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大麻股一天狂飙40%!特朗普重新分类大麻危险等级消息引爆市场
Hua Er Jie Jian Wen·2025-08-11 19:58

Core Viewpoint - Trump's consideration of reclassifying cannabis to a lower danger level has led to a significant surge in cannabis stocks, indicating potential positive changes for the industry [1]. Group 1: Market Impact - Cannabis stocks experienced substantial gains on Monday, with Canopy Growth rising over 26%, Tilray Brands soaring more than 41%, and Cronos Group jumping over 14% to reach a 52-week high [1][2]. - The cannabis market is valued at approximately $80 billion, and a reclassification from Schedule I to Schedule III could be a "game changer" for the industry, allowing for different tax regulations and increased investment interest [1][4]. Group 2: Regulatory Changes - Currently, cannabis is classified as a Schedule I controlled substance under U.S. federal law, placing it in the same category as cocaine [3]. - Discussions have primarily focused on reclassifying cannabis to Schedule III, which includes substances like steroids and Tylenol with codeine [4]. - The reclassification process is expected to take about a year, as indicated by Tilray's CEO, who expressed optimism due to Trump's public discussion of the matter [4]. Group 3: Political Support - The potential change in cannabis classification appears to have bipartisan support, which could facilitate investment opportunities in the sector [4]. - Tim Seymour highlighted that now may be an advantageous time for investment in the cannabis industry, as institutional capital may not yet be fully engaged [4]. Group 4: Limitations of Authority - Despite Trump's support, he does not have the unilateral power to reclassify cannabis, as the authority lies with the Attorney General, who typically delegates this responsibility to the Drug Enforcement Administration [5].