市场有时候挺矛盾的，_老虎社区_美港股上老虎

2024-11-12

市场有时候挺矛盾的，一方面特朗普上台后减税，中小企业得到支持， $罗素2000指数ETF(IWM)$ 指数也跟着涨。但你看罗素2000指数里的那些公司，很多都是靠借钱发展的，高利率其实对他们扩张是个限制。

特朗普胜选让小盘股达到了新高，花旗策略师斯科特·克罗纳特（Scott Chronert）当前表示：“美国小盘股可能是更好的特朗普交易。初始估值较为宽松，预期的放松监管和对本土制造业的重视，使得这一资产类别前景良好。”【周五标普标普500指数均创2023年11月以来最大单周涨幅，你觉得现在更好的“特朗普交易”，仍是标普500，还是小盘股？】

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小柴胡儿
2024-11-12
小柴胡儿
同时也在降息啊

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