2025年买什么？从电动车到美妆，策略师看好四大潜力股

金融界2025-01-09

今年的股市前景尚不明朗，一位市场策略师将新年形容为“踏入一座纸牌屋”。“2025年的股市可能会波动，但专注于个股选择的投资者将迎来重大机会，”Marketgauge.com的首席市场策略师Michele Schneider表示。她在一份展望报告中补充道：“12月的抛售可能会影响短期情绪，但耐心可能是抓住市场在1月调整后机会的关键。”从美妆品牌到电动车公司，以下是Schneider预计今年将跑赢市场...

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(irc)","ABBV":"艾伯维公司","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓"},"translate_title":"What to buy in 2025? From electric vehicles to beauty makeup, strategists are optimistic about four potential stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ABBV":1,"ULTA":1,"CHWY":1,"RIVN":1},"content_text":"今年的股市前景尚不明朗，一位市场策略师将新年形容为“踏入一座纸牌屋”。“2025年的股市可能会波动，但专注于个股选择的投资者将迎来重大机会，”Marketgauge.com的首席市场策略师Michele Schneider表示。她在一份展望报告中补充道：“12月的抛售可能会影响短期情绪，但耐心可能是抓住市场在1月调整后机会的关键。”从美妆品牌到电动车公司，以下是Schneider预计今年将跑赢市场的四只股票。Ulta Beauty（ULTA）Schneider最看好的股票之一是Ulta Beauty，这是一家专注于美妆和化妆品的美国零售商。该公司运营着一个电商平台，并在全美拥有超过1000家门店，是美国最大的美妆零售商之一。Schneider特别提到其AI赋能的功能，例如最近推出的Ulta Beauty Virtual Artist，可让消费者虚拟试妆。Ulta Beauty的股价在过去12个月下跌了约9.4%。根据FactSet的数据，分析师对该股的平均目标价为429.16美元，意味着有3.6%的上涨空间。AbbVie（ABBV）在美妆和医疗保健领域，Schneider看好制药巨头AbbVie，该公司在医美、免疫学、肿瘤学和神经科学领域均有业务。Schneider特别看好其医美业务，因为AbbVie拥有肉毒杆菌制造商Allergan。“肉毒杆菌是全球最知名、使用最广泛的美容治疗之一，主要用于减少皱纹和细纹，”她解释道，这使其成为“虚荣交易”的一部分。AbbVie的股价在过去12个月上涨了约11.8%。FactSet数据显示，超过60%的分析师对该股给予买入或增持评级，其平均目标价为179.44美元，意味着有13.7%的上涨潜力。Rivian Automotive（RIVN）在备受关注的电动车领域，Schneider看好Rivian Automotive。这家公司以其R1T皮卡和R1S SUV闻名，并计划通过可持续、高性能的汽车“颠覆汽车行业”。她还指出，Rivian“位于伊利诺伊州Normal的制造工厂正在加速生产，以满足不断增长的需求”。经历了艰难的2024年，Rivian在过去12个月下跌了近35%。分析师对该股看法有分歧，仅有39%的人给予买入或增持评级。根据FactSet的数据，其平均目标价为14.83美元，意味着有11.9%的上涨潜力。Chewy Inc（CHWY）Schneider还将在线零售商Chewy列为今年值得关注的股票之一。这家公司运营着全球最大的宠物用品电商平台之一，提供食品、玩具和药品等产品。Schneider表示，Chewy因其客户服务而闻名，目前正在扩大服务范围，包括处方药和宠物保险。她还喜欢该公司通过AI和机器学习来提升用户体验的努力。Chewy在过去12个月上涨了超过60%。根据FactSet数据，约55%的分析师给予该股买入或增持评级，平均目标价为36.57美元，意味着有8%的上涨潜力。\n\n\r\n            责任编辑：山上","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2502705063","isCrawlerRequest":true}