11月6日,共和党人特朗普在2024年大选中获胜,再次夺回总统宝座,这一消息在美国股市引发了剧烈分化。
特朗普宣布当选之后,与其关系密切的特朗普传媒科技集团股价暴涨近30%,首席执行官马斯克的特斯拉汽车公司股价也大涨逾15%。银行和金融机构如摩根大通和美国银行等涨幅超过7%,因投资者预计特朗普执政将推动经济增长。
此外,受预期特朗普将加强打击非法移民政策影响,监狱运营商Geo Group和CoreCivic等股价大涨逾20%,预计将获得更多营运拘留中心的机会。化石燃料企业如雪佛龙、埃克森美孚等相关股票也出现上涨,因为特朗普倾向于发展化石燃料生产和使用。
与此同时,新能源和电动车企业普遍下跌,特斯拉之外包括Rivian、Nikola等纷纷下滑。FirstSolar、NextEra Energy等可再生能源公司股价也大跌超过10%,主要是市场担忧特朗普可能取消相关补贴政策。在地缘政治局势紧张的预期下,中国在美国上市的企业如阿里巴巴、京东、拼多多等股票也集体下跌。
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