Investors Worry How Trump Tariffs Could Further Impact Companies Reliant On Chinese Suppliers: Vulnerable Stocks 'Have Underperformed' This Year
Investors Worry How Trump Tariffs Could Further Impact Companies Reliant On Chinese Suppliers: Vulnerable Stocks 'Have Underperformed' This Year
2024 U.S. presidential candidate Donald Trump has made headlines with his bold suggestion to replace income taxes with tariffs on foreign goods. Trump's policy, which has received near-unanimous skepticism from market experts, has already heavily impacted stocks dependent on the Chinese market.
2024年美國總統候選人特朗普憑藉他大膽的建議——用對外國商品徵收關稅代替所得稅讓人們關注。特朗普的政策已經受到市場專家的幾乎一致懷疑，已經嚴重影響了依賴中國市場的股票。
The Data: A post on X used data from Goldman Sachs and Bloomberg to compare the market's confidence in Trump winning the November election and the performance of companies reliant on Chinese suppliers.
數據：X網站的一篇文章使用高盛和彭博的數據來比較市場對特朗普贏得11月選舉的信心和依賴中國供應商的公司的表現。
"Stocks vulnerable to tariffs have underperformed YTD."
— Daily Chartbook (@dailychartbook) June 25, 2024
Goldman Sachs via @MikeZaccardi pic.twitter.com/kWokj7iG4X
“易受關稅影響的股票今年以來表現不佳。”
——每日圖解（@dailychartbook）2024年6月25日
高盛通過@mikezaccardi圖片。pic.twitter.com/kWokj7iG4X
Trump's election odds bottomed out in early October at just under 40% and now sit just under 55%, according to the post. Since then, indexed stocks with U.S. suppliers have outperformed indexed stocks with Chinese suppliers by over 15%. It topped out over 25% in March.
根據該文章，特朗普的當選幾率在10月初觸底，僅略低於40％，現在則略低於55％。自那時以來，具有美國供應商的指數股票表現遠優於具有中國供應商的指數股票，超過15％，3月份達到了超過25％。
Why it Matters: Goldman Sachs listed companies that stand the most to gain — or lose — by a second Trump term.
爲什麼重要：高盛列出了受第二任期特朗普當選而獲益或失去最多的公司。
CVS Health Corp (NYSE:CVS), Verizon Communications Inc. (NYSE:VZ) and Intuit Inc (NASDAQ:INTU) are among the largest constituents of Goldman Sachs' Domestic Sales Basket.
CVS Health Corp（紐交所：CVS），Verizon Communications Inc.（紐交所：VZ）和Intuit Inc（納斯達克：INTU）是高盛國內銷售籃子中最大的成分之一。
Meta Platforms Inc. (NASDAQ:META), Qualcomm Inc. (NASDAQ:QCOM) and Applied Materials Inc. (NASDAQ:AMAT) are among the largest constituents in Goldman's International Sales Basket.
Meta Platforms Inc.（納斯達克：META），Qualcomm Inc.（納斯達克：QCOM）和Applied Materials Inc.（納斯達克：AMAT）是高盛國際銷售籃子中最大的成分之一。
Many prominent figures in the business world have pushed back against the notion that Trump is better for the U.S. economy than President Joe Biden, including LinkedIn Founder Reid Hoffman. At the same time, others such as Cathie Wood have thrown their hats into the ring for Trump.
許多商界知名人士對特朗普對美國經濟比拜登更有利的觀點提出了異議，包括領英創始人Reid Hoffman。與此同時，像Cathie Wood這樣的人已經支持特朗普。
Also Read: Economist Dismisses AI Bubble Fears: Says Disruptive Technologies Might 'Be Antidote To The Headwinds Of Today'
另請閱讀：經濟學家駁斥AI泡沫擔憂：認爲具有顛覆性的技術可能會成爲今天面臨的阻力的“解藥”
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。