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年美國總統候選人唐納德·特朗普以對外國商品徵收的關稅取代所得稅的大膽建議成爲頭條新聞。特朗普的政策受到了市場專家幾乎一致的懷疑，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上的一篇文章使用高盛和彭博社的數據來比較市場對特朗普贏得11月大選的信心以及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年初至今表現不佳。”
— 每日排行榜 (@dailychartbook) 2024 年 6 月 25 日
高盛通過 @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.
該帖子稱，特朗普的當選幾率在10月初觸底，略低於40％，現在略低於55％。從那時起，美國供應商的指數股票的表現比中國供應商的指數股票高出15％以上。它在三月份突破了25％。
Why it Matters: Goldman Sachs listed companies that stand the most to gain — or lose — by a second Trump term.
爲何重要：在特朗普的第二個任期內，獲利或虧損最大的高盛上市公司。
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（紐約證券交易所代碼：CVS）、威瑞森通訊公司（紐約證券交易所代碼：VZ）和Intuit Inc（納斯達克股票代碼：INTU）是高盛國內銷售籃子中最大的組成部分。
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.（納斯達克股票代碼：META）、高通公司（納斯達克股票代碼：QCOM）和應用材料公司（納斯達克股票代碼：AMAT）是高盛國際銷售籃子中最大的組成部分。
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.
包括LinkedIn創始人裏德·霍夫曼在內的許多商業界知名人士都反對特朗普比喬·拜登總統更有利於美國經濟的觀點。同時，凱西·伍德等其他人也爲特朗普大放異彩。
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