Trump's first hundred days = Super Mario-style policy hurdles

#非农就业数据将公布
After a hundred days of Trump's return, the market feels like playing a game, with unexpected tasks at every level. Immigration, trade, infrastructure, and inflation policies are rolled out one after another, resembling a "Super Mario Policy Adventure" in the U.S. Market players are scrolling through the news while analyzing K-lines, completely following the rhythm set by Trump's tweets. How should we view the market ahead? The direction depends on three things: the speed of the implementation of economic policies, the degree of negotiation with Congress, and the stance of the Federal Reserve. If policies are implemented smoothly, commodities and infrastructure stocks are expected to continue to strengthen; however, if political negotiations become too aggressive, risk assets could rebound, and gold, Bitcoin, and even some safe-haven currencies might "hitch a ride on the trend." It is recommended to adopt a "dynamic position + event-driven" strategy, and definitely avoid thinking about "all in on direction"; this is not an investment script, it is a "Trump-style market variety show."