.This will bring opportunities for domestic high -tech imports, including semiconductor and artificial intelligence.At the same time, it also brought opportunities for domestic high -tech realization and controlling.
At present, we are at a leading level worldwide, and we are expectedIn the fields of vertical fields, as well as unmanned driving, commercial aerospace and heavenly interconnection.
High -tech new productivity is the future main battlefield of the new and old kinetic energy conversion of China or its own future development. It is also an opportunity for investors to deal with the more intense game of great powers today.In addition, liquor and real estate in the main market may benefit from the countrys impact on favorable policies such as consumption and real estate to stop falling, and have corresponding investment opportunities.When Trump came to power, as an investor, we needed to plan ahead to actively optimize the adjustment of asset allocation.
