2025-04-04-rising

• 精選方式: RISING

討論重點

以下是25篇文章的條列式重點總結，並附上對應的錨點連結與逐條細節說明：

---

1. 美國CPG執行長警告加拿大市場流失

• 重點：加拿大消費者轉向本土/國際品牌，衝擊美國中小企業出口。
• 細節：
  • 2024年美國對加出口額達3500億美元，但訂單減少。
  • 消費民族主義與供應鏈多元化趨勢顯現。

2. 標普500因川普關稅暴跌4%

• 重點：關稅引發貿易戰擔憂，科技與零售股重挫。
• 細節：
  • 中國誓言報復，市場憂1930年關稅法案重演。
  • 蘋果、Nike等依賴中國供應鏈企業受創最深。

3. 關稅是否導致經濟衰退？

• 重點：川普關稅時間表加劇衰退疑慮。
• 細節：
  • 4月5日與9日關稅生效，政策連續性不確定。
  • 公眾期待正面經濟消息緩解焦慮。

4. 參議院以51-48票通過撤銷對加關稅

• 重點：共和黨內部分裂，跨黨派合作推翻關稅。
• 細節：
  • 4名共和黨議員倒戈，法案仍面臨眾議院與總統否決挑戰。

5. 川普宣布全面新關稅

• 重點：中國商品稅率34%、歐盟20%，全球基準10%。
• 細節：
  • 道瓊期指跌3%，納斯達克跌4.4%。
  • 以「經濟緊急狀態」為由實施。

6. 如何評估關稅長期影響？

• 重點：缺乏明確指標衡量政策利弊。
• 細節：
  • 爭議聚焦股市、通脹、美元強弱等指標有效性。

7. 共和黨議員倒戈撤銷對加關稅

• 重點：政策變動利好加拿大ETF（如XIC、EWC）。
• 細節：
  • 決議通過將提振Nutrien、Magna等企業。

8. 蘋果領跌科技股

• 重點：關稅宣布後蘋果盤後跌6%。
• 細節：
  • 供應鏈風險導致科技股整體下跌。

9. Nvidia股價下跌

• 重點：關稅擔憂壓倒半導體豁免利多。
• 細節：
  • AI推論業務占數據中心收入40%，技術優勢仍存。

10. 投資者情緒管理

• 重點：短期虧損引發心理壓力。
• 細節：
  • 建議減少頻繁查看帳戶，維持長期視角。

11. 市場情緒週期定位

• 重點：當前處於「恐慌」或「重建信心」階段。
• 細節：
  • 對比dot-com泡沫的非理性繁榮期。

12. 羅斯IRA投入時機

• 重點：年初一次性投入vs.分批投入爭議。
• 細節：
  • 市場波動使擇時決策複雜化。

13. 定期定額投資策略

• 重點：市場下跌時是否加碼DCA。
• 細節：
  • 多數人維持紀律，少

文章核心重點

以下是各篇文章的一句話摘要（條列式輸出）：

1. 加拿大消費者抵制美國產品：加拿大市場因消費者轉向本土及歐盟產品，導致美國中小企業出口訂單銳減，衝擊美加貿易關係。
2. 關稅引發股市暴跌：川普對中國課徵54%關稅引發標普500下跌4%，科技與零售股重挫，市場擔憂全球貿易戰與經濟衰退。
3. 關稅政策與經濟衰退疑慮：川普關稅生效時間表加劇對經濟衰退的擔憂，公眾期待正面經濟消息緩解負面情緒。
4. 參議院跨黨派推翻對加關稅：美國參議院以51-48票通過法案撤銷對加拿大關稅，反映共和黨內部分歧與經濟現實衝擊黨派立場。
5. 川普宣布全面新關稅：對中國、歐盟等提高關稅（中國34%、歐盟20%），道瓊期指跌3%，市場憂慮貿易戰升級。
6. 評估關稅政策成效的困惑：缺乏明確指標衡量川普關稅的長期經濟影響，引發個人投資策略與宏觀數據間的矛盾。
7. 撤銷對加關稅的投資機會：參議院跨黨派決議若通過，可能利好加拿大股票（如Nutrien）及相關ETF（XIC）。
8. 科技股領跌市場：蘋果因關稅股價跌6%，科技板塊整體下滑，反映供應鏈脆弱性。
9. Nvidia股價受關稅拖累：半導體豁免關稅仍難擋市場恐慌，Nvidia跌逾5%，但AI業務成長被視為長期支撐。
10. 投資虧損的心理壓力：短期虧損15%引發情緒焦慮，投資者掙扎於長期紀律與頻繁檢視帳戶的衝動。
11. 市場情緒週期定位：討論當前市場處於情緒週期何階段（如恐慌或重建），以歷史案例（如dot-com泡沫）對照非理性行為。
12. 羅斯IRA投入時機爭議：年初一次性投入vs.分批投入的優劣比較，近期市場波動加劇決策難度。
13. 市場下跌時的DCA策略：投資者分歧於堅持定期定額或暫停投入，反映紀律性與擇時的心理博弈。
14. 2025稅改對中產影響：詢問擬議稅收變化是否實質增加中產階級可支配收入，聚焦非政治性經濟效果。
15. 旅遊業衰退的投資策略：做空美加旅遊股（航空、邊境酒店）與做多國際替代市場，對沖關稅政策衝擊。
16. 國際投資的避險需求：川普政策引發經濟孤立風險，促使投資者考慮轉向國際指數基金（如EFAX）防禦。
17. 國際基金定價機制矛盾：跨時區交易導致基金淨值與底層資產價格脫鉤，投資者質疑延遲執行的價格風險。
18. 自助倉儲的抗衰退特性：經濟好壞均具需求韌性，討論SmartStop REIT等標的投資潛力。
19. 新手投資者的擇時困境：市場波動中猶豫應撤資等待低點或堅持SP500定期定額，凸顯被動投資的心理挑戰。
20. 期權賣出結算時效疑問：Robinhood平台期權交易結算時間與價格鎖定規則不明，影響短期操作策略。
21. Visa持股決策的兩難：Apple Card合作利多vs.關稅利空，投資者權衡風險與潛在回報。
22. 巴西股市的結構性機會：關稅重組下大宗商品與低估價值吸引資金，淡水河谷等企業受惠供應鏈轉移。
23. 戶外交易螢幕可視性：探討遮光罩、特殊顯示器解決陽光干擾，兼顧交易效率與環境偏好。
24. 退休資產配置調整：市場下跌引發債券轉股票（如S&P基金）的猶豫，平衡保守提款與增長需求。
25. 短期避險與退休規劃：關稅波動下資金轉移至穩健標的，尋求401k未來4年配置靈感以彌補虧損。

目錄

• 1. American CPG CEOs issue dire warning that the Canadian market which imported $350b from the US in 2024 is disappearing after Canadian consumers boycott American produc - Canadian retailers have begun halting, pausing, or turning away US produc
• [2. SP500 sinks 4% after Trump's liberation day tariffs, China vows to retaliate on Trump's 54% tariffs, stoking investor fears of a global trade war and recession](#2-``` sp500-sinks-4-after-trump-s-liberation-day-t)
• [3. Recession Looming After The Tariffs?](#3-``` recession-looming-after-the-tariffs-

