随着2026年中期选举的临近,华尔街正在转向一个被称为“Big MAC”的新交易主题——“中期选举大戏即将上演”(Big Midterms Are Coming),以应对日益加剧的政策不确定性。 特朗普近期通过社交媒体发布了一系列密集的“准政策”声明,意在为共和党在11月的选举中争取优势。这些举措已在市场引发震荡:银行股因被要求将信用卡利率上限设定在10%而重挫,军工承包商则因总统要求暂停分红并...
Source Link随着2026年中期选举的临近,华尔街正在转向一个被称为“Big MAC”的新交易主题——“中期选举大戏即将上演”(Big Midterms Are Coming),以应对日益加剧的政策不确定性。 特朗普近期通过社交媒体发布了一系列密集的“准政策”声明,意在为共和党在11月的选举中争取优势。这些举措已在市场引发震荡:银行股因被要求将信用卡利率上限设定在10%而重挫,军工承包商则因总统要求暂停分红并...
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