民主党在中期选举中获胜后，股市和债市上涨，原因是人们对美国经济和财政前景抱有乐观期望；但一些科技股下跌，原因是市场担心AI基础设施建设预计将放缓。摩根士丹利一位高管对CNBC表示，尽管选举结果意味着政府控制权将出现分立，但市场“喜欢僵局——他们不喜欢一个政党拥有过大权力”。
Stock and bond markets gained following Democrats’ midterm victories on buoyant hopes for the US economy and fiscal picture, but some tech stocks declined on concerns over an expected slowdown in the AI infrastructure buildout. Though the results mean control of the government will be divided, markets “like gridlock — they don’t like a party with too much power,” a Morgan Stanley executive told CNBC.
市场押注美国借贷将放缓，这帮助提振了美国国债；另一位投资者对彭博表示，“基本面背景并未突然改变，美国增长依然稳健。”不过，一些公司股价下滑：埃隆·马斯克的SpaceX和特斯拉均下跌；这位共和党支持者投入巨资，试图在得克萨斯州击败民主党人，但未能成功，而这两家公司总部都设在得州。
Bets that US borrowing will slow helped bolster US Treasurys, while another investor told Bloomberg that “the fundamental backdrop has not suddenly changed, with US growth remaining solid.”Some companies slipped, though: Elon Musk’s SpaceX and Tesla both fell; the GOP supporter spent heavily, and unsuccessfully, to defeat Democrats in Texas, where both firms are based.