美银：若特朗普出手干预经济遏制支持率下滑，当前或是布局中盘股良机

Core Viewpoint - The intervention by President Trump in the economy may benefit undervalued mid-cap stocks, as suggested by Bank of America Securities strategist Michael Hartnett [1] Group 1: Economic Intervention - Hartnett believes that Trump is likely to implement measures to prevent a decline in his approval ratings, aiming to keep the Consumer Price Index (CPI) annual inflation rate below 4% and the unemployment rate from rising to 5% [1] - The recommendation is to go long on undervalued mid-cap stocks before 2026 [1] Group 2: Investment Opportunities - Relevant mid-cap stock ETFs include SPDR S&P MidCap 400 ETF (MDY.US), SPDR S&P 400 Mid Cap Growth ETF (MDYG.US), iShares Russell Midcap ETF (IWR.US), and iShares S&P MidCap 400 ETF (IJH.US) [1] - The "Big Seven" in the U.S. stock market may overshadow the market capitalization of the Small Cap 600 Index (SPSM.US) and the Mid Cap 400 Index (MDY.US) [1] Group 3: Sector Recommendations - Other sectors with the best relative upside potential include those closely tied to the economic cycle, such as homebuilders (XHB.US), retail (XRT.US), paper, transportation (XTN.US), and real estate investment trusts (XLRE.US) [1]