YouTube：游戏小股民
BILI频道：一盆大葱
老虎：大家一起来炒股
消息
消息——加税
Corporate tax hike: Biden would raise the corporate income tax rate to28%, up from 21%.The rate had been as high as 35% before former President Donald Trump and congressional Republicans cut taxes in 2017.
Global minimum tax: The proposal would increase the minimum tax on US corporationsto 21%and calculate it on a country-by-country basis to deter companies from sheltering profits in international tax havens.
Tax on book income: The President wouldlevy a15% minimumtaxon the income the largest corporations report to investors, known as book income, as opposed to the income reported to the Internal Revenue Service.（大利空），100亿，15。1亿。0.2亿。
Corporate inversions: Biden would make it harder for US companies to acquire or merge with a foreign business to avoid paying US taxes by claiming to be a foreign company. And he wants to encourage other countries to adopt strong minimum taxes on corporations, including by denying certain deductions to foreign companies based in countries without such a tax.
消息——新基建
1960年代太空计划和1950年代州际公路系统建设以来规模最大的基础设施建设计划。
2T，基建，气候。提振中层。
修路，转移清洁能源，未来8年。
收税，收到2T，未来15年。
挖油税收减免，取消。油价。
新基建——交通：6210亿美元
新基建——家庭护理服务和劳动力：4000亿美元
新基建——制造业：3000亿美元
新基建——住房：2130亿美元
新基建——研发：1800亿美元
新基建——水资源：1110亿美元
新基建——各1000亿美元：学校，网络，劳动力
操作
•中长期
WGO： spread call。80Call，卖90call。
BIDU
DISCA
MLM 7月
SUM 8月
短期
买卖
MSFT末日期权
MU下周
买
CHPT 4月16
CLII 11月
AMAT下周
MU 4月16、23
XLB一月，三月
DISCA 5月
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