特朗普站在莫迪旁边,挥舞关税大棒敲打印度
2025-02-17 zs9101 7038
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So, Trump just announced new tariffs on India while standing right next to Modi. Talk about awkward! What do you guys think this means for the Indian stock market? Any sectors particularly vulnerable? I’m thinking IT and maybe pharma are going to take a hit.

话说,特朗普刚刚宣布对印度征收新关税,而且还是站在莫迪旁边宣布的。这简直尴尬到脚趾抠地! 你们觉得这对印度股市意味着什么? 有哪些行业会特别容易受到冲击? 我觉得IT行业,可能还有制药行业,要遭重了。

This is classic Trump. He’s all about America First, even if it means screwing over allies. I wouldn’t be surprised if we see a knee-jerk reaction in the market tomorrow. Short-term pain, maybe, but long-term… who knows with this guy?

这很特朗普,没毛病。他那一套就是美国优先,哪怕坑盟友也在所不惜。 我一点也不惊讶明天股市会来个膝跳反射式的下跌。 短期阵痛是肯定的,但长期来看…… 谁知道这老哥会搞出什么幺蛾子? 简直就是股市里的薛定谔的猫,不到最后一刻,你永远不知道是涨是跌。

Yeah, the uncertainty is the worst part. You can’t really plan for this kind of thing. I’m holding onto my IT stocks for now, but I’m definitely watching closely.

没错,不确定性是最让人头疼的。 这种事情根本没法提前计划。 我现在还捏着手里的IT股,但肯定会密切关注。 感觉就像在玩俄罗斯轮盘赌,就看谁运气不好,先被崩了。

America First = Trump First. He’s just playing to his base. The tariffs are probably more about domestic politics than actual trade policy.

美国优先=特朗普优先。 他就是在迎合他的基本盘。 这些关税可能更多的是为了国内政治,而不是真正的贸易政策。 这老哥就是个懂王,啥都懂,就是不懂经济规律。

I think the impact will be limited. India’s economy is pretty resilient. Plus, Modi will probably try to negotiate some kind of deal to soften the blow.

我觉得影响应该有限。 印度经济还是挺有韧性的。 而且,莫迪可能会尝试谈判达成某种协议,以减轻打击。 毕竟,莫迪也不是吃素的,肯定会想办法化骨绵掌,把这事儿给糊弄过去。

Hope you’re right. I’m heavily invested in Indian infrastructure stocks. A trade war would be a disaster.

希望你是对的。 我重仓了印度基建股。 贸易战简直就是灭顶之灾。 这要是真打起来,我怕是要天台见了。

Time to buy the dip? Or is this a falling knife?

是时候抄底了吗? 还是说这是把正在下落的刀子? 抄底抄成抄家就搞笑了。

Look at Trump’s face! Smiling like a crocodile while stabbing India in the back. Modi ji should have taught him some yoga lessons to calm that tariff greed. America always betrays friends - first China, now us. When will BJP learn?

看看特朗普那张脸!一边捅印度刀子还笑得像条鳄鱼。莫迪老仙该教他练练瑜伽治治关税贪欲症。美国永远在背叛朋友——先是中国,现在轮到我们。人民党什么时候才能学聪明?上次买俄罗斯导弹被制裁,这次买伊朗石油被抽税,下次是不是呼吸空气都要交美元?

300% tariff on Indian steel? Let’s send Trump 300kg of our finest curry powder. He’ll need it to digest the 2020 election results! Modi should have whispered ‘Chinese apps ban’ in his ear. Weak diplomacy!

对印度钢材征300%关税?建议给特朗普空运300公斤魔鬼辣咖喱粉,帮他消化2020大选结果!莫迪当时就该在他耳边说’封杀TikTok’,这届外交太软蛋!美国大兵在阿富汗吃我们的军粮时怎么不征税?
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Indian media says ‘both leaders had fruitful talks’. Fruitful for whom? US gets mango tariffs removed, we get steel tariffs increased. Next they’ll tax our IT engineers’ accents! Time to partner with China teach these white bullies a lesson.

印度媒体还说’双方会谈富有成果’,成果全喂了美国佬!他们芒果零关税,我们钢铁加税。下次是不是要对我们工程师的印度口音征税?是时候联合中国教训这些白人恶霸了,就像我们在南亚教训巴基斯坦那样!
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Modi wearing $10,000 suit shaking hands with tariff man. Real rich! Why not spend that money building toilets instead of buying Trump hotels? 56-inch chest can’t protect Make in India? Shame!

莫迪穿着10万卢比的定制西装和关税狂魔握手,真土豪!有这钱不如多修几个露天厕所,总比投资特朗普酒店强。56寸胸肌护不住印度制造?上次阵风战机天价采购,这次连钢铁都保不住,下次是不是要拍卖泰姬陵?

