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盛宝银行:市场正大量涌入“特朗普2.0”交易

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2024-11-06 06:08:53
11月6日讯,盛宝银行首席宏观策略师约翰・哈迪在一份报告中写道,随着共和党候选人在选票上领先,而哈里斯的获胜之路变窄,市场正大量涌入“特朗普2.0”交易。他表示,即便如此,投资者应该保持耐心,因为一个真正的“特朗普2.0”情景需要掌控众议院。他还补充说,鉴于特朗普这次的普选票数更有优势,共和党掌控众议院的几率很高。哈迪称,市场反应强烈但有序,因为自10月初以来投资者就一直在朝着“特朗普2.0”交易的方向布局。
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