金色财经|11月 06, 2026 13:02
[Natixis: US Midterm Elections May Benefit Asia, AI Investment Cycle Faces Slowdown] According to Jinse Finance, on November 6th, Natixis released a research report on November 5th, pointing out that the Democratic Party regained control of both houses of Congress in the US midterm elections, with the Senate gaining a net increase of 7 seats and the House of Representatives achieving its largest majority in nearly 20 years. Trump's administration will face more constraints over the next two years, potentially reducing uncertainty in energy, trade, and financial policies facing Asia, with an overall positive impact. However, the AI hardware supply chain may face pressure.
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