宏观数据即时点评：特朗普赢得美国总统大选或带来资产价格预期调整

Policy Implications - Trump's economic policies are more conservative compared to Harris, emphasizing tax cuts and reduced government regulation, including lowering corporate tax to 20%[5][7] - The Trump administration may reshape the Republican Party structure, leading to higher policy uncertainty due to reduced checks and balances in Congress[11][14] Market Reactions - Trump's election is expected to adjust asset price expectations, with potential increases in U.S. stocks and bonds, as well as cryptocurrencies like Bitcoin[16][18] - Energy and precious metal prices, such as oil and gold, may see a decrease in expectations due to Trump's policies[19] Trade and Currency Impact - Trump's administration may impose a 60% tariff on Chinese goods, impacting U.S.-China trade relations and potentially pressuring the Chinese yuan[9][20][22] - The anticipated fiscal stimulus measures from the National People's Congress in China may counterbalance external economic disturbances[24][26] Economic Outlook - The overall economic growth outlook remains positive, with expectations of short-term volatility but stabilization in the medium to long term[33]