What Will Donald Trump 2.0 Bring to China?

Recently, with Donald Trump winning the general election, many friends around are cheering for the new president’s “Second Palace”.

Of course, many friends are also asking whether this new US president’s 2.0 is beneficial or detrimental to us.

From different perspectives, Donald Trump’s coming to power will greatly improve our geographical environment, and many of the things we want to do and the agreements we want to sign will have opportunities to be done.

But in the economic field, the opposite is true. The country’s just introduced 10 trillion yuan has already given the answer.

As was said during the NPC’s economic stimulus, if Harris came to power, the country would consolidate its capital and strengthen its economy. If Donald Trump came to power, the country would take drastic measures.

The reason for taking drastic measures is not just tariffs. Donald Trump’s policies will certainly cause serious damage to China’s economy and even the global economy. Countries on the table will surge, and even collapse the world may not be ruled out. Therefore, we need to use greater economic stimulus to hedge to ensure that we are still sitting at the table.

For Donald Trump’s package of policies, we can imagine a parallel universe called Mordor.

An 80 year old T man who only speaks the language of the Magic City, eats local cuisine, is proficient in Xiaohongshu, has exquisite hair, and is extremely exclusive in his heart, with the support of the old Magic City people in Hongkou and other deep red areas, shouted the slogan “Make the Magic City great again” and became the leader of the Magic City.

Then he will probably also tighten the registered residence of Mordor, reduce the local oil price, restrict the sales of foreign products in Mordor, support local enterprises, significantly reduce transfer payments to other provinces, and spend money on the support and tax reduction of local high-tech enterprises in Mordor.

Mr. T is not a bad person, he is just not interested in other provinces, but the result of his actions is naturally that local stocks and houses in the Magic City will rise, and other provinces will suffer.

Because the high consumption power of Magic City is a source of profit for products from other cities, and the transfer payments of Magic City are a source of funding for many mainland organizations, the actions of Mr. T in Magic City have led to the collapse of many debt stressed areas.

This Mr. T from Magic City may even demand that all regions purchase Magic Tesla for the sake of his friend Musk, adopt Magic City standard FSD, and even open up restrictions on Magic City Brain technology and Starlink communication,

Changing places is probably the situation we will face next.

Of course, there is an ancient Chinese saying that goes, ‘Fortune and misfortune depend on each other.’ A simple minded Mr. T doesn’t necessarily target anyone, he simply dislikes all outsiders who take advantage of him.

Moreover, Donald Trump’s isolationism is not only trade isolation, but also capital isolation, which will severely impact emerging countries that rely on investment. They also need a savior to replace the United States as the devil’s capital, providing a dual cycle of investment and trade.

So traditional industries are the most headache inducing, and we will definitely see a new wave of enterprises going global, transferring production capacity to emerging countries such as BRICS on a large scale. (Employment issues should be given special attention)

In terms of emerging industries, it is relatively favorable.

The accelerationism of Silicon Valley and Musk’s DOGE department are leading the technological progress and “streamlining administration and delegating power” in the United States. As the only global competitor that can compete with the United States, China’s series of technology support policies and the abolition of old administrative regulations will accelerate the agenda.

Even future capital market IPOs and industry funds led by local governments will lower the threshold to serve more high-tech enterprises, establishing a group of technology companies and entrepreneurs who can compete with Silicon Valley accelerationism.

What Donald Trump 2.0 brings to China is acceleration with Chinese characteristics.

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