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Kevin Sims
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Ryan Belsky
Ryan Belsky认为，美国大选结果明朗后，市场风险偏好上升，监管减少，提振了市场信心，经济预期向好。他认为，尽管存在赤字问题，但只要通货膨胀得到控制，经济仍有望保持强劲增长。他还指出，市场仍有大量资金处于观望状态，存在进一步上涨的潜力。
Kevin Sims认为，市场预期调整主要体现在对未来市场涨幅的预期上。他认为，市场上涨并非仅仅因为不确定性消除，更重要的是由于对未来市场走势的积极预期，以及市场对美联储降息的预期。他认为，市场上涨的动能是真实的，并且有大量资金正在入市。
Deep Dive
The discussion focuses on the market's positive reaction to the election results and the potential for continued growth.
- Republican control in Washington expected to lead to less regulation and higher economic growth.
- Regional banks and financials saw significant gains post-election.
- Expectations for a continued rally into the end of the year with a potential reset in market expectations.
Shownotes Transcript