Macro Aftermath Archived

美国总统对股市的影响

活动下降——叙事失去相关性。

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文章
23
来源
3

热门股

股票代码板块变动
U
Technology+53.4%
S
Technology+22.9%
SPY
—+12.9%
P
—+10.0%
IRS
Real Estate+5.5%

情绪时间线

板块表现

股票表现

事件时间线

七月 07, 2026
President Donald Trump Took a Direct Jab at the Fed, Yet Again … Neutral
七月 02, 2026
When President Trump or another celeb buys a stock, here is the … Neutral
七月 01, 2026
Trump on financial disclosures: Everyone's profiting because stock market is up Neutral
六月 28, 2026
Is a Stock Market Crash Looming Under President Donald Trump? History Doesn't … Bearish
六月 17, 2026
Stock Market Crash Under President Trump? History Says Investors Have Reason to … Bearish
六月 13, 2026
Is the Trump Bull Market Coming to an End? The Evidence is … Neutral
六月 07, 2026
Will There Be a Stock Market Crash Under President Donald Trump? A … Bearish
五月 30, 2026
Trumpflation Isn't Close to Peaking -- and That's Terrible News for a … Bearish
五月 17, 2026
Prediction: The Trump Bull Market Will Come to an Abrupt End Because … Bearish
五月 16, 2026
For better or worse, investors are living through Trump’s stock market. Here's … Neutral
五月 10, 2026
Is the Trump Bull Market Running on Fumes? Following the Money -- … Neutral
五月 05, 2026
Did President Donald Trump Just Outsmart Wall Street? The U.S. Government Just … Bullish
五月 04, 2026
Donald Trump endorsed this stock and the market reacted Bullish
五月 02, 2026
President Donald Trump Is the Catalyst Behind This $7 Trillion Investment That's … Bullish
四月 25, 2026
CNN’s data chief admits US stocks are up ‘like a rocket’ under … Bullish
四月 12, 2026
Have President Donald Trump's Actions in Iran Done Irreparable Damage to the … Bearish
四月 02, 2026
U.S. Stocks May Pull Back Sharply In Reaction To Trump's Speech Bearish
三月 25, 2026
Major Stock Indexes Are All Up 2% or More Bullish
三月 24, 2026
Investing During Political Uncertainty: What History Actually Tells Long-Term Investors Neutral

相关文章

For better or worse, investors are living through Trump’s stock market. Here's why

CNBC Markets · 五月 16, 2026
Bearish

Donald Trump endorsed this stock and the market reacted

Yahoo Finance · 五月 04, 2026
Mixed

CNN’s data chief admits US stocks are up ‘like a rocket’ under Trump — suggests …

Yahoo Finance · 四月 25, 2026
Mixed

Stocks Sharply Higher as President Trump Seeks to End Iran War

Yahoo Finance · 三月 25, 2026
Bearish

Major Stock Indexes Are All Up 2% or More

Yahoo Finance · 三月 25, 2026
Mixed
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AI概览

发生了什么：在特朗普总统的执政期间，美国股市飙升，标准普尔500指数、道琼斯指数和纳斯达克综合指数均多次上涨超过2%。 这轮上涨是由特朗普关于伊朗谈判的最新消息推动的，该消息使市场大幅上涨。 然而，CNN首席数据分析师承认了这种看涨趋势，同时也注意到潜在的风险。 同时，一些分析师警告说，伊朗冲突的通货膨胀影响可能会迫使美联储改变其货币政策。

市场影响： 广泛市场指数是这一趋势的主要受益者，标准普尔500指数、道琼斯指数和纳斯达克综合指数处于领先地位。 从行业来看，洛克希德·马丁（LMT）和诺斯罗普·格鲁曼（NOC）等国防股最初受益于地缘政治紧张局势，而埃克森美孚（XOM）和雪佛龙（CVX）等能源股则因伊朗协议后油价下跌而得到喘息。 Conversely, 亚马逊（AMZN）和Netflix (NFLX) 等可选消费品股则在风险偏好情绪的推动下上涨。

接下来关注什么： 投资者应密切关注2020年11月的美国总统选举，因为政府的更迭可能会改变市场的轨迹。 此外，美联储公开市场委员会（FOMC）在3月15日至16日举行的下一次会议将提供有关美联储对货币政策的立场见解，考虑到伊朗冲突可能带来的通货膨胀压力。 最后，苹果（AAPL）和Facebook (FB) 等主要公司在4月下旬和5月初的盈利报告将清晰地展现出在地缘政治不确定性下的企业健康状况。
AI概览（截至） 七月 01, 2026

时间线

首次发现三月 21, 2026
最后更新三月 21, 2026