10只小盘股基金最爱股票：投资新宠大揭秘

金十数据07-29

对于小型股基金来说，本月是个不错的月份。这些多年来一直落后于大公司的股票可能会继续上涨。在过去的一个月里，罗素2000指数上涨了近11%，而大公司罗素1000指数几乎持平，仅下跌了0.02%。股市似乎正处于期待已久的轮动之中，在过去七年中的六年里，小型公司的表现一直落后于大型公司。原因有几个。许多投资者开始担心，人工智能热潮已经过去，而这股热潮最近曾推动市场上大型科技股的上涨。而人们普遍预期的...

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Inc.","BK4147":"半导体设备","BK4585":"ETF&股票定投概念","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC"},"translate_title":"10 Small-Cap Funds' Favorite Stocks: The New Investment Favorite Revealed","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HQY":1,"RUSHA":1,"ONTO":1,"MTDR":1,"MOD":1,"LNTH":1,"ATKR":1,"FN":1,"FIX":1,"AZEK":1},"content_text":"对于小型股基金来说，本月是个不错的月份。这些多年来一直落后于大公司的股票可能会继续上涨。\n在过去的一个月里，罗素2000指数上涨了近11%，而大公司罗素1000指数几乎持平，仅下跌了0.02%。股市似乎正处于期待已久的轮动之中，在过去七年中的六年里，小型公司的表现一直落后于大型公司。\n原因有几个。许多投资者开始担心，人工智能热潮已经过去，而这股热潮最近曾推动市场上大型科技股的上涨。而人们普遍预期的美联储降息可能会给小市值股票带来顺风。规模较小的公司往往资产负债表不够稳定，借贷成本较高，因此对利率更为敏感。\n小盘股市场包含成千上万的公司，它们往往很少受到媒体或华尔街分析师的关注。为了抢占先机，我们决定看看专业人士都在买哪些股票。\n我们请基金研究机构晨星公司为我们提供了一份主要小型股基金最常持有的股票名单，这些股票都获得了晨星公司的金、银、铜牌排名。\n在我们的榜单上，排名第一的两只股票分别由77家基金持有，约占入选的227家基金的三分之一，其中包括一家半导体公司（也许并不令人意外）和一家石油天然气勘探公司：Onto Innovation(ONTO.N)、Matador Resources(MTDR.N)、摩丁制造(MOD.N)、HealthEquity(HQY.O)、Lantheus(LNTH.O)、Rush Enterprises-A(RUSHA.O)、Fabrinet(FN.N)、美国舒适系统(FIX.N)、The AZEK(AZEK.N)和Atkore(ATKR.N)。\n总部位于马萨诸塞州威尔明顿的Onto Innovation(ONTO.N)生产有助于半导体精密制造的工具。在激进投资机构Voce Capital Management推动两家较小的半导体公司合并后，该公司于2019年成立。借助今年的科技热潮，它的股价在2024年跃升了30%。该公司的市盈率为50倍。\n石油天然气勘探公司是Matador Resources(MTDR.N)，该公司正在新墨西哥州东南部和得克萨斯州西部的特拉华盆地等地寻找机会。该公司股价今年上涨了约9%，略微落后于罗素2000指数。其股价为市盈率的9倍。\n除这两家公司外，经理们最看好的公司还包括三家工业公司、两家医疗保健公司和两家汽车零部件公司。没有金融、房地产或材料公司。","kind":null,"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; 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