11/25/2024, 06:00 PM UTC
特朗普效应与利率下调:5只小盘股即将飙升Trump Bump And Rate Cuts: 5 Small-Caps Set To Surge
1、SA Quant的5只小盘股在两个月内回报超过20%,其中4只股票实现了两位数的回报,优于市场表现。2、小盘股最初因利率下调而上涨,受益于降低的借贷成本和相对于债券的增加吸引力。3、特朗普最近的选举胜利导致该行业飙升,尽管小盘股随后有所回落,但这也提供了一个潜在的机会。1. SA Quant's Top 5 small-cap stocks have returned over 20% in two months, outperforming the market with four delivering double-digit returns. 2. Small caps initially rallied on interest rate cuts, benefiting from reduced borrowing costs and increased attractiveness compared to bonds. 3. Trump's recent election victory caused a surge in the sector, although small caps have since pulled back, presenting a potential opportunity.
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