“特朗普交易”正卷土重来
Aim_yuan
发表于 6 Dayago
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“特朗普交易”正带动美元持续上涨,交易员表示,在3000亿美元以上的外汇期权市场上,美元看涨期权越来越受欢迎。
与此相对应的是“哈里斯交易”疲弱,被认为是“哈里斯交易”代表品种的太阳能ETF-Guggenheim (TAN)10月以来下跌7.5%。
国泰君安国际研报表示,特朗普能源政策与哈里斯不同。从特朗普的政策纲领来看,在能源方面,相比哈里斯的支持清洁能源和对电动汽车税收减免,特朗普承诺大力开采化石燃料,放宽一系列环境法规,不支持绿色新政政策。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
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