Stocks For Biden Win拜登获胜利好的股票

About 25 days away from the November 3rd presidential election, many latest polls are pointing to a likely Joe Biden win.  Following is the Financial Times Poll results:

To get ready for a Biden win in the stock market, following are some suggestions:

Biden has vowed to expand the Affordable Care Act, the health care overhaul that former President Barack Obama signed into law in 2010. This would be bullish for health care stocks such as pharmaceuticals and biotechnology firms. VRTX, ISRG, UNH, TDOC are a few healthcare/biotech stocks that may do well. To participate in a basket of stocks, the popular healthcare/biotech ETFs XLV and IBB may be the ones to go. 

One of the centerpieces of Biden's platform is a focus on infrastructure spending and investing in sustainability and clean energy. So infrastructure and clean energy would also do well.  Infrastructure spendings benefit the industrial and material sectors that produce heavy equipment or produce materials for roads and bridges. Spending in clean energy should benefit electric vehicle manufacturers and utilities investing heavily in wind and solar. 

Some of the infrastructure stocks are: CAT, DE, MLM, VMC and USCR. Popular Infrastructure ETFs are: IGF and PAVE.

Some renewable clean energy stocks are: BEP, FSLR, NEE and NEP.  Popular Clean Energy ETFs are:Solar Energy TAN, Wind Energy FAN, Clean Energy ICLN, PBW, QCLN.

The available ETF for Autonomous & Electric Vehicles are DRIV and IDRV.

In the case of corporate tax hike if Biden win, big cap tech stocks such as Facebook (FB), Amazon (AMZN), Apple(AAPL), Netflix(NFLX) and Alphabet (GOOG) could dip. However JPMorgan said that Biden will likely put his immediate focus on rebuilding the economy rather than raising taxes, and that any tax increases would likely be "watered down." I agree with this kind of thinking.

Shares of cannabis companies enjoyed a broad rally Thursday, amid growing hopes of federal decriminalization following comments from vice-presidential candidate Sen. Kamala Harris. “[W]e will decriminalize marijuana, and we will expunge the records of those how have been convicted of marijuana,” Harris said in the vice-presidential debate late Wednesday.  You may also pay attention to cannabis stocks such as CGC, ACB, APHA and WEED. The cannabis stock ETFs are MJ and YOLO.

离11月3日总统大选大约有25天的时间，许多最新民意调查都显示拜登获胜的可能性大。以下是英国《金融时报》的调查结果：

为了为拜登胜利在股市上做好准备，以下是一些建议：

拜登曾发誓要扩大《平价医疗法案》（Affordable Care Act），这是前总统巴拉克·奥巴马（Barack Obama）在2010年签署成为法律的医疗改革方案。 VRTX，ISRG，UNH和TDOC是一些可能会表现好的健保/生物技术股票。要参与一篮子股票，受欢迎的医疗保健/生物技术ETF XLV和IBB也可参与。

拜登平台的核心内容之一是专注于基础设施支出以及对可持续性和清洁能源的投资。因此，基础设施和清洁能源也将会表现好。基础设施支出使生产重型设备或生产道路和桥梁材料的工业和材料板块受益。清洁能源方面的支出将使电动汽车制造商和公用事业在风能和太阳能方面进行大量投资，从而使之受益。

一些基础设施股票是：CAT，DE，MLM，VMC和USCR。热门的基础设施ETF有：IGF和PAVE。

一些可再生清洁能源股票为：BEP，FSLR，NEE和NEP。热门的清洁能源ETF有：太阳能TAN，风能FAN，清洁能源ICLN，PBW，QCLN。

适用于自动驾驶和电动车辆的ETF是DRIV和IDRV。

在拜登获胜而提高企业税的情况下，面书（FB），亚马逊（AMZN），苹果（AAPL），Netflix（NFLX）和Alphabet （GOOG）等大型科技股可能会下跌。不过，摩根大通表示，拜登开始可能会把重点放在重建经济而不是增加税收上，任何增税都可能会被“淡化”。我同意这种想法。

在副总统候选人参议员卡马拉·哈里斯（Kamala Harris）发表评论后，人们对联邦将非刑事化大麻的希望日益增强，大麻公司的股票周四普遍上涨。哈里斯在周三晚间的副总统辩论中说：“将大麻合法化，我们将删除那些被判犯有大麻罪的记录。”  也可关注CGC，ACB，APHA及WEED等大麻股。大麻股ETF有MJ及YOLO。