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小小刀据大树
2023-01-18
Goal goal goal ole ole ole
小小刀据大树
2023-01-16
Goal goal goal ole ole ole
小小刀据大树
2023-01-15
Goal goal goal ole ole ole
小小刀据大树
2023-01-14
Goal goal goal ole ole ole
小小刀据大树
2023-01-12
Goal goal goal ole ole ole
小小刀据大树
2023-01-11
Goalll
小小刀据大树
2023-01-10
Goal
小小刀据大树
2023-01-09
Goal
小小刀据大树
2023-01-08
Goal
小小刀据大树
2023-01-06
Goal
小小刀据大树
2023-01-05
Goal
小小刀据大树
2023-01-04
Goal
小小刀据大树
2023-01-03
Goalllll
小小刀据大树
2023-01-03
Goal
小小刀据大树
2023-01-02
Goal
小小刀据大树
2022-12-31
Goal
小小刀据大树
2022-12-30
Goal
小小刀据大树
2022-12-29
[微笑]
小小刀据大树
2022-12-28
Goal
小小刀据大树
2022-12-27
Goalll
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The six most favored sectors on Wall Street in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1113139556","media":"Wind万得","summary":"2021年美国股市以接近纪录高位的水平收官,在新的一年人们重新审视投资策略之际,华尔街顶级投资机构发布的展望显示,能源、金融等去年表现领先的板块再次获得青睐。随着经济努力从疫情的打击中复苏,对经济敏感","content":"<p><html><head></head><body>The U.S. stock market closed at a near-record high in 2021. As people re-examine investment strategies in the new year, outlooks released by top Wall Street investment firms show that sectors that performed well last year, such as energy and finance, are once again gaining favor.</p><p>Economically sensitive cyclical stocks recorded outstanding performance in 2021 as the economy struggled to recover from the impact of the pandemic. Throughout 2021, the S&P 500 rose nearly 27%, with energy (+47.7%), real estate (+42.5%), information technology (+33.4%), and finance (+32.5%) sectors outperforming the broader market, while utilities (+14%) and consumer staples (+15.6%) sectors saw the smallest gains.</p><p>According to Business Insider,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Major Wall Street banks and<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>In their 2022 recommendation lists from other well-known investment firms such as Federated Hermes, they are most optimistic about six sectors, including several of the top gainers in 2021.</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p><b>1. Finance</b></p><p>Companies that are optimistic about this sector:<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>BlackRock<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Federated Hermes, Goldman Sachs, JPMorgan Chase, LPL Financial, Morgan Stanley,<a href=\"https://laohu8.com/S/UBS\">UBS</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>。</p><p>Consensus: Reasonable valuations, strong growth, and rising interest rates will improve bank profitability.</p><p>Commentary: Finance is undoubtedly the most favored sector by top Wall Street firms, with 10 companies listing it as their top pick for 2022. Morgan Stanley strategists believe this is largely due to stable earnings and low valuations. BlackRock agreed, noting that the sector has been unpopular since the global financial crisis.</p><p>BlackRock strategists wrote, \"In a low-return world, the demand for excess returns has laid the foundation for the growth of alternative asset management companies. However, current pricing suggests that the market is skeptical, with some high-growth alternative asset management companies priced similarly to value stocks.\"</p><p>In response to the abnormally high inflation caused by the sharp rebound in consumer demand and to curb economic overheating, the Federal Reserve has signaled several rate hike. Morgan Stanley strategists point out that this poses a threat to stocks that rely on economic growth, but it is good for banks, as rising long-term interest rates allow them to increase profits through low-cost borrowing and high-interest lending.</p><p>However,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>We are not optimistic about the financial sector, citing the weakening growth prospects in 2022. However, few companies expect the economy to slow down sharply again in 2022.</p><p><b>2. Energy</b></p><p>Companies optimistic about this sector: Bank of America, BlackRock, Credit Suisse,<a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Federated Hermes, JPMorgan Chase, Morgan Stanley, UBS.