Name: 川普已扣下扳機！這下慘了... 🤯 (Trump Just Pulled The Trigger. This Isn't Going to End Well...)
Uploaded: 2026-01-09T18:31:24.000Z
Duration: 20 min 34 s

程度副詞

The US Government did what investors were afraid the most last year.

美國政府做了投資者去年最害怕的事。

It stepped in and started massively buying stocks in the stock market.

它出手了，開始在股市大量買進股票。

At first glance, this does not seem like a big deal, but

乍看之下，這好像沒什麼大不了，但是

if you give it a closer look, it's a nightmare for investors.

如果仔細想想，這對投資者來說簡直是場惡夢。

Yes, it has the potential to boost stock market in the short run, but

是的，短期內它確實有可能提振股市，但

in the long run, it will inevitably lead to a massive stock market crash.

長期來看，這最終一定會導致股市崩盤。

So in this video, let's try to answer a few questions.

所以在這支影片裡，我們就來試著回答幾個問題。

Which stocks exactly, the US Government is buying?

Why is the US Government massively buying stocks in the stock market?

美國政府大量買進股市的股票，到底為什麼呢？

Which stocks it will be buying in 2026 and should you also be buying these stocks?

2026年他們會買哪些股票，你是不是也該跟著買呢？

If you're ready, give this video a thumbs up and, and let's get right into it.

如果你準備好了，就給這支影片按個讚吧，我們馬上開始。

These are the four industries that the government is buying stocks in.

政府正在買進股票的這四大產業是。

The US Government purchased stock in MP materials.

美國政府買進了MP materials的股份。

Even though that there has been volatility since the government stepped in and bought the stocks, the stock price is still up by over 100%.

雖然政府介入買進股票後出現了波動，但股價仍然上漲超過100%。

So whoever purchased the stock right there certainly made a profit.

所以，在那時候買進股票的人，肯定賺到錢了。

The US Government is not happy with the fact that it's relying on the Chinese government for rare earth minerals.

美國政府對於依賴中國政府取得稀土礦物感到不滿。

Recently, when they were negotiating a trade deal, China is like, if you don't give us what we want, we will cut you off from our rare earth supplies.

最近，在談判貿易協定的時候，中國就說，如果你們不給我們想要的，我們就要斷絕稀土供應。

And without them, you can't build your phones, you can't build your cars, and

沒有了稀土，你們就不能製造手機，也不能製造汽車，

most importantly, you can't build weapons with them.

最重要的是，你們也沒辦法製造武器。

And that's why the US Government, while still trying to get those rare earth minerals from China, it is trying to build that industry in the United States.

這就是為什麼美國政府，在努力從中國取得稀土礦物的同時，也試圖在美國境內建立這個產業。

Now this industry is a very bad industry because profit margins are extremely tiny.

現在這個產業很難做，因為利潤率非常低。

So private businesses usually don't get into this business because there isn't much money to be made.

所以一般私人企業不太會投入這個行業，因為賺不了多少錢。

But if you use economies of scale, if there is a lot of money coming from the government, you can scale your operations.

但是如果我們運用規模經濟，而且有政府的大筆資金挹注，你就可以擴大營運規模。

And even though that profit margins are very tiny, because you're doing that on a massive scale, there is a probability to turn in a profit.

即使利潤率很低，但因為是大規模生產，還是有機會獲利的。

The second industry is the semiconductors.

Semiconductors are a critical industry for any government, especially the United States.

半導體是任何政府都非常關鍵的產業，尤其是美國。

And most of them are manufactured outside the US and the US Government took a stake in Intel.

而它們大部分都在美國以外製造，美國政府也對 Intel 取得了股份。

So this might be a chance for them to revive and dominate the semiconductor industry.

所以這或許是他們重振旗鼓、稱霸半導體產業的機會。

And this is a very Interesting deal, because the government didn't pay anything.

這是一筆非常有趣的交易，因為政府沒有支付任何費用。

In fact, back when Biden was president, intel was awarded with about 10 or 11 billion dollars to bring manufacturing back to the United States.

