在已經(jīng)實(shí)現(xiàn)康樂用大麻合法化的州，超過20%的美國人在大選日過后的第二天清晨投了一票。

至少有6個(gè)州已進(jìn)行了公投，在某種程度上實(shí)現(xiàn)了成人用或康樂用大麻的合法化。其中加州、馬薩諸塞州和內(nèi)華達(dá)州已投票實(shí)現(xiàn)了成人用或康樂用大麻的合法化，而阿肯色州、佛羅里達(dá)州和北達(dá)科他州已允許使用醫(yī)用大麻。（截至上周四早上，緬因州有關(guān)康樂用大麻合法化的公投仍十分膠著）。如今，美國已有29個(gè)州實(shí)現(xiàn)了醫(yī)用大麻的合法化，而且至少有7個(gè)州存在合法的康樂用大麻市場(chǎng)。

未來4年內(nèi)，合法大麻行業(yè)的全美年銷售額將達(dá)到約220億美元。

與此同時(shí)，人們對(duì)唐納德·特朗普獲勝可能帶來的影響的擔(dān)憂并非是空穴來風(fēng)。隨著越來越多的州對(duì)大麻合法化投贊成票，尚未就任的新一屆政府是否會(huì)違背選民的意愿？特朗普此前曾聲援醫(yī)用大麻的合法化，但是即將上任的副總統(tǒng)邁克·朋斯卻是此事的反對(duì)者。持反對(duì)意見的還包括新澤西州長克里斯·克里斯蒂以及前紐約市市長魯?shù)稀ぶ炖麃喣幔麄兌际翘乩势兆钚湃蔚念檰枴?/p>

醫(yī)藥政策聯(lián)盟執(zhí)行總監(jiān)伊森·納德爾曼在發(fā)表在《華盛頓郵報(bào)》的聲明中表示：“我對(duì)唐納德·特朗普當(dāng)選下一任美國總統(tǒng)后的前景感到異常擔(dān)憂?！贝舐楹戏ɑ珜?dǎo)組織Marijuana Majority迅速開展了選后請(qǐng)?jiān)富顒?dòng)，呼吁特朗普廢除聯(lián)邦政府的大麻禁令，并兌現(xiàn)其承諾，尊重各州在制定大麻法律方面的權(quán)利。

《財(cái)富》雜志聯(lián)系了特朗普大選活動(dòng)的發(fā)言人，請(qǐng)他談?wù)剬?duì)最近實(shí)現(xiàn)大麻合法化的各州以及整個(gè)大麻行業(yè)的看法。我們將在收到反饋之后對(duì)本文進(jìn)行更新。

然而，與此同時(shí)，大麻行業(yè)企業(yè)主和投資者對(duì)本周新一輪大麻合法化公投的反應(yīng)異常興奮。

投資者蜂擁而至

大麻公司Privateer Holdings的聯(lián)合創(chuàng)始人兼首席執(zhí)行官布倫登·肯尼迪告訴《財(cái)富》，他看到人們對(duì)這一行業(yè)的興趣呈現(xiàn)出了爆炸式的增長。他指出，隨著全國大麻合法化運(yùn)動(dòng)不斷攻城拔寨，“市場(chǎng)生怕錯(cuò)過這一機(jī)遇”。肯尼迪說：“3-6個(gè)月前，有一些公司便開始與我們接洽此事，但它們?cè)谝荒昵笆菑膩聿粫?huì)考慮在這一行業(yè)投資的，而且坦白來講，6年前，我們無法想象這些公司會(huì)在這一行業(yè)投資，但它們?nèi)缃穸歼M(jìn)來了?！?/p>

加州——大麻行業(yè)的中心

New Frontier Data創(chuàng)始人兼首席執(zhí)行官吉亞達(dá)·德止卡GiadhaDeCarcer：

DeCarcer的New Frontier公司與ArcView Group開展合作，發(fā)布評(píng)估新生合法大麻行業(yè)規(guī)模和范圍的年度報(bào)告。周四，雙方聯(lián)合發(fā)布的聲明預(yù)測(cè)，到2020年，僅加州一州合法大麻的銷售額就可能達(dá)到76億美元。她表示，加州擁有3800多萬人口，如今是“合法大麻行業(yè)的新中心”。她還指出，“加州在醫(yī)用大麻使用方面的歷史最為悠久，而且擁有最大的大麻消費(fèi)群體，因此，加州的大麻銷售額預(yù)計(jì)將在美國各州中獨(dú)占鰲頭。此外，加州技術(shù)和營銷專長也將極大地融入國內(nèi)外大麻行業(yè)。”

ArcView Group首席執(zhí)行官特羅伊·戴頓在聲明中提到，加州投票實(shí)現(xiàn)康樂用大麻合法化的舉措將成為“備受全球關(guān)注的投票”，也將為大麻行業(yè)帶來“顛覆性的改變”。

兩黨的共同關(guān)注點(diǎn)

