明年美联储有望加息，高盛看好这些股票

智通财经APP2021-11-21

高盛表示，加息将是明年市场的一个决定性特征，许多优质股票的增长状况也使它们对利率变化非常敏感。在高盛的2022年股票展望中，首席美国股票策略师David Kostin及其团队研究了投资者需要如何看待增长的持续时间。 Kostin表示：“当2021年第一季度实际利率跃升时，利润率高的增长型股票的表现优于不盈利的增长型股票，如果2022年利率上升，盈利股票应该仍能保持弹性。” 高收入预期、低利润或负...

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mjng
2021-11-22
mjng
Great
HCBICE
2021-11-21
HCBICE
[微笑]
博雅1594
2021-11-21
博雅1594
好
- harry1016:
  good
WinSum
2021-11-21
WinSum
好的[微笑]
Tummy
2021-11-21
Tummy
赞
Vicholes
2021-11-21
Vicholes
[微笑] [微笑]
- 铭发:
  🤔
- Vicholes:
  [开心] [开心]

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Kostin及其团队研究了投资者需要如何看待增长的持续时间。\nKostin表示：“当2021年第一季度实际利率跃升时，利润率高的增长型股票的表现优于不盈利的增长型股票，如果2022年利率上升，盈利股票应该仍能保持弹性。”\n高收入预期、低利润或负利润率的股票的存续期很长，容易受到利率的影响。\n他表示：“如果利率大幅上升或营收增长预期降低，估值完全依赖未来增长的股票很容易受到价格大幅下跌的影响。”“在2021年第三季度的业绩令人失望后，一些显著的高增长、低收益公司的表现急剧落后，并下调了前瞻性收入预期，这就是后一种风险的例证。”\n他补充说，由于目前利率如此之低，高增长、盈利能力极强的股票的估值与低盈利能力的高增长股票的估值相当。\n高盛筛选了10只收入增长强劲、利润率高股票。这些公司市值超过20亿美元，预计2023年收入增长超过15%，利润率超过20%。\n具体名单为：奥洛兹美医疗（HALO.US）、Marathon Digital（MARA.US）、万事达（MA.US）、Riot Blockchain（RIOT.US）、MP Materials（MP.US）、美国联合医疗（UTHR.US）、艾斯本科技（AZPN.US）、Universal Display（OLED.US）、Harmony Biosciences（HRMY.US）、迈威尔科技（MRVL.US）。","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":872203086,"gmtCreate":1637534347912,"gmtModify":1637534347912,"author":{"id":"3564614537181603","authorId":"3564614537181603","name":"mjng","avatar":"https://static.tigerbbs.com/a854954445bb4118ad10dc538396e457","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872203086","repostId":2185823164,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":872638404,"gmtCreate":1637499762485,"gmtModify":1637499762593,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872638404","repostId":2185823164,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":872866971,"gmtCreate":1637477347098,"gmtModify":1637477347254,"author":{"id":"3558139965187172","authorId":"3558139965187172","name":"博雅1594","avatar":"https://static.tigerbbs.com/cc68284671614f4cbf654cf0268d859e","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/872866971","repostId":2185823164,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6666660,"gmtCreate":1637495836334,"gmtModify":1637495836432,"authorId":3582028836908731,"author":{"id":3582028836908731,"authorId":3582028836908731,"name":"harry1016","avatar":"https://static.tigerbbs.com/733d02b9a3fd5b092e20562d0f45904f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":872866971,"type":1,"supId":0,"prevId":0,"content":"<u>good</u>","text":"<u>good</u>","html":"<u>good</u>"}],"langContent":"CN"},{"id":872127648,"gmtCreate":1637461050804,"gmtModify":1637461050946,"author":{"id":"3582540923206106","authorId":"3582540923206106","name":"WinSum","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"好的[微笑]&nbsp;","listText":"好的[微笑]&nbsp;","text":"好的[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872127648","repostId":2185823164,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":872129213,"gmtCreate":1637460314733,"gmtModify":1637460314848,"author":{"id":"3564108727353086","authorId":"3564108727353086","name":"Tummy","avatar":"https://static.tigerbbs.com/2633c0a0e18cf8c352931eb48340a8fe","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872129213","repostId":2185823164,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":872114035,"gmtCreate":1637457819587,"gmtModify":1637457819587,"author":{"id":"4088125554959510","authorId":"4088125554959510","name":"Vicholes","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] 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