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2020-11-04

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招商宏观：美国大选“观影”和市场指南

核心观点： 新冠疫情影响下邮寄选票的激增增加了美国大选结果的不确定。11月3日为美国总统选举日，而本届选举的特殊情况是，疫情之下邮寄选票比例大幅提升，这将带来两点风险：一是大选结果无法及时公布；二是大
招商宏观：美国大选“观影”和市场指南

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