Trump's Stock List
Trump has won the 2024 US election. In his latest speech to Congress, Trump emphasized a number of key policy directions that may have a profound impact on related sectors.
Trump plans to promote a rapid economic recovery through a series of executive orders, focusing on supporting the development of small businesses. In the energy field, it will be committed to reducing energy costs and restoring domestic energy production; at the same time, it will pay close attention to inflation and emphasize the need to maintain consumer purchasing power. In terms of foreign trade, Trump advocates the implementation of a reciprocal tariff policy, which may reshape the global supply chain. In addition, the speech also emphasized the direction of strengthening law enforcement and promoting immigration policy reform.
Given the policy tendencies shown in Trump's speech:
Supporting the energy independence strategy, traditional energy sectors BKR, XOM, and CVX are worth paying attention to
Emphasizing financial regulatory reform, financial institutions such as JPM, GS, and BAC may benefit
Paying attention to infrastructure investment plans, there are opportunities for engineering machinery leader CAT
Supporting the development of digital innovation, cryptocurrency-related targets MSTR, COIN, MARA, etc. may usher in opportunities
In addition, Trump's personal affiliated companies, such as the media platform DJT he founded, the supporter social platform RUM, and the campaign software developer PHUN, are also important targets. Given its emphasis on national defense, military stocks Lockheed Martin and Raytheon Technologies may benefit from increased defense spending. Technological innovation companies such as Tesla (Musk is its supporter) are also worth paying attention to.
The policy direction and goals proposed by Trump in his speech to Congress may have a profound impact on multiple concept sectors. Investors can pay attention to related concepts to seize the upcoming investment opportunities and seize the potential benefits brought by market changes.
CES Hot Concepts
CES (International Consumer Electronics Show) is the most influential event in the global technology field, bringing together cutting-edge technologies and innovative companies. This stock list selects high-quality listed companies related to CES, covering core areas such as artificial intelligence, smart driving, virtual reality, and robots. Through these popular concept stocks, we can plan ahead for future technology trends and capture growth opportunities for industry leaders.
AI Application Concept Stocks
With advancements in large-scale models and AI infrastructure, AI applications are rising rapidly. Recently, the U.S. AI software sector has shown strong performance: AppLovin’s stock surged sevenfold this year, while Palantir saw their stock prices double, highlighting the robust potential for monetization. The growth in AI stock prices is backed by consistent data and financial validation, proving that the explosive performance of AI applications is no anomaly. The sector holds significant opportunities for sustained growth in the future!
Gold concept
Gold, as a precious metal widely recognized worldwide since ancient times, has always been recognized to be anti-inflationary and stable in value. After Trump's victory, there was a wave of related concept market, but as his inauguration ceremony approached, the market gradually responded to the volatility that Trump's administration might cause.
Investors are anxious about Trump's tariff plan, which has increased the safe-haven demand for gold. At the same time, geopolitical tensions, such as Canada's response to tariff threats, the attack on US aircraft carriers by the Houthi armed forces in Yemen, and the Biden administration's sanctions on Russia's oil and gas industry, have provided support for gold prices.
In terms of market sentiment, according to a Kitco News survey, 51% of retail investors expect gold to outperform other metals this year. At present, the gold market is full of uncertainty, and investors are closely watching the impact of various news on the trend of gold prices.
In addition, in response to Trump's tough confrontational policy, the People's Bank of China has been increasing its gold reserves, especially in the second month after Trump's election, and continued to purchase more gold.
Ethereum concept stocks
As Circle successfully landed on Nasdaq with the compliance advantage of USDC and soared 40% in a single day, the stablecoin sector quickly ignited the secondary market. The passage of the US "GENIUS Act" has opened up a trillion-dollar market space for stablecoins, and the underlying engine that really drives this payment revolution is Ethereum. Ethereum not only has smart contract functions, but is also the core public chain of DeFi, NFT and mainstream stablecoins. At present, the market value of stablecoins on its network has reached 122.5 billion US dollars, accounting for 50% of the global stablecoin issuance. Most mainstream stablecoins such as USDT and USDC run on Ethereum.
Looking to the future, with the growth of the stablecoin economy and the rise of the "hoarding coins" trend of listed companies, ETH is expected to continue to benefit. As Cathie Wood, CEO of ARK Invest, said, Ethereum has become a key platform for financial innovation with its smart contracts and a large developer network. Ethereum concept stocks keep up with the core veins of the industry, select high-quality leading companies, and help investors efficiently capture cutting-edge opportunities and seize a new round of profit opportunities!
Consumer Goods
Consumer goods includes a series of household daily necessities such as food&drinks, clothing, household, washing and nursing etc. People buy staples in boom times and in bust times, which makes consumer staples stocks good performers no matter what’s happening in the broader economy. Also, consumer stocks tend to pay solid dividends and keep paying them over the long term. Here is a list of selected consumer goods stocks, such as Coca-Cola and Hershey.
