CITIC Securities: The performance of the US stock market during Trump's term was better than during Biden's administration

智通財經
2024.08.31 01:06
中信證券稱，回顧歷史表現，無論是從美股指數絕對收益層面還是成分股盈利層面來看，特朗普任期內美股市場的表現均優於拜登執政時期。因此，如若 2024 年美國總統大選最終由特朗普獲勝，短期內可關注受估值擴張驅動的房地產、金融行業，而中長期則可關注因企業所得税降低而受益的原材料、工業等行業。
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