科技巨头光环不再，年度最佳投资机遇转向新领域

英为财情08-02

英为财情Investing.com - 7月份，市场上演大逆转，科技巨头光环不再，年度最佳投资机遇的主角转向了另一个领域——优质中小盘股转身为破晓之星，以其亮眼的财报，悄然引领了一场价值股复兴之势。而我们的高级会员已洞悉先机，仅以每月最低人民币49元，提前抓住了这些在财报公布后大升的股票。 7月份，这些股票你抓住机遇了吗？ Charter Communications (NASDAQ:CHTR...

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7月份，市场上演大逆转，科技巨头光环不再，年度最佳投资机遇的主角转向了另一个领域——优质中小盘股转身为破晓之星，以其亮眼的财报，悄然引领了一场价值股复兴之势。\n而我们的高级会员已洞悉先机，仅以每月最低人民币49元，提前抓住了这些在财报公布后大升的股票。\n7月份，这些股票你抓住机遇了吗？ Charter Communications  (NASDAQ:CHTR)：财报发布后升16.6%。\nPool Corporation (NASDAQ:POOL)：财报发布后升13.64%。\nManhattan Associates (NASDAQ:MANH)：财报发布后升10.96%。\nMolina Healthcare (NYSE:MOH)：财报发布后升12.6%。\nF5 Networks (NASDAQ:FFIV)：财报发布后升14%。\nPayPal Holdings (NASDAQ:PYPL)：财报发布后升11.61%。\n高通(Qualcomm)(NASDAQ:QCOM)：财报发布后升8.40%。\n这些仅仅只是一部分，我们还有多种其他策略，更多大赢家……\n7月份，我们的最佳价值股策略凭借多支股票的优异强劲的财报，在阴霾的市况之下仍然实现了3.6%的稳健增长，而标普500指数却步履蹒跚，下跌0.5%。\n同时，我们的巴菲特之选策略更是在7月升了4.8%。我们的巴菲特之选策略，乃从巴菲特的持仓中优中选优。\n不过，错过就错过，七月帷幕毕竟已落，而新的机遇亦会开启：\n放眼整个广阔的美股市场，其实第二季度财报季仍然是本轮牛市中表现最好的财报季之一。\n尽管科技巨头在7月份失去光环，惟市场风格华丽转身，价值股悄然兴起，EPS的正增长之风，吹遍了市场的每个角落。\n标普500指数78%的成分股仍然奏响了EPS超预期的胜利战歌，季度盈利增速高达9.8%，创下2021年四季度以来新高。\n八月的铃声已响起，关于美联储降息的呼声如潮水般涌动，尽管科技巨擘的财报喜忧参半，不过，在哪些知名度没有那么高，惟估值相当便宜的股票上，仍有望大幅上升，带来丰厚回报，为八月布局打下坚实基础。\n这些股票有哪些？\n关注我们刚刚更新的八月最佳AI精选股票清单，一目了然！\n已经是Pro用户？按此查看我们八月的全部精选股票。\nProPicks先进的AI模型，会仔细分析历史资料，并于每月初奉上精选股票。\n我们的AI模型，不是跟在“动量”指标屁股后面的普通模型，相反更善于在大升前抢先发现日后将大红大紫的股票。\n得益于此，我们的“科技巨头”策略，自去年去年十一月正式推出以来，远远跑赢大市：科技巨头策略：升幅73.73%\n标普500指数：升幅28.52%\n这不是回测数据的纸上谈兵，是实打实的战绩。\n其实，按照回测数据，ProPicks AI选股策略的表现更加惊人。请看下图：\n来源：ProPicks\n这意味着，十年前你如果投入了10万美元，现在资产增值到195.78万美元。\n选股不再迷茫，告别瞎猜乱撞，六大策略，各有侧重。\nAI精选，股海淘金省时省力，快人一步，抢占先机。\n趁夏季大促，畅享季度最惠价格，机不可失！每月最低仅需人民币49元，2024下半年轻轻松松选股。\n翻译：刘川\n英为财情Investing.com：Instagram@investingcomhk； X账号@InvestingCN","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"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":"4.26.2","shortVersion":"4.26.2","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/2456286639"}