美银：美国将迎40年来最强复苏，这些股将成弄潮儿_老虎社区_美港股上老虎

美银：美国将迎40年来最强复苏，这些股将成弄潮儿

腾讯美股2021-02-24

美国银行表示，目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。“当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”历史记录显示，在经济逐渐走出衰退，股市开始新牛市的阶段当中，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

Allenb2k
·2021-02-25
嗯
回复
1
举报
Allenb2k
·2021-02-25
說說你對這篇新聞的看法...
回复
1
举报
A_LIUYINGJIA
·2021-02-24
[财迷]
回复
3
举报
收起
- LadyC:
  Money money
  2021-03-01
  回复
  举报
Allenb2k
·2021-02-24
學習學習[呆住]
回复
1
举报
收起
- Allenb2k:
  Ok
  2021-02-25
  回复
  举报
- Allenb2k:
  嗯嗯～～～～～
  2021-02-25
  回复
  举报
北极虾涮羊肉
·2021-02-24
mark
回复
点赞
举报
收起
- 北极虾涮羊肉:
  额→_→
  2021-02-26
  回复
  举报
- Allenb2k:
  😄
  2021-02-25
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1137039129?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","is_english":false,"pubTime":"2021-02-24 21:38","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1137039129","market":"us","top_or_hot":-1,"title":"美银：美国将迎40年来最强复苏，这些股将成弄潮儿","media":"腾讯美股","content":"<div>\n<p>美国银行表示，目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。“当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”历史记录显示，在经济逐渐走出衰退，股市开始新牛市的阶段当中，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/B6CrBAwR6mmEtYoEHHg-AQ\">网页链接</a>\n\n</div>\n","source":"txmg","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银：美国将迎40年来最强复苏，这些股将成弄潮儿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银：美国将迎40年来最强复苏，这些股将成弄潮儿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-24 21:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/B6CrBAwR6mmEtYoEHHg-AQ><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国银行表示，目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。“当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”历史记录显示，在经济逐渐走出衰退，股市开始新牛市的阶段当中，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/B6CrBAwR6mmEtYoEHHg-AQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARCB","symbol_name":"ArcBest Corporation","start_time":0,"source_url":"https://mp.weixin.qq.com/s/B6CrBAwR6mmEtYoEHHg-AQ","article_id":"1137039129","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1137039129","pubTimestamp":1614173893,"sourceInfo":{"source_id":"txmg","name":"腾讯美股"},"weMediaInfo":null,"summary":"美国银行表示，目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。“当下，我们的经济学家们预计美国国内生产总值今年的增长速度将","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"ARCB":"ArcBest Corporation","HIBB":"希贝特体育","UMBF":"UMB金融"},"translate_title":"Bank of America: The United States will welcome the strongest recovery in 40 years, and these stocks will become the tide","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/57f9c8e060ebc2bcec33c3b7fd474465","symbols_score_info":{"ARCB":0.9,"HIBB":0.9,"UMBF":0.9},"content_text":"美国银行表示，目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。“当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”历史记录显示，在经济逐渐走出衰退，股市开始新牛市的阶段当中，小型股票的表现往往要明显好于大型股票。近期以来的情况也是如此，小型股票正在逐渐绽放出光彩，但是美国银行策略师豪尔（Jill Carey Hall）指出，从估值层面看来，许多投资者依然是抱持着谨慎的立场，而且他们其实是过于谨慎了。\n这位股票和量化策略师在最新发布的研究报告当中写道：“目前，小型景气周期型股票在当下的复苏当中并未得到合适的定价，它们相对于防御性股票的价格折扣大多处于，或者接近处于创纪录的高点。