Shifts in the House and Senate affect various US stock sectors! Healthcare unlikely to see broad gains; clean energy competes for policy benefits; AI infrastructure faces delivery and cost tests.

Zhitong Finance APP has learned that U.S. midterm election developments are becoming an important catalyst for the relative performance of various industries/sectors in the stock market versus the broad market benchmark. If Democrats achieve strong election results, the clean energy and housing sectors may gain support from policy expectations, while AI, data center, and defense companies may face stricter oversight.