美国高利率施压下零售股表现分化，亚马逊、好市多等表现亮眼

智通财经06-15

6月15日，美国利率上升正在给美国零售业带来压力，许多零售公司的股价受到打压，但仍有少数几家公司的股价飙升。数据显示，标普500非必需消费品与零售指数今年以来上涨了近14%，与标普500指数今年以来的涨幅基本持平。不过，大部分涨幅都集中在少数几只股票上，其中包括重量级的亚马逊，该股今年以来上涨了近21%。分析师表示，与此同时，专注于低收入消费者的零售公司股价表现不佳，部分原因是这部分消费者受利率...

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href=http://www.zhitongcaijing.com/content/detail/1135842.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月15日，美国利率上升正在给美国零售业带来压力，许多零售公司的股价受到打压，但仍有少数几家公司的股价飙升。数据显示，标普500非必需消费品与零售指数今年以来上涨了近14%，与标普500指数今年以来的涨幅基本持平。不过，大部分涨幅都集中在少数几只股票上，其中包括重量级的亚马逊，该股今年以来上涨了近21%。分析师表示，与此同时，专注于低收入消费者的零售公司股价表现不佳，部分原因是这部分消费者受利率...</p>\n\n<a 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well","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8f5627e208f38414cad57ac8b9e5f728","symbols_score_info":{"COST":1,"AMZN":1},"content_text":"6月15日，美国利率上升正在给美国零售业带来压力，许多零售公司的股价受到打压，但仍有少数几家公司的股价飙升。数据显示，标普500非必需消费品与零售指数今年以来上涨了近14%，与标普500指数今年以来的涨幅基本持平。不过，大部分涨幅都集中在少数几只股票上，其中包括重量级的亚马逊，该股今年以来上涨了近21%。分析师表示，与此同时，专注于低收入消费者的零售公司股价表现不佳，部分原因是这部分消费者受利率上升的影响更大。表现最差的这些股票包括Dollar Tree(DLTR.US)和Dollar General(DG.US)，今年以来分别下跌了近27%和近9%。除了房地产之外，零售业是明显受到加息压力的几个经济领域之一。美联储本周早些时候重申，在降息之前需要看到更多通胀降温的证据。卡内基投资顾问公司(Carnegie Investment Counsel)的研究主管Greg Halter表示：“由于汽油价格的食品杂货价格的上涨，中低收入人群正受到挤压。即使经济表现良好，他们也感觉很糟糕。”美国5月零售销售数据将于下周公布。市场目前预计，美国5月零售销售将环比增长0.3%。本周早些时候公布的数据显示，通胀方面取得了令人鼓舞的进展，而低于预期的结果可能会支持美联储尽早放松货币政策。期货市场反映出投资者对美联储于9月降息的预期增强。零售股的不同表现促使投资者关注那些消费者能够继续承受高利率的公司，或者那些对服装或杂货等家居用品提供折扣的公司，如好市多。据悉，Greg Halter的基金一直在买入沃尔玛(WMT.US)、好市多和TJX公司(TJX.US)等股票。这些公司的商业模式都强调为消费者创造价值，今年以来股价分别上涨了28%、29%和16%。Dakota Wealth Management高级投资组合经理Robert Pavlik持有好市多和TJX公司的股票，并指出这两家公司的管理和库存控制都很强大。他表示：“我认为通胀仍将维持、但会温和，消费者仍将寻求最大限度地利用手中的美元。”Bokeh Capital Partners则持有Urban Outfitters(URBN.US)的股票，该股今年以来已上涨逾20%。Bokeh Capital Partners首席投资官Kim Forrest表示，Urban Outfitters作为时尚商的实力帮助公司度过了通胀的环境，并补充说:“人们会为了好看而牺牲一些东西。”Janus Henderson Investors的投资组合经理Josh Cummings认为，即使利率保持高位，网上购物等领域也将继续蓬勃发展。他一直在关注Carvana(CVNA.US)和DoorDash(DASH.US)等公司，前者的股价今年几乎翻了一番，后者的股价则上涨了约13%。他表示：“我们对消费领域的整体前景并不十分看好。但我们确实认为，我们正处于一些增长故事的初期阶段。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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