事實上，當年拜登擔任總統時，Intel 獲得了約 100 到 110 億美元的補助，將製造業帶回美國。

And when Trump became the president, he's like, why did we give intel about $11 billion?

而當川普當上總統時，他說：「我們為什麼要給 Intel 大約 110 億美元？」

Well, give it back, or you can offer us a stake in your business.

好吧，把錢還回來，或者你可以給我們你公司的一部分股份。

And that's how the government ended up as an investor in this business.

這就是政府最終成為這家公司股東的過程。

Now, the third industry is, of course, AI.

The government is not taking a direct stake into AI businesses, but

政府並沒有直接持有 AI 企業的股份，而是

they struck a deal with Nvidia, where Nvidia will be paying the US government 15% of its revenue of all the advanced chips that are sold to China.

和 Nvidia 達成協議，Nvidia 將會把賣給中國的所有先進晶片的營收的 15% 支付給美國政府。

So instead of not selling these chips to China, let us hook the Chinese companies on these chips.

所以與其不賣這些晶片給中國，不如讓中國公司依賴這些晶片。

They will be dependent on the United States.

Otherwise, they will simply develop their own version of Nvidia chips.

否則，他們自己就會開發出 Nvidia 晶片的版本。

So Trump struck a deal with Nvidia that Nvidia will be selling these advanced chips to China.

所以川普和 Nvidia 達成協議，Nvidia 會賣這些先進晶片給中國。

And the US government will be taking 15% stake in this out of this revenue.

而美國政府將從這筆營收中抽取 15% 的股份。

The second investment was target at about $500 billion.

第二項投資的目標大約是 5000 億美元。

The US Government has already taken a stake in a few nuclear companies.

美國政府已經持有幾家核能公司的股份。

The nuclear energy is obviously the future of energy.

But right now, we need a lot of oil and gas.

但目前，我們需要大量的石油和天然氣。

And the United States captured the president of Venezuela just to ensure that it has access to the largest proven oil reserves on Earth.

美國甚至逮捕了委內瑞拉總統，就為了確保能取得地球上最大的已探明石油儲量。

They have far more oil than the United States.

Trump has hinted that oil companies can have access to Venezuelan oil in exchange or giving a stake of their businesses to the US Government.

川普暗示，石油公司可以取得委內瑞拉的石油，交換條件是將他們的事業股份讓給美國政府。

And according to Donald Trump, they can be extracting as much as 50 million barrels of oil a day from Venezuela.

而且根據唐納·川普的說法，他們每天可以從委內瑞拉開採高達 5000 萬桶石油。

This is not realistic because currently the United States has about a production capacity of 23 million barrels.

這不太現實，因為目前美國的產能大約是每天 2300 萬桶。

So 50 million barrels is very unrealistic.

所以每天 5000 萬桶的數字很不切實際。

Let's assume for a moment that it is going to be 30 million barrels.

假設一下，就算每天有 3000 萬桶。

目前的油價大約是每桶 57 美元。

That's about $1.7 billion a day, or if you multiply that by the entire year, that's $625 billion of revenue from the oil that will be generated from Venezuela.

這樣一天大約是 17 億美元，如果乘以一整年，從委內瑞拉開採的石油將產生 6250 億美元的營收。

Of course, this number will be shared with the Venezuelan government.

當然，這個數字會跟委內瑞拉政府分享。

Let's assume that it's going to be 50, 50.

So the US oil companies are about to grow their revenue by over $300 billion by extracting the oil from Venezuela.

所以美國的石油公司透過開採委內瑞拉的石油，營收將增加超過 3000 億美元。

And the US government will have a stake in.

So there is A probability that US Oil companies will see their stock prices surge dramatically.

所以美國石油公司的股價很有可能會大幅飆升。

But be very careful before you buy the stocks.

但在你買進股票之前，要非常小心。

First of all, whenever there is a lot of hype around the stocks, the stock prices are going to surge.

