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凯投宏观:若哈里斯获胜 股市将继续从人工智能驱动的泡沫中获益

Capital Macro: If Harris wins, the stock market will continue to benefit from the bubble driven by ai.

Gelonghui Finance ·  Nov 4 12:48

GLONGHUI November 4 | KITU Macro said that if Harris is elected President of the United States, its policies are expected to follow Biden's footsteps to a large extent. Economist Julia Bellisso said that under such circumstances, the yield on US 10-year Treasury bonds will drop slightly to 4%, the US dollar will weaken, and global stock markets will continue to benefit from the bubble driven by artificial intelligence. “This in turn will help maintain strong risk appetite globally and support emerging market assets,” she said. Bellisso added that Harris's presidency may be particularly beneficial to emerging markets that are expected to benefit from “friendly offshore outsourcing.”

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