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总结
多家美媒围绕“2026年股市投资别与白宫作对”的观点解读称，在特朗普第二任期第二年、美国中期选举临近之际，华尔街对财政支出、税收与关税取向、监管以及美联储利率路径的不确定性保持警惕。分析机构提出所谓“全球重置交易”等2026年配置主线，建议投资者把政策方向作为核心变量，重视行业轮动与风险对冲，并关注政策摇摆对估值和市场波动的放大效应。
正文
Stock Investors' Strategy for 2026: 'Don't Fight the White House' The New York Times Wall Street Frets Over Policy Uncertainty With Midterms Looming Bloomberg.com It's President Trump's Second Year. Here's What That Could Mean for Stocks in 2026. Investopedia Kepler analysts outline three key themes for 2026 in the "global reset trade" Investing.com How the Stock Market Performed in the First Year of Trump's Second Term Kiplinger
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