宏观点评：特朗普的“泛科技领域”立场演变

天风证券股份有...08-21

特朗普对于比特币态度的转变，反映了他在“泛科技领域”的政策轨迹正在发生方向性转变。特朗普对硅谷和科技公司的态度和4 年前、8 年前截然不同，思维方式上更像是一个习惯于平衡矛盾和利益的建制派。如果特朗普再度当选，我们认为他在芯片领域较大可能继续实施出口管制措施，并采取更“经济实惠”的手段推动半导体制造业务回流至美国，“确保美国在半导体领域的长期领导地位”的政策态度可能将会延续。在能源领域，特朗普是...

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