策略研究·专题研究：美国大选尘埃落定对资本市场影响几何？

Group 1 - The report discusses the main policy directions of Trump and their implications for various asset classes following the U.S. elections [4][5] - It analyzes the performance of major asset classes after Trump's election in 2016, including commodities, bonds, currency, and U.S. stock markets [4][5] - The report highlights the impact of Trump's election on the Chinese stock market, focusing on technology sectors and defensive dividend sectors [4][5] Group 2 - The report provides a detailed analysis of the macroeconomic environment and its influence on investment strategies, particularly in the context of the MAGA policy framework [5][6] - It emphasizes the importance of understanding the shifts in market dynamics and investor sentiment post-election [5][6] - The report includes quantitative data on various asset classes, indicating their performance metrics and trends [7][9]