Americans want cheap H1B slaves but hate our products. Let’s create ‘Cow Dung Tariff’ on US tech companies! Each software bug found = 1kg sacred cow poop. Google will drown in holy manure!

美国人想要廉价H1B奴隶却嫌弃印度制造。建议对美国科技公司开征’牛粪关税’,每发现一个软件bug就罚1公斤圣牛粪,让谷歌淹死在神圣的肥料里!反正硅谷CEO们整天吹’有机’,给他们来点正宗的印度有机!

Trump doing election drama again. Remember when he hugged our PM like long-lost brother? Now stabbing with knife made of Indian steel! 2020 needs more masala: Modi should announce tax on US cow meat exports!

特朗普又在演选举大戏。还记得他熊抱莫迪像失散亲兄弟吗?现在用印度钢打造的刀捅我们!2020需要更多猛料:莫迪该宣布对美国牛肉征200%报复税!让德州牛仔们知道,神牛不可辱!

US thinks we’re Mexico wearing turbans. But wait! Mexico has better tacos, we have better IT. Maybe tax American call centers pretending to be Delhi tech support? Make them pay for saying ‘your computer has virus sir’!

美国当我们是戴头巾的墨西哥?醒醒吧!墨西哥卷饼比我们强,但我们IT吊打他们!建议对伪装成德里技术支持的美国呼叫中心征税,让他们为每句’先生您的电脑有病毒’交税!毕竟这些诈骗电话可是印度文化遗产!

Modi should have brought 200,000 farmers to the meeting. Let them throw tomatoes at Trump’s golden hair! Our agriculture minister too busy banning Chinese apps to care about real issues.

莫迪该带20万农民去会面,用西红柿砸烂特朗普的金毛!可惜农业部长忙着封杀中国APP,没空管农民死活。要不开发个’关税模拟器’手机游戏?让印度网民体验对美征1000%牛油税!

Bollywood plot twist: Trump’s grandfather made fortune in brothels during British Raj. Now grandson stealing from India again! Karma is a bitch. Maybe tax his family’s illegal earnings from colonial era?

宝莱坞级神剧情:特朗普爷爷在英属印度开妓院发财,现在孙子又来抢钱!因果报应啊。要不要对他家族殖民时期的非法所得追征税款?德里税务局该组个特别行动队,名字就叫’孟买妓院复仇者’!

India-China border clash was practice for this moment. But instead of fighting PLA, our soldiers should guard steel plants! At least Chinese don’t smile while stabbing you. American hypocrisy smells worse than Delhi sewage.

中印边境冲突像是为今天练兵。可惜我们的士兵该去守钢厂而不是雪山!至少中国人捅刀时不假笑。美国的虚伪比德里下水道还臭,他们一边用印度程序员修白宫官网,一边对我们钢征税,精神分裂吗?

That’s the million-dollar question, isn’t it? I’m waiting to see how the market reacts tomorrow before making any moves.

这才是价值百万美元的问题,不是吗? 我打算先看看明天市场怎么反应,再决定下一步怎么走。 毕竟,股市有风险,入市需谨慎。 别到时候裤衩都赔没了。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


This is a good opportunity to diversify your portfolio. Don’t put all your eggs in one basket, especially when that basket is labeled India.

这是个分散投资组合的好机会。 别把所有鸡蛋都放在一个篮子里,尤其是当那个篮子上贴着印度标签的时候。 鸡蛋放多了,容易蛋疼。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Anyone know what specific products are affected by the tariffs?

有人知道具体哪些产品受到关税影响吗? 这才是关键啊! 不知道具体情况,怎么精准避雷?
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


I haven’t seen a detailed list yet, but I’m sure it will be all over the news soon.

我还没看到详细清单,但肯定很快就会铺天盖地都是新闻了。 坐等各路大神分析解读。

Modi should have seen this coming. Trump is unpredictable, but he’s also consistent in his protectionist policies.

莫迪应该早就预料到这一点的。 特朗普虽然难以预测,但在他的贸易保护主义政策上,他一直都是言行一致的。 这就是传说中的明牌啊! 莫迪这次怕是要吃瘪了。
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


I’m more worried about the long-term implications for US-India relations. This could damage the strategic partnership.

我更担心这对美印关系的长期影响。 这可能会损害战略伙伴关系。 这可不是闹着玩的,搞不好要友尽的。

Buy the rumour, sell the news. Maybe the market already priced this in?

谣言时买入,新闻时卖出。 也许市场已经消化了这一消息? 这波操作,就看谁是韭菜了。

This is just Trump posturing. He’ll probably back down eventually.

这只是特朗普在虚张声势。 他最终可能会退缩。 这老哥就喜欢极限施压,习惯就好。

I’m going to wait and see what happens before I panic sell.