- [4. ```
US Senate passed bill by slim margin in a 51-48 vote to block Trump's tariffs on impor``` from Canada
```](#4-```
us-senate-passed-bill-by-slim-margin-in-a-51)
- [5. ```
Trump announces sweeping new tariffs
```](#5-```
trump-announces-sweeping-new-tariffs
```)
- [6. ```
How do we even tell if Trumps tariffs are helping/hurting the US? 1 year out and 4 years out?
```](#6-```
how-do-we-even-tell-if-trumps-tariffs-are-he)
- [7. ```
4 Republican senators break from party to pass new Democrat resolution to reverse US tariffs on Canada - decision to happen today
```](#7-```
4-republican-senators-break-from-party-to-pa)
- [8. ```
Apple leads a drop in tech stocks after Trump tariff announcement
```](#8-```
apple-leads-a-drop-in-tech-stocks-after-trum)
- [9. ```
Nvidia Stock Is Falling. Not Even Chip Exemption Saves It From Broad Slump.
```](#9-```
nvidia-stock-is-falling-not-even-chip-exempt)
- [10. ```
How are you guys feeling today after seeing your portfolios :(
```](#10-```
how-are-you-guys-feeling-today-after-seeing)
- [11. ```
Where are we in the emotional stock market cycle (not today, but overall)?
```](#11-```
where-are-we-in-the-emotional-stock-market-)
- [12. ```
Should I max out my Roth IRA contribution as early as possible?
```](#12-```
should-i-max-out-my-roth-ira-contribution-a)
- [13. ```
Anyone putting in some extra money on top of their DCA yet?
```](#13-```
anyone-putting-in-some-extra-money-on-top-o)
- [14. ```
What is the latest on Proposed Tax Cu```?
```](#14-```
what-is-the-latest-on-proposed-tax-cu```-
`)
- [15. ```
US tourism officials sound alarm, tourist fligh``` to US sink 70% and could impact up to 140k hospitality jobs and $14B in economic spending
```](#15-```
us-tourism-officials-sound-alarm-tourist-fl)
- [16. ```
Is it wise to be investing international right now?
```](#16-```
is-it-wise-to-be-investing-international-ri)
- [17. ```
Educational question: How do international-focused funds determine their value after 4pm US market close?
```](#17-```
educational-question-how-do-international-f)
- [18. ```
Self storage = recession play?
```](#18-```
self-storage-recession-play-
```)
- [19. ```
Started investing last year
```](#19-```
started-investing-last-year
```)
- [20. ```
How long does it take to complete the trade after I sell my options in Robinhood?
```](#20-```
how-long-does-it-take-to-complete-the-trade)
- [21. ```
Visa. Should I hold or sell?
```](#21-```
visa-should-i-hold-or-sell-
```)
- [22. ```
Why you should start looking at the brazilian stock market.
```](#22-```
why-you-should-start-looking-at-the-brazili)
- [23. ```
trading when sitting ou```ide.
```](#23-```
trading-when-sitting-ou```ide-
```)
- [24. ```
Good time to move some out of bonds into S&P Index Fund?
```](#24-```
good-time-to-move-some-out-of-bonds-into-s-)
- [25. ```
Safe fidelity funds to put money in for next 4 years
```](#25-```
safe-fidelity-funds-to-put-money-in-for-nex)

---

## 1. American CPG CEOs issue dire warning that the Canadian market which imported $350b from the US in 2024 is disappearing after Canadian consumers boycott American produc``` - Canadian retailers have begun halting, pausing, or turning away US produc``` \{#1-american-cpg-ceos-issue-dire-warning-that-the-ca}

這篇文章的核心討論主題是：  
**加拿大消費者偏好轉向本土或歐盟/國際產品，導致美國中小企業對加拿大的出口訂單減少，反映經濟政策或消費趨勢變化對貿易的初期影響**。  

具體要點包括：  
1. **貿易現狀**：美國仍是加拿大最大貿易夥伴（2024年進口額達3500億美元），但消費行為正在改變。  
2. **關鍵現象**：美國中小企業（如文中列舉的尿布、康普茶、化妝品等品牌）因加拿大零售商暫停或減少訂單而受衝擊，反映消費者更傾向選擇加拿大本土或非美國產品。  
3. **潛在影響**：中小企業率先感受到經濟政策或市場趨勢的變化，而跨國巨頭（如可口可樂）可能後續才在財報中體現。  

本質上，文章探討了「**消費民族主義**」或「**供應鏈多元化**」趨勢對美加貿易關係的早期衝擊。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqmx56/american_cpg_ceos_issue_dire_warning_that_the/](https://reddit.com/r/investing/comments/1jqmx56/american_cpg_ceos_issue_dire_warning_that_the/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqmx56/american_cpg_ceos_issue_dire_warning_that_the/](https://www.reddit.com/r/investing/comments/1jqmx56/american_cpg_ceos_issue_dire_warning_that_the/)
- **發布時間**: 2025-04-04 00:26:03

### 內容

Canada imported $350 billion of produc from the US in 2024, making it i largest trading partner.

US CEOs are mentioning that their Canadian retailers are pausing or no longer taking their orders due to consumer behaviour changes in Canada where consumers buy Canadian made goods or EU/International goods over American ones. While the companies below are SMBs and private, it's often SMBs that feel the effec of economic policy before it impac the bigger players such as Unilever, Coca Cola, or Pepsi who will reflect this impact in their next earnings.

- Parasol Co (diapers)

- GTs Living Foods (kombucha)

- Demeter Fragrances (cosmetics)

- Fast Orange (home goods/cleaners)

https://globalnews.ca/news/11106170/buy-canadian-us-companies-impact-canada-retailers/

---

## 2. ```
SP500 sinks 4% after Trump's liberation day tariffs, China vows to retaliate on Trump's 54% tariffs, stoking investor fears of a global trade war and recession
``` {#2-```
sp500-sinks-4-after-trump-s-liberation-day-t}

這篇文章的核心討論主題是：**美國最新關稅政策的潛在影響與歷史教訓**，具體聚焦於以下幾點：

1. **關稅政策動機與特點**  
   美國此次關稅措施並非基於他國關稅水平，而是針對與特定國家（如中國）的貿易逆差，顯示其「保護主義」本質。

2. **市場與產業衝擊**  
   - 標普500指數下跌4%，消費科技（如蘋果）、服裝（Nike、Lululemon）和零售業（Walmart等）因依賴中國供應鏈受創最重。  
   - 反映關稅直接衝擊企業成本與股價，可能轉嫁消費者。

3. **全球貿易戰風險**  
   - 中國等國誓言報復性關稅，引發對「全球貿易戰」及經濟衰退的擔憂。  
   - 歷史對比：1930年《斯姆特-霍利關稅法》雖稅率更低，卻加劇大蕭條，未能挽救美國製造業，反而惡化全球貿易。  

4. **歷史教訓的警示**  
   文章質疑當前政策是否重蹈覆轍，尤其強調「以鄰為壑」的關稅可能導致雙輸，呼籲審慎評估長期經濟後果。  

**關鍵詞**：美國關稅、貿易逆差、供應鏈衝擊、報復性關稅、貿易戰、經濟衰退、歷史比較（斯姆特-霍利法案）。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqjirh/sp500_sinks_4_after_trumps_liberation_day_tariffs/](https://reddit.com/r/investing/comments/1jqjirh/sp500_sinks_4_after_trumps_liberation_day_tariffs/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqjirh/sp500_sinks_4_after_trumps_liberation_day_tariffs/](https://www.reddit.com/r/investing/comments/1jqjirh/sp500_sinks_4_after_trumps_liberation_day_tariffs/)
- **發布時間**: 2025-04-03 22:12:56

### 內容

It's been noted that the US retaliatory tariffs are not based on other country's tariffs, but rather the import/trade deficit that the US has with said countries

SP500 is down 4% with consumer tech (Apple), apparel and clothing (Nike and Lululemon), and retail (Dollar General and Walmart) that source many produc and par from China down / hit the hardest

China and other countries are vowing to retaliate with their own tariffs against the US sparking fears of a global trade war and recession.

Noting the last time the US enacted sweeping tariffs through the Smoot-Harwley Tariff Act (which had lower average tariff amoun than those announced yesterday), it lead to a global trade war, reducing impor/expor, failed to bring back manufacturing jobs to the US, and caused the Great Depression. Will history repeat ielf?

https://www.ft.com/content/f820e191-348c-4298-b15f-49600be843ce

https://www.china-briefing.com/news/trump-raises-tariffs-on-china-to-54-overview-and-trade-implications/

---

## 3. ```
Recession Looming After The Tariffs?
``` {#3-```
recession-looming-after-the-tariffs-
```}

根據提供的文章片段和問題，核心討論主題可總結為以下幾點：

1. **川普政府宣布國家緊急狀態的經濟政策**  
   - 目的是提升美國競爭力、保護主權，並強化國家與經濟安全（如關稅措施）。

2. **關稅實施的時間表與影響**  
   - 具體提及4月5日和4月9日兩波關稅生效，引發對經濟衝擊的擔憂。

3. **對經濟衰退（recession）的疑慮**  
   - 關稅政策是否加劇經濟下行風險，甚至導致衰退。

4. **未來政策動向的不確定性**  
   - 提問是否會有更多關稅出台，反映對政策連續性的關注。

5. **公眾對正面經濟消息的期待**  
   - 問題結尾表達對當前負面經濟敘事（如市場波動）的疲憊，渴望轉向「好消息」。

**總結**：討論聚焦於川普關稅政策的短期影響、長期經濟安全目標，以及這些措施是否會引發衰退，同時反映公眾對經濟前景的焦慮與不確定感。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqixm1/recession_looming_after_the_tariffs/](https://reddit.com/r/investing/comments/1jqixm1/recession_looming_after_the_tariffs/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqixm1/recession_looming_after_the_tariffs/](https://www.reddit.com/r/investing/comments/1jqixm1/recession_looming_after_the_tariffs/)
- **發布時間**: 2025-04-03 21:49:00

### 內容

https://www.whitehouse.gov/fact-shee```/2025/04/fact-sheet-president-donald-j-trump-declares-national-emergency-to-increase-our-competitive-edge-protect-our-sovereignty-and-strengthen-our-national-and-economic-security/

With trump's tariffs set to start on April 5th, and then another on April 9th, are we in a recession? Are there more tariffs coming? Basically, when are we going back up for good news insted of bouncing dead ca```?

