The era of Trump 2.0 officially begins! An overview of the eight key points in the inauguration speech, which areas are expected to present good opportunities for layout?
Looking ahead, CITIC SEC stated that it is necessary to pay attention to the introduction and implementation progress of various executive orders by Trump, especially the progress of tariff-related issues and the approval status of Cabinet nominations by Congress. Whether these plans are implemented smoothly may become the key to whether the previously extreme "Trump Trade" can continue.
Trump's "Energy card": filling the SPR, lifting the LNG export ban, and exporting USA's energy to the entire world.
In his inaugural address, Trump promised to lower Energy prices, fill the USA Strategic Petroleum Reserve (SPR), lift restrictions on liquefied natural gas (LNG) exports, and export USA's Energy to the entire world. Trump also repeatedly promised to reduce Energy prices by 50% during his campaign. Analysts believe that Trump's commitment to lowering Energy prices by 50% is nearly impossible to achieve. In contrast, even during a global pandemic, which is a major disaster, the average Energy cost for Americans only decreased by less than 20%, and oil producers who verbally support Trump will see their profits squeezed.
ConocoPhillips Snaps Six Days of Gains
Energy Stocks Had the Largest Return Last Week – Here Are the Top Quant-rated Stocks
Jefferies Maintains ConocoPhillips(COP.US) With Buy Rating, Raises Target Price to $148
Analysts Offer Insights on Energy Companies: California Resources Corp (CRC) and Conocophillips (COP)