分析师：特朗普法案将支持股市 看好周期性行业

Group 1 - The "Big and Beautiful" bill is expected to provide clear benefits to businesses and households, which will support corporate earnings and stock prices [1] - The bill may lead to increased government debt issuance, with the Congressional Budget Office estimating an increase of approximately $3 to $3.4 trillion over the next decade [1] - Higher deficits could raise inflation expectations, impacting market dynamics [1] Group 2 - Cyclical industries are anticipated to benefit from the bill, particularly energy companies due to the removal of green energy subsidies [1] - Industrial companies are expected to gain from increased infrastructure spending [1] - The financial sector may see advantages from reduced uncertainty, general deregulation, and a steepening yield curve [1] - Consumer goods industries are likely to benefit from tax reductions [1]