经济衰退？是时候考虑这三只抗衰退股票了！

美股研究社08-12

近期，经济数据弱于预期，加剧了人们对经济衰退的担忧，促使投资者纷纷转向防御性行业寻求庇护。这种不确定性给股市带来了沉重压力，加剧了股市的下跌趋势。在这种情况下，投资者开始关注那些即使市场调整，也能为投资组合带来收益的行业股票。公共服务和医疗保健行业往往最受关注，因为在经济衰退时期，这些行业通常比科技或金融股票更具韧性。有鉴于此，我们将讨论三只股票，您可以考虑是否值得加入投资组合中，以对冲潜在的...

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href=https://finance.sina.com.cn/stock/usstock/c/2024-08-12/doc-incikvpe1207929.shtml><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，经济数据弱于预期，加剧了人们对经济衰退的担忧，促使投资者纷纷转向防御性行业寻求庇护。这种不确定性给股市带来了沉重压力，加剧了股市的下跌趋势。在这种情况下，投资者开始关注那些即使市场调整，也能为投资组合带来收益的行业股票。公共服务和医疗保健行业往往最受关注，因为在经济衰退时期，这些行业通常比科技或金融股票更具韧性。有鉴于此，我们将讨论三只股票，您可以考虑是否值得加入投资组合中，以对冲潜在的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-08-12/doc-incikvpe1207929.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":"LU1066051811.HKD","symbol_name":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) 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ENHANCED EQUITY YIELD \"A5\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"Recession? Time to Consider These 3 Recession-Resistant Stocks!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SGU":1,"MRK":1,"GSK":1,"GSK.UK":0.6},"content_text":"近期，经济数据弱于预期，加剧了人们对经济衰退的担忧，促使投资者纷纷转向防御性行业寻求庇护。这种不确定性给股市带来了沉重压力，加剧了股市的下跌趋势。在这种情况下，投资者开始关注那些即使市场调整，也能为投资组合带来收益的行业股票。公共服务和医疗保健行业往往最受关注，因为在经济衰退时期，这些行业通常比科技或金融股票更具韧性。有鉴于此，我们将讨论三只股票，您可以考虑是否值得加入投资组合中，以对冲潜在的经济衰退风险。Star Gas Partners：等待突破整固 Star Gas Partners LP(NYSE:SGU)是供暖解决方案领域的主要参与者，也是美国按销售量计算的最大取暖油分销商，该公司已公布第三季度财报，业绩强劲。销售量增加预计毛利率改善提升了业绩表现。因此，InvestingPro公允价值模型给出了超过14美元的目标价。Star Gas股价走势图，来源：英为财情Investing.com自年初以来，该股走势稳定，股价在10美元至12美元区间整固。最近，形成了倒头肩形态，理论上预示可能上升。若股价突破12美元水平，标志着上升趋势开始，并为股价向每股14.60美元左右的供应区间移动铺平道路。注：供应区间指在这个区间内，股票的供应量相对较大，可能会对股价的进一步上涨形成阻力。 默沙东公司：惊喜不断 尽管近期股价有所下滑， 默沙东公司(NYSE:MRK)仍保持长期上升趋势。在2022年前三季度市场低迷期间， 默沙东的股价就曾维持了上升轨迹，展现出其韧性。然而，公司仍面临一些挑战，尤其是中国的加德西尔疫苗（Gardasil）供应问题。此前公司修改了未来几个季度的销售额预测，导致市场预期降低，但如果解决了供应问题，销售额则仍有望大幅增长。默沙东过往业绩履胜预期，来源：InvestingPro另一方面， 默沙东的投资组合多元，持续展开收购，业绩一贯强劲并超越市场一致预期，可望持续并坚实地支撑公司股票的买盘。GSK：看升超40%葛兰素史克(LON:GSK)(NYSE:GSK)在制药行业表现卓越。根据InvestingPro的公允价值，该公司的上升潜力超过40%，且财务稳健度获得了4分的高分，总分5分。来源：InvestingPro\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","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; +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/2458601547"}