How To Play The 'Trump Trade' For AI, Energy, Taxes: Analyst Says 5 Stocks Could Shine
How To Play The 'Trump Trade' For AI, Energy, Taxes: Analyst Says 5 Stocks Could Shine
The RBC analyst again pointed to oil and gas companies as the key companies that could benefit from these potential policy adjustments, but cautioned it is too early to tell what the impacts might be for nuclear power companies. Donald Trump will return to the White House and will bring major changes to the country's tax, AI and energy policies. RBC Capital Markets analyst Deane Dray highlighted some of the companies that may benefit from Trump's policies.
特朗普概念将重返白宫，并将对该国的税收、人工智能和能源政策带来重大变革。RBC资本市场分析师Deane Dray强调了一些可能受益于特朗普政策的公司。
Fossil Fuel/ Energy Independence: Trump's plans for energy independence would reverse many of the Biden administration's policies in order to reinvigorate the fossil fuel industry. He aims to expand the construction of pipelines, grids, ports and refineries and emphasizes utilizing domestic oil, gas and coal resources. Dray pointed to Flowserve Corp. (NYSE:FLS) and Emerson Electric Co (NYSE:EMR) as potential beneficiaries of Trump's energy policies.
化石燃料/能源独立：特朗普关于能源独立的计划将扭转拜登政府的许多政策，以振兴化石燃料行业。他旨在扩大管道、电网、港口和炼油厂的建设，并强调利用国内石油、天然气和煤炭资源。Dray指出Flowserve Corp.（NYSE:FLS）和Emerson Electric Co（NYSE:EMR）可能受益于特朗普的能源政策。
Rollback of IRA/ Reduced Clean Energy Investments: Trump has said he plans to eliminate many vehicle emissions standards under the Environmental Protection Agency as well as many EV incentives included in the Biden administration's Inflation Reduction Act (IRA).
取消IRA/减少清洁能源投资：特朗普表示计划取消环境保护署的许多车辆排放标准，以及拜登政府通胀缓解法案（IRA）中包括的许多电动车激励措施。
The RBC analyst again pointed to oil and gas companies as the key companies that could benefit from these potential policy adjustments, but cautioned it is too early to tell what the impacts might be for nuclear power companies.
RBC分析师再次指出，石油和天然气公司是可能从这些潜在政策调整中受益的关键公司，但他提醒目前还为时过早，无法确定核电公司可能的影响。
More Flexible/Reduced AI Regulation: RBC expects a Trump administration to be in favor of Big Tech and AI developers as he has called for a review of "unnecessary and burdensome regulations" on AI. The firm also pointed out that multi-industry data center-exposed stocks outperformed the sector by 500 basis points the day after Trump won the election.
更灵活/减少AI监管：RBC预计特朗普政府将支持大型科技公司和人工智能开发者，因为他呼吁审查AI上的“不必要和繁重的规定”。该机构还指出，多行业数据中心相关股票在特朗普当选后的第二天表现比该板块高出500个基点。
Dray said multi-industry companies involved in data centers that could benefit from Trump's less restrictive AI policies include nVent Electric Plc (NYSE:NVT) and Eaton Corporation (NYSE:ETN).
Dray表示，从数据中心中受益于特朗普较少限制的AI政策的多行业公司包括nVent Electric Plc（NYSE:NVT）和伊顿公司（NYSE:伊顿）。
Lower Corporate Tax Rate: Trump shared his plans to lower the corporate tax rate to 15% for companies that make their products in the U.S. The RBC analyst sees lower corporate tax rates could lead to more reshoring from semiconductor and pharmaceutical companies and potentially more investment in the US.
降低企业税率：特朗普分享了他降低美国公司生产产品税率至15%的计划。RBC分析师认为，降低企业税率可能导致半导体和药品公司更多的回流，并可能增加对美国的投资。
Dray pointed to Roper Technologies, Inc. (NASDAQ:ROP) specifically, but most publicly traded companies could benefit from lower tax rates.
Dray指出了Roper Technologies, Inc. (纳斯达克:ROP), 但大多数上市公司都能从较低的税率中受益。
The Takeaway: "The bottom line is that early stock moves are playing out according to script, with the early stock outperformers being the electricals and oil and gas exposed names," Dray wrote.
要点："最重要的是，早期股票走势如脚本所述，早期股份的表现较好的主要是电气和石油天然气相关的公司，" Dray写道。
Read More:
阅读更多：
- Trump's Big Tech Policies: What GOP Victory Means For Apple, Google, Microsoft
- 特朗普的大型科技政策：共和党胜利对苹果、谷歌、微软意味着什么
Photo: Shutterstock
Photo: shutterstock
译文内容由第三方软件翻译。