当下，我们的经济学家们预计美国国内生产总值今年的增长速度将达到6%，创下1984年以来的新高，而在我们看来，要投资于这一近四十年来最壮观的经济反弹，获取利润，最佳渠道当然是小型股票，而非大型股票。”\n豪尔分析道，美国经济现在正在走出复苏的早期阶段，逐步过渡到周期的中期阶段，而在这一阶段，将成为主角的，依然是较小型的，风险较高的，以及偏价值型的股票。美股市场1月间的走势，也确实证实了她的判断，这些股票获得了超越大盘的表现。\n她表示，哪怕到了今天，人们依然有理由相信那些较小的，较廉价的股票，其估值其实依然低于合理的水平。\n“在市场触底之后的十六个月时间当中，小型股票往往都会表现超越大盘，超越幅度达到50%，而现在距离本轮触底还不到一年，超越表现幅度也只有30%左右，这也就意味着未来还有充分的进一步上涨的空间。”\n基于前面这些理念，豪尔筛选出了一系列值得考虑的小型股票。这些股票都拥有美国银行的买进评级，都位列罗素2000指数成份股当中对美国国内生产总值变化最敏感的20%之列。与此同时，根据股价净值比、前瞻市盈率和市销率等，这些股票也都是罗素2000股票当中最廉价的40%之一。\n以下即豪尔推荐的十四只股票，这些股票根据当前价位到美国银行确定的十二个月目标价格之间的上涨空间，由低到高进行排名。所有数据都是根据上周五的收盘行情计算得出。\n14. ArcBest\n代码：ARCB\n板块：工业\n市值：14亿美元\n前瞻市盈率：14.7\n基于国内生产总值的贝塔系数：3.2\n十二个月目标价格：53美元\n当前价格低于十二个月目标价格：-5.2%\n13. UMB Financial\n代码：UMBF\n板块：金融\n市值：38亿美元\n前瞻市盈率：14.2\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：84美元\n当前价格低于十二个月目标价格：3.8%\n12. Cracker Barrel Old Country Store\n代码：CBRL\n板块：非必需消费品\n市值：35亿美元\n前瞻市盈率：28.7\n基于国内生产总值的贝塔系数：1.7\n十二个月目标价格：160美元\n当前价格低于十二个月目标价格：4.3%\n11. Retail Opportunity Investments\n代码：ROIC\n板块：房地产\n市值：19亿美元\n前瞻市盈率：13.7\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：17.50美元\n当前价格低于十二个月目标价格：11.2%\n10. Helix Energy Solutions Group\n代码：HLX\n板块：能源\n市值：7.48亿美元\n前瞻市盈率：206.0\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：5.50美元\n当前价格低于十二个月目标价格：12.0%\n9. Patterson\n代码：PDCO\n板块：医疗卫生\n市值：30亿美元\n前瞻市盈率：16.1\n基于国内生产总值的贝塔系数：0.2\n十二个月目标价格：36美元\n当前价格低于十二个月目标价格：13.8%\n8. Louisiana-Pacific\n代码：LPX\n板块：原材料\n市值：50亿美元\n前瞻市盈率：9.5\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：54美元\n当前价格低于十二个月目标价格：14.2%\n7. Urban Outfitters\n代码：URBN\n板块：非必需消费品\n市值：30亿美元\n前瞻市盈率：无\n基于国内生产总值的贝塔系数：1.1\n十二个月目标价格：36美元\n当前价格低于十二个月目标价格：18.7%\n6. Hibbett Sports\n代码：HIBB\n板块：非必需消费品\n市值：10亿美元\n前瞻市盈率：9.7\n基于国内生产总值的贝塔系数：0.8\n十二个月目标价格：78美元\n当前价格低于十二个月目标价格：20.0%\n5. Tenet Healthcare\n代码：THC\n板块：医疗卫生\n市值：53亿美元\n前瞻市盈率：10.9\n基于国内生产总值的贝塔系数：0.5\n十二个月目标价格：64美元\n当前价格低于十二个月目标价格：25.6%\n4. Group 1 Automotive\n代码：GPI\n板块：非必需消费品\n市值：27亿美元\n前瞻市盈率：7.6\n基于国内生产总值的贝塔系数：1.2\n十二个月目标价格：187美元\n当前价格低于十二个月目标价格：25.7%\n3. Greif\n代码：GEF\n板块：原材料\n市值：28亿美元\n前瞻市盈率：22.6\n基于国内生产总值的贝塔系数：0.2\n十二个月目标价格：64美元\n当前价格低于十二个月目标价格：33.4%\n2. Owens & Minor\n代码：OMI\n板块：医疗卫生\n市值：20亿美元\n前瞻市盈率：15.0\n基于国内生产总值的贝塔系数：0.1\n十二个月目标价格：37美元\n当前价格低于十二个月目标价格：41.7%\n1. Rush Enterprises\n代码：RUSHA\n板块：工业\n市值：22亿美元\n前瞻市盈率：22.6\n基于国内生产总值的贝塔系数：0.2\n十二个月目标价格：61美元\n当前价格低于十二个月目标价格：48.1%","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":361400563,"gmtCreate":1614250910652,"gmtModify":1614250910652,"author":{"id":"3568005588467435","authorId":"3568005588467435","authorIdStr":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"嗯","listText":"嗯","text":"嗯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361400563","repostId":1137039129,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":361400377,"gmtCreate":1614250886299,"gmtModify":1614250886299,"author":{"id":"3568005588467435","authorId":"3568005588467435","authorIdStr":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"說說你對這篇新聞的看法...","listText":"說說你對這篇新聞的看法...","text":"說說你對這篇新聞的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361400377","repostId":1137039