2024年11月7日,私人监狱和拘留中心运营商GEO惩教集团(GEO)盘中股价大涨5.12%,引发市场关注。
分析指出,这与美国大选前景有关。大选结果显示,共和党加强了在国会的控制力。市场预期,共和党上台后可能会扩大私人监狱和移民拘留中心的使用范围,这将直接利好GEO集团等相关公司的业务前景。
当天,同行业公司美国惩教公司(CXW)的股价也出现了29%的大涨。一些市场人士认为,这可能是拜登政府期间这类公司政治风险降低、政策环境改善的一个信号。但具体政策走向仍需进一步观察。
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