“特朗普交易”正卷土重来

东方财富研究中心
29 Oct 2024

美国大选在即,近一月以来资本市场上的“特朗普交易”似乎正卷土重来。特朗普媒体科技集团(DJT)当地时间10月28日大涨超20%,10月以来更是大涨194.71%.“特朗普交易”正带动美元持续上涨,交易员表示,在3000亿美元以上的外汇期权市场上,美元看涨期权越来越受欢迎。与此相对应的是“哈里斯交易”疲弱,被认为是“哈里斯交易”代表品种的太阳能ETF-Guggenheim(TAN)10月以来下跌...

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