</p><p>Consensus: Oil super cycle, inflation hedging returns, cheap valuations.</p><p>Commentary: After a dismal 2020 (-37.3%), the energy sector rallied in 2021, surging 47.7% and outperforming the S&P 500. With the rapid recovery of the global economy, oil prices have risen sharply, with Brent crude oil and US crude oil both rising by more than 50% in 2021. JPMorgan strategists believe that the \"super cycle\" of soaring oil prices has only just begun.</p><p>In a 2022 outlook report, JPMorgan strategists wrote: \"We believe that commodities, especially energy assets, are in a supercycle driven by post-pandemic recovery, currency devaluation, geopolitical tensions, and supply and demand frictions that have formed over the past few years.\"</p><p>Bank of America favors energy stocks because they can provide inflation hedging returns. Rising inflation is a boon for the energy sector, as rising commodity prices will boost oil producers' revenues and profits, keep these companies financially healthy, and enable them to return substantial Dividend to shareholders.</p><p>The energy sector may have sound fundamentals, but its valuations have been very cheap for a long time. JPMorgan strategists point out that the sector accounts for only about 3% of the S&P 500, far below its peak level of nearly 20%.</p><p>BlackRock strategists say they will focus on areas with growth opportunities in the energy sector, such as exploration and production companies, rather than areas with limited growth potential, such as service providers.</p><p><b>3. Healthcare</b></p><p>Companies bullish on this sector: Bank of America, BlackRock, Goldman Sachs, Jefferies Financial, JPMorgan Chase, LPL Financial, Morgan Stanley, and UBS.</p><p>Consensus: Reasonable valuation, stable returns, and defensive approach.</p><p>Comment: In the view of LPL Financial, the healthcare sector is \"attractively valued\". Although the industry's steady growth trajectory over the past decade has been disrupted by the pandemic and lucrative elective surgeries have been postponed, analysts expect a return to normal.</p><p>Jefferies Financial recently upgraded its rating on the healthcare sector \"to reflect better risk and reward.\" Bank of America has been peddling the sector's healthy yields—providing some inflation protection. Furthermore, if the economy weakens in 2022, the pricing power of healthcare companies will make the sector a defensive safe haven for investors.</p><p>However, Credit Suisse holds a different view, believing that the growth outlook for the new year is \"weak\".</p><p><b>4. Science and Technology</b></p><p>Companies that are optimistic about this sector: BlackRock, Federated Hermes, Goldman Sachs, UBS, and Wells Fargo.</p><p>Consensus: Strong growth momentum, but threatened by increasingly hawkish monetary policy.</p><p>Commentary: Steady growth, strong momentum, and historically strong returns at this stage of the economic cycle have led UBS strategists to believe that technology stocks are poised for another glorious 2022. UBS points out that many technology companies have pricing power, which is especially important in the context of high inflation. UBS favors media, technology hardware, and application software companies.</p><p>JPMorgan strategists agree with the strong fundamentals but issue a key warning: tech stocks will face multiple pressures from Federal Reserve rate hike, which will cause this high-growth sector to perform in line with the broader market.</p><p>BlackRock believes that the best opportunities in the technology sector can be found in the telecommunications industry and in the stocks of companies that manufacture \"labor-saving\" equipment. The company points out that continued investment in 5G cellular networks will trigger a spending boom, while rising wage inflation will prompt companies to adopt technologies to replace human labor.</p><p>However, the breadth and diversity of the technology industry often attract widespread attention from investors. Morgan Stanley is bearish on technology hardware companies and other cyclical technology companies, but not entirely bearish on technology stocks. The bank stated that some reasonably valued companies, such as software manufacturers, may have short-term upside potential.