中信证券：特朗普回归不改A股市场趋势需关注结构性影响_老虎社区_美港股上老虎

中信证券：特朗普回归不改A股市场趋势需关注结构性影响

市场资讯2024-11-06

中信证券（维权）发布报告指，2024年美国大选结果落幕，大选形势方面，特朗普已经锁定足够的选举人团票赢得总统选举，后续更需关注国会归属，若出现共和党横扫，美国对华压力或更显著。对地缘格局而言，全球或呈现“小型冲突不断、大型冲突难有”的状态，俄乌和巴以冲突可能烈度先上升再下降最后逐步走向终局，而“重返亚太”仍是特朗普的政策重心。对金融市场而言，特朗普有多种机制选项推动对华关税落地，明年二季度或是概率...

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