觀點綜述 | 高盛料拜登獲勝提振中國資產，星展稱螞蟻或幾個月重返市場
彭博新聞社報道，高盛策略師在研報中寫道，喬·拜登勝選將提振人民幣和與中國相關的資產；星展集團執行總裁透露，在345億美元IPO被要求暫緩後，螞蟻可能於"未來幾個月內"重返市場。
高盛：拜登獲勝將提振與中國相關的資產價格
高盛策略師Kamakshya Trivedi、Caesar Maasry和Ian Tomb在研報中寫道，喬·拜登勝選將提振人民幣和與中國相關的資產。
星展集團執行總裁：螞蟻集團可能會在幾個月內重返市場
星展集團執行總裁透露，在345億美元IPO被要求暫緩後，螞蟻可能於"未來幾個月內"重返市場。
施羅德：新興市場將繼續受到美國財政刺激和美聯儲寬鬆政策的支持
施羅德新興市場債券策略全球主管James Barrineau表示，不論大選結果如何，美國都很可能會推出額外的財政刺激措施，美聯儲也會和其他主要央行一樣維持極度寬鬆的貨幣政策，進而對新興市場構成支撐。 該公司管理着6496億美元的資金。
分析師們聚焦拜登當選及共和黨執掌參議院情形對新興市場的影響
投資者和分析師表示，儘管民主黨料會奉行有利於貿易和環境的政策，但分裂的國會可能會阻止他們大舉擴張財政政策。這意味着發展中國家將實現更多出口和更快經濟增長，再加上更爲寬鬆的美聯儲，有助於提振風險資產。
蘋果分析師稱消費者可能偏愛新款iPhone 12中價格更高的機型
Evercore ISI引述一項調查稱，蘋果消費者表現出對iPhone 12的興 趣，一些人偏愛更昂貴的機型，這一趨勢可能提升該公司手機的平均銷售價格。
Evercore ISI表示民主黨同時執掌國會和白宮的可能性又開始上升
Evercore ISI政策分析師Krishna Guha表示，不過截至週四上午，喬· 拜登當選以及共和黨執掌參議院和民主黨控制衆議院的可能性仍居主導地位。
德國央行行長稱當前防疫封鎖的後果可能沒有那麼嚴重
德國央行行長詹斯·魏德曼發表講話稱，當前防疫封鎖帶來的經濟影響"可能比春季要輕，因爲遏制措施更具針對性，而且企業已經積累了經驗"。
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