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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引爆市场
Hua Er Jie Jian Wen·2025-08-11 22:30

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 Reaction - Cannabis-related stocks experienced strong performance 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]. - Many cannabis stocks are currently priced below $1 per share, meaning small price changes can lead to substantial percentage increases [2]. Group 2: Regulatory Changes - Under current U.S. federal law, cannabis is classified as a Schedule I controlled substance, similar to cocaine [3]. - Discussions have focused on reclassifying cannabis to Schedule III, which includes steroids and products containing codeine [3]. - Tilray's CEO, Irwin Simon, anticipates that the reclassification process may take about a year, but Trump's public discussion has generated optimism within the industry [3][4]. Group 3: Political Support - Tim Seymour noted that the change in cannabis classification appears to have bipartisan support, suggesting a favorable environment for investment in the sector [5]. - Trump's involvement is seen as a potential catalyst for change, although he cannot unilaterally reclassify the drug [6][7].