---

## 4. ```
US Senate passed bill by slim margin in a 51-48 vote to block Trump's tariffs on impor``` from Canada
``` {#4-```
us-senate-passed-bill-by-slim-margin-in-a-51}

這篇文章的核心討論主題是：  
**美國政治中關於關稅政策的黨內分歧與跨黨派合作**，具體聚焦於以下幾點：  

1. **跨黨派投票現象**：4名共和黨議員打破黨派立場，與民主黨共同支持一項取消加拿大商品進口關稅的法案，反映共和黨內部對關稅政策的不滿。  
2. **立法程序的不確定性**：即使法案在參議院通過，仍需面對共和黨占多數的眾議院及總統否決權的挑戰，凸顯政治博弈的複雜性。  
3. **經濟背景的影響**：關稅政策對市場和消費者價格的負面衝擊（如經濟下行壓力），可能是促使部分共和黨人背離黨派路線的主因。  
4. **未來動向觀察**：作者預期隨關稅效應顯現，更多議員可能跟進「叛離」，暗示黨內分歧可能擴大。  

整體而言，文章透過此事件探討「關稅政策」如何成為美國兩黨政治中的爭議焦點，並揭示經濟現實對傳統黨派立場的衝擊。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jq4hf3/us_senate_passed_bill_by_slim_margin_in_a_5148/](https://reddit.com/r/investing/comments/1jq4hf3/us_senate_passed_bill_by_slim_margin_in_a_5148/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jq4hf3/us_senate_passed_bill_by_slim_margin_in_a_5148/](https://www.reddit.com/r/investing/comments/1jq4hf3/us_senate_passed_bill_by_slim_margin_in_a_5148/)
- **發布時間**: 2025-04-03 08:28:52

### 內容

4 Republicans cross the floor to vote with Democra``` to pass a bill that would remove import tariffs on Canadian goods.

This still needs to pass the house (which has republican majority), and even if it passes the house, president can still veto. At which point it goes back to the senate and 2/3 need to vote to overturn the veto.

Low chance, but indication that dissent is happening within party lines given the economic downturn of tariff policy.

Interesting to see how many more house reps and senators break from party lines after today's "liberation" tariffs have time to impact marke``` and consumer prices

https://www.nbcnews.com/politics/trump-administration/live-blog/trump-administration-tariffs-musk-elections-immigration-live-updates-rcna198941

---

## 5. ```
Trump announces sweeping new tariffs
``` {#5-```
trump-announces-sweeping-new-tariffs
```}

這篇文章的核心討論主題是 **美國總統川普宣布對多國（包括中國、歐盟等）大幅提高關稅**，並可能引發全球貿易戰與經濟衝擊。具體重點包括：

1. **關稅政策內容**：  
   - 對中國進口商品徵收 **34% 關稅**，歐盟等國 **20%**，並對所有國家設定 **10% 基準稅率**。  
   - 針對與美國有貿易順差的國家實施高關稅，聲稱是應對「經濟緊急狀態」。

2. **潛在影響**：  
   - 威脅全球經濟架構，可能導致 **大規模貿易戰**。  
   - 金融市場即時反應：道瓊期指跌 **3%**、納斯達克跌 **4.4%**、標普500跌 **3.5%**，顯示市場對政策的不安。

3. **政治與經濟動機**：  
   - 川普將關稅作為貿易逆差的反制手段，但此舉可能加劇國際緊張關係。  

總結：文章聚焦於 **川普激進關稅政策的宣布、其全球經濟衝擊風險，以及市場的負面反應**。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jq1nuq/trump_announces_sweeping_new_tariffs/](https://reddit.com/r/investing/comments/1jq1nuq/trump_announces_sweeping_new_tariffs/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jq1nuq/trump_announces_sweeping_new_tariffs/](https://www.reddit.com/r/investing/comments/1jq1nuq/trump_announces_sweeping_new_tariffs/)
- **發布時間**: 2025-04-03 06:20:55

### 內容

> WASHINGTON (AP) President Donald Trump on Wednesday announced far-reaching new tariffs on nearly all U.S. trading partners a 34% tax on impor``` from China and 20% on the European Union, among others that threaten to dismantle much of the architecture of the global economy and trigger broader trade wars.

> Trump, in a Rose Garden announcement, said he was placing elevated tariff rates on dozens of nations that run trade surpluses with the United States, while imposing a 10% baseline tax on impor``` from all countries in response to what he called an economic emergency.

The story continues.

https://apnews.com/article/trump-tariffs-liberation-day-2a031b3c16120a5672a6ddd01da09933

Good luck tomorrow everyone. It's gonna hurt.

As of right now DJIA futures are down 3%, NASDAQ down 4.4%, SP500 down 3.5%.

---

## 6. ```
How do we even tell if Trumps tariffs are helping/hurting the US? 1 year out and 4 years out?
``` {#6-```
how-do-we-even-tell-if-trumps-tariffs-are-he}

這篇文章的核心討論主題是：**如何評估特朗普的政策或行動對美國的影響，特別是在經濟層面上**。  

作者表達了困惑，不確定該用哪些經濟指標（如股市表現、401k退休帳戶、美元強弱、通脹影響等）來判斷這些政策是否對美國有利，並提到與家人對賭結果時難以達成衡量標準的爭議。  

總結來說，重點在於：  
1. **經濟影響的衡量標準**：哪些指標能有效反映政策效果？  
2. **判斷的困惑**：缺乏明確方法來評估複雜政策的整體利弊。  
3. **個人與宏觀視角的衝突**：例如個人退休帳戶（401k）與國家經濟健康之間的關聯性。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqp7jo/how_do_we_even_tell_if_trumps_tariffs_are/](https://reddit.com/r/investing/comments/1jqp7jo/how_do_we_even_tell_if_trumps_tariffs_are/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqp7jo/how_do_we_even_tell_if_trumps_tariffs_are/](https://www.reddit.com/r/investing/comments/1jqp7jo/how_do_we_even_tell_if_trumps_tariffs_are/)
- **發布時間**: 2025-04-04 01:53:19

### 內容

Im so godamn confused by all of this. How do we even tell if this ridiculous play by Trump is helping or hurting the US? I know there are layers to any answer, so s just look at economically. Do we determine it by looking at the stock market and my 401k? Do we determine it by the strength of the dollar? Do we determine it by the inflation impact? Im just so confused on how to judge things. My father in law wan``` to bet me that theyll be positive for the US after 1 year, but we cant agree on how to settle the bet.

---

## 7. ```
4 Republican senators break from party to pass new Democrat resolution to reverse US tariffs on Canada - decision to happen today
``` {#7-```
4-republican-senators-break-from-party-to-pa}

這篇文章的核心討論主題是：  
**美國參議院可能通過一項跨黨派決議，撤銷對加拿大的關稅政策，以及此政策變動對特定加拿大股票和ETF（如XIC、EWC、NTR、MG）的潛在影響**。  

具體重點包括：  
1. **政策背景**：民主黨與部分共和黨議員合作推動撤銷對加拿大的關稅，並列出關鍵支持者（如參議員Tim Kaine、Rand Paul等）。  
2. **市場關聯性**：分析此政策若通過將如何影響加拿大企業（如Nutrien、Magna）及相關ETF的經濟前景。  
3. **爭議與動機**：作者澄清內容非政治立場，僅聚焦政策變動對投資的影響，同時質疑論壇審查機制（如r-stocks刪文爭議）。  

簡言之，文章結合政治動態與投資分析，探討關稅政策變化對特定金融標的的潛在衝擊。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jpr1r8/4_republican_senators_break_from_party_to_pass/](https://reddit.com/r/investing/comments/1jpr1r8/4_republican_senators_break_from_party_to_pass/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jpr1r8/4_republican_senators_break_from_party_to_pass/](https://www.reddit.com/r/investing/comments/1jpr1r8/4_republican_senators_break_from_party_to_pass/)
- **發布時間**: 2025-04-02 23:13:16

### 內容

Edit: Pos``` mentioning how Trump's economic policies impact, well... the economy and stocks, are being mass removed from r-stocks due to "no stocks being mentioned". I posted the exact same post I did here, there, and outlined both stock names and tickers. Seems like r-stocks mods, don't like hearing about how economy and business is down on the candidate they voted for...

--

What stocks this news impac```

TheSTOCKS and TICKERSthat are impacted by this byeconomic policynews are the following: Canadian ETFs (XIC, EWC) and Canadian companies that would benefit from a tariff reversal (NTR, MG)

These stocks are expected to be impacted because was reported 2 hours ago that there's enough Republicans that have crossed the floor to work with Dems on a tariff removal resolution (just for Canada, not for the Liberation Day international tariffs)

- Democrat Senator Tim Kaine has launched a resolution in the US senate to reverse tariffs on Canadian impor``` to the US. It's co-sponsored by Senators Amy Klobuchar and Rand Paul.

- To pass all Democrat senators need to support it, with support from 4 Republican senators. Mitch McConnell, Lisa Murkowski, and Susan Collins have voiced concerns with tariffs and are expected to support the resolution which would help it pass. Decision was expected either yesterday or today.

Note

- This is not a political post, it makes no comment of if tariffs are good or bad, or if one party is better than the other.

- The only thing this talks about is a new devolpment that enough senators across both parties may pass an economic policy reversal

- This was first reported 2 hours ago, and was not previously posted

- It is relevant to stocks and investing, as the economic outlook for many US/Canada listed stocks will change if tariffs are removed.

Source

https://thehill.com/homenews/senate/5227360-donald-trump-mitch-mcconnell-gop-tariff-democrat-resolution/

https://financialpost.com/news/u-s-senate-vote-challenge-trump-justification-tariffs

[https://truthsocial.com/@realDonaldTrump/pos/114266599439835683](`https`://truthsocial.com/@realDonaldTrump/pos/114266599439835683)

---

## 8. ```
Apple leads a drop in tech stocks after Trump tariff announcement
``` {#8-```
apple-leads-a-drop-in-tech-stocks-after-trum}

這篇文章的核心討論主題是：**美國總統川普宣布對進口商品加徵關稅（10%至49%）後，科技股在盤後交易中下跌，其中蘋果股價跌幅最大（近6%），成為科技股下跌的主要領跌者**。  

關鍵要點：  
1. **關稅政策衝擊**：川普的新關稅直接影響市場情緒，尤其是科技產業。  
2. **科技股反應**：整體科技股下跌，蘋果因高度依賴全球供應鏈，受創最顯著。  
3. **個股表現**：蘋果股價暴跌近6%，凸顯關稅對高曝光度企業的潛在風險。  

簡言之，文章聚焦於「關稅政策如何引發科技股（特別是蘋果）的負面市場反應」。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jq53p0/apple_leads_a_drop_in_tech_stocks_after_trump/](https://reddit.com/r/investing/comments/1jq53p0/apple_leads_a_drop_in_tech_stocks_after_trump/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jq53p0/apple_leads_a_drop_in_tech_stocks_after_trump/](https://www.reddit.com/r/investing/comments/1jq53p0/apple_leads_a_drop_in_tech_stocks_after_trump/)
- **發布時間**: 2025-04-03 08:58:09

### 內容

Tech stocks fell in late trading Wednesday after President Donald Trump announced new tariffs of between 10% and 49% on imported goods.