我打算先看看情况再决定是否恐慌性抛售。 稳住,别浪! 别到时候割肉割到手软。

Trump just proved the old saying: When a white man brings calculator to hug you, check your pockets! 33% tariff on Indian gems? Our 5000-year-old diamond cutting tradition now priced higher than Tiffany’s. Modi should counterattack with ‘Kohinoor repatriation tax’ - charge 1 million USD per day until Britain returns the crown jewel!

特朗普完美诠释了那句谚语:当白人带着计算器拥抱你时,先摸摸自己口袋!对印度珠宝征33%关税?我们传承5000年的钻石切割工艺现在要比蒂芙尼还贵。莫迪该祭出’光明之山钻石追讨税’——每天向英美征收100万美元,直到归还镶嵌在英国王冠上的印度国宝!当年殖民者抢走105克拉的稀世珍宝,现在连珠宝商最后的生计都要掐断。建议在孟买举办’被掠夺文物展’,把大英博物馆的展品清单做成关税目录,每件征收200%文化赎罪税!

US claims our pharmaceutical patents are ‘unfair’? Let me laugh with 200 million diabetic Indians! Our generic drugs saved 10 million Africans from AIDS, while Big Pharma sells insulin at gold prices. Modi must impose ‘Medical Ethics Tax’ on Pfizer: every patient died from drug pricing = 1 billion USD fine. Let them feel the pain they caused!

美国说我们的药品专利’不公平’?全印度2亿糖尿病患者都要笑出泪了!我们的仿制药从艾滋病魔爪下拯救了千万非洲人,而美国药企把胰岛素卖出黄金价。莫迪该对辉瑞征’医德税’——每有一个患者因药价过高死亡就罚款10亿美元。让这些吸血鬼也尝尝痛苦的滋味!还记得2019年美国海关扣押印度抗癌药事件吗?当时我们就该在红堡升起’医药殖民主义受害者’纪念碑。现在正好成立全球仿制药联盟,拉着巴西南非一起给美国制药业放血!

So the ‘Quad alliance’ means US sells us drones at F-35 prices while taxing our spices? 45% tariff on cardamom is declaration of war on every South Indian kitchen! Our Navy should escort spice ships with new aircraft carriers. Let’s see if Trump wants to taste nuclear-powered sambar!

原来’四方联盟’就是美国用F35的价格卖我们无人机,同时对我们的小豆蔻征45%关税?这是对南印度每个厨房的宣战!我们的海军该用新航母为香料货船护航,让特朗普尝尝核动力浇汁的桑巴汤!要知道印度每年出口20万吨香料,养活着喀拉拉邦三百万小农。与其花35亿美元买30架’捕食者’无人机,不如开发’香料无人机’——装满辣椒粉的自主飞行器,专攻白宫通风系统!当年英国东印度公司为胡椒发动战争,看来美国要续写《香料战争》新篇章了。

Trump complains about 2.9 billion USD trade deficit with India? Maybe check how many US CEOs are sucking our IT talent dry! Infosys engineers work 14-hour days to fix American banking systems, while Silicon Valley fires Indians first during layoffs. Time for ‘Digital Coolie Tax’ - every H1B visa = 50,000 USD repatriation fund!

特朗普抱怨对印29亿美元贸易逆差?怎么不数数多少美国CEO在吸印度IT人才的血!印孚瑟斯的工程师每天工作14小时修复美国银行系统,而硅谷裁员时第一个踢走印度人。是时候征收’数字苦力税’了——每签发一张H1B签证就收取5万美元人才补偿金!这些美国公司靠着印度码农搭建的数字化帝国,转身就用AI取代人类员工。我们该在班加罗尔成立’全球码农工会’,要求每行代码都必须标注开发者家乡的名字——比如’金奈的拉朱修复了纽约股市漏洞’,让世界看看谁在真正支撑现代文明!

Modi’s silence is louder than Trump’s tariffs! When China got hit in 2018, they unleashed Huawei’s 5G dominance. We keep bowing to US - first canceled Chabahar port deal with Iran, now surrendering to steel taxes. BJP needs to learn from xi’s playbook: for every tariff, build three bridges in South Asia!

莫迪的沉默比特朗普的关税更震耳欲聋!2018年中国被制裁时,华为用5G技术反攻全球。我们却不断向美国低头——先取消伊朗恰巴哈尔港合作,现在又屈服于钢铁税。人民党真该学学中国策略:每承受一吨关税,就在南亚多建三座大桥!美国加征300%关税?我们就在尼泊尔建跨境铁路,在斯里兰卡扩建汉班托塔港,用区域影响力抵消经济损失。别忘了中国在非洲修了6000公里铁路换来联合国投票支持,印度却还在为是否允许沃尔玛进入零售业吵架!

