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巴克莱银行:欧洲股市已定价特朗普获胜

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2024-10-24 07:10:59
距离美国大选不到两周的时间,巴克莱银行表示,欧洲股市已经反映了特朗普获胜的可能性。该公司表示,自今年初春以来,一篮子欧洲出口商的表现落后于基准的Stoxx Europe 600指数达15%,这反映了投资者预先为特朗普提议的关税政策做准备,而关税政策一直是他总统竞选的核心内容,投资者预期他会胜选。如果哈里斯胜选,欧洲市场可能会出现反弹。她的政策还会促进该地区清洁能源和可再生能源的发展,而这些领域由于特朗普胜选的可能性而表现不佳。
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