Closing Bell Overtime: Sunnova CEO On Green Energy Under Trump; Cloudflare CEO On Earnings 11/8/24
2024/11/8
Closing Bell
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Charlie A. McElligott
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Courtney Reagan
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Kevin Mahn
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Mike Santoli
以超过20年的华尔街报道经验，目前担任CNBC高级市场评论员的金融专家。
Kevin Mahn：市场需要短暂休整，但长期来看，牛市仍有上涨空间。基于历史数据，牛市可能持续两年，累计涨幅可能超过100%。美联储未来降息步伐将放缓。
Charlie A. McElligott：价值型股票，尤其是小型股，在过去几年表现落后，目前被低估，具有投资价值。特朗普当选对市场的影响主要在于‘不会发生什么’，例如不会大幅提高公司税。金融板块，特别是投资银行，将受益于交易活动增加和可能的收益曲线变陡峭。能源和天然气板块将受益于对液化天然气出口的放松管制。国防和航空航天板块将受益于政府支出增加。
Deep Dive
Market experts discuss the future of the markets after a historic week, focusing on potential impacts of the election outcome, bond market trends, and sectors poised to benefit.
- Markets may take a breather after accelerating pace.
- Historically, bull markets last 5.3 years with 178% cumulative returns.
- Value stocks have lagged but may see a resurgence.
- Defense and energy sectors could benefit from deregulation and tax cuts.
Shownotes Transcript