随着总统大选结果临近，大科技公司是否已经锁定了两年的统治地位？

目前为止，我们可能仍无法确定大选结果。不过，投资者的交易假设如果是副总统乔-拜登将入主白宫，共和党将至少在未来两年内保持对参议院的控制。

如果是这样一个“分裂”的政府，而不是让民主党完全控制国会的 “蓝色浪潮”（blue wave），对股票等风险较高的资产，尤其是科技板块是个利好消息。因为共和党参议院将阻止拜登政府大幅提高企业税，同时降低重大监管行动的风险。总之，投资者认为至少还会有两年的现状，而目前的环境对科技公司来说是绝对积极的。

科技股重仓的纳斯达克综合指数本周已大涨近9%，有望创下4月以来的最佳周度表现。亚马逊和苹果股价大涨超过9%，而微软的股价则上涨了10%。

一方面，这也得益于投资者在疫情期间对科技股的攻守兼备。另一方面，随着对云计算、交付和在线服务的需求上升，这些公司也正在抓住时机快速增长。

Breaking it down: We still don't know with certainty how the election results will play out. Investors, however, are trading on the assumption that Republicans will retain control of the Senate for at least the next two years, while former Vice President Joe Biden will take the White House. A divided government, instead of a "blue wave" giving Democrats complete control of Congress, is being read as good news for riskier assets like stocks — especially the tech sector.

That's because Wall Street believes a Republican Senate will stop a Biden administration from dramatically hiking corporate taxes, while lowering the risk of major regulatory action. In short, investors see at least two more years of status quo. And the current environment has been decidedly positive for tech.

The tech-heavy Nasdaq Composite has jumped almost 9% this week, on track for its best weekly performance since April. Amazon and Apple shares have shot up more than 9%, while Microsoft's stock is 10% higher.

During the pandemic, tech stocks have benefited from investors looking to play both offense and defense. On one hand, these companies are growing rapidly, as demand for cloud computing, delivery and online services ramps up. They also are somewhat sheltered from the negative effects of the Covid-19 economy, since keeping stores open isn't a critical part of their business.  source

指尖新闻：高信噪比，一目了然

新冠疫情追踪

谁说参议院就是共和党了，小编发新闻的时候能不能判断一下，谢谢

langhuanjiang1 发表于 2020-11-06 15:53:43
谁说参议院就是共和党了，小编发新闻的时候能不能判断一下，谢谢

投资者假设的