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SA Asks: How Will REITs, Homebuilder Stocks Be Impacted by the Election?
Trump is making a comeback, Goldman Sachs has lowered economic growth expectations for countries in Europe such as Germany and the United Kingdom.
①Goldman Sachs predicts that Trump's protectionist policies will harm Europe's economy, especially Germany; ②Goldman Sachs has lowered its economic growth expectations for Europe, expecting trade tensions to affect European exports and economic growth; ③Trump's questioning of NATO's role may lead European countries to increase defense spending, affecting business confidence.
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The market's answer to "Trump 2.0": big winners include Tesla, the financial industry, and the oil & gas sector, while big losers are new energy funds, the shipping industry, and European autos.
Tesla soared nearly 15%, reaching the highest level since July 2023, with Elon Musk's personal wealth increasing by $15 billion overnight; benefiting from expectations of relaxed regulations, the financial industry surged, with the KBW Nasdaq Banks Index rising by 10.7%; industries such as wind energy, autos, and shipping in Europe affected by tariffs plummeted, while the surging yields severely hit the real estate sector.
Trump's victory sparked a frenzy of rotation in US stocks: bank stocks soared, stock indices rose by more than 10%, energy stocks surged, and photovoltaic stocks collapsed.
Benefiting from expectations of relaxed financial regulation, major US banks such as Goldman Sachs, JPMorgan, and Morgan Stanley all rose by more than 10%; renewable energy stocks plummeted, with solar energy stocks like Sunrun falling by at least 10%; Bitcoin hitting a record high drove up the overall crypto concept stocks, with the largest US crypto exchange Coinbase closing up by 31%.