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年美国总统候选人特朗普概念提出用对外商品关税取代所得税的大胆建议，已引起市场专家的一致怀疑，已经严重影响了依赖中国市场的股票。
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.
数据来源：一篇发帖使用了高盛和彭博数据，比较了市场对于特朗普赢得11月选举的信心和依赖中国供应商的公司的表现。
"Stocks vulnerable to tariffs have underperformed YTD."
— Daily Chartbook (@dailychartbook) June 25, 2024
Goldman Sachs via @MikeZaccardi pic.twitter.com/kWokj7iG4X
“易受关税影响的股票表现不佳。”
— 每日图表集（@dailychartbook）2024年6月25日
高盛通过@ MikeZaccardi 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.
根据该发帖，特朗普的选举胜算率在今年10月初触底，仅略低于40%，现在仅略低于55%。自那时以来，具有美国供应商的指数股票的表现已超过具有中国供应商的指数股票超过15％。它于3月份达到25％的峰值。
Why it Matters: Goldman Sachs listed companies that stand the most to gain — or lose — by a second Trump term.
为什么它很重要：高盛列出了那些在特朗普获得第二个任期时最可能获得或失去的公司。
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（纽约证券交易所：CVS），Verizon Communications Inc.（纽约证券交易所：VZ）和Intuit Inc（纳斯达克：INTU）是高盛国内销售篮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.（纳斯达克：META），Qualcomm Inc.（纳斯达克：QCOM）和Applied Materials Inc.（纳斯达克：AMAT）是高盛国际销售篮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.
商界许多知名人士对于特朗普比乔·拜登总统对美国经济更有利的观点提出异议，包括LinkedIn创始人Reid Hoffman。与此同时，像Cathie Wood这样的人也站在特朗普的一边。
Also Read: Economist Dismisses AI Bubble Fears: Says Disruptive Technologies Might 'Be Antidote To The Headwinds Of Today'
还阅读：经济学家驳斥人工智能泡沫的担忧：说颠覆性技术可能是今天阻碍的解药
Photo: Shutterstock
Photo: shutterstock