市场的“美国中选风向标”：特朗普任内第一场大选，民主党“压倒式胜利”

Core Insights - The recent local elections in the U.S. indicate significant victories for the Democratic Party, providing early signals for the 2026 midterm elections [1][7] - Economic pressures and living costs were the primary concerns for voters, reflecting their views on the ongoing government shutdown [1][2] Group 1: Election Results - In Virginia, Democrat Abigail Spanberger won the gubernatorial election, becoming the state's first female governor and regaining control from the Republican Party [2][4] - In New Jersey, Democrat Mikie Sherrill also secured victory in the gubernatorial race, marking the third consecutive term for Democrats in the state [2][4] - California's Proposition 50, supported by Democrats, is expected to pass, aiming to temporarily redraw congressional district maps to benefit the party in the 2026 elections [4][7] Group 2: Political Implications - The election outcomes are viewed as a "warm-up" for the 2026 midterms, offering insights into voter sentiment and potential party control of Congress [7] - The election results suggest an increased likelihood of the Democratic Party regaining control of Congress in the upcoming midterms [7] - The internal ideological divide within the Democratic Party was highlighted by the election of Zohran Mamdani as New York City's first Muslim mayor, raising concerns among financial circles about potential tax increases and regulatory risks [5][6]