首先，當某支股票有很多炒作的時候，股價通常會飆升。

So either you have to buy them before these announcements, you are already late for that, or you have to slightly wait because there is another probability.

所以，你不是要在這些消息公佈前買進，那樣你就已經太慢了，就是得稍微等一下，因為還有另一種可能性。

So much oil getting into the market will drive oil prices down.

大量石油進入市場會壓低油價。

So this probable revenue that might happen is most likely, likely going to be a lot less than that.

所以，這種可能發生的營收，很可能遠比那數字少。

Of course, there is also going to be a lot of investment to extract so much oil.

當然，要開採這麼多石油，也需要大量的投資。

And thirdly, building the infrastructure to extract so much oil is also going to be extremely difficult.

第三，為了開採這麼多石油而建立基礎設施，也會非常困難。

Remember, Venezuela has been under the US sanctions for the last 10 or 15 years, which means that the entire infrastructure is demolished and they can't be extracting that much oil.

請記得，委內瑞拉過去十年、十五年來一直受到美國制裁，這意味著整個基礎設施都已經被摧毀，他們無法開採那麼多石油。

The main goal that Donald Trump wants to achieve with that is first of all, national security without having or controlling these sectors and ensuring that the United States is self sufficient when it comes to critical minerals, semiconductor production inside the United States, AI that will dominate the future, and

這次唐納·川普想達成的最主要目標是，首先，國家安全，不用依賴或控制這些產業，確保美國在關鍵礦物、美國境內的半導體生產、以及將主宰未來的 AI 方面能夠自給自足，還有

The United States is going to be at the mercy of China and other nations.

美國將會受制於中國和其他國家。

Secondly, Donald Trump has hinted that he wants a wealth fund.

第二，唐納·川普曾暗示他想要一個財富基金。

There are some countries that have wealth funds.

Wealth fund is basically a financial institution that holds stakes in other business businesses.

財富基金基本上是一個金融機構，持有其他企業的股份。

And then the revenues that this financial institution is going to generate from these investments will go into the government's budget.

而這個金融機構透過這些投資所產生的收益，將會進入政府的預算。

Norway has the largest wealth fund in the world with over $2 trillion.

挪威擁有全球最大的財富基金，價值超過 2 兆美元。

And it generates about $140 billion in revenue every single year.

它每年能產生約 1400 億美元的收入。

And as that wealth fund is going to continue growing and expanding, the revenues are going to grow.

隨著這個財富基金持續成長擴大，收益也會跟著增加。

So if the Norwegian government today will stop receiving tax income from its citizens, Norway still have access to at least $140 billion annually.

所以，如果挪威政府今天停止從其公民那裡收取稅收，挪威每年仍然可以獲得至少 1400 億美元的收入。

Donald Trump is like, why don't we have the exact same wealth fund that will actually fill the US Government and will help pay off the US Debts?

唐納·川普就說，為什麼我們不能有完全一樣的財富基金，來充實美國政府並幫助償還美國的債務呢？

This is not how the US Government used to operate in the past.

美國政府過去不是這樣運作的。

The US Government has always intervened in the market, but in a slightly different way.

美國政府一直都有介入市場，只是方式有點不太一樣。

So this is the US Government and there is a project that they want to the private sector to invest in and develop.

所以這是美國政府，有一個計畫，他們希望民間企業能投資並開發。

Let's say it's a space project and the United States government does not have the capacity.

假設這是一個太空計畫，而美國政府沒有能力執行。

And it wants the private sector to do that because it wants that technology to grow tremendously.

它希望民間企業來做，因為它希望這項技術能大幅成長。

It could be semiconductors, it could be space exploration, it could be rockets or anything.

可能會是半導體、太空探索、火箭，或是任何東西。

Let's say that it has to do something with rockets.

You have SpaceX that is going to bid for this project if Boeing and you have another contractor from the United States that is going to bid for it.

你會有 SpaceX 來競標這個計畫，還有波音公司，以及另一家美國承包商也會來競標。