可能他认识我，可是我不认识他哈哈哈哈 你又来多多cakap 每天都低头道歉真的是

今天就到此为止不然等下又惹一些心理不平衡的来烦我。。。。真的是　这个７月要问下如何去打小人哈哈哈

啊LIM，叔叔叫你如何用亏得起的钱来玩，比如你可以亏1000 你10%CL那你就用10000 来玩就好，如果链亏1快你都心痛这样就把钱放在FD安全不会亏除非银行倒闭。

股市有风险输不起不要玩，乖！

这条fancheng在云顶哪里乱乱发烂渣那天我已经block靠它了哦。 你又来这里跟着我。

你可以想远一点吗。。。真的是哈哈哈哈

如果20%成功那目标1680就很大机会，你们看印尼股市就知道 20%股市就冲上去，万一是22-23那还好不上不下一些领域还可以 如果25%这样大家就随机应变了 我也不知道会如何。

马来西亚也承诺购买BOEING 才要去减少5%老特应该不会那么另设 加上大马在电子出口大概是全球10% 有一定的影响力。。祝福马来西亚 结果会怎样大家就拭目以待吧

看了才知道原来EV车 TAX Exemption 到年尾而已。。。。。。要买就快啊！才多几个月应该就起价了

1. Best-Case Scenario (20% Tariff Deal Achieved)
Assumptions:

U.S. agrees to 20% tariff (aligned with Vietnam’s level).

Malaysia maintains sovereignty on EV tax policy and Bumiputera ownership rules.

Semiconductor smuggling concerns are resolved with Malaysia’s export controls.

No major concessions on fishing subsidies or foreign ownership.

Impact on Malaysia:

Economic Growth: GDP impact minimal; Malaysia can keep its 4.5–5.5% growth target.

Exports: Electronics and semiconductor exports remain competitive due to lower tariff impact.

Investor Confidence: Improves due to stable trade terms with the U.S.

Winners (Stocks/Sectors):

Semiconductor & Tech: Inari, MPI, NationGate, Frontken, D&O (less risk of trade disruptions).

EMS/Exporters: Cape EMS, VS Industry, SKP Resources (tariffs less punitive).

Ports & Logistics: Westports, MMC Corp (stable U.S. trade flows).

Losers:

Minimal, except for EV players that wanted U.S. EV imports (Tesla-related ventures), which see no extended tax benefits.

2. Base-Case Scenario (20–25% Compromise or Temporary Extension)
Assumptions:

U.S. and Malaysia agree on 22–23% tariff or a temporary extension of the current rate while talks continue.

Malaysia offers limited concessions (e.g., slight flexibility in EV tax period, but no structural changes).

Semiconductor controls satisfy U.S. concerns, but Washington pushes for ongoing monitoring.

Impact on Malaysia:

Economic Growth: Slight downgrade to ~4.3–4.8% due to mild export headwinds.

Investor Sentiment: Neutral but cautious; uncertainty persists.

Winners:

Tech firms with strong non-U.S. markets (e.g., D&O, Notion VTec, Globetronics) remain resilient.

Domestic-focused sectors (construction, property, consumer) less affected.

Losers:

Export-heavy EMS players (e.g., NationGate, VS Industry) face moderate pressure from slightly higher tariffs.

EV industry sees limited growth from U.S. imports.

3. Worst-Case Scenario (25% Tariff + No Deal)
Assumptions:

Trump enforces full 25% tariff from Aug 1, 2025.

Malaysia refuses major U.S. demands on EVs, foreign ownership, and subsidies.

U.S. pressure on AI chip transshipments escalates, possibly affecting licensing for U.S. tech exports to Malaysia.

Impact on Malaysia:

Economic Growth: Potential downgrade to 3.8–4.3% due to weaker exports and supply chain disruptions.

Ringgit Weakness: MYR could depreciate further if trade deficit widens.

FDI Risk: Some U.S.-linked investments might slow down.

Winners:

Domestic beneficiaries (fishing, local EV makers like Proton-DRB, energy players) due to protective stance.

Losers:

Exporters: NationGate, Inari, MPI, D&O, Cape EMS—margin pressures from tariffs and supply chain shifts.

Logistics and ports due to reduced U.S. trade flows.

Market Sentiment: FBM KLCI could see correction in tech/export-heavy counters.

Conclusion
Best-case (20% tariff) is achievable if Malaysia’s semiconductor compliance satisfies Washington.

Base-case (22–23%) is more probable if Malaysia refuses major EV/ownership concessions.

Worst-case (25%) could hit export-heavy stocks hardest, particularly NationGate, Inari, and MPI, as they have notable U.S. exposure.