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Just How Bullish Is The Market On Trump's Election Win? To Find Out, Look To The Past

Just How Bullish Is The Market On Trump's Election Win? To Find Out, Look To The Past

市場對特朗普的當選有多看好?要找到答案,就要回顧歷史。
Benzinga ·  03:30

The SPDR S&P 500 ETF Trust (NYSE:SPY) and the NASDAQ Invesco QQQ Trust (NASDAQ:QQQ) have seen impressive gains since Donald Trump's election win on Nov. 5.

自唐納德·特朗普11月5日當選總統以來,SPDR標普500ETF信託(紐交所:SPY)和納斯達克納指100etf-invesco qqq信託(納斯達克:QQQ)均取得了令人印象深刻的收益。

Wednesday's AAII Sentiment survey could reveal exactly how bullish the market is on Trump's second term.

本週三的AAII情緒調查可能會準確顯示市場對特朗普連任的看好程度。

Recent Data: Sentiment has waned slightly since the summer and spring. Investors in 2024 were most bullish in July —52.75% responded as such on July 17.

最新數據:自夏季和春季以來,情緒略有減弱。2024年的投資者在7月表現最爲看好 —— 52.75%的投資者在7月17日作出了這樣的回應。

The Nov. 6 reading of the survey, a day after the election, found 41.5% of participants bullish on the market, slightly higher than 39.5% on Oct. 30. The most recent data point may not be accounting for all the shift in investor opinion.

11月6日的調查結果顯示,在投票後一天,41.5%的參與者看好市場,略高於10月30日的39.5%。最新數據可能還沒有充分反映投資者觀點的轉變。

The next AAII report, set to be released Wednesday, could paint a fuller picture of investors' reactions to Trump's win.

即將於本週三發佈的下一份AAII報告可能更全面地展現投資者對特朗普勝利的反應。

Historical Data: Following Trump's win in 2016, investor confidence markedly increased. The percentage of respondents bullish on the economy catapulted from 23.64% to 49.89% in the three weeks following the election. This elevated bullishness subsided in the following months.

歷史數據:在2016年特朗普勝選後,投資者信心顯著提升。在選舉後的三週內,認爲經濟看漲的受訪者比例從23.64%升至49.89%。這種高漲的看漲情緒在接下來的幾個月逐漸減弱。

Investors were seemingly happy when Trump lost reelection to Joe Biden in 2020 — investor bullishness rose from 35.29% to 55.84%.

當特朗普在2020年輸掉連任給喬·拜登時,投資者似乎感到滿意 —— 投資者的樂觀情緒從35.29%上升至55.84%。

An opposite effect was observed during Barack Obama's election wins over Mitt Romney in 2012 and John McCain in 2008. Investors became more bullish following George W. Bush's 2004 election win against John Kerry.

在巴拉克·奧巴馬分別擊敗米特·羅姆尼和約翰·麥凱恩贏得總統大選時,觀察到了相反的效應。在喬治·W·布什2004年勝選約翰·克里後,投資者變得更加看好。

Why it Matters: Trump's second administration is seen by many traders as a boon for the stock market.

爲什麼重要:特朗普的第二屆政府被許多交易商視爲股市的福音。

The promise of deregulation and lower tax rates for corporates could be two tailwinds for big businesses, though his embrace of oil and protectionist trade policies have already hurt certain stocks.

取消監管承諾和爲公司降低稅率可能是大型企業的兩大助推力,儘管他對石油的擁護和貿易保護主義政策已經傷害了某些股票。

Economists warn that American consumers, especially low-income families, will also end up paying more for everyday goods.

經濟學家警告稱,美國消費者,尤其是低收入家庭,最終也將爲日常商品支付更多款項。

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Image: Shutterstock

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譯文內容由第三人軟體翻譯。


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