美國大選首辯激戰！DJT上漲空間有多少？
Trump vs. Biden! The American election market is about to erupt. Which stocks are worth betting on?
The US election will officially welcome election day on November 5. The results of the party primaries have already determined that the competition pattern of 'Trump vs. Biden' in 2020 will be repeated. Currently, Biden and Trump's poll support rates are almost the same. In terms of the overall results, neither Trump nor Biden's support rates have exceeded half, with Trump leading Biden by only 1%.
The exciting showdown between 81-year-old current president Biden and former president Trump, who just celebrated his 78th birthday, is often full of highlights.
Given that both sides have clearly defined policies, the election market is about to erupt. Which beneficiaries are worth betting on?
Concept stocks related to Biden's re-election
Electrical components and power grid companies based on electrification policies:$Eaton (ETN.US)$, $Quanta Services (PWR.US)$.
Waste management company benefiting from renewable infrastructure and natural gas investment projects:$Republic Services (RSG.US)$, $Waste Management (WM.US)$.
Trump's concept stock with a big win.
Companies directly or indirectly associated with Trump:$Trump Media & Technology (DJT.US)$, $Phunware (PHUN.US)$, $Rumble (RUM.US)$.
Banks and consumer finance companies benefiting from the relaxation of Wall Street's capital liquidity rules:$JPMorgan (JPM.US)$, $Bank of America (BAC.US)$, $Wells Fargo & Co (WFC.US)$.
Benefiting fromMergers and acquisitionsReduced financial institution review activities:$Goldman Sachs (GS.US)$, $Morgan Stanley (MS.US)$, $Evercore (EVR.US)$.
Benefited natural gas producers from regulatory relaxation:$Cheniere Energy (LNG.US)$, $Exxon Mobil (XOM.US)$, $ConocoPhillips (COP.US)$.
Insurance companies that provide broader medical insurance coverage:$UnitedHealth (UNH.US)$, $Humana (HUM.US)$.
Pharmaceutical companies facing the risk of price reduction due to collective purchasing:$Eli Lilly and Co (LLY.US)$, $Merck & Co (MRK.US)$.
Companies that benefit from cryptocurrency mining: $MARA Holdings (MARA.US)$, $Riot Platforms (RIOT.US)$, $CleanSpark (CLSK.US)$.
Semiconductor manufacturers, auto manufacturers, and steel manufacturers that benefit from Trump's trade protection policies: $Intel (INTC.US)$, $Texas Instruments (TXN.US)$, $Applied Materials (AMAT.US)$, $KLA Corp (KLAC.US)$, $Ford Motor (F.US)$, $General Motors (GM.US)$, $Nucor (NUE.US)$, $Steel Dynamics (STLD.US)$.
Agricultural machinery companies benefiting from protective policies:$Tractor Supply (TSCO.US)$, $Deere (DE.US)$.
Trump's 'big battle' against Biden is full of highlights!Who do you think will win the election?
Which benefiting stock do you prefer?
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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