In the complex landscape of global political and economic affairs, Kamala Harris's emergence has undoubtedly drawn widespread attention. As the Democratic presidential candidate, her policy ideas and future plans are becoming key research subjects for markets and analysts. Harris's background, personal experiences, and her stance on various critical issues will profoundly impact the future political and economic landscape. This article delves into these factors, helping investors better understand and respond to the imminent changes.

I. Harris's "Continuation" of Biden's Policies

Harris is expected to continue many of the Biden administration's policies, especially in foreign policy and taxation.

Foreign Policy: Continues to oppose isolationism, advocates international cooperation, and maintains a cautious attitude towards America's global commitments. Notably, on the Ukraine issue, Harris has shown firm support and expressed her backing for the NATO alliance.

Tax Policy: Promises not to increase the tax burden on those earning less than $400,000 annually while considering higher taxes on corporations and high-income groups. Harris leans towards the Democratic "progressive wing," supporting an increase in the corporate tax rate to 35%.

II. Harris's "New Agenda"

Harris presents different policy directions from Biden in her new agenda, particularly in clean energy, trade policy, AI regulation, and Middle East policy.
Clean Energy and Environmental Protection

Policy Background: Harris proposes a $10 trillion climate plan aimed at accelerating America's transition to a green economy. The plan sets the following targets: zero emissions for all new buses, heavy vehicles, and fleets by 2030; zero emissions for all vehicles by 2035; carbon neutrality for all new buildings by 2030; and a carbon-neutral grid by 2030. Additionally, Harris plans to end subsidies for the fossil fuel industry, stop issuing new fossil fuel leases, strengthen federal regulations to ensure corporate compliance, and implement an escalating fee system on corporate carbon emissions to promote reductions.

Beneficiary ETFs:

New Energy Vehicles ETF:  $iShares Global Clean Energy ETF (ICLN.US)$

Renewable Energy ETF: $Invesco Solar ETF (TAN.US)$

Technology and Artificial Intelligence

Policy Background: Harris emphasizes AI risk regulation and advocates for relevant legislation, particularly focusing on deepfakes, algorithmic bias, and misinformation. Harris is more proactive than Biden in calling for AI risk regulations, targeting areas like deepfakes, algorithmic bias, and misinformation. Furthermore, Harris actively involves civil rights organizations in AI policy discussions to address potential biases and errors in AI that could impact vulnerable groups.

Beneficiary ETFs:

Cybersecurity ETF:  $First Trust Cloud Computing ETF (SKYY.US)$

AI Regulation Technology ETF:  $Innovator Ibd 50 Etf (FFTY.US)$

Infrastructure

Policy Background: Harris is likely to continue Biden's infrastructure plans, increasing investments in roads, bridges, public transit, and internet infrastructure. This will help improve the overall level of domestic infrastructure in the U.S., promoting economic growth and employment.

Beneficiary ETFs:

Construction Engineering ETF:  $SPDR S&P Homebuilders ETF (XHB.US)$

Materials Supply ETF:  $Materials Select Sector SPDR ETF (XLB.US)$

Healthcare and Public Health

Policy Background: Harris supports the "Medicare for All" plan and increases investment in public health. By supporting "Medicare for All" and investing more in public health, Harris aims to improve the accessibility and quality of medical services.

Beneficiary ETFs:

Health Insurance ETF:  $The Health Care Select Sector SPDR® Fund (XLV.US)$

Biotechnology ETF: $iShares Biotechnology ETF (IBB.US)$

Public Health ETF:  $Ishares U.S. Health Care Providers Etf (IHF.US)$

In summary, Kamala Harris's governance philosophy and policy directions not only extend the core policies of the Biden administration but also demonstrate her unique leadership style and innovative thinking. Whether in environmental protection, AI regulation, infrastructure, or public health, these policies indicate new changes. These policies bring new opportunities for investors, and by deeply understanding and analyzing Harris's policies, investors can better grasp market dynamics and make informed investment decisions.

As a master once said: "The enhancement of cognition comes from insight into the future and the keen capture of changes."

Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only. Read more