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Wedbush:若出现“红色浪潮”,美国科技巨头及AI行业将受强力提振

Wedbush: If a "red tide" occurs, American technology giants and the AI industry will receive strong boosts.

Zhitong Finance ·  Nov 6 21:51

Investment bank Wedbush stated that a Trump victory, as well as the potential for the GOP to win both houses of Congress in a "Red Wave," should bring a "very strong call market response" for the technology sector and will benefit ai.

Wedbush analysts stated in a client report: "We expect that after Trump wins the presidential election, the market will have a very strong bullish reaction, with a focus on large technology companies and"$Tesla (TSLA.US)$" will be the focus." "We expect Trump to immediately pay strong attention to the artificial intelligence issues of large technology companies in the usa, and Lina Khan, who strongly opposes large technology companies, will also leave the Federal Trade Commission (FTC), and Musk's bold move against Trump will also be a 'home run' for Tesla."

Analysts emphasize that Trump's victory is the biggest bullish news for Tesla and Musk. Analysts point out that if the U.S. government reduces tax incentives for electric vehicles, Tesla will have a competitive advantage over other auto manufacturers, "Trump's victory may cause Tesla's stock price to rise by $40-50."

The analyst further added that the Trump administration may introduce "significant artificial intelligence measures," which will trigger$Microsoft (MSFT.US)$,$Amazon (AMZN.US)$and$Alphabet-A (GOOGL.US)$ Major technology companies and other technology companies will benefit. Analysts also stated that these "significant ai initiatives" may come from institutions such as the United States Department of Defense, which will drive $Palantir (PLTR.US)$the development of such companies.

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