share_log

直击美国大选 | 特朗普VS哈里斯,投资者如何应对大选行情?

Direct hit on the usa election | Trump VS Harris, how should investors deal with the election market?

Futu News ·  Oct 29 22:12

As the footsteps of the US election draw nearer, how different election results will affect the US economy has become one of the most concerning topics in the market.

On Monday, as Trump's polling support "overtakes" Harris, market participants begin to price in a Trump victory. It is noteworthy that this is the first time since August that Trump's polling support has surpassed Harris.

Source: RealClearPolling
Source: RealClearPolling

Currently, the "Trump trade" is heating up. Take Trump's own social media company, for example, the stock has doubled since October.$Trump Media & Technology Group(DJT.US)$for instance, the stock has doubled since October. $Phunware (PHUN.US)$ The cumulative increase this month has exceeded 200%.

In addition, the cryptos publicly supported by Donald Trump - Bitcoin (BTC.CC) also surpassed $71,000 today, with a cumulative increase of over 12% since October.

It is worth noting that bitcoin is seen by some as the so-called 'Trump trade.' This is because Trump has been favorable to the crypto industry this year, portraying himself as a candidate who supports cryptos and vowing to make the USA the global capital of cryptos.

Trump VS Harris, how should investors deal with the election market?

As the competition between Trump and Harris intensifies, market sentiment is becoming increasingly tense.

It is widely believed in the current market that due to Trump's current position, he supports traditional energy, infrastructure construction policies; whereas if Harris takes office, there is a tendency towards welfare policies, cannabis legalization, green energy, US export growth, housing support, etc.

It is worth noting that market views believe that both the inauguration of Donald Trump and Harris are bullish for cryptos and gold.

Prior to this, Harris pledged to support a regulatory framework for digital currencies, while options traders have been increasing their bets: regardless of who wins the US presidential election, Bitcoin is expected to reach $80,000 by the end of November, hitting a record high.

Speaking of gold, the head of commodity strategy at Sangbao Bank stated that geopolitical risks, the US debt crisis, and shifts in monetary policy together form the reasons why gold, as a hard asset, is considered bullish. Whether it is Trump or Harris who wins the November US election, gold comes out as the winner.

Futu News also summarized some$Donald Trump concept stocks (BK22962.US)$, for reference by Mooers:

Among them, Donald Trump concept stocks include $Trump Media & Technology Group(DJT.US)$Please use your Futubull account to access the feature.$Phunware (PHUN.US)$Please use your Futubull account to access the feature.$Rumble (RUM.US)$ ;

Financial stocks include $JPMorgan (JPM.US)$Please use your Futubull account to access the feature.Bank of AmericaPlease use your Futubull account to access the feature.$Wells Fargo & Co (WFC.US)$Please use your Futubull account to access the feature.$Goldman Sachs (GS.US)$Please use your Futubull account to access the feature.$Morgan Stanley (MS.US)$Please use your Futubull account to access the feature.$Evercore (EVR.US)$ ;

Traditional energy companies include $Cheniere Energy (LNG.US)$Please use your Futubull account to access the feature.$Sony(6758.JP)$ rose nearly 2% before the market opened, and its semiconductor division will cut spending by 30% over the next three years.Please use your Futubull account to access the feature.$ConocoPhillips (COP.US)$Please use your Futubull account to access the feature., Please use your Futubull account to access the feature.Occidental Petroleum(OXY.US)Please use your Futubull account to access the feature.$Peabody Energy (BTU.US)$ ;

Insurance companies include $UnitedHealth Group (UNH.US)$Please use your Futubull account to access the feature.$Humana (HUM.US)$ ;

Biopharmaceutical companies include $Eli Lilly and Co(LLY.US)$ rose 1.52%, with a turnover of 2.1 billion US dollars. The US Food and Drug Administration (FDA) analyzed the trial data of Eli Lilly's experimental Alzheimer's drug donanemab and found that it did not show significant safety signals, but also raised concerns about the safety of the drug in early patient treatment.Please use your Futubull account to access the feature.Merck (MRK.US) ;

Cryptocurrency concept stocks include $MARA Holdings (MARA.US)$Please use your Futubull account to access the feature.$Riot Platforms (RIOT.US)$Please use your Futubull account to access the feature.$CleanSpark(CLSK.US)$Please use your Futubull account to access the feature.Coinbase.and$MicroStrategy(MSTR.US)$ Wait;

Companies benefiting from "trade protection" include $Intel(INTC.US)$Please use your Futubull account to access the feature.Texas Instruments (TXN.US)Please use your Futubull account to access the feature.Intel fell by 1.8%, with declines of more than 2% during trading. Please use your Futubull account to access the feature.andPlease use your Futubull account to access the feature.$General Motors (GM.US)$. Wait;

Agricultural equipment companies include $Tractor Supply Company (TSCO.US)$Please use your Futubull account to access the feature.$Deere & Company(DE.US)$ ;

Including the world's richest underdog Elon Musk, who openly supports Donald Trump $Tesla (TSLA.US)$.

In addition, $Harris concept stocks (LIST22990.US)$ 如下:

Among them, clean energy stocks include $First Solar (FSLR.US)$Please use your Futubull account to access the feature.$Enphase Energy (ENPH.US)$ fell nearly 9%. On the news front, JPMorgan lowered its target price for SolarEdge Technologies from $73 to $59. The bank said that demand for solar energy in European residences is still relatively weak, due to high channel inventory, low electricity pricing, and recent uncertainties related to elections. JPMorgan also lowered its target price for solar energy company Enphase Energy from $128 to $124.Please use your Futubull account to access the feature.$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.Please use your Futubull account to access the feature.$Marathon Digital(MARA.US)$ ;

Real estate stocks include $ D.R. Horton (DHI.US) $ rose more than 10% this week,Please use your Futubull account to access the feature.Lennar Corp (LEN.US)Please use your Futubull account to access the feature.$ NVR Inc (NVR.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).

Behind the US presidential election, which major companies are quietly supporting?

With less than a week until the US presidential election on November 5th, the 'money war' between Democratic candidate Harris and Republican candidate Trump has heated up.

And from behind the scenes, some tendencies can be observed from the major supporting companies:

In addition, in previous elections, most of America's top billionaires would not openly reveal their political positions to avoid unnecessary risks. However, in this election, including the world's richest person Musk, more and more American billionaires are openly showing their support for candidates.

Among them, 26 billionaires have donated over 1 million US dollars to Trump, with the largest amount of 74 million US dollars from the global richest man Musk (approximately 0.526 billion RMB).

Another 28 billionaires donated over $1 million to Harris, with the largest contribution coming from the former global richest person who recently joined the 'battlefield,'Microsoft (MSFT.US)founder Bill Gates's $50 million (about 0.356 billion RMB).

Interestingly, the longstanding newspaper The Washington Post has abandoned traditional practices and announced that it will not endorse any presidential candidate. This is the first time in over thirty years that the newspaper has refrained from 'picking sides' in the U.S. election, sparking huge controversy. The owner of The Washington Post, Amazon founder Bezos, defended this decision, claiming that it was to maintain the reputation of The Washington Post as media trust is being eroded.

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.
    Write a comment