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華泰證券:大選影響資金輪動至傳統科技股
華泰證券研報稱,此前“特朗普交易”活躍,疊加降息預期回温,美股小盤股和道指上升。近日美國總統大選不確定性增加,拜登退選,美聯社調查顯示哈里斯(Kamala Harris)有望正式提名總統候選人。哈里斯提名後,資金或由“特朗普交易”重新輪動到科技板塊。哈里斯出生於加州奧克蘭,曾擔任加州總檢察長,政治生涯與加州息息相關。目前,領英聯合創始人Reid Hoffman已公開宣佈支持她。市場可能認為此前AI鏈條上升過急,如六月下旬英偉達和美光均出現大幅回調,加上大模型或因幻覺問題導致落地低於預期等,資金或開始進入谷歌等傳統科技板塊。
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