“特朗普风险“退潮，哪些赛道受益，哪些受损？

Group 1 - The "Trump risk" is receding, leading to potential benefits for certain sectors and losses for others [3] - Trump announced the abandonment of punitive tariffs on European countries, citing ongoing cooperation with NATO regarding Greenland [3] - Global capital markets reacted positively, with a rebound in European and American stock markets and a recovery in the U.S. bond market [3] Group 2 - The future cooperation framework may enhance U.S. military presence and resource control in Greenland, particularly concerning rare earth minerals [3] - U.S. companies already possess mining rights in Greenland, which could lead to small-scale rare earth production in 2 to 3 years, but large-scale mining may take 8 to 10 years to establish [3]