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Beneficiary Sectors Under Harris Policy Blueprint |Moomoo research

Beneficiary Sectors Under Harris Policy Blueprint |Moomoo research

哈里斯政策蓝图下的受益行业| moomoo研究
Moomoo Research ·  08/08 09:38

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.

在全球政治和经济事务的复杂格局中,Kamala Harris的崛起无疑引起了广泛关注。作为民主党总统候选人,她的政策思想和未来计划正在成为市场和分析师的主要研究课题。Harris的背景、个人经历以及她在各种关键问题上的立场将深刻影响未来的政治和经济格局。本文深入探讨这些因素,帮助投资者更好地理解和应对即将到来的变化。

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

一、哈里斯对拜登政策的“延续”

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

预计哈里斯将继续执行拜登政府的许多政策,特别是在外交政策和税收方面。

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.

外交政策:继续反对孤立主义,倡导国际合作,并对美国的全球承诺持谨慎态度。值得注意的是,在乌克兰问题上,哈里斯表现出坚定的支持,并表示支持北约联盟。

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%.

税收政策:承诺不增加年收入低于40万美元人群的税负,同时考虑向企业和高收入群体征收更高的税收。哈里斯倾向于民主党的“进步翼”,支持将企业税率提高到35%。

II. Harris's "New Agenda"

二、哈里斯的“新议程”

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

哈里斯在她的新议程中提出了与拜登不同的政策方向,特别是在清洁能源、贸易政策、人工智能监管和中东政策方面。
清洁能源和环境保护

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.

政策背景:哈里斯提出了一项10万亿美元的气候计划,旨在加速美国向绿色经济的转型。该计划设定了以下目标:到2030年所有新巴士、重型车辆和车队实现零排放;到2035年所有车辆实现零排放;到2030年所有新建筑达到碳中和;到2030年实现碳中和电网。此外,哈里斯计划结束对化石燃料产业的补贴,停止发放新的化石燃料租赁,加强联邦监管以确保企业遵守规定,并对企业碳排放实行逐年上升的收费制度以促进减排。

Beneficiary ETFs:

受益的ETF:

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

可再生能源etf: $太阳能ETF-Invesco (TAN.US)$

Technology and Artificial Intelligence

技术和人工智能

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.

政策背景:哈里斯强调AI风险监管,倡导相关立法,尤其是关注Deepfakes、算法偏见和虚假信息等领域。哈里斯在呼吁AI风险监管方面比拜登更积极,针对Deepfakes、算法偏见和虚假信息等领域进行核心打击。此外,哈里斯积极将公民权利组织参与到AI政策讨论中,以应对AI中潜在的偏见和错误,这可能会对弱势群体产生影响。

Beneficiary ETFs:

受益的ETF:

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

Infrastructure

制造行业

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.

政策背景: 哈里斯可能会继续拜登的基础设施计划,增加对公路、桥梁、公共交通和互联网基础设施的投资。这将有助于提高美国国内基础设施的整体水平,促进经济增长和就业。

Beneficiary ETFs:

受益的ETF:

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

Healthcare and Public Health

医疗保健和公共卫生

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.

政策背景:哈里斯支持"全民医保"计划并增加对公共卫生的投资。通过支持"全民医保",并增加对公共卫生的投资,哈里斯旨在改善医疗服务的可及性和质量。

Beneficiary ETFs:

受益的ETF:

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.

总之,卡玛拉·哈里斯的治理哲学和政策方向不仅延续了拜登政府的核心政策,还展示了她独特的领导风格和创新思维。无论在环境保护、人工智能监管、基础设施还是公共卫生方面,这些政策都预示着新的变革。这些政策为投资者带来了新的机遇,通过深入理解和分析哈里斯的政策,投资者可以更好地掌握市场动态,做出明智的投资决策。

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

正如一位大师所说:“对未来的洞察和对变化的敏锐捕捉,都能提高认知水平。”

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