Jim Cramer Says Trump's Return To White House Could Be 'Good For Your Portfolio:' 'Hate Him Or Like Him'
Jim Cramer Says Trump's Return To White House Could Be 'Good For Your Portfolio:' 'Hate Him Or Like Him'
Jim Cramer shared his insights on the potential impact of a second Donald Trump presidency on the stock market.
吉姆·克莱默（Jim Cramer）分享了他对第二任唐纳德·特朗普总统对股市的潜在影响的看法。
What Happened: Cramer suggested that the market's overall sentiment could improve if Trump were to be re-elected, reported CNBC.
发生了什么：克莱默提出，如果特朗普当选连任，市场的整体情绪可能会改善，由 CNBC 报道。
He explained that Trump's reliance on the stock market performance to judge his own could lead to measures resulting in a more bullish market.
他解释说，特朗普依赖股市表现来判断自己的表现，这可能会导致采取措施以产生更看好的市场。
"If you think that Trump's more likely to be president, the overall tone of the stock market will improve if only because the man can't bear to see it go down, as the major averages are the barometer he uses to measure his own job approval."
“如果你认为特朗普更有可能当选总统，股市的整体态势将会改善，因为主要的平均水平是他用来衡量自己工作批准的标准。”
"Hate him or like him – he's good for your portfolio."
“无论你是恨他还是喜欢他-他都对你的投资组合有好处。”
He also predicted that Trump's administration would likely be more lenient towards mergers, which could benefit companies like Kroger Co. (NYSE:KR) and Tapestry Inc. (NYSE:TPR).
他还预测特朗普政府可能会对并购行为更加宽松，这可能有利于如 Kroger Co. (NYSE:KR) 和 Tapestry Inc. (NYSE:TPR) 这样的公司。
Additionally, Cramer suggested that Trump's favorable stance on gas and oil could be advantageous for companies like New Fortress Energy Inc. (NASDAQ:NFE) and Cheniere Energy Inc. (NYSE:LNG).
此外，克莱默建议特朗普对燃料币和石油的有利立场可能对 New Fortress Energy Inc. (NASDAQ: NFE) 和 Cheniere Energy Inc. (NYSE:LNG) 这样的公司有利。
However, Cramer warned that a Trump presidency could lead to stricter trade regulations, particularly with China, which might not bode well for companies like Nike Inc. (NYSE:NKE) and Starbucks Corp. (NASDAQ:SBUX).
然而，克莱默警告称，特朗普总统可能会导致更严格的贸易法规，特别是对中国，这可能对耐克股份有限公司 (NYSE:NKE) 和星巴克公司 (NASDAQ:SBUX) 等公司不利。
He also noted Trump's long-standing interest in the stock market, stating, "He loved bantering about the stock market, appeared on this show many times because even though he was in real estate, he enjoyed stocks."
他还指出特朗普对股市有长期的兴趣，称“他热衷于谈股市，在许多时候出现在这个节目中，因为即使他从事房地产，他也喜欢股票。
Why It Matters: The 2024 election cycle has been marked by significant developments, including a surge in Trump's election odds following the first debate. Trump's odds of winning in November rose to 64%, according to blockchain bettors.
为什么这很重要：2024年选举周期经历了重大发展，包括在首场辩论后特朗普的选举胜算激增。根据 blockchain 投注者的说法，特朗普在11月的获胜几率上升至64％。
Trump has also made a notable shift in his stance on cryptocurrencies, pledging to revamp Biden's regulatory framework for digital assets. This change reflects his broader strategy to connect with the growing number of cryptocurrency supporters.
特朗普在加强与越来越多的加密货币支持者联系的更广泛策略中，也发生了对加密货币立场的值得注意的变化，他承诺重新制定拜登的数字资产监管框架。
During the presidential debate, Trump also criticized Biden's handling of tariffs and trade policies, warning that China's economic actions could lead to the country gaining undue influence over the United States.
特朗普在总统辩论中还批评了拜登的关税和贸易政策，并警告称，中国的经济行动可能会导致该国对美国获得不当影响力。
These factors could have significant implications for the market if Trump were to be re-elected.
如果特朗普当选连任，这些因素可能对市场产生重大影响。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
Photos courtesy: Shutterstock
图片提供：Shutterstock