金融股有望强势来袭！大摩列出一份“增持”名单

智通财经2024-11-19

智通财经APP获悉，摩根士丹利分析师近日对金融股青睐有加，并列出一份评级为“增持”的股票清单。由于财报季风险降低、资本市场活动加速以及估值和仓位皆具有吸引力，该行分析师在10月初将金融类股评级上调至增持。此外，该行推断金融股表现优异的另一个原因在于强劲的盈利预期上调，近期总统选举结果使得监管放松的预期正推动该板块业绩。The financial selector sector ETF(XLF.US...

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(MTB.US)Prosperity Bancshares (PB.US)Regions Financial (RF.US)US Bancorp (USB.US)富国银行(WFC.US)金融服务类：Ally Financial (ALLY.US)贝莱德(BLK.US)黑石(BX.US)Equitable Holdings (EQH.US)Evercore (EVR.US)Fiserv (FI.US)Global Payments (GPN.US)高盛(GS.US)LPL Financial Holdings (LPLA.US)万事达(MA.US)MSCI Inc. (MSCI.US)Nasdaq Inc. (NDAQ.US)S&P Global (SPGI.US)Toast(TOST.US)TPG Inc. (TPG.US)Tradeweb Markets (TW.US)Visa (V.US)保险类：Allstate (ALL.US)大都会人寿(MET.US)Progressive (PGR.US)","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","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":"4.29.4","shortVersion":"4.29.4","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/2484641399"}