미국 대선 결과, 개미 투자자들의 포트폴리오에 어떤 영향 미칠까_20201012

How US election will affect investors' portfolio

2020-10-12

 

 

Investors have less than a month left to possibly readjust their portfolios before the results of the U.S. presidential election, as some of them think the outcome will have a big impact on the markets.

주식투자자들은 미국 대선 결과가 나오기 전 포트폴리오를 조정할 수 있는 시간이 한 달도 채 남지 않았으며, 이들 중 일부는 선거 결과가 시장에 큰 영향을 미칠 것으로 보고 있다.


Analysts note that stock markets don't like "uncertainty," and given President Donald Trump's repeated and continued confrontation with China, if he is reelected, they believe shares related to defense, AI, memory chips and fifth-generation (5G) networks will get upside momentum.

분석가들은 주식시장이 '불확실성'을 좋아하지 않는다는 점에 주목하며, 도널드 트럼프 대통령이 중국과 거듭되고 지속적인 대립각을 세우고 있는 점을 고려하면 그가 재선될 경우 국방·AI·메모리칩·5G 관련주가 상승 탄력을 얻을 것으로 보고 있다.


On the flip side, a Joe Biden win would lead to investments in infrastructure, especially for renewable energy, based on his election pledges. He has vowed to invest $2 trillion in clean energy and infrastructure.

다른 한편으로, 조 바이든의 승리는 그의 선거 공약에 근거한 인프라, 특히 재생 에너지에 대한 투자로 이어질 것이다. 그는 깨끗한 에너지와 인프라에 2조 달러를 투자하겠다고 약속했다.


Biden is favored to become the next U.S. leader as predictions from U.S. media outlets were giving Trump a less than 20 percent chance of winning, and major betting sites are also giving the Democrats strong "odds" to sweep or gain a majority in the Senate.

미국 언론들이 트럼프의 당선 가능성을 20% 미만으로 예상하고, 배팅 사이트들도 민주당이 상원을 싹쓸이하거나 다수당을 차지할 가능성을 높게 보고 있는 만큼, 바이든 후보가 미국의 차기 대통령 경쟁에서 우위를 점하고 있다.


KEY WORDS
■ readjust 다시 적응하다; 조정[변경]하다
■ outcome 결과
■ have a big impact on ~에 큰 영향을 끼치다
■ analyst 분석가, (증권사) 애널리스트
■ note ~에 주목하다, ~을 언급하다
■ uncertainty 불확실성
■ given ~를 고려해 볼 때
■ confrontation 대치, 대립
■ be reelected 재선되다
■ upside momentum 상승 탄력
■ on the flip side 다른 한편으로는
■ infrastructure 사회 기반 시설
■ election pledge 선거공약
■ vow to ~하기로 맹세[약속]하다
■ odds (어떤 일이 있을) 가능성;  (도박에서) 확률
■ sweep 쓸다
■ the Senate (미국) 상원

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