Morgan Stanley Wealth Management升级股息股名单，新增两只强势股

金融界08-31

Morgan Stanley Wealth Management最近重新调整了其股息股票模型投资组合，新建仓买入了两只股票，其中包括一只热门的公用事业股。该机构的股票模型投资组合解决方案团队将Constellation Energy（CEG）和General Dynamics（GD）加入到了其股息股票投资组合中。高级投资策略师Daniel Skelly在周三的报告中写道：在2024年上涨了近70%...

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Energy（CEG）和General Dynamics（GD）加入到了其股息股票投资组合中。高级投资策略师Daniel Skelly在周三的报告中写道：在2024年上涨了近70%的Constellation Energy，“将通过增加在公用事业行业的投资，受益于结构性电价上涨和潜在的数据中心增长。”Skelly还提到，Constellation拥有并运营着21台核反应堆，发电能力达到173万亿瓦时。“我们认为，考虑到其零碳排放的特点和提供大量可靠电力的能力，核电将成为能源的关键优先事项。”此外，根据瑞穗证券的数据，到2030年，数据中心可能需要高达400万亿瓦时的电力。随着生成式人工智能的普及，对可靠电力的需求，尤其是对Constellation而言，可能是一个利好因素。Skelly 写道：“特别是核能似乎适合需要高电力供应和可靠性的超大规模数据中心的要求。通过增持CEG，我们通过一家公司增加了投资组合对公用事业板块的敞口，而该公司具有长期增长的有利条件和低碳排放的特点。”根据LSEG的数据，Constellation在华尔街也很受欢迎，约75%的分析师给予其“买入”或“强力买入”评级。一致目标价表明该股还有近14%的上涨空间。General Dynamics也入选了Morgan Stanley Wealth Management的股息股票模型投资组合。Skelly的团队将这家航空航天公司称为“高质量”的国防行业主要承包商，认为在地缘政治紧张局势加剧的时期有良好表现的潜力。他写道：“无论11月之后国会的政治构成如何，我们相信，考虑到当前全球的冲突，国防支出应该会得到良好的支持。”该股在2024年上涨了15%，股息收益率为1.9%。除了在作战和海洋系统方面的业务，General Dynamics还制造公务机。Skelly 表示：“GD正在加快其新款湾流公务机的生产，这一生产量应该会继续增加，因为制造效率的提高和认证的完成会推动这一进程。”根据LSEG的数据，追踪该股的分析师中有80%将其评为“买入”或“强力买入”。一致目标价预示该股将有望上涨近8%。Skelly的团队从股息股票模型投资组合中剔除了一只知名的股票。Skelly写道：“我们正在减持微软，以在一个超出基准的位置上获利了结，特别是考虑到与生成式AI投资相关的季度资本支出节奏相关的潜在风险。”Skelly补充说，该公司积极投资于计算和数据中心基础设施，以支持生成式AI模型，其总体资本密集度也有所增加，这可能会对利润率产生压力，并影响资本回报优先级。Skelly补充道，自2022年10月微软被纳入该投资组合以来，其股价已上涨69%。微软在2024年上涨了11%，股息收益率为0.7%。\n\n\r\n            责任编辑：钟离","kind":"highlight","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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