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哈里斯民调反超特朗普!“哈里斯交易”VS“特朗普交易”,市场如何押注胜率更高?

Harris surpassed Trump in the polls! "Harris trade" vs "Trump trade", how does the market bet on higher chances of winning?

Futu News ·  Aug 12 18:52

With Vice President Harris succeeding Biden and competing with former President Trump for the presidency in 2024, Harris's support rate has risen significantly, reshaping the campaign landscape of the United States election.

According to Polymarket's prediction platform data, Harris's chances of winning are 52%, slightly better than Trump's 45%. Compared with two weeks ago, Harris's chances of winning have undergone a significant change. At that time, Trump's chances of winning were as high as 64%, while Harris was only 29%.

Meanwhile, according to a joint poll by the Financial Times and the Ross School of Business at the University of Michigan, the number of voters who trust Harris in handling the economy has caught up with the number of voters who trust Trump.

The survey found that 42% of voters trust Harris on economic issues, while 41% of voters trust Trump. In other words, Harris leads Trump by a 1% advantage.

Although this is a very slight lead, even within the error range of plus or minus 3.1 percentage points of this poll. But it marks a shift in direction.

In addition, according to a research report by Minsheng Securities, Harris has a slight advantage in the battle for the deputy, where Trump nominated the 38-year-old Pence as his vice presidential candidate, but from the current poll data, Pence has no boost for Trump's election, and even has side effects.

In comparison with the far-right J.D. Pence, Harris chose the most qualified 'security card' - Waltz, who has been experienced in politics since 2006, has a moderate stance, and also has a high support rate among moderate groups.

'Harris Trading' vs. 'Trump Trading,' How does the market bet on a higher winning rate?

As previously mentioned, Harris advocates for tax cuts for low- and middle-income groups and tax increases for the wealthy, which is beneficial to the consumer sector; hopes to promote American exports, and large multinational companies will benefit; supports the development of clean energy, and stocks such as electric vehicles and photovoltaics will benefit.

Which stocks are likely to benefit if Harris wins? According to the sectors mentioned above, Futu News has selected some Harris concept stocks for reference for mooers.

This article previously“Harris trade” vs. “Trump trade” in the election suspense, which industries are expected to win?So, if Harris wins, which stocks are likely to benefit? Based on the above sectors, Futu News has selected some Harris concept stocks for mooers' reference, including clean energy stocks such as Nextracker and electric vehicle stocks.

According to the above sectors, Futu News has selected some Harris concept stocks for mooers' reference, including research reports on some stocks related to Harris concept, such as Sector, Autos, Consumer, Energy and Industry. $Kamala Harris (LIST22990.US)$ , for mooers' reference.

Among them, clean energy stocks include $First Solar (FSLR.US)$Please use your Futubull account to access the feature.$Enphase Energy (ENPH.US)$Please use your Futubull account to access the feature.$Nextracker (NXT.US)$ ;

electric vehicle stocks include $Ford Motor (F.US)$Please use your Futubull account to access the feature.$General Motors (GM.US)$Please use your Futubull account to access the feature.$Rivian Automotive (RIVN.US)$ ;

Consumer stocks include $Amazon (AMZN.US)$Please use your Futubull account to access the feature.$Walmart (WMT.US)$Please use your Futubull account to access the feature.$Costco (COST.US)$ ;

Cryptocurrency concept stocks include $MicroStrategy (MSTR.US)$Please use your Futubull account to access the feature.$Coinbase (COIN.US)$Please use your Futubull account to access the feature.$Marathon Digital (MARA.US)$ ;

Real estate stocks include $D.R. Horton (DHI.US)$Please use your Futubull account to access the feature.$Lennar Corp (LEN.US)$Please use your Futubull account to access the feature.$PulteGroup (PHM.US)$ ;

Cannabis stocks include $Teva Pharmaceutical Industries (TEVA.US)$Please use your Futubull account to access the feature.$Dr Reddy's Laboratories Ltd (RDY.US)$Please use your Futubull account to access the feature.$Tilray Brands (TLRY.US)$.

It is worth noting that the prospects for the current election are uncertain. On September 8, CNN reported that former Republican President Donald Trump and Democratic Vice President Harris have agreed to participate in a televised debate hosted by ABC on September 10, which is a widely anticipated showdown. Therefore, investors also need to closely watch the main trends of Trump's trade. If Trump gains the upper hand in this debate, the market direction may immediately change.

Previously, an article had compiled the concept stocks related to Trump, and mooers can refer to it: "US Presidential Election: How to Monitor Related Concept Stocks? Open Futubull>US stocks>Concept sectors > A Quick View of Trump Concept Stocks / He Jinli Concept Stocks!"This article previouslycompiled the concept stocks related to Trump, and mooers can refer to it:

US election is in a close race! How to track related concept stocks? Open Tuniu > US stocks.concept sector> Quickly identify Donald Trump concept stocks / Kamala Harris concept stocks!

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Mooers,

Which do you think is more bullish: "Harris Trade" or "Trump Trade"?

Which side are you bullish on?

Feel free to leave your thoughts in the comments section~

Editor/Somer

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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