</p><p><b>5. Industry</b></p><p>Companies bullish on this sector: Bank of Montreal, Credit Suisse, Federated Hermes, LPL Financial, and Wells Fargo.</p><p>Consensus: With increased infrastructure spending, steady economic growth in the United States will only strengthen.</p><p>Commentary: The industrial sector rose 19.4% in 2021, underperforming the S&P 500. Although the huge positive impact of the signing of the $1 trillion infrastructure bill in mid-November may have been digested, Bank of Montreal strategists believe that industrial stocks still have room to rise in 2022, and the sector should be the \"main beneficiary of infrastructure spending,\" which will make a strong economic recovery and cyclical stocks the focus of attention.</p><p>Strategists at Wells Fargo and Bank of Montreal recommend that investors make selective investments in the industrial sector. The former recommends targeting air cargo, logistics, construction products, and railways, while the latter suggests continuing to focus on U.S. companies.</p><p>Brian Belski, chief investment strategist at Bank of Montreal, wrote: “The tendency to focus more on domestic companies (in the United States) should be beneficial because our research shows that these companies generally have better fundamentals than those with greater overseas sales exposure.”</p><p><b>6. Materials</b></p><p>Companies that are bullish on this sector: Bank of Montreal, Credit Suisse, Deutsche Bank, and Federated Hermes.</p><p>Consensus: Persistent inflation will push up input prices, while the fundamentals are attractive.</p><p>Comment: Many investors see soaring prices as a threat because higher input costs (such as timber and steel) drag down company profits unless they are passed on to consumers. However, the companies that produce these inputs are an exception, especially those in the materials industry. Deutsche Bank strategists believe that economically sensitive stocks, including commodity producers, will outperform other S&P 500 stocks in 2022.</p><p>Bank of Montreal noted that materials stocks offer strong relative value and robust operations, as profit margins and free cash flow generation are higher than historical averages. In addition, return on equity is also rebounding from a 10-year low at the height of the pandemic.</p><p>However, UBS has a more pessimistic view on materials stocks. Given the downside risks posed by the slowdown in durable goods and Chinese real estate investment, UBS has chosen to maintain its underweight rating on the sector.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Absolutely useful information! The six most favored sectors on Wall Street in 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAbsolutely useful information! The six most favored sectors on Wall Street in 2022\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-01-04 21:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>The U.S. stock market closed at a near-record high in 2021. As people re-examine investment strategies in the new year, outlooks released by top Wall Street investment firms show that sectors that performed well last year, such as energy and finance, are once again gaining favor.</p><p>Economically sensitive cyclical stocks recorded outstanding performance in 2021 as the economy struggled to recover from the impact of the pandemic. Throughout 2021, the S&P 500 rose nearly 27%, with energy (+47.7%), real estate (+42.5%), information technology (+33.4%), and finance (+32.5%) sectors outperforming the broader market, while utilities (+14%) and consumer staples (+15.6%) sectors saw the smallest gains.</p><p>According to Business Insider,<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Major Wall Street banks and<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>In their 2022 recommendation lists from other well-known investment firms such as Federated Hermes, they are most optimistic about six sectors, including several of the top gainers in 2021.