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周六發生的前總統唐納德·特朗普險遭暗殺事件對股市產生了提振作用。周二，股市收盤創下歷史新高，標準普爾 500 指數 (SPX) 上漲 0.6%，道瓊斯指數上漲 1.9%。

這再次表明資本不喜歡不確定性。隨著賓夕法尼亞特朗普集會的持久形象鞏固，唐納德·特朗普現在更有可能贏得第二任總統。更重要的是，在媒體渠道對拜登總統的精神能力產生許多懷疑之后，

此外，根據聯邦基金期貨，到年底前將有三次降息，這將為更便宜的資本提供更多空間。如果唐納德·特朗普于 11 月 5 日贏得美國總統大選，哪些股票最有可能獲得提振？

考慮到特朗普總統任期內通過撤銷和廢除減稅和放松管制措施所做出的舉措，這些是最熱門的候選人。

特斯拉（納斯達克股票代碼：TSLA）

埃隆·馬斯克是全球最具影響力的社交媒體平臺的所有者，他在暗殺企圖發生后做出了大膽的舉動，完全支持（前）總統特朗普。這并不奇怪，因為拜登政府對馬斯克發起了全方位的攻擊，從聯邦貿易委員會、證券交易委員會、司法部和國家勞工關系委員會到魚類和野生動物管理局。

為了兌現自己的承諾，埃隆·馬斯克向特朗普的超級政治行動委員會承諾捐贈 4500 萬美元。這位億萬富翁企業家進一步暗示，電動汽車補貼并沒有像人們認為的那樣給特斯拉帶來多大的幫助。據他說，這些補貼只會幫助特斯拉的競爭對手，這就是為什么他提議下一屆政府應該“取消所有行業的補貼！”

唐納德·特朗普擔任總統期間，在補貼方面的表現好壞參半。在大幅增加對農民的補貼（從 40 億美元增加到 200 多億美元）的同時，他還通過削減可再生能源和環境保護資金有效地提振了石油、天然氣和煤炭公司。后者表明特朗普認為“凈零”敘事與馬斯克最近的提議相吻合。

最重要的是，眾所周知，特朗普在對中國進口產品征收關稅的同時，偏向于支持國內產業和制造業基礎。這與歐盟最近的舉措一致，這將極大地幫助特斯拉的盈利。

過去三個月，TSLA 股價上漲了近 60%。TSLA 股價目前為 253.90 美元，仍低于 52 周高點 280.93 美元/股。股價走勢很大程度上取決于推遲的自動駕駛出租車發布時間，發布時間從 8 月推遲到 10 月。

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CoreCivic（紐約證券交易所代碼：CXW）

Operating private correctional and detention facilities, CoreCivic had been a real estate investment trust (REIT) until January 2021. Given that Trump narrowly avoided a bullet when going off script about immigrant crime stats, it is safe to say that the second Trump presidency would ramp up CoreCivic’s bottom line.

In May’s Q1 2024 earnings, the company reported 75.2% occupancy, the highest level since Q1 2020. This generated 9% more revenue from the year-ago quarter. The company refinanced its existing debt by issuing $500 million senior unsecured notes, while also renewing eight contracts that were up for renewal during the quarter.

During 2023, CoreCivic renewed all 34 contracts, suggesting the company’s high brand loyalty among federal, state and local governments. Over the last month, CXW stock is up 32%. Presently priced at $15.03, it is close to its 52-week high of $16.54. With lowered interest rates ahead, and Trump’s historic plan for mass deportation of illegals who got in during the Biden admin, CXW could visit its previous all-time high of $37.15 in 1997.

Deere & Company (NYSE: DE)

John Deere, a 200-year-old agriculture and construction company, recently made news by backtracking its so-called “woke” DEI policies. These include company-mandated training and participation or support of “external social or cultural awareness parades, festivals, or events.”

Considering that Deere customers are on the opposite spectrum of such activism, this is a major bullish move. Likewise, the company could find itself in the same boat as Tesla, as a second Donald Trump presidency is likely to protect the domestic agricultural sector alongside blue-collar workers.

In the meantime, the company began its cost-cutting programs in March, planning to lay off around 1,500 workers in Iowa and Illinois across three factories. This is not surprising considering Deere’s cyclical nature, depending on the ebbs and flows of farm sales.

In May’s quarterly earnings, Deere reported a 15.3% decrease in net sales, confirming this dynamic. However, with the looming 2nd Trump presidency and his history of widely increased farm subsidies, the downturn may be a solid entry exposure into DE stock.

Presently priced at $377.51, DE shares are nearly 20% below their 52-week high point of $450 per share, and under their 52-week average of $388.38. According to Nasdaq forecasting data, DE stock is strongly recommended, with an average price target of $413.33 twelve months ahead. Over the week, DE stock is up 9%.

Do you expect meaningful economic changes between the first and second potential presidencies or just a shift in the rhetoric? Let us know in the comments below.

Disclaimer: The author does not hold or have a position in any securities discussed in the article.

The post 3 Stocks that Can Surge Under a Second Trump Presidency appeared first on Tokenist.

熱點：總統 特朗普 股票 飆升