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Trump returns to the White House! Which industries will benefit in the next four years?
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After Trump returns to the White House, which assets should be positioned in the United States post-election?

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先定1个小目标 joined discussion · Nov 6 03:17
The pre-election polls have been fluctuating back and forth, confusing. Unexpectedly, after the voting started, the situation changed drastically, with Trump far ahead.
Looking ahead, with the situation of Donald Trump returning to the White House and the Republicans regaining power.How will Trump's policies affect market development? What potential symbols should we shift our focus to?
1. Which stocks have I been following during the U.S. election these days?
Benefiting from positive news about the election, Trump concept stocks have also soared. Congratulations to moomoo for its convenient after-hours trading feature!Not a scam, no money taken!Watch the election voting, and then see how the stocks I bought perform, hahaha.
However, due to $Direxion Daily FTSE China Bull 3X Shares ETF (YINN.US)$ Recently, the trading volume surged, and the upstream temporarily suspended night trading for these two stocks. It makes me unable to escape from YINN!!!
After Trump returns to the White House, which assets should be positioned in the United States post-election?
Taking advantage of the hot spots at the opening of Pennsylvania, $Trump Media & Technology (DJT.US)$The night market increase widened to 40%。Although I only caught the two waves of rallies in the middle, I am still content.
但是美国大选结果出炉之后，我不认为DJT还有后续的长线投资价值。这家媒体公司从经营业绩来看没什么实质。因为选举概念从而股价飙升，其实从投资逻辑来看是相当危险的，从发行价17多到后面多次熔断，起伏几乎都是由于选举，这给股价操弄者提供了机会，是一场豪赌。所以我认为11.5-11.6美国大选的结果确定之前是最后的投机机会。
After Trump returns to the White House, which assets should be positioned in the United States post-election?
（2）BTC
毫无疑问，比特币一年爆升76%，今日冲至75000，直接借势再创新高，成为大选最大赢家。
特朗普顺利入主白宫，与之深度绑定的马斯克早就按捺不住了，在大选结果宣布之前，马斯克发了一张p图，显示他抱着水槽在白宫办公室，配文“let that sink in”，暗示大选已成定局。我知道，特斯拉 $Tesla (TSLA.US)$ 的投资者也按捺不住了，开始畅享特斯拉今晚会涨几个点。
After Trump returns to the White House, which assets should be positioned in the United States post-election?
按照马斯克的计划，自己要专门对监管机构下手。甚至，他还在最近的财报电话会议上表示，如果能够设立政府效率委员会，He will propose to establish a "federal approval process for autonomous driving cars" to assist in advancing the approval process in various states.Not only that, Musk can also take advantage of this opportunity to infiltrate the U.S. government, placing his own people in the "public administration", this valuable network will still be useful after Trump's term ends.
Next is a package of preferential policies. Trump promised to terminate subsidies for Tesla's competitors,expand subsidies for Tesla's supercharging networkFor Musk, there is no need to provide special subsidies to Tesla, just terminate the subsidies to his competitors, and Tesla can win outright.
2. Trump's big victory, how will it impact the market trend?
(1) Recent Market Review
The market's biggest expectations for Trump aretax cuts and trade warsleading to the economy, which has not cooled down, returning to overheating and pushing up inflation. If the CPI that Biden's era worked so hard to control rises again, then the Federal Reserve willpause rate cutsand the liquidity easing cycle previously anticipated by the Lin team may have to be questioned.
Let's talk about U.S. bonds. You only need to know one basic law:bond yields and prices are inversely proportional.Since the possibility of inflation restarting may lead the Federal Reserve to pause rate cuts, bond prices cannot rise. In addition, the market had previously priced in rate cut expectations, causing bond prices to start falling.
After Trump returns to the White House, which assets should be positioned in the United States post-election?
Due to the anticipated rise in inflation leading to the resurgence of a strong U.S. dollar, assets such as the euro and gold, have all experienced significant declines. Especially silver, which was previously performing strongly, has broken below the trendline this time, signaling the end of the trend.
After Trump returns to the White House, which assets should be positioned in the United States post-election?
(2) Performance of A-shares and Hong Kong stocks
Chinese assets have also reacted to the matter of Trump taking office.
Yesterday we talked about the A-shares breaking out of the box, and it was a breakthrough with increased volume, but today it closed with a small bearish candlestick. How should we interpret this? Today's bearish candlestick did not fall back into the box, so yesterday's analysis was correct - A-shares did break out of the range, but shortly after breaking out of the range, itencountered selling pressure, today's performance is a substantial decline with increased volume, and even today's trading volume exceeded that of yesterday.
Fortunately, the candlestick is very short, and the selling pressure was supported by the bulls. Both sides are in fierce competition, uncertain about whether it will rise or fall in the future. As the saying goes, if you have already entered a position, you can place a stop-loss at the bottom of the box range. If it returns to the box range, let the bullets fly for a while longer. However, if it falls below even the box range, then there is nothing that can be done.
After Trump returns to the White House, which assets should be positioned in the United States post-election?
Hong Kong stocks were not as fortunate. There was also intense competition between bulls and bears, pushing the price back into the range, and from the results perspective,the short side is strongerThe Hong Kong stock market surged on high volume yesterday, forming a bullish candlestick, but today it seems to be just a false breakthrough. Therefore, the situation with the Hong Kong stock market is likely to return to the trading range.Continue to oscillate for a period of time.After many factors become clear, the direction will be established.
3. How to allocate assets after the US election?
The Republicans swept and won control of the Senate.US stocks > gold > US bonds.On one hand, a smoother implementation of Donald Trump's policy proposals, with significant tax cuts and regulatory relaxations for domestic enterprises, more favorable policies for USA stocks; on the other hand, policy resonance (tariffs + immigration restrictions) increases the reflation pressure in the USA, potentially bullish for the US Dollar, which in turn will generate selling pressure on the long end of the US Treasury bond market.
In terms of gold, I personally think it is worth considering for allocation, as there are still uncertainties present. From an asset allocation perspective, regardless of the outcome, it can help spread risks. However, if the aim is to make a big profit, I still have doubts?

I personally still recommend buying.US stock indexes,related ETFs： $S&P 500 Index (.SPX.US)$   $Nasdaq Composite Index (.IXIC.US)$   $Dow Jones Industrial Average (.DJI.US)$ Based on historical experience of the US presidential election, the S&P 500 index usually rises 4-5% in November and December.
The MAGA goals of Donald Trump and the "America First" policy are bullish for US stocks, as for specific bullish sector analysis, there have been many discussions from which I have summarized some commonly bullish sectors and symbols:
Technology stocks: $Tesla (TSLA.US)$(Put Tesla in the first place as a sign of respect!)
$NVIDIA (NVDA.US)$   $Apple (AAPL.US)$   $Intel (INTC.US)$   $Broadcom (AVGO.US)$   $Microsoft (MSFT.US)$


Let's wait and see!
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先定1个小目标
澳洲留学2年工作7年，10年投资经验，在动荡中寻求稳定收益。最新目标是攒钱买一个属于自己的小房子。
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