總部位于加州奧克蘭的連鎖藥房Harborside Health Center的聯(lián)合創(chuàng)始人（兼ArcView總裁）史蒂夫·迪安杰羅對(duì)《財(cái)富》雜志說，他已為加州期待已久的這一決定做好了準(zhǔn)備，他打算進(jìn)行業(yè)務(wù)擴(kuò)張，包括進(jìn)軍種植業(yè)，同時(shí)在加州開設(shè)新的Harborside藥房（公司目前在奧克蘭和圣何塞設(shè)有店面）。

他還提到，一些已經(jīng)投票實(shí)現(xiàn)大麻合法化的州，例如阿肯色和佛羅里達(dá)，還為即將繼任的共和黨總統(tǒng)特朗普投了大量的票?！拔ㄒ坏慕忉尡闶?，相當(dāng)大一部分特朗普的擁躉——不管是共和黨紅區(qū)選民還是南方州選民——都是為了投票贊成大麻改革。而且，如果你從全局角度來審視昨天所發(fā)生的事情，我想你會(huì)發(fā)現(xiàn)，大麻改革是能夠超越兩黨界限，并讓兩黨選民達(dá)成共識(shí)的關(guān)注點(diǎn)之一。”

為大約100個(gè)大麻行業(yè)客戶提供法律服務(wù)的舊金山律師亨利·懷科斯基也對(duì)此表示首肯，他表示，“我認(rèn)為，不管[特朗普]政府都將由哪些成員組成，但他們都必須意識(shí)到，美國民眾不再認(rèn)為大麻是一種有害藥物。越來越多的人通常都會(huì)贊成大麻的合法化，[聯(lián)邦政府]應(yīng)該把時(shí)間和金錢花在更值得做的事情上面，而不是反對(duì)使用大麻?！?/p>

新法規(guī)的到來

懷科斯基預(yù)計(jì)，由于康樂用大麻的種植和銷售將合法化，那么加州立法機(jī)關(guān)將為該州的合法大麻市場(chǎng)制定更加全面的法規(guī)。

醫(yī)用大麻藥房運(yùn)營商Columbia Care（在亞利桑那州、馬薩諸塞州和紐約州設(shè)有門店的首席執(zhí)行官尼古拉斯·維塔還表示，他認(rèn)為選民表達(dá)了“聯(lián)邦政府應(yīng)放寬管制”，并“考慮采取長期、機(jī)遇數(shù)據(jù)的分析流程，來決定各利益相關(guān)方所稱的優(yōu)點(diǎn)、結(jié)果、風(fēng)險(xiǎn)和顧慮是否已得到證實(shí)或未得到證實(shí)，然后制定知情的聯(lián)邦政策”，進(jìn)而重新制定聯(lián)邦政府現(xiàn)行的大麻法規(guī)。大麻目前被列為第1級(jí)管制藥物。

紛紛打開“綠燈”

南加州大麻種植公司CannDescent首席執(zhí)行官阿德里安·塞爾丁今年早些時(shí)候從投資者手中籌集了650萬美元，以便為位于加州沙漠溫泉地區(qū)占地9,600平方英尺的種植設(shè)施提供資金，而且該公司計(jì)劃在未來幾年內(nèi)修建更多的設(shè)施。在最近經(jīng)歷了籌資活動(dòng)之后，塞爾丁表示，他預(yù)計(jì)加州64號(hào)法案的批準(zhǔn)將推動(dòng)該行業(yè)一路“亮起綠燈”，并掀起新一輪投資熱。

他對(duì)《財(cái)富》說，主要銀行一直都害怕接受從事大麻業(yè)務(wù)的客戶，因?yàn)榇舐樵诼?lián)邦層面仍是違法的。他表示，“在這一問題上，聯(lián)邦政府不會(huì)讓銀行將加州這樣大的經(jīng)濟(jì)體拒之門外。這種做法是不可持續(xù)的?！比麪柖∵€表示，“大量的資金即將到來。在我看來，64號(hào)法案的通過是最終獲得銀行支持和撤銷禁令的重要砝碼，假以時(shí)日，它將開啟所有的機(jī)構(gòu)資本?！保ㄘ?cái)富中文網(wǎng)）

譯者：Charlie

審校：詹妮

More than 20% of Americans waking up the morning after Election Day did so in a state that has legalized recreational cannabis.

At least six states voted to legalize marijuana in some form, with California, Massachusetts, and Nevada voting to legalize adult-use, or recreational cannabis, while Arkansas, Florida, and North Dakota legalized medical pot. (Maine’s vote on recreational cannabis was still too close to call as of Thursday morning.) Now the US has 29 states with legal medical marijuana, and at least seven states have legal recreational pot markets.

The legal marijuana industry could generate roughly $22 billion in annual sales across the US within four years.

At the same time, there is some cause for concern over what Donald Trump’s surprise victory could mean. Would the president-elect’s administration go against the will of voters in an ever-growing number of states? Trump has previously voiced support for legalized medical marijuana, but Vice President-elect Mike Pence is an opponent of cannabis legalization. So are New Jersey Governor Chris Christie and former New York City Mayor Rudy Giuliani—both of them close advisors to Trump.

