BUZZ-民主党在国会选举中全面获胜后,美国零售股上涨11月4日 - ** 可选消费品指数 .SPLRCD 上涨5%,在标普500指数 (link) 中领涨,此前民主党在中期选举中夺得了参议院和众议院的控制权 (link)
** 大型零售商沃尔玛 WMT.O、好市多 COST.O、塔吉特 TGT.N 股价上涨3%至5%不等;百思买 BBY.N、梅西百货 M.N 股价均上涨7%
** 美元树 DLTR.O 上涨10%,美元通用 DG.N 上涨6%
** 受美国对伊朗战争影响,油价上涨,导致包装和运输成本上升,消费品公司因此面临困境
** 高油价也给消费者支出带来了压力
** 周三,在唐纳德·特朗普总统所属的共和党于中期选举中失去国会控制权后,油价 (link) 下跌9%
** “由于汽油价格长期居高不下,消费者不得不做出艰难的预算抉择。如果投资者开始嗅到油价有所缓解的迹象,这实际上将释放可自由支配的消费能力,”Annex财富管理公司首席经济策略师布莱恩·雅各布森表示
** 邮轮运营商嘉年华 CCL.N 和挪威邮轮控股 NCLH.N 股价均上涨约6%,皇家加勒比邮轮 RCL.N 股价上涨约6%
** 运动服饰制造商耐克(NKE.N)和露露柠檬(LULU.O)均上涨6%
** 玩具制造商美泰(Mattel) MAT.O 和孩之宝(Hasbro) HAS.O 均上涨约3%
** 截至上一交易日收盘,标普500可选消费品指数今年以来累计下跌0.46%
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