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The US presidential election was won by Democratic candidate Biden, and the tech stocks led the US stock market to celebrate. According to the analysis of domestic and foreign legal entities, Biden’s victory in the election is beneficial for the five main categories of “Biden electoral beneficiary actions”: green energy, electric vehicles, infrastructure, healthcare and Huawei; As the US fiscal deficit continues to rise, establishing a weak dollar standard will be beneficial. Looking at emerging markets performance, stocks in Taiwan, South Korea and the mainland are expected to outperform other emerging markets after the elections.
The US presidential election has drawn the world’s attention. With the fierce battle between incumbent President Trump and candidate Biden, Biden’s edge is established, encouraging the global capital market to respond to relevant gains early on Friday. ; Taiwanese shares also rose simultaneously for five consecutive years. Network, Biden’s winning concept shares have become the focus of investors’ search.
Originally, Biden hoped to tax the rich and increase oversight of big tech companies, but foreign investment and research units believe that when neither side has an overwhelming seat in Congress, Biden’s future tax proposal can be seen. limited. JPMorgan Chase directly named the stocks from Taiwan, South Korea and the mainland that will benefit from Biden’s victory and are expected to outperform other emerging markets after the election.
According to analysis by JPMorgan Chase and Bank of America Securities, Biden’s call for the restoration of Ouke’s health insurance and new energy construction is expected to benefit health stocks, a wide range of energy concept stocks. green such as solar energy, wind energy, electric vehicles, etc., and infrastructure actions.
Motech CEO Ye Zhengxian believed yesterday (8) that Biden’s election will definitely help the development of the solar energy industry, and that green energy is already a global trend. Demand is expected to be expected. of the power plant market to expand, and this will also be a Taiwanese factory. Opportunity.
The Chairman of Fubon Investment Advisory, Xiao Qianxiang, the Chairman of KGI Investment Advisory, Zhu Yanmin, and the head of Hanya Investment, Liu Xingtang, pointed out that the election of Biden, the expansion of the fiscal stimulus and the improvement of relations between states The United States and China will be the most profitable, and it attaches great importance to environmental problems. Green energy concept stocks are expected to benefit, and Huawei’s concept stocks are also expected to resume long-term trends.
The main focus of Biden’s policy is the development of clean energy in terms of energy, and it is committed to reducing carbon emissions; in terms of US-China relations, believes that tariffs are harmful and useless and will seek effective measures; The reactivation of the green energy policy will boost the renewable energy and electric vehicle communities.
Furthermore, as the political situation between the United States and China eases, the impact of the previous Huawei ban and the SMIC ban may weaken. Related supply chains such as IC design, manufacturing, mobile phones and Netcom and other related businesses are expected to recover. .
