11月7日,特朗普以微弱优势击败哈里斯,连任美国总统。扣人心扉的选举结果公布后,监狱运营商股应声大涨。
作为两大私营监狱运营商,美国惩教公司和GEO惩教集团股价双双大涨,分别上扬26.73%和14.46%。华尔街分析师认为,这很大程度上受到市场预期特朗普上任后将继续执行他上届总统任期内实施的严厉移民政策的推动。
事实上,特朗普前任政府出于遏制非法移民的考虑,大幅加强了拘捕和遣返非法移民的力度。由于联邦政府对私营监狱和移民拘留中心的需求大增,监狱企业的生意应声火爆,股价亦随之水涨船高。
虽然有分析师称现在全面评估大选对两家公司前景的影响可能还为时过早。但2024年第三季度表现出色,加之持续看涨特朗普移民政策的预期,使得部分投资者押注监狱股的热情再度高涨。
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