"Trump Trade" Fully Explained
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Shenwan Hongyuan analyzes the impact of the "Trump trade" on the market, believing that the US dollar is relatively strong, with US stocks and copper prices rising, while US bonds and gold are relatively weak. The market may continue to lean towards large-cap growth after Trump's election, focusing on finance, energy, and manufacturing. Historically, the "election trade" is divided into three stages, and market reactions are closely related to the election results
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