“特朗普交易”遭重创

Group 1 - The "Trump trade" is facing significant losses, particularly for assets directly associated with Trump and his family, with the Trump Media & Technology Group's stock down 75% since his inauguration [1] - The meme coins named after Trump and Melania have seen declines of 86% and 99% respectively since the inauguration, while another cryptocurrency project linked to the Trump family has dropped about 40% since its launch in September [1] - The sell-off of these assets coincides with a broader decline in speculative market enthusiasm, affecting various risk assets including Bitcoin and AI-related stocks [1][2] Group 2 - The decline in speculative sentiment is not limited to Trump-related assets; a basket of unprofitable tech stocks tracked by Goldman Sachs has fallen 21% from mid-October to November 21 after an earlier surge [3] - The Trump Media & Technology Group has a staggering price-to-sales ratio of 1240, indicating a significant market correction [4] - Despite the downturn in certain sectors, healthcare stocks have risen, and major Wall Street banks like Goldman Sachs have performed well, while regional banks lag behind due to economic slowdown concerns [5][6] Group 3 - Gold has emerged as a winner amid market turmoil, with prices around $4200 per ounce, reflecting a nearly 60% increase this year as investors seek safe-haven assets [6] - Bitcoin has faced a harsh sell-off, dropping 30% in less than two months after a strong rally, impacting the Trump business ventures heavily invested in the cryptocurrency [6] - The macroeconomic outlook remains mixed, with expectations of a potential interest rate cut by the Federal Reserve in December, which could stabilize market sentiment [10]