</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p><b>1. Finance</b></p><p>Companies that are optimistic about this sector:<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>BlackRock<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Federated Hermes, Goldman Sachs, JPMorgan Chase, LPL Financial, Morgan Stanley,<a href=\"https://laohu8.com/S/UBS\">UBS</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo Bank</a>。</p><p>Consensus: Reasonable valuations, strong growth, and rising interest rates will improve bank profitability.</p><p>Commentary: Finance is undoubtedly the most favored sector by top Wall Street firms, with 10 companies listing it as their top pick for 2022. Morgan Stanley strategists believe this is largely due to stable earnings and low valuations. BlackRock agreed, noting that the sector has been unpopular since the global financial crisis.</p><p>BlackRock strategists wrote, \"In a low-return world, the demand for excess returns has laid the foundation for the growth of alternative asset management companies. However, current pricing suggests that the market is skeptical, with some high-growth alternative asset management companies priced similarly to value stocks.\"</p><p>In response to the abnormally high inflation caused by the sharp rebound in consumer demand and to curb economic overheating, the Federal Reserve has signaled several rate hike. Morgan Stanley strategists point out that this poses a threat to stocks that rely on economic growth, but it is good for banks, as rising long-term interest rates allow them to increase profits through low-cost borrowing and high-interest lending.</p><p>However,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>We are not optimistic about the financial sector, citing the weakening growth prospects in 2022. However, few companies expect the economy to slow down sharply again in 2022.</p><p><b>2. Energy</b></p><p>Companies optimistic about this sector: Bank of America, BlackRock, Credit Suisse,<a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>Federated Hermes, JPMorgan Chase, Morgan Stanley, UBS.</p><p>Consensus: Oil super cycle, inflation hedging returns, cheap valuations.</p><p>Commentary: After a dismal 2020 (-37.3%), the energy sector rallied in 2021, surging 47.7% and outperforming the S&P 500. With the rapid recovery of the global economy, oil prices have risen sharply, with Brent crude oil and US crude oil both rising by more than 50% in 2021. JPMorgan strategists believe that the \"super cycle\" of soaring oil prices has only just begun.</p><p>In a 2022 outlook report, JPMorgan strategists wrote: \"We believe that commodities, especially energy assets, are in a supercycle driven by post-pandemic recovery, currency devaluation, geopolitical tensions, and supply and demand frictions that have formed over the past few years.\"</p><p>Bank of America favors energy stocks because they can provide inflation hedging returns. Rising inflation is a boon for the energy sector, as rising commodity prices will boost oil producers' revenues and profits, keep these companies financially healthy, and enable them to return substantial Dividend to shareholders.</p><p>The energy sector may have sound fundamentals, but its valuations have been very cheap for a long time. JPMorgan strategists point out that the sector accounts for only about 3% of the S&P 500, far below its peak level of nearly 20%.</p><p>BlackRock strategists say they will focus on areas with growth opportunities in the energy sector, such as exploration and production companies, rather than areas with limited growth potential, such as service providers.</p><p><b>3. Healthcare</b></p><p>Companies bullish on this sector: Bank of America, BlackRock, Goldman Sachs, Jefferies Financial, JPMorgan Chase, LPL Financial, Morgan Stanley, and UBS.</p><p>Consensus: Reasonable valuation, stable returns, and defensive approach.</p><p>Comment: In the view of LPL Financial, the healthcare sector is \"attractively valued\". Although the industry's steady growth trajectory over the past decade has been disrupted by the pandemic and lucrative elective surgeries have been postponed, analysts expect a return to normal.