Apple had the largest drop among technology companies, falling nearly 6% in extended trading.

https://www.cnbc.com/2025/04/02/-apple-leads-drop-in-tech-stocks-after-trump-tariff-announcement.html

---

## 9. ```
Nvidia Stock Is Falling. Not Even Chip Exemption Saves It From Broad Slump.
``` {#9-```
nvidia-stock-is-falling-not-even-chip-exempt}

这篇文章的核心討論主題可以總結為以下幾點：

1. **Nvidia股價下跌的原因**：  
   - 受美國總統川普對進口商品（尤其是來自台灣和中國的產品）徵收關稅的政策影響，儘管半導體暫時豁免，但市場對整體關稅政策及中國可能報復的擔憂導致Nvidia股價下跌。  
   - 其他晶片製造商（如AMD和Broadcom）的股價也受到波及。

2. **關稅政策的具體影響**：  
   - 台灣（Nvidia晶片主要生產地）的進口關稅稅率定為32%，但半導體暫時未被列入關稅清單。  
   - 半導體等產品的關稅問題將另行處理，未來仍可能面臨調整。

3. **Nvidia在AI領域的技術與市場表現**：  
   - 儘管股價受挫，Nvidia強調其在AI推論（inference）市場的強勢地位，並指出數據中心收入的40%來自推論業務，且增長迅速。  
   - 其Blackwell計算平台和NVL72伺服器系統在AI模型訓練和推論性能上表現優異，試圖反駁市場對其技術優勢可能減弱的質疑。

**核心主題**：  
Nvidia股價受宏觀經濟政策（關稅）和市場情緒拖累，但其在AI晶片領域的技術與業務表現仍是支撐長期價值的關鍵因素。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqe1zk/nvidia_stock_is_falling_not_even_chip_exemption/](https://reddit.com/r/investing/comments/1jqe1zk/nvidia_stock_is_falling_not_even_chip_exemption/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqe1zk/nvidia_stock_is_falling_not_even_chip_exemption/](https://www.reddit.com/r/investing/comments/1jqe1zk/nvidia_stock_is_falling_not_even_chip_exemption/)
- **發布時間**: 2025-04-03 17:36:02

### 內容

BARRON'S

Nvidia Stock Is Falling. Not Even Chip Exemption Saves It From Broad Slump.

2:28 PM-Apr 3

NVDA

By Adam Clark

Nvidia looks set to fall sharply following President Donald Trump's imposition of sweeping tariffs on impor``` to the U.S. The chip maker escaped specific levies but the wider market reaction and fears of Chinese retaliation are set to drag on the shares.

Nvidia shares were down 3.2% at $106.93 in the Thursday premarket having tumbled 5.7% at $104.15 in after-hours trading. The stock rose 0.3% during Wednesday's session.

The tariff announcement wasn't quite as bad as it could have been for Nvidia. Trump said the levy on impor``` for Taiwan - where Nvidia's chips are mostly manufactured - will be set at 32%. However, the White House published a fact sheet after Trump's announcement that said semiconductors would not be subject to that reciprocal tariff.

That doesn't mean chip tariffs are off the table entirely. Produc``` such as semiconductors, pharmaceuticals and lumber will be addressed separately, a senior administration official said.

The other major concern is likely to be potential retaliation from Beijing, with Chinese goods now facing total duties of 54% after the latest tariff announcemen```.

Among other chip makers, Advanced Micro Devices fell 5.8% in after-hours trading and Broadcom was down 6.3%.

Meanwhile, Nvidia on Wednesday said i Blackwell computing platform set performance records in tes for inferencing - the process of generating output from Al models - carried out by MLCommons, an open engineering consortium.

There has been speculation over whether Nvidia's dominant position in Al chips would weaken as the focus shif from training Al models to inference. The company has pushed back hard against that, noting inference makes up around 40% of i data-center revenue and is growing fast. It says that i``` NVL72 server system delivers a fourfold improvement in Al model training but up to a 30 times improvement in inference compared with previous systems.

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

Source:- https://www.barrons.com/articles/nvidia-stock-price-ai-chips-tariffs-e456b1df

---

## 10. ```
How are you guys feeling today after seeing your portfolios :(
``` {#10-```
how-are-you-guys-feeling-today-after-seeing}

這篇文章的核心討論主題是：  

**投資者在面對短期投資虧損時的心理壓力與應對策略**  

具體要點包括：  
1. **情緒困擾**：投資者因短期虧損（-15%）感到痛苦，甚至想退出市場，但難以控制頻繁查看投資表現的衝動。  
2. **長期視角與短期心理的衝突**：雖理解長期投資的重要性，但短期波動仍造成心理壓力。  
3. **缺乏資金加倉（DCA）的挫折感**：無法在低點繼續攤平成本，加劇了無力感。  
4. **尋求同儕支持**：詢問其他投資者如何應對類似情境，例如如何轉移注意力、減少過度關注市場。  

整體聚焦於「如何管理投資過程中的負面情緒與行為」，而非具體的投資策略或市場分析。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqqk4w/how_are_you_guys_feeling_today_after_seeing_your/](https://reddit.com/r/investing/comments/1jqqk4w/how_are_you_guys_feeling_today_after_seeing_your/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqqk4w/how_are_you_guys_feeling_today_after_seeing_your/](https://www.reddit.com/r/investing/comments/1jqqk4w/how_are_you_guys_feeling_today_after_seeing_your/)
- **發布時間**: 2025-04-04 02:44:14

### 內容

Hello,

Canadian investor here.

So, i have a modest 82k CAD portfolio which is down to 70k (-15%). No money left to DCA more. I``` a mix of top MAG7 stocks except Tesla.

It hur``` very bad and kind of want me to just close everything and run away. But cannot help myself opening my app and seeing it every 10mins.

I know i``` long term, wouldn't make a difference after a year or 2 years. I get all that.

Just wanted to check, how are you guys dealing with this urge or pain to see your portfolio down so much? What do you do exactly to keep your mind away from these apps, or tradingview char```, news, etc. ?

The biggest pain point i have right now is, like i don't have more money at this very instant to DCA :( that's making me feel more bad. Salaries/savings don't drop sooner.

How is it going for everyone here.

---

## 11. ```
Where are we in the emotional stock market cycle (not today, but overall)?
``` {#11-```
where-are-we-in-the-emotional-stock-market-}

這篇文章的核心討論主題是 **「投資者在市場週期中經歷的情緒階段」**。作者探討投資者如何根據市場波動（如上漲或下跌）產生不同的情緒反應，而非基於理性分析。  

具體重點包括：  
1. **情緒週期的階段**：從「謹慎」（重建初期）到「狂熱」（市場頂部），再到「驚訝」（下跌初期）直至「絕望」（市場底部）。  
2. **歷史案例對比**：以「dot-com泡沫」為例，說明市場頂部時的「非理性繁榮」（Euphoric）情緒。  
3. **當前市場情緒定位**：提問讀者認為目前處於情緒週期的哪一階段（如恐慌、重建信心等）。  
4. **週期的不完整性**：強調並非每次市場波動都會觸及極端情緒（如頂部或底部）。  

整體而言，文章聚焦於「市場心理」與「情緒驅動的投資行為」，而非基本面或策略分析。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqnfxc/where_are_we_in_the_emotional_stock_market_cycle/](https://reddit.com/r/investing/comments/1jqnfxc/where_are_we_in_the_emotional_stock_market_cycle/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqnfxc/where_are_we_in_the_emotional_stock_market_cycle/](https://www.reddit.com/r/investing/comments/1jqnfxc/where_are_we_in_the_emotional_stock_market_cycle/)
- **發布時間**: 2025-04-04 00:46:00

### 內容

If you're a strict "buy-and-hold" or DCA investor, please disregard the following because it probably doesn't apply to you, but I long ago saw (don't recall where) a model for how investors respond emotionally (as opposed to rationally) to the market cycle.

Setting aside any objective views of whether we think stocks currently should be either 1) poised for a recovery or 2) on the verge of further losses, I'd be curious to hear how others view where we are in the emotional cycle right now. For example, you might think we're worried or panic stricken or even that (overall), we're already in some stage of rebuilding.

I'll save my though about it for now. However, for perspective, I'd say that the buildup to the [dot.com](`http`://dot.com) crash was the clearest example I've ever seen of "Euphoric." In fact, it clearly was off the char into irrational exuberance.

Where are we right now?

• Cautious (First Stage of Rebuilding)

• Hopeful

• Positive

• Confident

• Thrilled

• Euphoric (Top)

• Surprised (First Stage of Decline)

• Nervous

• Worried

• Panic Stricken

• Defeated (Bottom)

EDIT: In case it's not obvious, I could add that you don't necessarily reach the top or bottom in every cycle.

However, when you're reaching market highs, you're by definition somewhere between Confident and Euphoric, I'd think.

Conversely, you could have a downturn that doesn't necessarily reach Defeated. It does happen, however.

---

## 12. ```
Should I max out my Roth IRA contribution as early as possible?
``` {#12-```
should-i-max-out-my-roth-ira-contribution-a}

