策略深度报告:特朗普还是哈里斯?股票行业配置的选择

东吴证券股份有...
19 Oct 2024

“税”,是两大候选人怎么绕也绕不开的话题。美国税收政策,不仅会影响美国经济走势,也会对美国和中国资产配置有重要影响。本文从两大候选人(特朗普、哈里斯)的财税政策对比出发、探讨美国的关税税、对内税收政策如何影响美国和中国股票配置。观点一、特朗普VS 哈里斯,财税政策对比1、特朗普推行激进型税收政策,对美国企业降税,对外加征关税。1)免除加班收入税及小费收入税;2)将国内制造商公司税率降至15%;3)...

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