来源：环球市场播报 美股周一早盘，大麻类股票Tilray股价下跌5.9%，部分回吐了上周五高达44%的涨幅。上周该股因一则 消息大涨；该消息称，美国总统将特朗普指示联邦机构将大麻从目前的Ⅰ类管制物质重新归类为管制较 宽松的Ⅲ类。 ...

Core Viewpoint - Cannabis stocks experienced a significant surge, with Tilray Brands (TLRY.US) rising over 32%, Canopy Growth (CGC.US) increasing over 23%, SNDL (SNDL.US) up over 19%, Aurora Cannabis (ACB.US) gaining over 11%, and Cronos Group (CRON.US) climbing over 5% due to reports that President Donald Trump is considering reclassifying cannabis to a lower harm category [1] Group 1 - Tilray Brands (TLRY.US) saw an increase of over 32% [1] - Canopy Growth (CGC.US) rose by more than 23% [1] - SNDL (SNDL.US) experienced a gain of over 19% [1] Group 2 - Aurora Cannabis (ACB.US) increased by more than 11% [1] - Cronos Group (CRON.US) rose by over 5% [1] - Reports indicate that Trump is considering moving cannabis from Schedule I to Schedule III, indicating a potential shift in regulatory stance [1]

Core Viewpoint - The potential reclassification of cannabis by President Trump from Schedule I to Schedule III is expected to significantly benefit the cannabis industry, leading to a surge in stock prices for major cannabis producers in the U.S. [1][2] Group 1: Market Reaction - Major cannabis producers saw substantial stock price increases in pre-market trading, with Tilray Brands (TLRY.US) rising over 30%, Canopy Growth (CGC.US) up 23%, Aurora Cannabis (ACB.US) increasing by 20%, SNDL (SNDL.US) gaining 14%, and Cronos Group (CRON.US) up 12% [1] - The market response indicates strong investor optimism regarding the potential regulatory changes surrounding cannabis [1] Group 2: Regulatory Context - President Trump is considering moving cannabis from Schedule I, which indicates no medical use and high abuse potential, to Schedule III, which includes substances with accepted medical uses but some potential for abuse [1][2] - Schedule III drugs include substances like ketamine and anabolic steroids, while Schedule I includes LSD and heroin [2] - The Biden administration previously proposed a similar reclassification in March 2024, but the DEA canceled related hearings [2] Group 3: Political and Industry Implications - Trump's discussions with key officials and cannabis industry executives suggest a serious consideration of the reclassification, which could alleviate criminal penalties for personal use and remove certain federal tax and business barriers [2] - The reclassification could improve the operating environment for legal cannabis businesses and their employees [2] - Robert F. Kennedy Jr., nominated by Trump for the Department of Health and Human Services, has advocated for ending cannabis criminalization and implementing a regulated sales system [3]