特朗普再次当选总统后，3 支可能飙升的股票

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周六发生的前总统唐纳德·特朗普险遭暗杀事件对股市产生了提振作用。周二，股市收盘创下历史新高，标准普尔 500 指数 (SPX) 上涨 0.6%，道琼斯指数上涨 1.9%。

这再次表明资本不喜欢不确定性。随着宾夕法尼亚特朗普集会的持久形象巩固，唐纳德·特朗普现在更有可能赢得第二任总统。更重要的是，在媒体渠道对拜登总统的精神能力产生许多怀疑之后，

此外，根据联邦基金期货，到年底前将有三次降息，这将为更便宜的资本提供更多空间。如果唐纳德·特朗普于 11 月 5 日赢得美国总统大选，哪些股票最有可能获得提振？

考虑到特朗普总统任期内通过撤销和废除减税和放松管制措施所做出的举措，这些是最热门的候选人。

特斯拉（纳斯达克股票代码：TSLA）

埃隆·马斯克是全球最具影响力的社交媒体平台的所有者，他在暗杀企图发生后做出了大胆的举动，完全支持（前）总统特朗普。这并不奇怪，因为拜登政府对马斯克发起了全方位的攻击，从联邦贸易委员会、证券交易委员会、司法部和国家劳工关系委员会到鱼类和野生动物管理局。

为了兑现自己的承诺，埃隆·马斯克向特朗普的超级政治行动委员会承诺捐赠 4500 万美元。这位亿万富翁企业家进一步暗示，电动汽车补贴并没有像人们认为的那样给特斯拉带来多大的帮助。据他说，这些补贴只会帮助特斯拉的竞争对手，这就是为什么他提议下一届政府应该“取消所有行业的补贴！”

唐纳德·特朗普担任总统期间，在补贴方面的表现好坏参半。在大幅增加对农民的补贴（从 40 亿美元增加到 200 多亿美元）的同时，他还通过削减可再生能源和环境保护资金有效地提振了石油、天然气和煤炭公司。后者表明特朗普认为“净零”叙事与马斯克最近的提议相吻合。

最重要的是，众所周知，特朗普在对中国进口产品征收关税的同时，偏向于支持国内产业和制造业基础。这与欧盟最近的举措一致，这将极大地帮助特斯拉的盈利。

过去三个月，TSLA 股价上涨了近 60%。TSLA 股价目前为 253.90 美元，仍低于 52 周高点 280.93 美元/股。股价走势很大程度上取决于推迟的自动驾驶出租车发布时间，发布时间从 8 月推迟到 10 月。

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CoreCivic（纽约证券交易所代码：CXW）

Operating private correctional and detention facilities, CoreCivic had been a real estate investment trust (REIT) until January 2021. Given that Trump narrowly avoided a bullet when going off script about immigrant crime stats, it is safe to say that the second Trump presidency would ramp up CoreCivic’s bottom line.

In May’s Q1 2024 earnings, the company reported 75.2% occupancy, the highest level since Q1 2020. This generated 9% more revenue from the year-ago quarter. The company refinanced its existing debt by issuing $500 million senior unsecured notes, while also renewing eight contracts that were up for renewal during the quarter.

During 2023, CoreCivic renewed all 34 contracts, suggesting the company’s high brand loyalty among federal, state and local governments. Over the last month, CXW stock is up 32%. Presently priced at $15.03, it is close to its 52-week high of $16.54. With lowered interest rates ahead, and Trump’s historic plan for mass deportation of illegals who got in during the Biden admin, CXW could visit its previous all-time high of $37.15 in 1997.

Deere & Company (NYSE: DE)

John Deere, a 200-year-old agriculture and construction company, recently made news by backtracking its so-called “woke” DEI policies. These include company-mandated training and participation or support of “external social or cultural awareness parades, festivals, or events.”

Considering that Deere customers are on the opposite spectrum of such activism, this is a major bullish move. Likewise, the company could find itself in the same boat as Tesla, as a second Donald Trump presidency is likely to protect the domestic agricultural sector alongside blue-collar workers.

In the meantime, the company began its cost-cutting programs in March, planning to lay off around 1,500 workers in Iowa and Illinois across three factories. This is not surprising considering Deere’s cyclical nature, depending on the ebbs and flows of farm sales.

In May’s quarterly earnings, Deere reported a 15.3% decrease in net sales, confirming this dynamic. However, with the looming 2nd Trump presidency and his history of widely increased farm subsidies, the downturn may be a solid entry exposure into DE stock.

Presently priced at $377.51, DE shares are nearly 20% below their 52-week high point of $450 per share, and under their 52-week average of $388.38. According to Nasdaq forecasting data, DE stock is strongly recommended, with an average price target of $413.33 twelve months ahead. Over the week, DE stock is up 9%.

Do you expect meaningful economic changes between the first and second potential presidencies or just a shift in the rhetoric? Let us know in the comments below.

Disclaimer: The author does not hold or have a position in any securities discussed in the article.

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