专题：全球屏息以待美国大选 市场将如何应对？ 申万宏源认为，市场交易上，“特朗普交易”中美元偏强，美股、铜偏多，美债、金偏空；权益市场中，大盘成长相对利好，关注金融、能源与制造业；当下，交易天平已向特朗普倾斜，如特朗普当选，交易延续性或有限。 摘要 2024年美国大选即将尘埃落地，如何研判“特朗普交易”的市场影响、可能演绎？供参考。 （一）历史上“选举交易”如何演绎？四季度交易选举“意外”，...
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