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.
特朗普概念將重返白宮，並將對該國的稅收、人工智能和能源政策帶來重大變革。RBC資本市場分析師Deane Dray強調了一些可能受益於特朗普政策的公司。
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/能源獨立：特朗普關於能源獨立的計劃將扭轉拜登政府的許多政策，以振興化石燃料行業。他旨在擴大管道、電網、港口和煉油廠的建設，並強調利用國內石油、天然氣和煤炭資源。Dray指出Flowserve Corp.（NYSE:FLS）和Emerson Electric Co（NYSE:EMR）可能受益於特朗普的能源政策。
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/減少清潔能源投資：特朗普表示計劃取消環境保護署的許多車輛排放標準，以及拜登政府通脹緩解法案（IRA）中包括的許多電動車激勵措施。
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分析師再次指出，石油和天然氣公司是可能從這些潛在政策調整中受益的關鍵公司，但他提醒目前還爲時過早，無法確定核電公司可能的影響。
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.
更靈活/減少AI監管：RBC預計特朗普政府將支持大型科技公司和人工智能開發者，因爲他呼籲審查AI上的「不必要和繁重的規定」。該機構還指出，多行業數據中心相關股票在特朗普當選後的第二天表現比該板塊高出500個點子。
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，從數據中心中受益於特朗普較少限制的AI政策的多行業公司包括nVent Electric Plc（NYSE:NVT）和伊頓公司（NYSE:伊頓）。
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.
降低企業稅率：特朗普分享了他降低美國公司生產產品稅率至15%的計劃。RBC分析師認爲，降低企業稅率可能導致半導體和藥品公司更多的回流，並可能增加對美國的投資。
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. (納斯達克:ROP), 但大多數上市公司都能從較低的稅率中受益。
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.
要點："最重要的是，早期股票走勢如腳本所述，早期股份的表現較好的主要是電氣和石油天然氣相關的公司，" Dray寫道。
Read More:
閱讀更多：
- Trump's Big Tech Policies: What GOP Victory Means For Apple, Google, Microsoft
- 特朗普的大型科技政策：共和黨勝利對蘋果、谷歌、微軟意味着什麼
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。
