特朗普貿易2.0剛剛開始：Alpine Macro
隨著美國共和黨在華盛頓的全面勝利，Alpine Macro（阿爾卑斯宏觀經濟）將這一現象稱為“特朗普貿易2.0”，這標誌著股市的重新調整，並為增長提供了機會。
在他們最新的報告中，Alpine Macro指出，這一新階段“才剛剛開始”，而市場動態現在由幾個關鍵政策領域塑造：稅收、貿易、監管和安全。
根據該公司的分析，稅改預計將帶來顯著的助力。
Alpine Macro提到，延長或修改《減稅與就業法案》的某些要素，可能會消除公司稅率上升的風險，並引入針對研發投資的折舊優惠等潛在利好。
報告指出，“加稅的可能性已經被排除”，這為股市投資者帶來了樂觀情緒。
不過，貿易政策仍然是一個風險，Alpine Macro強調，可能會出現針對特定行業的關稅，這可能會對工業和材料類別造成壓力。
然而，他們指出，這樣的舉措可能會受到政府對股市表現和通脹敏感度的重視而受到限制。
預計將採取與2018年“第一階段”與中國的貿易協議類似的做法。
監管放鬆預計將成為特朗普政府政策展望的基石，這將有利於能源、醫療和金融等行業。
防務開支預計將上升，提議將GDP的5%分配給防務，這將為航空航天和工業公司帶來更多機會。
儘管有這些機會，Alpine Macro警告某些行業如材料和消費品可能會面臨貿易和勞動壓力的挑戰。
此外，該公司表示，能源股可能會表現不佳，因為監管放鬆的努力將增加供應並對商品價格和現金流施加下行壓力。
該公司總結認為，“特朗普貿易2.0”為金融、工業和優質股票提供了機會，同時提醒投資者對宏觀經濟的反身性和上升的收益率保持警惕。
—
這篇文章揭示了特朗普政府可能對股市和經濟的影響，尤其是在稅收和監管方面的政策調整。值得注意的是，雖然市場對於稅改和防務支出上升持樂觀態度，但貿易政策的不確定性依然存在，這可能會影響某些行業的表現。投資者在追逐潛在機會的同時，也應該考慮到可能出現的風險，特別是在全球經濟面臨挑戰的背景下，這將需要更謹慎的策略和風險管理。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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![{
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"dimensions": {
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"environment_details": {
"location": "Airport runway at night",
"background": "Commercial airplane burning, intense fire, thick black smoke, out of focus",
"ground": "Wet runway, reflecting fire"
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}
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1765251172-300x300.png)
![{
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra during her sacred milk bath beauty ritual, embodying divine femininity, sensual elegance, and timeless power.",
"angle": "Close-up beauty editorial captured at a refined 3/4 angle, focusing on her face, shoulders, and upper chest with extreme clarity and no blur.",
"pose": {
"body_position": "She is partially submerged in a luxurious milk bath, her shoulders and collarbones emerging gracefully from the surface.",
"hands": "One hand gently rests at the edge of the bath with milk droplets on her fingers, while the other lightly touches her neck adorned with subtle gold jewelry.",
"expression": "Soft yet commanding gaze directed toward the camera—calm, confident, intimate, and hypnotic."
}
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"appearance": {
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"accessories": "Minimal ritual jewelry—thin gold collar necklace resting above the milk surface, delicate arm cuff, subtle finger ring—kept refined to maintain focus on beauty and skin.",
"hair": "Her hair is sleek and ritual-polished, partially damp and slicked back at the crown, with soft wet strands framing her face naturally, reflecting candlelight.",
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},
"ritual_props": {
"bath": "A carved alabaster bathtub filled with warm milk infused with honey, almond oil, and lotus essence.",
"floating_elements": [
"Fresh lotus flowers",
"Soft white rose petals",
"Delicate gold flakes shimmering on the milk surface"
],
"beauty_products": [
"Small golden perfume vial with lotus and myrrh oil",
"Alabaster bowl of honey and milk mixture",
"Clay jar of mineral kohl and pigment powders"
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"background": {
"macro_environment": "An intimate royal bathing chamber within Cleopatra’s palace, designed as a sacred beauty sanctuary.",
"midground_details": "Soft linen curtains, glowing oil lamps, tall candles, and subtle steam rising from the bath, creating a warm and sensual atmosphere.",
"micro_elements": "Milk ripples around her skin, floating petals touching her shoulders, tiny droplets of moisture on her collarbones, reflections of candle flames on gold jewelry, visible stone texture on the tub, and delicate fabric translucency—every detail sharply rendered with zero blur."
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"lighting": {
"type": "Warm cinematic candlelight combined with soft ambient palace glow.",
"effect": "Golden highlights sculpt her face and skin while gentle shadows enhance depth, intimacy, and divine beauty."
},
"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "85mm prime lens for beauty editorial compression",
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"iso": 100,
"shutter_speed": "1/160s",
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"style": "Luxury beauty editorial, sacred milk bath ritual, ancient Egyptian goddess realism, intimate yet powerful, ultra-detailed, luminous skin focus, cinematic elegance"
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1766006026-300x167.png)