</p><p>Jefferies Financial recently upgraded its rating on the healthcare sector \"to reflect better risk and reward.\" Bank of America has been peddling the sector's healthy yields—providing some inflation protection. Furthermore, if the economy weakens in 2022, the pricing power of healthcare companies will make the sector a defensive safe haven for investors.</p><p>However, Credit Suisse holds a different view, believing that the growth outlook for the new year is \"weak\".</p><p><b>4. Science and Technology</b></p><p>Companies that are optimistic about this sector: BlackRock, Federated Hermes, Goldman Sachs, UBS, and Wells Fargo.</p><p>Consensus: Strong growth momentum, but threatened by increasingly hawkish monetary policy.</p><p>Commentary: Steady growth, strong momentum, and historically strong returns at this stage of the economic cycle have led UBS strategists to believe that technology stocks are poised for another glorious 2022. UBS points out that many technology companies have pricing power, which is especially important in the context of high inflation. UBS favors media, technology hardware, and application software companies.</p><p>JPMorgan strategists agree with the strong fundamentals but issue a key warning: tech stocks will face multiple pressures from Federal Reserve rate hike, which will cause this high-growth sector to perform in line with the broader market.</p><p>BlackRock believes that the best opportunities in the technology sector can be found in the telecommunications industry and in the stocks of companies that manufacture \"labor-saving\" equipment. The company points out that continued investment in 5G cellular networks will trigger a spending boom, while rising wage inflation will prompt companies to adopt technologies to replace human labor.</p><p>However, the breadth and diversity of the technology industry often attract widespread attention from investors. Morgan Stanley is bearish on technology hardware companies and other cyclical technology companies, but not entirely bearish on technology stocks. The bank stated that some reasonably valued companies, such as software manufacturers, may have short-term upside potential.</p><p><b>5. Industry</b></p><p>Companies bullish on this sector: Bank of Montreal, Credit Suisse, Federated Hermes, LPL Financial, and Wells Fargo.</p><p>Consensus: With increased infrastructure spending, steady economic growth in the United States will only strengthen.</p><p>Commentary: The industrial sector rose 19.4% in 2021, underperforming the S&P 500. Although the huge positive impact of the signing of the $1 trillion infrastructure bill in mid-November may have been digested, Bank of Montreal strategists believe that industrial stocks still have room to rise in 2022, and the sector should be the \"main beneficiary of infrastructure spending,\" which will make a strong economic recovery and cyclical stocks the focus of attention.</p><p>Strategists at Wells Fargo and Bank of Montreal recommend that investors make selective investments in the industrial sector. The former recommends targeting air cargo, logistics, construction products, and railways, while the latter suggests continuing to focus on U.S. companies.</p><p>Brian Belski, chief investment strategist at Bank of Montreal, wrote: “The tendency to focus more on domestic companies (in the United States) should be beneficial because our research shows that these companies generally have better fundamentals than those with greater overseas sales exposure.”</p><p><b>6. Materials</b></p><p>Companies that are bullish on this sector: Bank of Montreal, Credit Suisse, Deutsche Bank, and Federated Hermes.</p><p>Consensus: Persistent inflation will push up input prices, while the fundamentals are attractive.</p><p>Comment: Many investors see soaring prices as a threat because higher input costs (such as timber and steel) drag down company profits unless they are passed on to consumers. However, the companies that produce these inputs are an exception, especially those in the materials industry. Deutsche Bank strategists believe that economically sensitive stocks, including commodity producers, will outperform other S&P 500 stocks in 2022.