7月买什么？Oppenheimer给出投资首选股

金融界06-27

Oppenheimer公布了新交易月的首选股建议，这些入选的股票预计在未来12个月内会在当前市场条件下表现优异。该名单新增了Centene（CNC）、International Flavors & Fragrances（IFF）和Agilysys（AGYS），同时移除了Salesforce（CRM）、United Therapeutics（UTHR）和Trimble（TRMB）等股票。以下是推荐的...

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Oppenheimer gives top stocks to invest in","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1,"WMT":1,"UTHR":1,"TRMB":1,"IFF":1,"DPZ":1,"DKS":1,"CNC":1,"AGYS":1,"CRM":1},"content_text":"Oppenheimer公布了新交易月的首选股建议，这些入选的股票预计在未来12个月内会在当前市场条件下表现优异。该名单新增了Centene（CNC）、International Flavors & Fragrances（IFF）和Agilysys（AGYS），同时移除了Salesforce（CRM）、United Therapeutics（UTHR）和Trimble（TRMB）等股票。以下是推荐的部分最佳股票：全球最大的零售商沃尔玛（WMT），今年已上涨近28%，Oppenheimer认为该股还有上涨空间。在周二的报告中，Oppenheimer指出，沃尔玛在食品杂货市场持续增长的份额、替代收入来源的增加、电子商务投资带来的持续收益以及改善的国际业务都是长期利好因素。根据Oppenheimer，这些举措将帮助推动约4%的销售增长和超过4%的营业收入增长。Oppenheimer对沃尔玛的目标价为75美元，相比周一的收盘价，该股有约8.9%的上涨空间。而摩根大通则更加乐观，摩根大通最近将沃尔玛的评级从中性上调至增持，并将目标价提高至81美元，意味着该股到明年年底大约有17.6%的上涨空间。International Flavors & Fragrances是此次新上榜的股票，今年上涨了近19%。Oppenheimer将其目标价定为116美元，预计未来还有相似的上涨空间。这家香料和食品配料公司在行业低迷期后表现更为强劲，随着公司专注于战略、生产效率和改善资产负债表，其表现应会提升，Oppenheimer表示。尽管Jefferies对该股票的前景稍微不那么乐观，但仍给予其买入评级。Jefferies预计，今年下半年配料行业的销量将恢复，明年下半年将进一步扩大。Broadcom（AVGO）也上榜了，尽管该股今年已经上涨了近43%。Oppenheimer将其目标价定为2000美元，意味着较周一收盘价，该股还有25.6%的上涨空间。支撑Oppenheime看涨前景的是认为这家芯片制造商拥有行业内“最具战略性和财务吸引力的商业模式”之一。分析师Rick Schafer指出了其在高端滤波器市场的地位、有效的制造能力以及盈利增长和自由现金流产生的潜力。他还表示，其非移动业务具有“粘性”。美国银行也认为Broadcom还有上涨空间。周一，该行将Broadcom的目标价上调至2150美元，并表示这只买入评级的股票是首选。该行预计2024财年至2026财年之间的营收将实现翻倍增长。其他上榜的股票还包括Dick’s Sporting Goods（DKS）、Domino’s Pizza（DPZ）和Goldman Sachs（GS）。\n\n\r\n            责任编辑：栎树","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2446134092"}