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觀點綜述 | 分析師料拜登改善與華關係將利好半導體,疫苗成功或釋放巨額儲蓄

彭博新聞社報道,Piper Sandler表示,拜登政府可能讓半導體行業處於利好的環境,因該政府很可能與中國的這個主要市場建立更有利的關係;Exane在報告中指出,一旦疫苗獲批,消費者最終將釋放他們在大流行期間累積的"巨額儲蓄",並預計引領市場的品種將發生變化。

半導體行業分析師料拜登政府改善與中國的關係將帶來利好

Piper Sandler表示,拜登政府可能讓半導體行業處於利好的環境,因該政府很可能與中國的這個主要市場建立更有利的關係

Exane:疫苗成功將釋放巨額儲蓄,市場領導品種將發生變化

Exane在報告中指出,一旦疫苗獲批,消費者最終將釋放他們在大流行期間累積的“巨額儲蓄”,並預計引領市場的品種將發生變化

摩根大通:拜登獲勝、國會分屬兩黨是比較利好股市的一種情景

摩根大通的Mislav Matejka等策略師在一份報告中指出,喬·拜登贏得美國大選,但民主黨沒有獲得參議院的控制權,對股市來說可能是“比較好的情景之一”,因爲這限制了拜登執行部分可能利空市場的政策,例如增稅或監管。

德意志銀行:英鎊是疫苗新聞的主要受益者

德意志銀行策略師Robin Winkler認爲,輝瑞疫苗初步結果至少達到了市場最近幾週期待的最佳情形,預計英鎊將在逐險的貨幣輪動中跑贏。

穆迪:拜登政策議程將產生一系列信貸影響

穆迪預計,美國大選之後,終將根據法治既有框架解決爭端,不會造成重大、持久的信貸影響。

法國興業銀行:買入南非蘭特和俄羅斯盧布來參與美國大選後的漲勢

法國興業銀行建議買入南非蘭特和俄羅斯盧布,因爲這兩種貨幣從全球 經濟增長前景的改善中受益最大,並可能在短期內跑贏新興市場同行。

花旗:確定性回歸市場 投資者應開始把現金投入使用

花旗集團私人 銀行部門指出,喬·拜登贏得美國大選後,確定性進一步回歸市場,投資者應開始把現金投入使用。

德國商業銀行:美國不太可能增稅 新興市場料將走強

德國商業銀行駐法蘭克福的Alexander Kraemer等策略師在一份報告中表示,由於下一屆美國政府不會通過增稅或收緊監管來遏制盈利,且美聯儲將繼續令收益率維持低位,因此風險資產享有持續上漲的完美條件。

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