EN News Briefing
Summary
Cannabis stocks are poised for a potential rally driven by investor optimism over possible federal reforms and signals that former President Donald Trump may adopt a more permissive stance on marijuana. Key developments include Trump’s promotion of CBD, congressional efforts to regulate hemp, and the potential rescheduling of marijuana.
Key Points
- Market Optimism: Investor hopes for new federal rules and Trump’s softer stance are fueling a potential cannabis stock rally after years of stagnation.
- The ‘Trump Effect’: A September Truth Social video by Trump promoting Medicare CBD coverage caused immediate stock surges (e.g., Tilray +42%). This is seen as a gauge of public sentiment.
- Hemp Regulation (Farm Bill): Congress is considering updates to the 2018 Farm Bill to establish federal standards for hemp-derived products, which could legitimize the market and attract investors.
- Marijuana Rescheduling: Trump has stated his administration is “looking at” moving marijuana from Schedule I to Schedule III, which would ease banking, tax, and research barriers.
- Industry Growth & Concerns: The U.S. cannabis market is growing, but the lack of regulation has led to safety issues with mislabeled and untested products. Some Republican lawmakers are pushing for stricter limits.
中文新闻简报
总结
由于投资者对可能的联邦改革以及前总统特朗普可能对 marijuana 采取更宽松态度的信号持乐观态度，大麻类股票有望迎来一波潜在上涨。关键进展包括特朗普推广CBD、国会努力监管hemp以及大麻可能被重新分类。
关键点
- 市场乐观情绪：投资者对新联邦法规和特朗普软化立场的希望，正在推动经历多年停滞的大麻类股票潜在反弹。
- “特朗普效应”：特朗普九月份在Truth Social上发布推广CBD医疗保险覆盖的视频后，大麻股立即飙升（例如Tilray +42%）。这被视为试探公众情绪的信号。
- 汉普监管（农业法案）：国会正在考虑在年底前更新2018年农业法案，为汉普衍生产品制定联邦标准，这可能使市场合法化并吸引投资者。
- 大麻重新分类：特朗普表示其政府正在”考虑”将大麻从附表一（与海洛因和LSD同级）移至附表三，这将缓解银行业务、税收和研究方面的障碍。
- 行业增长与担忧：美国大麻市场正在增长，但缺乏监管导致了贴错标签、未经测试和不安全产品的问题。一些共和党议员正在推动更严格的限制。
Original Article Link: https://www.cnbc.com/2025/11/01/cannabis-stock-market-trump-marijuana.html