华尔街近期重燃大选交易,讨论可能的各类结果以及对美股的潜在影响。 自今年年初以来,全球偷着始终关注着美国大选,因为选举结果对美国税收、贸易、移民政策,以及许多可能从由此带来的变化中受益或受损的企业都会产生重大影响,并因此影响美股整体和各细分板块走势。但在2024年大部分时间内,包括美国经济软着陆、硬着陆抑或不着陆,美联储货币政策前景等一些其他因素仍在很大程度上主导美股走势,随着11月5日美国大选...
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