忘掉英伟达：美联储降息后，首席投资官的投资布局

金融界10-01

美联储大幅降息50个基点，引发了市场广泛讨论，投资者们正重新评估各个板块和股票。总部位于悉尼的Jevons Global的首席投资官Kingsley Jones表示，此次降息“支撑了市场”。他补充道：“之前人们有些担心，如果美联储采取如此大的降息幅度，可能会让市场感到恐慌，认为美联储知道我们不知道的事情。但实际上，市场对降息早有预期，我认为这一举措符合市场预期。”看好防御性股票在这种背景下，...

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Global的首席投资官Kingsley Jones表示，此次降息“支撑了市场”。他补充道：“之前人们有些担心，如果美联储采取如此大的降息幅度，可能会让市场感到恐慌，认为美联储知道我们不知道的事情。但实际上，市场对降息早有预期，我认为这一举措符合市场预期。”看好防御性股票在这种背景下，Jones作为Jevons Global的创始人，避开了备受关注的科技行业，而是专注于防御性板块。“过去十年科技行业表现极佳，包括最近的AI热潮。但我们认为科技股的盈利动能已经明显放缓，”他解释道。Jones指出，大科技股如芯片制造商英伟达的业绩超预期幅度逐渐缩小。“我认为动能正在减弱。但坦白讲，美国投资者和全球投资者已经在这些科技股上赚了很多钱，因此我们认为人们会逐渐减持这些科技股，转向其他股票。”9月24日，Jones在接受CNBC《Street Signs Asia》采访时指出，“明确的板块轮动已经开始”，公用事业和医疗保健等板块开始受到青睐。他表示，这些行业因相较于科技股的估值吸引力和利率下跌而逐渐受欢迎。Jones喜欢的股票之一是美国的医疗保险公司UnitedHealth（UNH），他指出美国在医疗保健上的支出相对于GDP来说非常大。Jones认为，该公司将受益于“系统中成本控制的缺失”。此外，他也看好制药领域，提到了生物技术公司AbbVie Inc.（ABBV）作为他青睐的股票之一。在消费领域，Jones看好Walmart（WMT）和Costco（COST）这样的超市连锁公司，认为这些公司在利率下降的环境中是“不错的选择”。科技股在科技股方面，Jones唯一看好的公司是计算机技术巨头甲骨文Oracle（ORCL），尽管它曾经“落后于人，不是很多人的心头好”。该公司最近将2026财年的收入预测上调至至少660亿美元，高于LSEG分析师预期的645亿美元。Jones正在增加对该公司的投资，认为它在人工智能领域受益匪浅，特别是在云基础设施方面。避开半导体设备同时，Jones避开了半导体设备等领域，尽管随着AI基础设施和芯片工厂建设的热潮，公司在该领域的投入增加，但他警告美国制裁可能对半导体设备公司产生影响。“每当有新的制裁出台时，中国就会加速支出以规避影响……我们认为半导体设备行业的动能正在耗尽，”Jones表示。“所以，我会避开半导体设备板块，”他补充道。\n\n\r\n    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