2024年11月6日,特许通讯(CHTR.US)股价在盘中大涨7.9%,引起市场广泛关注。公开数据显示,这一上涨与特朗普成功连任美国总统密切相关。
根据新闻报道,共和党候选人特朗普在本次大选中获得270张选举人票,确保连任总统一职。同时,共和党还控制了参议院,在众议院也可能占据多数席位。分析师认为,这使得共和党在未来四年内有更大机会在通信服务等关键领域施加影响。
具体而言,特朗普在第一任期内曾试图修改230条款,以增加社交媒体公司的责任。如今手握自家社交平台Truth Social,他对该领域政策走向的影响力或将进一步扩大。此外,特朗普上任后的TikTok禁令政策也可能面临调整,这些因素均令投资者对通信服务板块前景抱有较高预期。
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