Memphisk
07-24
有一定道理啊
拜登退选!“特朗普交易”VS“哈里斯交易”,你站谁?
随着拜登宣布退出2024美国大选,副总统哈里斯成为民主党总统提名“大热人选”,综合多家民调来看,哈里斯与特朗普实力相当。华侨银行投资策略董事总经理Vasu Menon认为,哈里斯赢得美国总统大选将对市场有利,“特朗普交易”(石油天然气、金融和医疗保健类股票)开始走弱,“哈里斯交易”(可再生能源、电动汽车制造商、大麻类股票)逐渐上涨,【新的变数出现,又有哪些投资机会值得关注?“特朗普交易”和“哈里斯交易”你更看好谁?】
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