财报季，哪些股票可提前押注？

金融界07-16

财报季即将到来，美国银行挑选出了一些可提前买入押注的股票。该行表示，不乏定价完美且，但仍有上涨空间的股票。CNBC Pro梳理了美银的顶尖研究，挖掘出了即将公布的获得了买入评级的股票。上榜的股票包括Broadcom（AVGO）、Eletrobras（ELET3.SA）、台积电（TSM）、CompoSecure（CMPO）和新东方New Oriental Education & Technology...

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Pro梳理了美银的顶尖研究，挖掘出了即将公布的获得了买入评级的股票。上榜的股票包括Broadcom（AVGO）、Eletrobras（ELET3.SA）、台积电（TSM）、CompoSecure（CMPO）和新东方New Oriental Education & Technology...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/07/16075141585905.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0048580855.USD","symbol_name":"富达大中华区A","start_time":0,"source_url":"https://usstock.jrj.com.cn/2024/07/16075141585905.shtml","article_id":"2451009026","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2451009026","pubTimestamp":1721087460,"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"财报季即将到来，美国银行挑选出了一些可提前买入押注的股票。该行表示，不乏定价完美且，但仍有上涨空间的股票。2024年，这支股下跌了16%。他表示，基本面将会改善，这将推动股票重新评级。Broadcom将于在本季度晚些时候发布财报。她及其团队本周早些时候开始追踪该股票，并给予买入评级，指出 CompoSecure与发卡机构的关系无与伦比。今年以来，该股上涨了近40%，但Chan表示，她认为还有进一步的上涨空间。CompoSecur将于8月初发布财报。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0048580855.USD":"富达大中华区A","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSM":"台积电","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","BK4554":"元宇宙及AR概念","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0455707207.USD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) 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Season?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1,"TSM":1,"CMPO":1,"AVGOP":0.66,"03145":0.6},"content_text":"财报季即将到来，美国银行挑选出了一些可提前买入押注的股票。该行表示，不乏定价完美且，但仍有上涨空间的股票。CNBC Pro梳理了美银的顶尖研究，挖掘出了即将公布的获得了买入评级的股票。上榜的股票包括Broadcom（AVGO）、Eletrobras（ELET3.SA）、台积电（TSM）、CompoSecure（CMPO）和新东方New Oriental Education & Technology Group（EDU）。Eletrobras分析师Arthur Pereira强烈推荐这家巴西电力公司的股票。2024年，这支股下跌了16%。Pereira最近表示，他看到了（悲观）情绪的“潜在转折点”，并在最近的一份报告中敦促美银客户逢低买入。他表示，基本面将会改善，这将推动股票重新评级。其他正面推动因素包括“电价上涨、输电收入上调 [和] 有利的资产出售，”Pereira写道。他表示：“重申此股为未来12个月的首选股之一。”该公司计划在8月初发布财报。Broadcom这家芯片制造商的股票今年上涨了52%，而且还将继续上涨，分析师Vivek Arya 表示。他最近将该股的目标价从每股2000美元上调至2150美元。Arya写道，Broadcom正在从价值股向成长股转型，因为人工智能的兴起以及公司将从其收购VMware中获得更多协同效应。他写道：“由AI硅和VMware驱动的增长可能会翻倍。”Broadcom在数据中心、网络和各种其他应用中使用硅芯片。与此同时，来自英伟达等公司的竞争依然激烈，但Arya表示，他对Broadcom的“顶级管理团队”充满信心。他补充道：“在我们看来，AVGO多元化的增长驱动因素、备受推崇的管理团队，以及独特的资本增值、股息增长和高于市场的股息收益率的记录，可以证明其溢价倍数是合理的。”Broadcom将于在本季度晚些时候发布财报。CompoSecure这家金属信用卡制造商将“准备迎来不俗的增长，”分析师Cassie Chan表示。她及其团队本周早些时候开始追踪该股票，并给予买入评级，指出 CompoSecure与发卡机构的关系无与伦比。她写道：“它占据了约 83%的市场份额，我们认为随着金属卡的发行激增，它将进一步占据这一领域。”Chan还表示，CompoSecure是创新者，开发出金卡和玻璃卡作为财富持卡人的“地位象征”。今年以来，该股上涨了近40%，但Chan表示，她认为还有进一步的上涨空间。Chan写道：“我们认为其令人羡慕的竞争地位和广阔的潜在目标市场使其有能力实现长期增长目标，即两位数收入增长、50%以上的毛利率和 30%以上的调整后 [息税折旧摊销前利润] 的利润率。”CompoSecur将于8月初发布财报。New Oriental Education“我们认为市场很清楚，5月当季的预期利润率缩水是暂时的。重点应该放在营收增长和扩张速度上，我们预计5月当季这两方面都将很强劲。EDU是教育领域最大的参与者，凭借行业繁荣提供了坚实的增长前景。它是我们在中国消费市场的首选之一。”台积电“我们将2024/25/26年度的收益预期上调了0.3%/4.9%/3.7%，以反映来自前沿节点、云人工智能的更强劲需求，以及更有利的ASP前景。……移动设备中的半导体含量增长、人工智能（AI）的兴起以及物联网（IoT）的普及应该会使得全球计算能力的持续增长。”\n\n\r\n            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