

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.
Recently, Congressman Pelosi's US stock investment portfolio has reached a new high, with a half-year return of over 100%. In the past few years, Pelosi and her family's multiple US stock transactions have attracted attention due to their close relationship with policy changes. Some media even joked that the real "stock god" of the US is not on Wall Street but on Capitol Hill. This stock list tracks Pelosi's US stock investment portfolio and the latest changes for you.
As politics and financial markets become more closely intertwined, investors are increasingly focused on influential figures on Capitol Hill.J.D. Vance, a U.S. Marine Corps veteran, is now the Republican candidate for Vice President. With a deep understanding of policy and a precise grasp of industry analysis, Vance's investment strategy has shown its potential for solid growth in volatile markets.
Ted Cruz's portfolio reflects market trends and potential growth points as a Republican congressman. The stock list pays particular attention to industries and companies that fit with Cruz's political positions and economic philosophy, such as energy, technology and manufacturing.
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