這段文章的核心討論主題是：**「是否應該在每年1月1日就全額投入羅斯IRA（Roth IRA）的年度最高限額，以追求長期平均收益最大化」**。  

作者透過個人經驗反思此策略的優缺點：  
1. **支持論點**：過去兩年（去年夏季前投入、今年年初投入）曾因市場上漲而獲益。  
2. **質疑點**：近期市場波動（近兩個月下跌）使作者猶豫是否該維持「年初一次性投入」的做法。  

本質上，這是一個關於**「擇時投資」（一次性投入 vs. 分批投入）**與**「長期平均成本效益」**的討論，並聚焦於羅斯IRA這種退休帳戶的具體操作策略。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqmz62/should_i_max_out_my_roth_ira_contribution_as/](https://reddit.com/r/investing/comments/1jqmz62/should_i_max_out_my_roth_ira_contribution_as/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqmz62/should_i_max_out_my_roth_ira_contribution_as/](https://www.reddit.com/r/investing/comments/1jqmz62/should_i_max_out_my_roth_ira_contribution_as/)
- **發布時間**: 2025-04-04 00:28:10

### 內容

My thought was that maxing out my Roth RIA contribution as soon as possible would give me the highest yield on average if I maxed it out as soon as possible. Last year worked out pretty well. Last year I maxed it out at about summertime and saw pretty good gains the rest of the year. This year, I maxed it out on January 1 and of course, the first two months worked out very well. However, as we all know now its been feeling pretty rough the last two months. So Im wondering if I should continue to max out my Roth IRA contribution on January 1 every year?

---

## 13. ```
Anyone putting in some extra money on top of their DCA yet?
``` {#13-```
anyone-putting-in-some-extra-money-on-top-o}

這段討論的核心主題是：**投資者在市場下跌時是否應堅持定期定額投資（DCA）策略，還是暫時觀望**。具體要點包括：

1. **市場不確定性**：當前市場（尤其是盤前交易）表現疲軟，但對未來走勢的預測分歧（有人認為跌勢將持續全年，有人認為短期修正）。  
2. **投資策略的選擇**：  
   - 多數人按原計畫執行DCA（定期定額投資），以分散風險。  
   - 部分投資者猶豫是否應暫停投入、等待更低點，或趁下跌加大投資金額。  
3. **心理挑戰**：面對持續下跌，投資者雖傾向紀律性操作，但難免受情緒影響（如想「抄底」或恐慌觀望）。  

總結：討論聚焦於「市場波動下的投資紀律與心理博弈」，並探討DCA策略在此環境中的適用性。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jq33cp/anyone_putting_in_some_extra_money_on_top_of/](https://reddit.com/r/investing/comments/1jq33cp/anyone_putting_in_some_extra_money_on_top_of/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jq33cp/anyone_putting_in_some_extra_money_on_top_of/](https://www.reddit.com/r/investing/comments/1jq33cp/anyone_putting_in_some_extra_money_on_top_of/)
- **發布時間**: 2025-04-03 07:23:55

### 內容

The pre-market is looking pretty brutal so Im sure were in for a fun day tomorrow. Is everyone continuing to DCA as planned or is anyone waiting on the sidelines right now? Some exper``` say its gonna keep going down all year and others think it will be short lived, yes nobody really knows though. Ive been sticking to my DCA as planned but its hard not to throw a bigger chunk in as it drops further and further.

---

## 14. ```
What is the latest on Proposed Tax Cu```?
``` {#14-```
what-is-the-latest-on-proposed-tax-cu```-
`}

這篇文章的核心討論主題是：**詢問2025年擬議稅收變化的最新進展**，特別是針對中產階級的潛在影響。重點包括：

1. **關注新政策**：要求提供「新變化」的資訊，而非單純延續現有的《減稅與就業法案》（Tax Cuts and Jobs Act）。  
2. **中產階級利益**：明確聚焦政策是否對「中產階級」有廣泛幫助，例如增加可支配收入。  
3. **實際經濟影響**：從非政治角度探討「一般民眾是否會有更多錢可花」，強調具體經濟效果而非意識形態爭論。  

簡言之，問題圍繞「2025年稅改如何直接影響中產階級的財務狀況」尋求實用資訊。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqjn7n/what_is_the_latest_on_proposed_tax_cuts/](https://reddit.com/r/investing/comments/1jqjn7n/what_is_the_latest_on_proposed_tax_cuts/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqjn7n/what_is_the_latest_on_proposed_tax_cuts/](https://www.reddit.com/r/investing/comments/1jqjn7n/what_is_the_latest_on_proposed_tax_cuts/)
- **發布時間**: 2025-04-03 22:17:57

### 內容

Can someone give me a brief outline of the latest on the 2025 proposed tax cu? I'm looking for more information on NEW changes, not just the extension of the previous Tax Cu and Jobs Act.

Is there anything really BROAD to help the middle class? Not looking at this from a political angle but rather to answer "Will the median person have more money to spend?"

---

## 15. ```
US tourism officials sound alarm, tourist fligh``` to US sink 70% and could impact up to 140k hospitality jobs and $14B in economic spending
``` {#15-```
us-tourism-officials-sound-alarm-tourist-fl}

这篇文章的核心討論主題是：**作者如何利用美國旅遊業因政策影響而下滑的趨勢，制定多空投資策略以獲取超額收益（alpha）**。具體要點如下：

1. **現象分析**：  
   - 加拿大是美國最大旅遊客源國（佔國際遊客26%），但近期因美國政策（關稅、入境限制、負面事件等）導致加拿大遊客大幅減少（航空旅行下降70%，陸路下降45%）。  
   - 歐洲等其他國際遊客也出現類似趨勢（如法國赴美預訂量下降25%），暗示全球性旅遊抵制可能擴大。

2. **投資策略**：  
   - **做空標的**：  
     - 高度依賴美加航線的航空公司（如加拿大航空、WestJet母公司ONEX）。  
     - 美加邊境州的酒店、餐飲業（如尼亞加拉大瀑布周邊）。  
     - 非必需消費零售商（因旅遊業失業潮影響消費力）。  
   - **做多標的**：  
     - 非美國/歐洲的旅遊相關企業（如國際酒店、海外旅遊平台），因遊客可能轉向歐洲、亞洲等地。  
     - 區域性航空維修公司（因小型機隊需求穩定）。  

3. **關鍵論點**：  
   - 政策衝擊的擴散性：加拿大數據是先行指標，若全球實施類似政策，美國旅遊業損失將加劇（經濟損失可能達140億美元）。  
   - 產業鏈連鎖反應：從航空、酒店到機場零售、航空食品供應商均受波及，需全面布局多空交易。  

4. **風險與驗證**：  
   - 作者引用多項數據（如U.S. Travel Association報告、Bloomberg報導）佐證趨勢，並強調需觀察政策全面實施後的消費者行為變化。  

總結：這是一篇結合宏觀政策分析、產業鏈衝擊與量化數據的投資策略報告，核心在於通過「做空美國旅遊相關產業」與「做多國際替代市場」來對沖市場波動並獲利。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jpgecv/us_tourism_officials_sound_alarm_tourist_flights/](https://reddit.com/r/investing/comments/1jpgecv/us_tourism_officials_sound_alarm_tourist_flights/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jpgecv/us_tourism_officials_sound_alarm_tourist_flights/](https://www.reddit.com/r/investing/comments/1jpgecv/us_tourism_officials_sound_alarm_tourist_flights/)
- **發布時間**: 2025-04-02 12:33:57

### 內容

Here is my way of trying to find alpha in an erratic stock market - how I'm trading the US tourism dip.

1. Canada is the US's largest source of tourism: In 2024, 20 million Canadian touris visited the US, spent $20.5 billion, and supported 140,000 US jobs. Canada's population is 40 million, so 50% of the entire country visited, and the US had 77 million touris so 1 country is contributing 26% of visi```.

2. Recent US policies is leading to a tourism boycott from Canadians, and the rest of the world: Touris are boycotting US tourism due to tariffs, annexation threa, new travel barriers, and stories of visitors being unlawfully detained with no due process (in March a Canadian citizen was denied entry due to an expired visa, while this was a worker and not a tourist, instead of being allowed to return to Canada, as is the norm, she was shackled in chains and sent to a private ICE facility for 2 weeks without being able to contact a lawyer or get a bed).

**3. Analys previously predicted policies would decrease tourism by 5%, new numbers released this week show that it's 14x higher:**For Canada alone (26% of US's entire tourism industry with 20 million visitors) - airline travel is**down****70%**, land travel is**down****45%**, and**85%+**of touris survey say they cancelled their US trips.

**4. Here's how I'm planning on using this information to make stock trades into specific companies both long and short:**I'm shorting airlines that have high exposure to Can-US routes (it's been reported that airlines are slashing these routes due to 0 demand, and they is no clear way they can cover this revenue gap with a lower utilized fleet). I'm shorting select hospitality chains (hotels, restauran) with high exposure/retail foot print in US states that border Canada like Niagara Falls. The US travel association says that even just a 10% dip in touris will lead to $2 billion in economic losses and 140,000 jobs at risk (assuming 70% decrease from air travel happens across the board, that's $14b), I expect hospitality to have lower revenues. I'm shorting all non-essential or higher price retailers with a big footprint in hostility states, all these workers being laid off by lack of tourism + the fed job cu``` won't have as much to spend (not my specific trade, but an example would be short Target, long Dollar General).

I'm long, and buying, non-American/Europe hotel chains and travel booking platforms that get most of their revenue ouide the US, as I expect Canadian and international touris to concentrate their spend to Europe/Asia/Oceania travel this summer.

Edit 5. How do the European/International figures play?

It's important to note that the Canadian tourism numbers dipped after the policies that happened in point 2. And we're seeing what those numbers are a few months later now. The US admin is rolling out these policies across the board tomorrow during "Liberation Day". The point here is that we won't see the true vector of an internal tourism boycott both in terms of magnitude and direction until the policies that were enacted on Canada are enacted globally, and consumers have time to adjust behaviour. But if the Canadian consumer is any indication, I have more conviction in my trades. A glimpse into this being a trend is a French travel company reporting to Bloomberg their Europe to US travel bookings are down 25%.

Edit 6. Example of the airline play

Yes I know US airlines are already down a lot. Rode that wave and exited my shor```. Now I'm shorting Air Canada and ONEX (parent company of WestJet), since they have much more exposure to US-Can routes, and are cutting routes dramatically with no increase in capacity elsewhere

Also looking to short airline maitence companies, the food suppliers specific to flight food, and fuel refineries/storage those two airlines use, and retail stores with large exposure to airpor``` that only see US/Canada travel.

But going long on regional air craft hangers since their smaller flee are used the most for US/Canada travel, while their bigger flee will still be active for the europe/asia flight routes that havn't seen impact on demand.

Would like to hear what everyone thinks about this trade play. Thanks!

Source for numbers used

• https://theconversation.com/touris-are-cancelling-trips-to-the-us-heres-how-this-could-affect-i-economy-252858

• [https://www.ustravel.org/press/potential-resul-decline-canadian-travel-united-states](`https`://www.ustravel.org/press/potential-resul-decline-canadian-travel-united-states)

• https://www.nytimes.com/2025/03/28/world/canada/air-canada-fligh-sea-us.html

• https://financialpost.com/news/canadian-us-shopping-trips-dwindle

• https://www.discovercars.com/blog/us-travel-tourism-statistics

• https://globalnews.ca/news/11080371/canadian-woman-detained-ice-example-immigration-border/

• https://www.express.co.uk/news/world/2028592/us-tourism-suffer-billion-drop-donald-trump

• [https://www.bloomberg.com/news/articles/2025-04-01/european-touris-start-avoiding-the-us-as-unknown-territory](`https`://www.bloomberg.com/news/articles/2025-04-01/european-touris-start-avoiding-the-us-as-unknown-territory)

---

## 16. ```
Is it wise to be investing international right now?
``` {#16-```
is-it-wise-to-be-investing-international-ri}

