2024年11月6日,经过一场旷日持久的民主大选之后,共和党候选人特朗普以微弱优势战胜对手,再次夺回白宫。随着选举结果的出炉,一些特定行业股票应声大涨,尤其是监狱运营商股的表现最为抢眼。
数据显示,美国知名监狱运营商美国惩教公司(CXW)在开盘后股价即迎来爆发,盘中一度大涨超过10%,最高触及44.39美元。另一家同行业公司GEO集团股价亦飙升逾27%。分析人士表示,投资者对特朗普连任抱有较高预期,这将极有可能推动联邦政府增加对私营监狱和拘留中心的承包需求。
事实上,在特朗普上一任期间,其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。因而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。一旦特朗普连任,预计这一政策将延续下去,监狱业务板块或将迎来进一步的发展机遇。
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