This year has seen significant volatility in the U.S. stock market due to concerns over Trump's trade policies. However, with ongoing tariff negotiations and spending cuts, the ultimate goal is to improve the fiscal structure and reduce U.S. debt, which bodes well for long-term growth.

Bloomberg's data indicates that the profits of S&P 500 companies are expected to maintain double-digit growth in 2025 and 2026, showcasing strong growth potential. According to Yongfeng Investment Trust, the U.S. stock market has long outperformed globally, ranking first in total returns over the past decade, while the annualized volatility has been lower than markets like Japan and China.

Manager Chen Peiying stated that the 00858 ETF has seen a 126% increase in scale this year, demonstrating strong investor interest. Trump's 2.0 policy is beneficial for multiple industries, especially corporate tax cuts and increased tariffs that directly enhance domestic corporate competitiveness.

Sectors benefiting from this policy, such as finance, technology, industrial, healthcare, manufacturing, and traditional energy, present ample opportunities. The 00858 ETF tracks major U.S. companies across different sectors, offering diversification and a dividend mechanism suitable for those seeking U.S. growth opportunities while also addressing dividend income needs.

Chen recommends investing in U.S. stocks at lower points to take advantage of long-term growth through American market cap ETFs.