长期价值投资者抄底Merck、看好两只AI潜力股

金融界12-10

长期价值投资者Bill Nygren表示，投资者应考虑抢购这只目前折价交易的制药巨头——Merck（MRK）。“Merck本身就很有吸引力，而且它的产品组合特点也非常好，”Oakmark Funds的投资组合经理Nygren在接受CNBC采访时说道。他在第三季度买入了Merck的股票。“我们的投资组合重仓了金融股和耐用消费品股，通常会有一些顺周期的倾向，而Merck有助于抵消其中的一些风险，”...

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potential stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHTR":1,"COF":1,"MRK":1},"content_text":"长期价值投资者Bill Nygren表示，投资者应考虑抢购这只目前折价交易的制药巨头——Merck（MRK）。“Merck本身就很有吸引力，而且它的产品组合特点也非常好，”Oakmark Funds的投资组合经理Nygren在接受CNBC采访时说道。他在第三季度买入了Merck的股票。“我们的投资组合重仓了金融股和耐用消费品股，通常会有一些顺周期的倾向，而Merck有助于抵消其中的一些风险，”Nygren补充道。今年，Merck的股票表现不如大盘，下跌超过5%。其中一些问题源于其人乳头瘤病毒疫苗Gardasil在中国销量放缓。Nygren今年早些时候开始关注Merck，并与公司管理层及Merck首席执行官Rob Davis进行了会面，他赞扬Davis“在理解金融和科学领域的语言方面特别出色”。Nygren表示，直到Merck在夏季下跌——第三季度Merck股价下滑约8%——估值变得更具吸引力时，他才开始买入。Nygren还提到，Merck现有的药物组合也是他买入该股的一个原因。Merck癌症治疗药物Keytruda系列的扩展也可能对股价产生积极影响。除了这只大型制药公司，Nygren还看好一些正在实施人工智能技术的公司，除了主流的大型公司Alphabet外，其中包括Capital One（COF），该公司在承销流程中使用人工智能，以及Charter Communications（CHTR），该公司将人工智能应用于呼叫中心，以降低成本并提升客户体验。Charter今年上涨了近4%，而Capital One上涨了43%。“我们会看到一些传统公司，在提到人工智能时大家并不认为它们会受益，但它们最终可能会成为最大的受益者，”Nygren说。\n\n\r\n            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