2025年最好的投资机会，快到了！

Core Viewpoint - The article discusses the significant implications of tariff increases proposed by the Trump administration, suggesting that it could lead to a major economic event comparable to the abandonment of the gold standard in 1971 [3]. Group 1: Historical Context - The article references the Smoot-Hawley Tariff Act of 1930, which raised tariffs on over 20,000 imported goods, resulting in an average tariff increase of about 20% [3]. - The consequences of the 1930 tariff included a 66% decline in global trade from 1929 to 1934, leading to the Great Depression in the United States and economic crises worldwide [3]. Group 2: Current Economic Situation - The current U.S. national debt exceeds $36 trillion, which is 120% of the projected GDP for 2024, with annual interest payments surpassing $1 trillion against a fiscal revenue of $4.9 trillion [4]. - The proposed tariff increases could generate an additional $300 billion to $600 billion in revenue for the U.S. government annually, which is seen as a critical factor driving the tariff strategy [4]. Group 3: Global Trade Dynamics - The article argues that the U.S. is moving towards a trend of de-globalization, as it attempts to protect its manufacturing sector in response to China's significant market share in global manufacturing [5]. - The imposition of high tariffs may lead to retaliatory measures from other countries, echoing historical patterns where such actions resulted in broader economic downturns [5]. Group 4: Investment Strategy - The article advises investors to remain calm and avoid emotional decision-making, suggesting that the current market environment is volatile and unpredictable [7]. - It highlights the importance of focusing on dividend-paying ETFs and being cautious with sectors that have high energy weightings, indicating a strategic shift in investment focus [7][8]. Group 5: Future Outlook - The author expresses optimism about 2025 being a significant trading year, encouraging investors to maintain patience and excitement for potential investment opportunities [9].