English
Back
Download
Log in to access Online Inquiry
Back to the Top

Will american infrastructure stocks ride the wave of growth, overcoming the storm of the presidential election?

avatar
moomooニュース米国株 wrote a column · Oct 21, 2024 17:02
With just a few weeks left until the US presidential election, both the Trump trade and Harris trade have regained vitality. The differences in the claims of Mr. Trump and Ms. Harris, the two presidential candidates, are drawing attention to the benefits they may bring to their respective industries.Furthermore, there appear to be common points in the claims of both candidates regarding infrastructure facilities.
Mr. Harrishas stated that details about infrastructure facilities have not been revealed, the Democratic Party's policy platform states that they will continue to promote a "bipartisan infrastructure bill".but he continues to promote it.TrumpWhile not disclosing specific investment plans, their policy proposals includeIt is expected that the infrastructure sector will focus on roads, bridges, ports, and emerging technologies.
Mr. Srimon from Morgan Stanley stated in an interview with CNBC that the USA's infrastructure sector is "very robust"and cited the reason asbeing exceptionally strong.Increase in infrastructure spending by the government.andDisaster recovery from Typhoon Helene.mentioned.
High demand and insufficient supply.
Infrastructure facilities in the United States have been in a state of chronic supply shortage in relation to their potential funding needs. According to data from Oxford Economics, the supply shortage (demand-supply gap) for the funding needs required for infrastructure development in the United States will amount to $3.9 trillion over the 35-year period from 2016 to 2040. This data indicates that there is still significant room for growth in the United States' infrastructure.There is great potential for growth.President Biden"Without the world's best infrastructure, the world's best economy is not possible."stated.
usa Infrastructure Investment Supply-demand Gap (2016-2040)
usa Infrastructure Investment Supply-demand Gap (2016-2040)
Urgency of disaster recovery
Hurricane Hermine made landfall in the northwestern part of Florida on the night of September 26 as a Category 4 hurricane with the second strongest power on the 5-level scale. It later weakened to a tropical depression but caused extensive damage such as floods and building collapses. Multiple American media outlets reported on October 3 that the death toll exceeded 200 and there were potentially hundreds of missing persons. (BBC news)
Hundreds of roads in North Carolina were closed to traffic.
Hundreds of roads in North Carolina were closed to traffic.
Former President Trumpposted a video on social media on the 10th about the hurricane that made landfall in Florida on the 9th. He said, "To all of you who have lost so much, you are not alone. A person who will support you like never before will arrive on January 20th next year when the new president takes office."Together, we will rebuild, recover, and come back stronger and more wonderful than ever before.stated his determination towards victory in the presidential election.
Meanwhile, on the 11th, towards the American presidential electionDemocratic Vice President Harrisheld a rally in western Arizona, a battleground state, and emphasized the government's efforts to support the disaster-stricken areas in the southern United States affected by two hurricanes.have been focusing on infrastructure-related stocks.
Vice President Harris emphasized the government's commitment to supporting disaster relief in the southern United States, which was hit by two hurricanes.
According to the chart compiled by moomoo, $Trane Technologies (TT.US)$ has shown excellent performance in the infrastructure sector, surging 64% year-to-date. Next, $United Rentals (URI.US)$ And $Eaton (ETN.US)$They have each risen 41.7% and 39.7% year-to-date. Despite the turmoil of the presidential election, high growth is expected in American infrastructure-related stocks.
Will american infrastructure stocks ride the wave of growth, overcoming the storm of the presidential election?
Source: moomoo, NHK news, BBC news, Reuters
This article uses automatic translation in part.
moomoo news of individual stocks Alicia
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more
20
1
3
1
+0
See Original
Report
193K Views
Comment
Sign in to post a comment
    avatar
    moomooニュース米国株
    moomoo News Official Account
    39K
    Followers
    2
    Following
    88K
    Visitors
    Follow
    Discussing
    Trump 2.0 Era: How will global markets evolve?
    🎙️Discussion: 1. How will tariff policies affect the movement of key assets such as U.S. stocks, gold, and Bitcoin? 2. Given this context, Show More