</p><p>Bank of Montreal noted that materials stocks offer strong relative value and robust operations, as profit margins and free cash flow generation are higher than historical averages. In addition, return on equity is also rebounding from a 10-year low at the height of the pandemic.</p><p>However, UBS has a more pessimistic view on materials stocks. Given the downside risks posed by the slowdown in durable goods and Chinese real estate investment, UBS has chosen to maintain its underweight rating on the sector.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113139556","content_text":"2021年美国股市以接近纪录高位的水平收官,在新的一年人们重新审视投资策略之际,华尔街顶级投资机构发布的展望显示,能源、金融等去年表现领先的板块再次获得青睐。随着经济努力从疫情的打击中复苏,对经济敏感的周期性股票在2021年录得出色表现。2021年全年,标普500指数上涨近27%,能源(+47.7%)、房地产(+42.5%)、信息技术(+33.4%)和金融(+32.5%)板块跑赢大盘,公用事业(+14%)和必需消费(+15.6%)板块涨幅最小。据Business Insider,在高盛、摩根大通、摩根士丹利等华尔街大型银行以及贝莱德、Federated Hermes等其他知名投资公司的2022年推荐清单中,他们最看好六个板块,其中包括几个2021年涨幅居前的板块。1. 金融看好这一板块的公司:美国银行、蒙特利尔银行、贝莱德、德意志银行、Federated Hermes、高盛、摩根大通、LPL Financial、摩根士丹利、瑞银、富国银行。共识:估值合理、成长看起来强劲、利率上升将提高银行的盈利能力。评论:华尔街顶级公司最推崇的板块莫过于金融,有10家公司将该板块列为2022年首选,摩根士丹利策略师认为,这在很大程度上是因为盈利稳定及估值不高。贝莱德对此表示同意,并指出该板块自全球金融危机以来一直不受欢迎。贝莱德策略师写道:“在一个低回报的世界中,对超额回报的需求为另类资产管理公司的成长奠定了基础。但目前的定价表明,市场对此持怀疑态度,其中一些具有高成长潜力的另类资产管理公司的定价与价值股类似。”为应对消费需求大幅反弹带来的异常高的通胀、抑制经济过热,美联储已释放将加息数次的信号。摩根士丹利策略师指出,这对仰赖经济增长的股票构成威胁,但对银行来说却是利好,因为长期利率上升使银行能够通过低成本借贷和高利率放贷来提高利润。不过,瑞士信贷并不看好金融板块,理由是2022年成长前景趋弱。但鲜有公司预计经济会在2022年再次大幅放缓。2. 能源看好这一板块的公司:美国银行、贝莱德、瑞士信贷、德意志银行、Federated Hermes、摩根大通、摩根士丹利、瑞银。共识:石油超级周期、通胀保值收益、估值便宜。评论:在经历了惨淡的2020年(-37.3%)之后,能源板块在2021年重整旗鼓,大涨47.7%,并跑赢标普500指数。伴随全球经济迅速回暖,油价大幅走高,布伦特原油和美国原油2021年涨幅双双超过50%。摩根大通策略师相信,油价飙升的“超级周期”才刚刚开始。摩根大通策略师在一份2022年展望报告中写道:“我们认为,大宗商品,尤其是能源资产,正处在一个由疫后复苏、货币贬值、地缘政治紧张以及过去几年形成的供需摩擦所驱动的超级周期中。”美银青睐能源股则是因为它们能够提供通胀保值收益。通胀上升对能源板块来说是福音,因为商品价格上涨将提振石油生产商的营收和利润,使这些公司的财务状况保持健康,并且能够向股东返还可观的股息。能源板块的基本面可能很稳健,但长期以来其估值一直非常便宜。摩根大通策略师指出,该板块仅占标普500指数的3%左右,远低于近20%的峰值水平。贝莱德策略师表示,他们将专注于能源板块有增长机会的领域,如勘探和生产公司,而不是增长空间有限的领域,如服务提供商。3. 医疗保健看好这一板块的公司:美国银行、贝莱德、高盛、富瑞金融、摩根大通、LPL Financial、摩根士丹利、瑞银。共识:估值合理、收益稳定,并具有防御性。评论:在LPL Financial看来,医疗保健板块“估值具有吸引力”。尽管过去10年该行业稳定增长的轨迹被疫情打乱,利润丰厚的择期手术被推迟,但分析师预期会恢复正常。富瑞金融最近上调了对医疗保健板块的评级,“以反映更好的风险和回报”。美银一直在兜售该板块的健康收益率——提供一定的通胀保护。此外,如果经济在2022年走弱,医疗保健公司的定价能力将使该行业成为投资者的防御型避风港。但瑞士信贷持不同观点,认为新的一年“成长前景疲软”。4. 科技看好这一板块的公司:贝莱德、Federated Hermes、高盛、瑞银、富国银行。共识:增长势头强劲,但受到货币政策日益鹰派的威胁。评论:稳健的增长、充实的动力加上经济周期当前阶段的历史强劲回报让瑞银策略师相信,科技股有望在2022年再创辉煌。瑞银指出,许多科技公司拥有定价权,这在高通胀之下尤为重要。瑞银倾向于媒体、科技硬件和应用软件公司。摩根大通策略师同意基本面强劲的说法,但提出一个关键警告:科技股将面临美联储加息给股市带来的多重压力,这将导致这一高成长板块的表现与大盘保持一致。贝莱德认为,科技板块的最佳机会可以在电信行业和制造“节省劳动力”设备的公司股票中找到。该公司指出,对5G蜂窝网络的持续投资将掀起支出热潮,而工资通胀加剧将促使企业采用替代人力的技术。不过,科技行业的广度和多样性往往会引起投资者的广泛看法。摩根士丹利看跌科技硬件公司和其他周期性科技公司,但并未完全看淡科技股,该行表示,软件制造商等一些估值合理的公司股票可能有短期上行空间。5. 工业看好这一板块的公司:蒙特利尔银行、瑞士信贷、Federated Hermes、LPL Financial、富国银行。共识:随着基础设施支出的增加,美国稳定的经济增长只会增强。评论:工业板块在2021年上涨19.4%,涨幅逊于标普500指数。尽管11月中旬1万亿美元基建法案签署带来的巨大利好可能已被消化,但蒙特利尔银行策略师认为,工业股在2022年仍有上涨空间,该板块应该会成为“基建支出的主要受益者”,基建支出将使经济强劲复苏和周期性股票成为人们关注的焦点。富国银行和蒙特利尔银行的策略师建议,投资者最好在工业板块中进行选择性投资。前者建议将目标放在航空货运、物流、建筑产品和铁路行业,后者建议继续关注美国公司。蒙特利尔银行首席投资策略师Brian Belski写道:“倾向更侧重(美国)国内的公司应该是有益的,因为我们的研究表明,这些公司的基本面基本优于那些海外销售敞口较大的公司。”6. 材料看好这一板块的公司:蒙特利尔银行、瑞士信贷、德意志银行、Federated Hermes。共识:持续的通胀将推高投入价格,同时基本面具有吸引力。评论:许多投资者将物价飙升视为一种威胁,因为更高的投入成本(如木材、钢铁)会拖累公司利润,除非它们被转嫁给消费者。但生产这些投入品的企业是例外,尤其是材料行业的企业。德意志银行策略师认为,包括大宗商品生产商在内的对经济敏感的股票2022年的盈利将超过其他标普500指数成份股。蒙特利尔银行指出,材料股提供了强劲的相对价值和强健的运营,因利润率和自由现金流生成水平高于历史平均水平。此外,股本回报率也在从疫情最严重时候的10年低点回升。不过,瑞银对材料股的看法更为悲观。鉴于耐用品和中国房地产投资放缓带来的下行风险,瑞银选择维持对该板块的低配评级。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938599324,"gmtCreate":1662626737868,"gmtModify":1676537104310,"author":{"id":"3570397749118489","authorId":"3570397749118489","name":"小小刀据大树","avatar":"https://static.tigerbbs.com/e3d210e0b0e45afa91d7d3df150ed26d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570397749118489","authorIdStr":"3570397749118489"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a><v-v data-views=\"1\"></v-v>good","listText":"<a 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