“特朗普交易”是过去一段时间市场交易的重要线索， 但随着大选临近以及“特朗普交易”相对充分，针对大选本身的不确定性进行交易逐步成为市场投资者再平衡持仓的选择。在美国大选落地之前，民生认为“特朗普交易”与“大选不确定性交易”的反复将延续。对于 A 股而言，市场行业轮动速度明显加快，国内投资者依然在基于各自预期进行交易，而方向的明晰可能仍需等待美国大选和国内政策方案的落地，当下市场可能并没有真正意义上...
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