#特朗普暂停新关税 Trump Suspends New Tariffs: Short-term Easing and Long-term Game

Former U.S. President Trump recently stated that if he returns to the White House, he will suspend the new tariff policy. This signal has attracted market attention. In the short term, this move may ease global trade tensions and reduce supply chain costs for businesses, particularly benefiting manufacturing and retail industries that rely on imports. However, in the long term, uncertainties in trade policy remain, and the status of tariffs as a strategic tool has not changed.

From a market impact perspective, multinational companies in sectors such as energy and technology may find a breathing opportunity, but investors need to be wary of the repetitiveness of political commitments. Historical experience shows that trade policies often fluctuate with election cycles, and companies need to maintain supply chain flexibility to respond to potential changes.

On a macro level, if the tariff suspension materializes, it may briefly boost risk assets, but structural contradictions (such as technological competition and industrial subsidies) still need to be addressed. The real turning point lies in whether a sustainable trade framework can be established, rather than unilateral concessions. Strategically, it is suggested to pay attention to rebound opportunities in sectors severely affected by tariffs, but medium- to long-term positioning still requires cautious evaluation of policy continuity.