“哈特”不同政策下哪些美股科技股将受益？小摩给出参考名单

智通财经2024-11-02

随着投资者等待下周美国联邦选举的结果，摩根大通列出了预计可能会受到企业税率、关税和其他政策潜在变化的积极或消极影响的科技股。目前，副总统哈里斯和前总统特朗普之间的总统竞选势均力敌。但投资者也在关注众议院和参议院选举的结果，这可能会导致出现民主党或共和党大获全胜，或国会分裂的情况。摩根大通分析师Samik Chatterjee在周五的一份股票研究报告中表示：“总的来说，我们预计短期内最重要的结果将与...

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Xiaomo gives a reference list","themeId":"394a67b7df7548e0a8644fb63a7b0643","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2a08f9cd790d979628e94c9a93190899","symbols_score_info":{"TTTN":1,"LU":0.6,"03086":1},"content_text":"随着投资者等待下周美国联邦选举的结果，摩根大通列出了预计可能会受到企业税率、关税和其他政策潜在变化的积极或消极影响的科技股。目前，副总统哈里斯和前总统特朗普之间的总统竞选势均力敌。但投资者也在关注众议院和参议院选举的结果，这可能会导致出现民主党或共和党大获全胜，或国会分裂的情况。摩根大通分析师Samik Chatterjee在周五的一份股票研究报告中表示：“总的来说，我们预计短期内最重要的结果将与企业税率有关，因为两届潜在政府在这方面的政策差异很大。”他表示，虽然共和党政府降低企业税的可能性可能会起到推动作用，但硬件公司尤其面临关税等抵消，因为它们依赖中国制造业。美元的潜在升值也将是一个挑战。Chatterjee表示：“尽管如此，我们相信，考虑到需求的潜在积极因素，我们认为这些因素可能会对我们的大部分覆盖股产生净积极影响。”以下是摩根大通对其在硬件和网络行业覆盖股的潜在政策驱动因素的部分概述：主题：企业税率在民主党的政策下，税率可能会提高到28%。利空：苹果(AAPL.US)、F5(FFIV.US)、惠普(HPQ.US)、思科(CSCO.US)。在共和党的政策下，潜在利率降至15%。利好：CDW(CDW.US)、Arista Networks(ANET.US)。主题：关税根据共和党的政策，制定10%-20%的全球关税。利空：苹果、戴尔(DELL.US)、慧与科技(HPE.US)、惠普、罗技(LOGI.US)。预计在共和党政策下，中国和墨西哥的关税将大幅上调。利好：伟创力(FLEX.US)、(长期利好)捷普科技(JBL.US)。主题：外汇预计在共和党政策下美元将走强。利空：苹果、康宁(GLW.US)、罗技、慧与科技、惠普、泰科电子(TEL.US)。主题：并购根据共和党的政策，监督将更加宽松。利好：高通(QCOM.US)、思科、慧与科技、惠普。主题：电动汽车共和党对该行业持负面看法。利空：Wolfspeed(WOLF.US)、泰科电子、安费诺(APH.US)。主题：警察/边境巡逻在共和党政策下，对警察/边境资金持积极态度。利好：Axon Enterprise(AXON.US)、摩托罗拉解决方案(MSI.US)。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"policyRegulatory","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2480892139","isCrawlerRequest":true}