石油天然气勘探与生产

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从国防到加密资产 特朗普政策引爆结构性投资机会
智通财经网· 2025-07-18 23:22
Group 1: Defense Industry - The defense industry is identified as a major beneficiary of Trump's policies, with over $150 billion allocated for defense in the "Big and Beautiful" tax plan [1] - NATO countries have committed to increasing military spending to 5% of GDP under pressure from the Trump administration, expanding the global defense market [1] - Recommended investment tool includes the Global X Defense Tech ETF (SHLD.US), which holds key defense technology companies like Palantir Technologies (PLTR.US), Lockheed Martin (LMT.US), and BAE Systems (BAESY.US) [2] Group 2: Energy Sector - The new tax plan shifts focus from renewable energy subsidies to supporting fossil fuels and nuclear energy [2] - The iShares U.S. Oil & Gas Exploration & Production ETF (IEO.US) is highlighted as a potential beneficiary, with significant holdings in traditional energy companies such as ConocoPhillips (COP.US), EOG Resources (EOG.US), and Marathon Oil (MPC.US) [2] - The Global X Uranium ETF (URA.US) is favored for its focus on uranium mining and nuclear energy companies, including Cameco (CCJ.US), NuScale Power (SMR.US), Oklo (OKLO.US), and NexGen Energy (NXE.US) [2] Group 3: Digital Assets - Trump's support for the cryptocurrency community is noted, with the recent passage of a stablecoin regulation bill seen as a victory for the crypto industry [3] - Recommended ETFs related to cryptocurrencies include iShares Bitcoin Trust (IBIT.US) for Bitcoin holdings and ARK Fintech Innovation ETF (ARKF.US) for investments in innovative financial companies linked to cryptocurrencies, such as Robinhood (HOOD.US), Coinbase (COIN.US), and Circle (CRCL.US) [3] Group 4: Artificial Intelligence - The artificial intelligence sector is recognized for its long-term potential and presidential support, particularly in defense, fintech, and government applications [3]