川普連任機率上升 小摩呼籲投資者做好準備 - 股票
By Elvira
at 2020-09-01T12:29
at 2020-09-01T12:29
Table of Contents
https://ec.ltn.com.tw/article/breakingnews/3277777
川普連任機率上升!小摩呼籲投資者做好準備
2020/09/01 12:09
https://img.ltn.com.tw/Upload/business/page/800/2020/09/01/phpZWXnXC.jpg
摩根大通(JPMorgan)指出,川普連任的機會正在逆勢上升,投資人應該為川普潛在勝選
做好準備。(美聯社)
〔財經頻道/綜合報導〕美國11月總統大選即將到來,摩根大通(JPMorgan)今指出,川
普連任的機會正在逆勢上升,投資人應該為川普潛在勝選做好準備。
綜合外媒報導,川普8月初的民調支持率還落後拜登最多25個百分點,但在共和黨全國代
表大會過後,川普的民調支持率轉升,與拜登的差距縮小、近乎持平。
摩根大通策略師Marko Kolanovic指出,這主要與抗議事件引發的暴力衝突及民調偏見有
關。根據過往研究,若抗議事件從和平轉向暴力,可能會使民主黨民調向共和黨轉移5到
10個百分點。
摩根大通援引1份1960年至1972年期間示威活動對選舉影響的學術研究,顯示以和平方式
支持民主的抗議活動,為民主黨帶來2%至3%的支持率;但以暴力支持民主的抗議,為共和
黨帶來2%至8%的支持率。Kolanovic指出,目前社群媒體充斥大量示威暴力影片,這將對
2020大選造成巨大影響。
而目前「取消文化」(cancel culture)的趨勢,將使民調偏向拜登5%至6%。該文化是指
在社群媒體上說了或做了令人反感或不能接受的言行,因而受到群眾抵制,導致作品下架
或被迫離職,川普一再呼籲抵抗這種文化運動。
摩根大通指出,鑑於此種文化趨勢,民調的真實性難免失真,根據CloudResearch的1項調
查,約有10%的川普支持者表示他們會在民調中「吐實」,相較之下,僅5%的拜登支持者
未說實話。
儘管大多數投資者押注拜登獲勝,Kolanovic仍指出,若民主黨人在示威活動上始終不改
立場,隨著新1波民調到來,勢頭將對川普有利。
心得/評論:
假設川普連任美國總統,
由於川普要求美國企業將工作帶回美國,
這對很多相關股票都是利空。
--
佛沒說小乘、大乘。上座部佛教馬哈希尊者帝釋所問經講記77頁拆穿假佛法大乘的騙局。
上座部佛教明昆《南傳菩薩道》是真釋迦牟尼佛的菩薩成佛之道 大乘是假菩薩成佛之道
妙法蓮華經、華嚴經、心經、金剛經、梵網經(菩薩戒)、圓覺經、楞嚴經是大乘假佛經。
阿彌陀佛 藥師佛 大日如來是大乘假佛 觀世音 維摩詰 龍樹 地藏王是大乘假菩薩
https://www.ptt.cc/bbs/soul/M.1584460614.A.E88.html
上座部佛教目犍連子帝須和那先破偽經大乘十方諸佛
--
川普連任機率上升!小摩呼籲投資者做好準備
2020/09/01 12:09
https://img.ltn.com.tw/Upload/business/page/800/2020/09/01/phpZWXnXC.jpg
摩根大通(JPMorgan)指出,川普連任的機會正在逆勢上升,投資人應該為川普潛在勝選
做好準備。(美聯社)
〔財經頻道/綜合報導〕美國11月總統大選即將到來,摩根大通(JPMorgan)今指出,川
普連任的機會正在逆勢上升,投資人應該為川普潛在勝選做好準備。
綜合外媒報導,川普8月初的民調支持率還落後拜登最多25個百分點,但在共和黨全國代
表大會過後,川普的民調支持率轉升,與拜登的差距縮小、近乎持平。
摩根大通策略師Marko Kolanovic指出,這主要與抗議事件引發的暴力衝突及民調偏見有
關。根據過往研究,若抗議事件從和平轉向暴力,可能會使民主黨民調向共和黨轉移5到
10個百分點。
摩根大通援引1份1960年至1972年期間示威活動對選舉影響的學術研究,顯示以和平方式
支持民主的抗議活動,為民主黨帶來2%至3%的支持率;但以暴力支持民主的抗議,為共和
黨帶來2%至8%的支持率。Kolanovic指出,目前社群媒體充斥大量示威暴力影片,這將對
2020大選造成巨大影響。
而目前「取消文化」(cancel culture)的趨勢,將使民調偏向拜登5%至6%。該文化是指
在社群媒體上說了或做了令人反感或不能接受的言行,因而受到群眾抵制,導致作品下架
或被迫離職,川普一再呼籲抵抗這種文化運動。
摩根大通指出,鑑於此種文化趨勢,民調的真實性難免失真,根據CloudResearch的1項調
查,約有10%的川普支持者表示他們會在民調中「吐實」,相較之下,僅5%的拜登支持者
未說實話。
儘管大多數投資者押注拜登獲勝,Kolanovic仍指出,若民主黨人在示威活動上始終不改
立場,隨著新1波民調到來,勢頭將對川普有利。
心得/評論:
假設川普連任美國總統,
由於川普要求美國企業將工作帶回美國,
這對很多相關股票都是利空。
--
佛沒說小乘、大乘。上座部佛教馬哈希尊者帝釋所問經講記77頁拆穿假佛法大乘的騙局。
上座部佛教明昆《南傳菩薩道》是真釋迦牟尼佛的菩薩成佛之道 大乘是假菩薩成佛之道
妙法蓮華經、華嚴經、心經、金剛經、梵網經(菩薩戒)、圓覺經、楞嚴經是大乘假佛經。
阿彌陀佛 藥師佛 大日如來是大乘假佛 觀世音 維摩詰 龍樹 地藏王是大乘假菩薩
https://www.ptt.cc/bbs/soul/M.1584460614.A.E88.html
上座部佛教目犍連子帝須和那先破偽經大乘十方諸佛
--
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