這篇文章的核心討論主題可以總結為以下幾點：

1. **特朗普關稅政策的負面影響**：作者認為這些政策不僅損害美國經濟，還可能對全球經濟造成衝擊，甚至引發經濟衰退。  
2. **美國國際關係的惡化**：特朗普政府的政策（如關稅和外交言論）疏遠了盟友，可能導致美國在未來被孤立，經濟更加脆弱。  
3. **美國經濟結構的轉變**：作者指出，美國經濟已從製造業為主轉向服務業為主（如科技公司Apple和Microsoft），而重振製造業面臨長期挑戰（如設施建設、人才培訓）。  
4. **個人財務規劃的應對策略**：作者考慮調整投資策略，例如減少IRA（個人退休帳戶）的投入，或轉向國際指數基金（如EFAX）或防禦性消費類股（如XLP），以應對潛在的經濟衰退。  

整體而言，文章圍繞「特朗普政策對全球經濟的風險」及「個人如何因應可能的經濟衰退」展開討論。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqqqgv/is_it_wise_to_be_investing_international_right_now/](https://reddit.com/r/investing/comments/1jqqqgv/is_it_wise_to_be_investing_international_right_now/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqqqgv/is_it_wise_to_be_investing_international_right_now/](https://www.reddit.com/r/investing/comments/1jqqqgv/is_it_wise_to_be_investing_international_right_now/)
- **發布時間**: 2025-04-04 02:50:58

### 內容

With Trumps tariffs, its my understand these wont just hurt the US economy but also the broader world economy.

Due to this and other Trump policies that have alienated many of our allies, Ive been concerned the US economy, and even the World economy, might go into a recession. Even if there is a recovery, perhaps the world wont welcome us back with open arms after the way the Trump administration has talked to and about our European allies, as well as the tariffs, leaving the US economy weaker, isolated, and more vulnerable.

Many of our expor``` are services which is precisely why American companies like Apple and Microsoft have done so well. Manufacturing, even if brought back, might not benefit the US economy the way it did the in the past. You cant roll the clock back. The logistics alone of actually building new manufacturing facilities in the US, training and hiring workers, this all takes YEARS, even decades. One of the markers of an advanced economy is that service jobs make up a larger share of the market than manufacturing jobs.

To prepare, Ive wondered if I should either stop contributions to my IRA, or contribute to international index funds like EFAX (only developed economies) or even XLP since consumer staples tend to do better during recessions?

---

## 17. ```
Educational question: How do international-focused funds determine their value after 4pm US market close?
``` {#17-```
educational-question-how-do-international-f}

這篇文章的核心討論主題是：**共同基金（尤其是國際股票基金）在交易日結束時定價的機制與潛在風險**。  

具體探討的問題包括：  
1. **定價機制矛盾**：投資者在美股市場收盤前（東部時間下午4點）下單國際股票基金（如VTIAX），會以當日收盤淨值（NAV）成交，但此時多數國際市場已休市，基金實際上無法即時以該價格買入底層證券。  
2. **價格風險**：基金公司需在國際市場次日開盤後執行交易，若證券價格上漲，可能需以更高成本買入，導致潛在的追高風險或收益稀釋（dilution）。  
3. **運作邏輯疑問**：投資者質疑基金公司如何能承諾當日價格，儘管實際交易存在時間差和價格不確定性。  

本質上，這涉及共同基金的「T+1定價機制」與跨時區市場交易之間的矛盾，以及基金公司如何管理此類延遲交易帶來的風險（例如使用衍生工具或預留緩衝資金）。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqqj8b/educational_question_how_do_internationalfocused/](https://reddit.com/r/investing/comments/1jqqj8b/educational_question_how_do_internationalfocused/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqqj8b/educational_question_how_do_internationalfocused/](https://www.reddit.com/r/investing/comments/1jqqj8b/educational_question_how_do_internationalfocused/)
- **發布時間**: 2025-04-04 02:43:18

### 內容

Vanguard tells me that if I place an order for 's say VTIAX before 4pm eastern time, I'll get the price determined at the 4pm closing. But international stock exchanges will be largely closed by that time, and the price of stocks will change upon reopening. How can a mutual fund company promise a certain price, when they aren't able to buy the securities yet for this purchase, and risk having to buy at a higher price the next day?

---

## 18. ```
Self storage = recession play?
``` {#18-```
self-storage-recession-play-
```}

這段文章的核心討論主題是「自助倉儲（self storage）在經濟週期中的投資價值」，並具體探討以下幾點：  
1. **經濟衰退時的投資優勢**：自助倉儲被認為是抗衰退的投資標的，因無論經濟好壞（富裕時存放多餘物品、經濟差時因縮減住房而被迫使用）需求相對穩定。  
2. **行業盈利特性**：部分企業即使在低入住率（如60%）下仍能獲利。  
3. **個案分析**：提及近期上市的「SmartStop Self Storage REIT（SMA）」，雖被認為上市時機不佳，但公司基本面可能穩健，並詢問其他人對該公司的看法。  

總結：文章聚焦於自助倉儲產業的經濟韌性及特定公司的投資潛力。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jq6wzi/self_storage_recession_play/](https://reddit.com/r/investing/comments/1jq6wzi/self_storage_recession_play/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jq6wzi/self_storage_recession_play/](https://www.reddit.com/r/investing/comments/1jq6wzi/self_storage_recession_play/)
- **發布時間**: 2025-04-03 10:25:26

### 內容

Ive heard a few times over the years about how self storage is a good play / investment during recessions. Something about how when times are good, wealthy people use them to store extra stuff they want to and when times are bad and people forced to downsize they tend to use them because they have to. Some are even profitable with only 60% occupancy, if I recall correctly.

Another one went public this week, SMA / SmartStop Self Storage REIT and may have been the worst possible time to do it. But little Ive seen and read, they seem like a good company.

Anyone else heard of them?

---

## 19. ```
Started investing last year
``` {#19-```
started-investing-last-year
```}

這篇文章的核心討論主題是：**在市場波動時期，是否應該暫時撤資（擇時操作）還是堅持定期定額投資（DCA）的策略選擇**。  

具體要點包括：  
1. **投資背景**：作者長期投資SP500，採用每月定期定額的方式，並計劃持續25年。  
2. **當前困境**：市場近期經歷上漲後下跌，且未來可能持續波動，作者考慮是否在損益平衡時撤資，等待低點再進場。  
3. **策略抉擇**：  
   - **擇時操作**：暫時賣出以避免短期下跌風險，未來逢低買回。  
   - **堅持DCA**：無視波動，繼續定期投資，依賴長期複利效應。  
4. **核心問題**：短期市場時機判斷與長期紀律性投資之間的矛盾。  

文章反映了散戶在市場波動中常見的心理掙扎，並探討被動投資（DCA）與主動擇時之間的權衡。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jq7esk/started_investing_last_year/](https://reddit.com/r/investing/comments/1jq7esk/started_investing_last_year/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jq7esk/started_investing_last_year/](https://www.reddit.com/r/investing/comments/1jq7esk/started_investing_last_year/)
- **發布時間**: 2025-04-03 10:50:03

### 內容

(This isnt my 401k and I have other investing avenues Im very comfortable in.)

Long story short I tried my hand investing in the sp500 November of 2024. I bought in monthly and rode the wave up, now Ive road it down. Its a blip on the radar since Ill keep buying in every month for another 25 years. However, since tomorrow and the foreseeable future seems to be a volatile wave down, should I pull my cash while its in break even territory? Wait for calmer water and buy back in at perhaps cheaper prices. Or just continue DCA monthly and it ride with my blinders on?

---

## 20. ```
How long does it take to complete the trade after I sell my options in Robinhood?
``` {#20-```
how-long-does-it-take-to-complete-the-trade}

