【事件分析】美国大选辩论观点总结及展望

Foreign Policy - Trump's "America First" ideology expresses skepticism towards international obligations that may constrain U.S. sovereignty or incur costs[1] - Biden emphasizes alliance-building and supports NATO expansion, advocating for U.S. leadership on the global stage[1] Ukraine Conflict - Trump claims he could end the Ukraine-Russia war within 24 hours but lacks detailed plans[2] - Biden has provided hundreds of billions in aid to Ukraine, insisting on Russian troop withdrawal as a path to peace[2] Trade Policy - Trump proposes a 10% tariff on all imports and suggests tariffs on Chinese goods could reach 60% or more, potentially escalating tensions with trade partners[6] - Biden opposes blanket tariffs but supports targeted tariffs on specific Chinese products, aiming to benefit North American trade growth[6] Immigration Policy - Trump plans stricter immigration controls, including ending "catch and release" policies and increasing border wall funding[7] - Biden advocates for open borders, increasing refugee acceptance, and pathways to citizenship for undocumented residents[7] Geopolitical Conflicts - Trump aims to quickly resolve the Israel-Palestine conflict without specifying conditions for Israel to cease military actions[8] - Biden seeks to prevent escalation and promote ceasefire agreements while maintaining support for Israel[8] Economic Policy - Trump promises comprehensive tax cuts, extending tax breaks from 2017, and reducing corporate tax rates from 21% to 15%[15] - Biden plans to repeal tax cuts for high earners and increase taxes on the wealthiest Americans, proposing a minimum tax of 25% for billionaires[15] Market Implications - Increased tariffs under Trump could strengthen the U.S. dollar by raising import costs and reducing foreign demand[16] - A potential 10% tariff on all imports could lead to a 5% rise in the trade-weighted dollar index[16]