本周的美国大选中,特朗普横扫摇摆州锁定胜局,他代表的共和党还拿下了参议院多数席位,在众议院选举中目前领先民主党。特朗普胜选后,不但美股大盘走高,也引爆了美股内部的轮动激情。投资者追捧银行股、传统能源股,可再生能源的替身——光伏股惨遭抛售。 受益于金融去监管主题的个股周三成为大赢家,可再生能源和关税风险高的个股成为最大输家。 11月6日周三,银行业整体指标KBW银行指数(BKX)收涨10.7%,...
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