美股也瘋狂!“特朗普概念股”遭熱炒,個股股價年內翻了3倍多
隨着黨內有力對手德桑蒂斯(Ron DeSantis)退出2024年總統選舉,特朗普大概率會成為共和黨總統候選人。
除了選舉上,資本市場上也掀起了一股“特朗普”熱潮。
“特朗普概念股”遭熱炒
當地時間上週日,在關鍵的新罕布什爾州初選前兩天,德桑蒂斯停止了競選活動。
就在退出競選的同時,德桑蒂斯還表示,自己將支持特朗普,而不是競爭對手共和黨候選人尼基·黑利。
在此影響下,隔夜美股收盤,市場“特朗普概念股”集體大升。
其中,Digital World Acquisition Corp(DWAC.US)收升88.36%,該股在過去5個交易日已上升一倍以上。該公司為特朗普旗下公司通過SPAC上市的殼公司。
受保守派歡迎的視頻共享平台 Rumble (RUM.US) 的股價收升 33%,至 4.77 美元。 該公司宣佈與媒體公司 Barstool Sports 建立合作伙伴關係。
軟件開發商 Phunware (PHUN.US) 收升41.55%,至35.87美分,年初至今該股股價已翻3倍。該公司曾受特朗普2020年總統連任競選團隊聘請,開發一款手機應用程序。
此外,Remark Holding (MARK.US) 上升40.26%,至54美分。

週一股價飆升後,Digital World Acquisition的市值達到15億美元,Rumble的市值為13億美元,Phunware的市值為1.21億美元。
市場過於瘋狂
2021年的時候,由於選舉失利,特朗普的支持者襲擊了美國國會大廈,引發騷動,特朗普也因此被推特等平台封殺。
在此背景下,他推出了自己的社交平台Truth Social。馬斯克收購推特後,解除了對特朗普的禁令。
2021年10月,Digital World Acquisition 與Truth Social母公司特朗普媒體科技集團(TMTG)宣佈合併,但該交易已經多次推遲,Digital World Acquisition 的股價也較2022年3月時下跌一半以上。
上個月,Digital World Acquisition表示,預計最快第一季度完成與TMTG的合併。
對於近期的股價大升,Accelerate Financial Technologies的首席執行官Julian Klymochko也認為市場過於瘋狂。
他表示:“市場已經完全瘋狂了。股票不反映Truth Social的任何基本內在價值,更像是用來交易的沙丁魚罐頭,或者説投機工具。”
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