US wants to kill our solar panel industry with tariffs? Let’s turn Rajasthan desert into mirror city! Build the world’s largest solar farm shaped like Shiva’s third eye, beam concentrated sunlight at Mar-a-Lago. Green energy war will be fought with ancient Indian wisdom!

美国想用关税扼杀印度太阳能产业?我们可以把拉贾斯坦沙漠变成镜面之城!建造形似湿婆第三只眼的全球最大太阳能电站,把聚焦的阳光射向海湖庄园。用古印度智慧打响绿色能源战争!要知道印度有300天日照,却因美国对中国光伏板征税间接推高了我们的清洁能源成本。莫迪该启动’太阳神计划’,组织十万农村妇女手工打磨镜片,既创造就业又传承技艺。当美国人在防晒霜里打滚时,我们的太阳能阵列已经在为巴基斯坦边境村庄供电——这才叫’邻居优先’政策!

American media mocks our COVID vaccine diplomacy? At least we didn’t hoard 260 million doses like them! Modi should send 10,000 cows to Washington - each vaccinated with Covaxin and stamped ‘In India, even sacred animals get shots before Americans’.

美国媒体嘲讽我们的疫苗外交?至少没像他们囤积2.6亿剂疫苗!莫迪该送一万头牛到华盛顿,每头都接种Covaxin并打上钢印’在印度,连神牛都比美国人先打疫苗’。去年印度血清研究所为全球提供6亿剂疫苗时,美国还在争论戴口罩是否违宪。我们可以举办’疫苗圣牛全球巡展’,在纽约时代广场直播给神牛注射加强针,顺便卖周边产品:牛粪芯片能提升5G信号,牛尿漱口水防奥密克戎——反正美国人为了反科学连兽药都吃,这点文化差异算啥?
原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


Tariffs on Indian shrimp exports? This is attack on Bengali culture! US wants to bankrupt 2 million fishermen while their CIA ships dump cocaine off our coasts. Time to create ‘Narcotics Tracking Tax’ - every American yacht passing Indian Ocean pays 1 million USD surveillance fee!

对印度虾类出口征税?这是对孟加拉文化的攻击!美国想让200万渔民破产,中情局的船却在我国海岸线偷倒可卡因。该设立’毒品追踪税’了——每艘经过印度洋的美国游艇缴纳100万美元监控费!还记得2021年澳洲海岸冲上价值10亿美元的印度洋漂流毒品吗?美国缉毒局自己报告显示,70%的毒品运输船挂着星条旗。我们的海岸警卫队应该给每只捕捞船配备缉毒奖金——捕获一公斤可卡因奖励五公斤美国冻鸡腿,毕竟他们总抱怨我们的禽类检疫标准太高!

US says our rice has ‘too much pesticide’? Their burgers contain horse meat labeled as beef! FDA should check how many Silicon Valley tech bros are high on Indian Ayurvedic herbs. Modi must sue for ‘cultural defamation’ - demand 500 billion USD for damaging basmati’s reputation!

美国说我们的大米农药超标?他们的汉堡里用马肉冒充牛肉!FDA怎么不查查多少硅谷极客在嗑印度阿育吠陀草药?莫迪该发起’文化诽谤诉讼’,为印度香米名誉损失索赔5000亿美元!要知道美国每年进口150万吨巴斯马蒂大米,其中30%被做成微波快餐。我们可以派锡克教长老到国会山举行’米饭净化仪式’,用恒河水蒸煮被污染的美国米,直播过程取名’舌尖上的殖民主义’。顺便在加州开设’正宗咖喱认证中心’,凡是用墨西哥胡椒代替印度辣椒的餐厅,必须缴纳文化挪用税!

While Trump taxes our motorcycles, Harley-Davidson gets 50% subsidy in India! Our auto workers assemble their overpriced bikes while riding home on Hero cycles. Time for ‘Royal Enfield Revolution’ - replace all US bikes in Bollywood movies with desi brands. Let’s see Tom Cruise try stunts on a Bullet 500!

特朗普对我们的摩托车征税,可哈雷戴维森在印度享受50%补贴!我们的工人组装着天价美国机车,下班却骑着英雄牌自行车回家。该发起’皇家恩菲尔德革命’了——把宝莱坞电影里的美式机车全换成本土品牌!让阿米尔·汗骑着加装反坦克导弹的’子弹500’在克什米尔追击恐怖分子,票房绝对碾压《速度与激情》。还记得美国在《终结者》里用哈雷塑造硬汉形象吗?我们可以在《巴霍巴利王3》里安排主角用皇家恩菲尔德拉断美军装甲车,片尾字幕写’本片赞助商:印度关税总局’!

原创翻译:龙腾网 https://www.ltaaa.cn 转载请注明出处


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