這篇文章的核心討論主題是：**「期權賣出後的交易結算時間與價格鎖定問題」**。  

具體要點包括：  
1. **交易結算時間**：作者詢問賣出期權後是否需要數天才能完成交易（即結算流程）。  
2. **價格鎖定疑問**：是否在賣出當下即鎖定價格，抑或結算期間價格可能變動。  

簡言之，作者關注的是期權賣出後的「結算時效性」與「價格確定性」。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqr2et/how_long_does_it_take_to_complete_the_trade_after/](https://reddit.com/r/investing/comments/1jqr2et/how_long_does_it_take_to_complete_the_trade_after/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqr2et/how_long_does_it_take_to_complete_the_trade_after/](https://www.reddit.com/r/investing/comments/1jqr2et/how_long_does_it_take_to_complete_the_trade_after/)
- **發布時間**: 2025-04-04 03:03:23

### 內容

Today one of my option price goes up significantly. So I want to sell it. Buy my friend told me just now that if I sell my option today, the trade need several days to be completed.

Is it true? Will the price be fixed once I sell my option?

Thanks in advance!!!

---

## 21. ```
Visa. Should I hold or sell?
``` {#21-```
visa-should-i-hold-or-sell-
```}

這篇文章的核心討論主題是：  
**投資者對於是否繼續持有Visa股票的決策困境**，具體糾結於以下兩點：  

1. **潛在利多因素**：Visa可能取代Mastercard成為Apple Card的合作方，若成功可能推動股價上漲。  
2. **當前利空衝擊**：關稅政策宣布導致股價大跌，投資者擔心即使達成合作，股價仍可能持續下跌。  

作者尋求的建議是：  
- **繼續持有**，等待合作結果後再賣出（高風險高回報）；  
- **立即賣出**以避險（保守策略）。  

總結：在「不確定性下的投資決策」與「風險管理」之間的權衡。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqqqlv/visa_should_i_hold_or_sell/](https://reddit.com/r/investing/comments/1jqqqlv/visa_should_i_hold_or_sell/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqqqlv/visa_should_i_hold_or_sell/](https://www.reddit.com/r/investing/comments/1jqqqlv/visa_should_i_hold_or_sell/)
- **發布時間**: 2025-04-04 02:51:07

### 內容

So i saw that visa is trying to take over Mastercards operations with Apple card and planned to wait to see if they get it as itll most likely be a great boost to their stock price, then when it ge``` high enough unplanned on selling my shares and reinvest in other stocks. But the recent announcement of the tariffs has caused the price to plummet quite a bit so I'm concerned that even if they do get the deal, it continue to drop.

So I thought i should ask, do yall think I should hold, wait and see if they get the deal with apple, then sell. Or should I just be safe and sell now.

I appreciate any answers given.

---

## 22. ```
Why you should start looking at the brazilian stock market.
``` {#22-```
why-you-should-start-looking-at-the-brazili}

這篇文章的核心討論主題是：**在全球貿易環境變動（如關稅調整）的背景下，巴西股市（B3）的投資機會與潛在優勢**。具體聚焦以下幾點：

1. **貿易重組帶來的機遇**：  
   關稅變化導致供應鏈轉移，巴西在農業、大宗商品和製造業等關鍵領域可能受益，出口增長潛力推動相關企業獲利。

2. **被低估的市場價值**：  
   相較於歐美股市，巴西股票市盈率（P/E）更低，因過去政治經濟不穩定而被低估，但現況趨於穩定，提供價值投資機會。

3. **大宗商品優勢**：  
   巴西作為鐵礦石、石油、大豆等資源的全球領導者，需求上升可能帶動相關企業（如淡水河谷、巴西石油）股價上漲。

4. **匯率與利率因素**：  
   巴西雷亞爾若走強可能提升外資回報，且央行積極調整利率，若通脹緩解導致降息，市場流動性增加可能推升股市。

5. **宏觀經濟動向的催化作用**：  
   美元匯率波動、關稅政策及供應鏈重組等宏觀變化，進一步強化巴西市場的吸引力。

總結：文章旨在分析當前環境下巴西股市的潛在投資價值，並呼籲投資者關注這一被低估且具備結構性利好的新興市場。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqqfj5/why_you_should_start_looking_at_the_brazilian/](https://reddit.com/r/investing/comments/1jqqfj5/why_you_should_start_looking_at_the_brazilian/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqqfj5/why_you_should_start_looking_at_the_brazilian/](https://www.reddit.com/r/investing/comments/1jqqfj5/why_you_should_start_looking_at_the_brazilian/)
- **發布時間**: 2025-04-04 02:39:19

### 內容

With recent tariff changes shaking up global trade, Brazils stock market (B3) is looking more interesting than ever. Whether you're a value investor, a growth chaser, or just looking to diversify away from U.S. and European marke```, now might be the time to pay attention.

Why?

1 Trade Realignment As new tariffs shift supply chains, Brazil stands to benefit in key sectors like agriculture, commodities, and manufacturing. Increased expor``` could mean big gains for companies in these industries.

2 Undervalued Plays Compared to U.S. stocks, Brazilian equities are trading at lower P/E ratios. Some strong companies are available at a discount due to past political and economic instability, which seems to be stabilizing.

3 Commodity Powerhouse Brazil is a global leader in iron ore, oil, soybeans, and more. With rising demand for raw materials, Brazilian companies like Vale ($VALE) and Petrobras ($PBR) could see significant upside.

4 Stronger Currency? The Brazilian real has been volatile, but if it strengthens, foreign investors could see even better returns when converting profi``` back into USD or EUR.

5 Interest Rate Shif``` Brazils central bank has been adjusting rates aggressively. If inflation cools down and rates drop, expect more liquidity in the market, which could drive stock prices higher.

The Bovespa Index ($IBOV) has already been making moves, and with these macroeconomic changes, it could be a compelling opportunity.

Are you looking at Brazilian stocks? Any tickers on your radar?

P.S.: Yes, I'm brazilian. Yes, I got AI help to write, english is not my first language.

The sharp rise of the U.S. dollar at the end of 2024 has given way to a series of declines in early 2025. The currency closed the first business day of the year at R$6.16 but dropped to R$5.60 as of right now.

With new tariffs shaking up global trade, I think Brazil could come out ahead. I``` a powerhouse in commodities like iron ore, oil, and agriculture, and as supply chains shift, Brazilian companies might see a big boost. Stocks here are also trading cheaper than in the U.S. and Europe (and I mean REALLY cheap) and If interest rates drop and the real strengthens, you'll probably see some nice gains.

---

## 23. ```
trading when sitting ou```ide.
``` {#23-```
trading-when-sitting-ou```ide-
```}

這篇文章的核心討論主題是：**在戶外使用電子設備（如螢幕）時，如何解決因陽光或環境光線導致的螢幕可視性問題**。  

具體討論內容包括：  
1. **螢幕遮光罩（screen hoods）的使用經驗與效果**。  
2. **適合戶外使用的特殊顯示器或螢幕設定**。  
3. **其他遮光方案（如黑色紗網）的可行性，並兼顧防蟲功能**。  
4. **作者對戶外工作的偏好與當日股票交易（$ICCT）的閒聊**（次要內容）。  

整體聚焦於「戶外環境下提升螢幕可視性」的實用解決方案。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqqasf/trading_when_sitting_outside/](https://reddit.com/r/investing/comments/1jqqasf/trading_when_sitting_outside/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqqasf/trading_when_sitting_outside/](https://www.reddit.com/r/investing/comments/1jqqasf/trading_when_sitting_outside/)
- **發布時間**: 2025-04-04 02:34:08

### 內容

What is everyone's solution to the problem of seeing the screen when sitting ouide? I've seen the screen hoods online. Has anyone used them? Any special monitors/settings you have found that work well when ouide? I'm thinking about getting that black screen mesh to put around the top part of my boat to block the sun. Hopefully block the bugs and skeeters as well. Sometimes it's just too nice to sit inside. $ICCT was fun today. I love when it just stair steps like that.

---

## 24. ```
Good time to move some out of bonds into S&P Index Fund?
``` {#24-```
good-time-to-move-some-out-of-bonds-into-s-}

