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东吴证券股份有...
06 Nov 2024

宏观点评 20241103:“特朗普交易”,中点还是终点?2024年美国大选即将迎来终局,"Trump2.0”交易又见波澜。在一揽子特朗普挂钩的资产走势上,“特朗普交易止盈”的迹象在蔓延,这是否意味着做多特朗普的人要彻底离场?过去一个月以来(10/1-10/30),特朗普交易再度盛行。随着市场押注其胜选概率的上升,特朗普媒体科技集团创下约148%的涨幅,除此之外,特朗普相关资产如比特币(19.8%...

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