对冲基金巨头Daniel Loeb押注特朗普胜选，加大投资共和党执政（附股）

金融界10-19

Third Point的Daniel Loeb认为，前总统唐纳德·特朗普在今年11月战胜副总统卡马拉·哈里斯的几率正在上升。这位有影响力的对冲基金经理正在增加能够在共和党政府和国会领导下受益的投资头寸。Loeb在写给投资者的一封信中写道：“我们认为共和党赢得白宫的可能性增加了，这将对某些行业和整体市场产生积极影响。我们认为，提议的‘美国优先’政策中的关税将促进国内制造业、基础设施支出，以及某些材料...

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Loeb认为，前总统唐纳德·特朗普在今年11月战胜副总统卡马拉·哈里斯的几率正在上升。这位有影响力的对冲基金经理正在增加能够在共和党政府和国会领导下受益的投资头寸。Loeb在写给投资者的一封信中写道：“我们认为共和党赢得白宫的可能性增加了，这将对某些行业和整体市场产生积极影响。我们认为，提议的‘美国优先’政策中的关税将促进国内制造业、基础设施支出，以及某些材料...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/10/19080844194320.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0097036916.USD","symbol_name":"贝莱德美国增长A2 USD","start_time":0,"source_url":"https://usstock.jrj.com.cn/2024/10/19080844194320.shtml","article_id":"2476276112","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2476276112","pubTimestamp":1729296488,"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"Third Point的Daniel 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shares)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"PCG":1,"DHR":1,"VST":0.8,"GOOGL":0.7},"content_text":"Third Point的Daniel Loeb认为，前总统唐纳德·特朗普在今年11月战胜副总统卡马拉·哈里斯的几率正在上升。这位有影响力的对冲基金经理正在增加能够在共和党政府和国会领导下受益的投资头寸。Loeb在写给投资者的一封信中写道：“我们认为共和党赢得白宫的可能性增加了，这将对某些行业和整体市场产生积极影响。我们认为，提议的‘美国优先’政策中的关税将促进国内制造业、基础设施支出，以及某些材料和商品价格的上涨……此外，整体上监管减少，尤其是拜登-哈里斯政府的激进反垄断立场的削弱，将释放生产力并推动企业活动的激增。”民调显示，今年11月的选举将是一场势均力敌的竞争，最近NBC News的一项民调显示，共和党提名人和副总统卡马拉·哈里斯势均力敌。但Loeb在他的季度信件中表示，他正在增加“股票和期权购买”以押注特朗普获胜的情景。Loeb并不是华尔街唯一一个押注特朗普获胜的投资者，最近摩根大通也指出银行股和美元的上涨是越来越多的投资者看好共和党获胜的迹象。Loeb指出了一些能在第三季度成为基金赢家的股票，这些公司在特朗普执政下可能受益于监管放松和国内制造业的增加，尤其是公用事业公司PG&E（PCG）、核能公司Vistra（VST）和综合企业Danaher（DHR）。Loeb持有的Alphabet（GOOGL）——一家因违反反垄断法而受到拜登政府指责的公司——也可能受益。此外，Loeb认为无论总统选举结果如何，共和党都会在参议院占多数，因此即便哈里斯获胜，这些股票的下行风险也有限。Loeb的这份报告发布之际，Third Point Offshore今年的表现不及标普500，截至今年的回报率（扣除费用后）为14%，相比之下，整体市场的涨幅接近23%。该基金上季度的回报为4%，仍落后于市场。Loeb暗示，由于该基金持有大量非大盘科技股，这在短期内对基金产生了负面影响，因为这些科技股是狭窄牛市的明星。但他认为，从第三季度开始的市场广度改善将持续，尤其是在共和党政府的领导下。总体而言，Loeb认为美国经济状况良好，他没有看到即将到来的衰退迹象。Loeb还透露，他增加了丹麦货运公司DSV的头寸。\n\n\r\n            责任编辑：钟离","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Policy And Regulatory","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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