“The prospect of Donald Trump as our next president concerns me deeply,” Ethan Nadelmann, executive director of the Drug Policy Alliance, said in a statement to The Washington Post, citing Pence, Christie and Giuliani. The legalization advocacy group Marijuana Majority quickly launched a post-election petition calling on Trump to end the federal government’s marijuana prohibition and to honor his pledge to respect states’ rights with regard to marijuana laws.

Fortune reached out to a Trump campaign spokesperson for comment on the latest states to legalize cannabis, and the industry in general, and we will update this article with any response.

Meanwhile, though, business owners and investors in the cannabis industry reacted enthusiastically to the latest wave of marijuana legalization votes this week:

Investors Jumping In

Brendan Kennedy, co-founder and CEO of cannabis company Privateer Holdings: Kennedy’s firm Privateer was the industry’s first to raise more than $100 million in total financing. Now, he told Fortune, he’s seeing an explosion of interest. There is, he says, “a fear of missing out” as legalization efforts across the country continue to open new markets. “Three to six months ago, we started being approached by firms who would have never looked at making an investment in this industry a year ago [and who], frankly, we would have never imagined making an investment in this industry six years ago,” Kennedy said. “But, they’re all in the industry now.”

California the Epicenter of Cannabis Industry

GiadhaDeCarcer, founder and CEO of New Frontier Data: DeCarcer’s New Frontier partners with the ArcView Group to produce an annual report estimating the size and scope of the nascent legal marijuana industry. On Tuesday, a joint release from New Frontier and ArcView projected that California’s legal marijuana market could reach $7.6 billion in annual sales by 2020 alone. California, with its population of more than 38 million people, is now “the new epicenter of the legal cannabis industry,” she said, adding, “As both the oldest medical cannabis state and the largest cannabis consumer population, sales in California are projected to dwarf those of any other market. Additionally, the integration of California’s technology and marketing expertise will be enormously into the cannabis industry both domestically and internationally.”

Troy Dayton, CEO of ArcView Group, said in a statement that California’s vote to legalize recreational cannabis will be the “vote heard ’round the world” and will be creating a “seismic shift.”

A ‘Bipartisan’ Issue

Steve Deangelo, co-founder of Oakland-based dispensary Harborside Health Center (and president of ArcView) told Fortune that he prepared for California’s long-expected decision by planning a business expansion that includes expanding into cultivation while also planning new Harborside locations in California (the company currently operates locations in Oakland and San Jose).

He also pointed out that some of the states that voted to legalize cannabis, such as Arkansas and Florida, also voted in huge numbers for Republican president-elect Donald Trump. “The only way that could happen is for a very significant number of Trump voters—red voters, Southern voters—to vote in favor of cannabis reform. And, if you look at what happened yesterday as a whole, I think what you see is that cannabis reform was the one issue that was able to cut across party lines and unite voters in a bipartisan consensus.”

Henry Wykowski, San Francisco-based attorney, represents roughly 100 cannabis industry clients, also agreed, adding, “I think that, regardless of who makes up the [Trump] Administration, they have to realize that the population of the United States no longer thinks that cannabis is a bad drug. More people than not are in favor of its legalization, and there’s a lot better things to do with [the federal government’s] time and money than to pursue an agenda against cannabis.”

New Regulations Coming

Wykowski, a former Justice Department prosecutor, expects California lawmakers will produce “more well-defined regulations” for the state’s legal cannabis market now that recreational pot will be legal to grow and sell.

Nicholas Vita, CEO of medical marijuana dispensary operator Columbia Care, a company operates medical dispensaries in Arizona, Massachusetts, and New York, also said he thinks that the votes show “the need for the federal government to take a step back” and “consider adopting a long-term, data-based analytical process to determine whether or not the merits and the observations and the risks and the concerns that different stakeholders have are validated or invalidated, and to really come up with an informed federal policy” that would reshape the federal government’s current regulations on marijuana, which is currently listed as a Schedule 1 drug.

A ‘Green’ Rush Is Coming

Adrian Sedlin, CEO of Southern California cannabis-growing operation CannDescent, earlier this year raised $6.5 million from investors to help fund a new, 9,600-square-feet cultivation facility in Desert Hot Springs, Calif., with plans to open more facilities in the area over the next few years. Having recently gone through the process of raising money, Sedlin said he expected the approval of California’s Prop 64 will “make that ‘Green Rush’ accelerate,” opening up the industry to a wave of new investments.

“There is no way the federal government is going to allow an economy as large as California to remain unbanked on this issue. It’s not a tenable position,” he told Fortune, referring to the fact that major banks have been afraid to take on cannabis business clients because the drug remains illegal on the federal level. Sedlin added: “The big money is about to come in. Prop 64 passing, to me, is the large domino that allows banking and de-scheduling to finally happen in a matter of time that is then going to open up all of the institutional capital.”