這篇文章的核心討論主題是：  

**「即將退休者在當前市場動盪下，如何調整投資組合（特別是債券與股票配置）以平衡風險與增長機會」**  

具體要點包括：  
1. **退休財務規劃**：作者即將退休，擁有固定養老金、401(k)帳戶及未來社安金，探討如何優化資金配置以維持長期收入。  
2. **資產配置現狀**：目前401(k)中40%為低風險債券基金，其餘分散於股票型基金（如S&P 500、國際市場等），並計劃退休後優先從債券部分提款以保留股票增長潛力。  
3. **市場時機的考量**：因當前市場下跌，猶豫是否應將部分債券資金（約1-1.5萬美元）轉入「可能被低估」的股票基金（如S&P或國際基金），或保持現狀觀望。  
4. **風險與收益的權衡**：作者雖傾向保護本金（過去已調整債券比例），但也關注市場下跌帶來的潛在買入機會，反映對「擇時進場」與「長期持有」的矛盾心理。  

總結：討論聚焦於「退休階段的投資策略調整」，如何在市場波動中兼顧保守與進取，以實現資金穩健與增長目標。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqk2nn/good_time_to_move_some_out_of_bonds_into_sp_index/](https://reddit.com/r/investing/comments/1jqk2nn/good_time_to_move_some_out_of_bonds_into_sp_index/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqk2nn/good_time_to_move_some_out_of_bonds_into_sp_index/](https://www.reddit.com/r/investing/comments/1jqk2nn/good_time_to_move_some_out_of_bonds_into_sp_index/)
- **發布時間**: 2025-04-03 22:35:01

### 內容

Im planning to retire early in the next few months, at or just after 59-1/2. I will be getting a $4k/month pension and have a retirement 401k through my union at just over $1M. I plan to take SS at 62, about $2700/month when I do. My 401k is about 40% in a fixed 3.75% bond fund, the rest diversified across an S&P index fund, and domestic small, mid, large cap, and international funds. My future contributions that will stop when I retire, about $2600/month, have been all invested across my elections in everything except the bond fund. I only moved the 40% a couple of years ago to protect some principal. If I need to take withdrawals from it in retirement, I plan to take from the bond fund in the though that leaving the others will allow them to grow with market growth and dividend reinvestment. But Im wondering, considering the current market turmoil, if it would be a good day to move some from the bond fund into the S&P or possibly international funds. Im not sure if those would be considered on sale at this point but I wouldnt be opposed to continuing to do that if the trend keeps going down. FWIW, Im talking about maybe $10-15k out of the bonds. Or should I just stand pat as is to see how things settle out. Considering the big downturn this year, Im only down about 2%. Though?

---

## 25. ```
Safe fidelity funds to put money in for next 4 years
``` {#25-```
safe-fidelity-funds-to-put-money-in-for-nex}

這段文字的核心討論主題是：  
**「投資者在市場波動下的短期避險策略與長期退休資產配置的考量」**  

具體要點如下：  
1. **短期避險行動**：作者因市場事件（如關稅政策）將資金暫時轉移至非比特幣的短期避險標的（BTC，此處非指比特幣），以應對市場下跌風險。  
2. **長期退休規劃的焦慮**：  
   - 擔憂錯過市場底部或反彈機會，希望彌補本年虧損。  
   - 計劃重新調整401k退休帳戶的資產配置，目標是未來4年的穩健投資。  
3. **投資組合多樣化的挑戰**：  
   - 過去集中投資於大盤股和小盤股，現希望分散風險，但受限於可選標的（如債券選擇有限）與時間不足研究。  
4. **尋求參考而非具體建議**：詢問他人使用的基金類型，以獲得靈感，但避免公開個人財務細節。  

整體而言，內容反映散戶投資者在市場不確定性中，如何權衡短期避險與長期退休目標的決策困境。

- **Reddit 連結**: [https://reddit.com/r/investing/comments/1jqpl8h/safe_fidelity_funds_to_put_money_in_for_next_4/](https://reddit.com/r/investing/comments/1jqpl8h/safe_fidelity_funds_to_put_money_in_for_next_4/)
- **外部連結**: [https://www.reddit.com/r/investing/comments/1jqpl8h/safe_fidelity_funds_to_put_money_in_for_next_4/](https://www.reddit.com/r/investing/comments/1jqpl8h/safe_fidelity_funds_to_put_money_in_for_next_4/)
- **發布時間**: 2025-04-04 02:07:23

### 內容

I'm not an active investor but once I heard about the tariff day I moved everything to BTC short term (which does not stand for Bitcoin) and thankfully saved me from the drop in the market today.

Yes, I don't want to miss the bottom, I know not to try to catch the knife on an edge twice, but more so I just don't want to lose money and miss another rally to get back the losses from this year, and just want to reallocate my 401k asse``` safely for the next 4 or so years starting next week.

Previously I maxed out in large and small cap.

I would want to try to diversify as much as possible now, but I don't see any bond investmen```, only blended, the selection is kind of limited here and I don't have a lot of time to research them

I'm not asking for exact investment advice but wondering what funds people are using.

38 years old so retirement is way off

Took a screenshot with my phone and cropped out all the numbers, sorry for the poor quality but trying to avoid posting TMI. Thnx

https://ibb.co/KjHw8gt0

---

# 總體討論重點

以下是25篇文章的條列式重點總結，並附上對應的錨點連結與逐條細節說明：

---

### 1. [美國CPG執行長警告加拿大市場流失](#1-american-cpg-ceos-issue-dire-warning-that-the-ca)  
- **重點**：加拿大消費者轉向本土/國際品牌，衝擊美國中小企業出口。  
- **細節**：  
  - 2024年美國對加出口額達3500億美元，但訂單減少。  
  - 消費民族主義與供應鏈多元化趨勢顯現。  

### 2. [標普500因川普關稅暴跌4%](#2-sp500-sinks-4-after-trump-s-liberation-day-t)  
- **重點**：關稅引發貿易戰擔憂，科技與零售股重挫。  
- **細節**：  
  - 中國誓言報復，市場憂1930年關稅法案重演。  
  - 蘋果、Nike等依賴中國供應鏈企業受創最深。  

### 3. [關稅是否導致經濟衰退？](#3-recession-looming-after-the-tariffs-)  
- **重點**：川普關稅時間表加劇衰退疑慮。  
- **細節**：  
  - 4月5日與9日關稅生效，政策連續性不確定。  
  - 公眾期待正面經濟消息緩解焦慮。  

### 4. [參議院以51-48票通過撤銷對加關稅](#4-us-senate-passed-bill-by-slim-margin-in-a-51)  
- **重點**：共和黨內部分裂，跨黨派合作推翻關稅。  
- **細節**：  
  - 4名共和黨議員倒戈，法案仍面臨眾議院與總統否決挑戰。  

### 5. [川普宣布全面新關稅](#5-trump-announces-sweeping-new-tariffs)  
- **重點**：中國商品稅率34%、歐盟20%，全球基準10%。  
- **細節**：  
  - 道瓊期指跌3%，納斯達克跌4.4%。  
  - 以「經濟緊急狀態」為由實施。  

### 6. [如何評估關稅長期影響？](#6-how-do-we-even-tell-if-trumps-tariffs-are-he)  
- **重點**：缺乏明確指標衡量政策利弊。  
- **細節**：  
  - 爭議聚焦股市、通脹、美元強弱等指標有效性。  

### 7. [共和黨議員倒戈撤銷對加關稅](#7-4-republican-senators-break-from-party-to-pa)  
- **重點**：政策變動利好加拿大ETF（如XIC、EWC）。  
- **細節**：  
  - 決議通過將提振Nutrien、Magna等企業。  

### 8. [蘋果領跌科技股](#8-apple-leads-a-drop-in-tech-stocks-after-trum)  
- **重點**：關稅宣布後蘋果盤後跌6%。  
- **細節**：  
  - 供應鏈風險導致科技股整體下跌。  

### 9. [Nvidia股價下跌](#9-nvidia-stock-is-falling-not-even-chip-exempt)  
- **重點**：關稅擔憂壓倒半導體豁免利多。  
- **細節**：  
  - AI推論業務占數據中心收入40%，技術優勢仍存。  

### 10. [投資者情緒管理](#10-how-are-you-guys-feeling-today-after-seeing)  
- **重點**：短期虧損引發心理壓力。  
- **細節**：  
  - 建議減少頻繁查看帳戶，維持長期視角。  

### 11. [市場情緒週期定位](#11-where-are-we-in-the-emotional-stock-market-)  
- **重點**：當前處於「恐慌」或「重建信心」階段。  
- **細節**：  
  - 對比dot-com泡沫的非理性繁榮期。  

### 12. [羅斯IRA投入時機](#12-should-i-max-out-my-roth-ira-contribution-a)  
- **重點**：年初一次性投入vs.分批投入爭議。  
- **細節**：  
  - 市場波動使擇時決策複雜化。  

### 13. [定期定額投資策略](#13-anyone-putting-in-some-extra-money-on-top-o)  
- **重點**：市場下跌時是否加碼DCA。  
- **細節**：  
  - 多數人維持紀律，少