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tvbee
tvbee
Influential Creator
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民主党主导两院,将会利好/利空哪些板块? 今天的市场貌似已经给出了答案。中期选举当天的美股表现: ╰✦涨的最多的是消费板块 沃尔玛 $WMT +3.45% 好多市 $COST +2.67% 宝洁 $PG +3.25% 可口可乐 $KO -0.34% ╰✦科技板块比较分裂 半导体普通下跌,但是偏软件和应用类的上涨比较明显。 AMD +1.01% 英伟达 NVDA -3.17% 博通 AVGO -2.00% 美光MU -7.0% 英特尔 INTC -3.77% 帕兰提尔 PLTR -2.11% 苹果 AAPL +5.31% 微软 MSFT +6.68% ╰✦能源股跌幅最大 市场意淫的是民主党主导两院,可以终结美伊战争和油价。 埃克森 $XOM -4.62% 雪佛龙 $CVX -3.69% 蜂兄建仓了CVX,一直想买。 一是蜂兄不认为民主党会允许伊朗在国内稀释浓缩铀,协议没那么容易签。二是即使民主党想结束战争也没那么快。毕竟国会只是对总统起到约束作用。三是雪佛龙在委内瑞拉合作方面比较积极。这的的话,即使油价下降,雪佛龙在产量上可能也会有优势。
tvbee
tvbee
You can't help but believe it! The U.S. stock market tends to decline before the midterm elections, so what happens after the midterm elections? ┈➤ The stock market is very likely to fall before the midterm elections Looking at the past 30 years of history, including 8 midterm elections this year, only before the 2014 midterm elections did the U.S. stock market not decline, but the Nasdaq 100 still had a sharp dip in October. You can see that although the overall trend of the U.S. stock market in the past 30 years is upward, major drops or significant corrections are more likely to occur around the midterm elections. So, is the current decline in the U.S. stock market due to the midterm elections? Or is it the bursting of the AI bubble? ┈➤ What about after the midterm elections? In 1998, when the majority party in both houses remained unchanged, the U.S. stock market took off directly. In 2006, when the majority party in both houses changed simultaneously, the market fluctuated sideways for 4 to 5 months (during which the S&P first rose moderately) before going up. In the other 5 instances, one majority party remained unchanged while the other changed. Except for 2010, the U.S. stock market generally adjusted for two to three months after the midterm elections and then rose. ┈➤ What about this year? But it is basically certain that the Republican Party will at least lose the House of Representatives, so the U.S. stock market is unlikely to start rising immediately after the midterm elections. Overall, Feng Brother believes that starting from Q2 next year, things will gradually improve with more certainty, but not necessarily before then. The pessimistic scenario is another two months of decline; the optimistic scenario is consolidation. As for crypto, don't try to force it. As long as there is no major liquidity black swan event, BTC will fall but will not experience an especially exaggerated drop.

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