专题策略：如何看待美国大选对市场的影响？

Group 1 - Trump's immigration policy emphasizes prioritizing immigrants who contribute to the U.S. economy while restricting illegal immigration and restoring border policies from his administration [1] - In foreign relations, Trump advocates for reduced foreign intervention, urging allies to take on more defense responsibilities and reassessing multilateral trade agreements [1] - Trump's stance on U.S.-China relations includes canceling China's most favored nation status, gradually eliminating imports of basic goods, and prohibiting Chinese purchases of U.S. real estate and industries [1] Group 2 - The report indicates that Trump's potential election could exacerbate political polarization and social division in the U.S., reflecting a significant gap in political values between the Democratic and Republican parties [5][6] - The "America First" policy under Trump is expected to weaken U.S. influence globally, leading to increased geopolitical instability and a potential rise in demand for gold as a safe-haven asset [7] - The report highlights that Trump's economic policies may reshape the existing trade system, focusing on significant tariff increases to protect domestic manufacturing and reduce trade deficits [26][90]