129,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":361084303,"gmtCreate":1614179270202,"gmtModify":1634550838103,"author":{"id":"3575537075359506","authorId":"3575537075359506","authorIdStr":"3575537075359506","name":"A_LIUYINGJIA","avatar":"https://static.tigerbbs.com/853af30823e76e3e215b467c7f375993","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/361084303","repostId":1137039129,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3690220,"gmtCreate":1614610892090,"gmtModify":1635759881235,"authorId":3576655834033384,"author":{"id":3576655834033384,"authorId":3576655834033384,"name":"LadyC","avatar":"https://static.tigerbbs.com/3ad9f959f9994b84f8c3d4c43e06d6a5","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":361084303,"type":1,"supId":0,"prevId":0,"content":"Money money","text":"Money money","html":"Money money"}],"langContent":"CN"},{"id":361091413,"gmtCreate":1614177797032,"gmtModify":1614178859585,"author":{"id":"3568005588467435","authorId":"3568005588467435","authorIdStr":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"學習學習[呆住]&nbsp;","listText":"學習學習[呆住]&nbsp;","text":"學習學習[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361091413","repostId":1137039129,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3660460,"gmtCreate":1614251123048,"gmtModify":1614251123048,"authorId":3568005588467435,"author":{"id":3568005588467435,"authorId":3568005588467435,"name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":361091413,"type":1,"supId":3660405,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":3660405,"gmtCreate":1614250877115,"gmtModify":1614250877115,"authorId":3568005588467435,"author":{"id":3568005588467435,"authorId":3568005588467435,"name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":361091413,"type":1,"supId":0,"prevId":0,"content":"嗯嗯～～～～～","text":"嗯嗯～～～～～","html":"嗯嗯～～～～～"}],"langContent":"CN"},{"id":363741841,"gmtCreate":1614176042183,"gmtModify":1614176042183,"author":{"id":"3575221457730924","authorId":"3575221457730924","authorIdStr":"3575221457730924","name":"北极虾涮羊肉","avatar":"https://static.tigerbbs.com/7b6dd71fb22c20c44976be7eea2a8b7e","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/363741841","repostId":1137039129,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3665096,"gmtCreate":1614288784905,"gmtModify":1614288784905,"authorId":3575221457730924,"author":{"id":3575221457730924,"authorId":3575221457730924,"name":"北极虾涮羊肉","avatar":"https://static.tigerbbs.com/7b6dd71fb22c20c44976be7eea2a8b7e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":363741841,"type":1,"supId":0,"prevId":0,"content":"额→_→","text":"额→_→","html":"额→_→"},{"id":3660421,"gmtCreate":1614250937961,"gmtModify":1614250937961,"authorId":3568005588467435,"author":{"id":3568005588467435,"authorId":3568005588467435,"name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":363741841,"type":1,"supId":0,"prevId":0,"content":"😄","text":"😄","html":"😄"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":6,"commentSize":5,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}