美国银行：这些科技股永远值得逢低买入

金融界08-13

美国银行称，即使市场持续不安，仍有大量顶级科技股值得买入。这家华尔街银行列出了几家公司，分析师认为这些公司的卖点很有吸引力。CNBC Pro 对美国银行的研究进行了梳理，找到了最值得买入的科技股。其中包括亚马逊、Netflix、Palantir、Uber、Nvidia 和苹果。苹果分析师Wamsi Mohan在谈到这家 iPhone 制造商时说："最好的还还没来。"本月早些时候，库克领导的苹果的...

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Mohan在谈到这家 iPhone 制造商时说：\"最好的还还没来。\"本月早些时候，库克领导的苹果的...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/08/13075642293638.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":"LU0208291251.USD","symbol_name":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","start_time":0,"source_url":"https://usstock.jrj.com.cn/2024/08/13075642293638.shtml","article_id":"2459671869","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2459671869","pubTimestamp":1723506966,"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"美国银行称，即使市场持续不安，仍有大量顶级科技股值得买入。CNBC Pro 对美国银行的研究进行了梳理，找到了最值得买入的科技股。\"本月早些时候，库克领导的苹果的营收和净利润超过了分析师的预期，美国银行一直是这家公司的看好者。\"苹果服务部门的营收创下历史新高，这让Mohan得出结论，随着新产品在 9 月份亮相，苹果股价还有很大的上升空间。\"本月苹果股价下跌约 3%。美国银行认为，这一业绩可以缓解投资者对公司业绩放缓的担忧。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","PLTR":"Palantir Technologies Inc.","AMZN":"亚马逊","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0130518102.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"R\" INC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4581":"高盛持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4504":"桥水持仓","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU1363072403.SGD":"Fidelity Global 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\"AM\" (USD) INC","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","UBER":"优步"},"translate_title":"Bank of America: These Tech Stocks Are Always a Buy on the Dip","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"03086":1,"TTTN":1,"UBER":0.9,"NFLX":0.9,"AMZN":0.9,"PLTR":0.8,"NVDA":0.8},"content_text":"美国银行称，即使市场持续不安，仍有大量顶级科技股值得买入。这家华尔街银行列出了几家公司，分析师认为这些公司的卖点很有吸引力。CNBC Pro 对美国银行的研究进行了梳理，找到了最值得买入的科技股。其中包括亚马逊、Netflix、Palantir、Uber、Nvidia 和苹果。苹果分析师Wamsi Mohan在谈到这家 iPhone 制造商时说：\"最好的还还没来。\"本月早些时候，库克领导的苹果的营收和净利润超过了分析师的预期，美国银行一直是这家公司的看好者。他写道：\"我们进一步看到，随着苹果新智能手机的推出，智能手机的销售量有可能在 12 月季度和整个 25 财年大幅增长。\"苹果服务部门的营收创下历史新高，这让Mohan得出结论，随着新产品在 9 月份亮相，苹果股价还有很大的上升空间。他补充说：\"我们认为Apple Intelligence的推出是苹果服务增长的另一个利好。\"本月苹果股价下跌约 3%。他继续说：\"鉴于多年的 iPhone 升级周期、毛利率的增长和强劲的现金流，我们认为一致预期有可能上调，因此重申'买入'评级。\"Neflix分析师Jessica Reif Ehrlich坚持看好这家流媒体电影服务公司的股票。该公司在 7 月中旬发布第二季度财报后，业绩顶线底线均实现强劲增长，并提供了稳健的业绩指引。Reif Ehrlich 指出，公司的用户增长势头依然强劲。她写道：\"NFLX 现有的规模优势正在结出硕果，健康的收入增长和有效的成本控制正在推动运营杠杆，从而将 2024 年的利润率展望提高到 26%。\"BofA 还表示，Netflix 的广告收益已经开始见效。Reif Ehrlich说：\"综上所述，我们仍然看好广告业的长期潜力，尽管我们预计在25/26年会有更大的贡献。\"Netflix 的股价在上个月下跌了近 8%。她说：\"在我们看来，Netflix 仍然是媒体行业中定位最准确的公司，并拥有多个增长动力，包括其蓬勃发展的广告业务的加速增长。\"Uber分析师Justin Post认为，这个共享出行平台正在全面发力。本周早些时候，Uber 公布了一份井喷式的财报，其盈利和亏损均超过了分析师的预期。Uber 还发布了强有力的未来指导。Post承认，对 Uber 来说，这一期待很艰难打成，但该公司还是成功了。他写道：\"在效率提升、广告增长和规模化成本杠杆的帮助下，Uber 实现了艰难的预期，其前景表明今后将保持稳定增长。美国银行认为，这一业绩可以缓解投资者对公司业绩放缓的担忧。此外，Post还表示，他看好该公司自动驾驶的未来。\"在自动驾驶方面，Uber表示很快会有更多消息，这表明新的和/或不断扩大的合作关系。\"Uber 的股价在过去一个月里下跌了近 4%。Post接着说：\"考虑到庞大的可寻址市场总量，以及可能降低司机依赖性和提高利润率的技术进步，我们对基本面持建设性态度。\"\n\n\r\n            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