狂欢继续：华尔街看好“七巨头”14%的潜在回报_老虎社区_美港股上老虎

狂欢继续：华尔街看好“七巨头”14%的潜在回报

金十数据08-16

华尔街分析师预测，这七大科技巨头的股票仍有望在未来一年实现两位数的回报，尽管已经大幅上涨。很多投资者都在为高歌猛进的“七巨头”担心。华尔街股市分析师却不这么看。事实上，他们预测新一轮两位数的回报指日可待。虽然投资者持怀疑态度是正确的，但即使对不了解情况的指数投资者来说，看涨的前景也是个好消息。对于热门的大型科技股来说，这已经是一个很好的时期了。追踪这些股票表现的...

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。

暂无评论

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/2459628882?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/cb76a261fe3c2075cc9c0b192cbb8ce3","is_english":false,"pubTime":"2024-08-16 17:00","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2459628882","market":"us","top_or_hot":-1,"title":"狂欢继续：华尔街看好“七巨头”14%的潜在回报","media":"金十数据","content":"<div>\n<p>华尔街分析师预测，这七大科技巨头的股票仍有望在未来一年实现两位数的回报，尽管已经大幅上涨。很多投资者都在为高歌猛进的“七巨头”担心。华尔街股市分析师却不这么看。事实上，他们预测新一轮两位数的回报指日可待。虽然投资者持怀疑态度是正确的，但即使对不了解情况的指数投资者来说，看涨的前景也是个好消息。对于热门的大型科技股来说，这已经是一个很好的时期了。追踪这些股票表现的...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=146033&type=news&data_type=0\">网页链接</a>\n\n</div>\n","source":"xnew_highlight","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>狂欢继续：华尔街看好“七巨头”14%的潜在回报</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狂欢继续：华尔街看好“七巨头”14%的潜在回报\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-16 17:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=146033&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街分析师预测，这七大科技巨头的股票仍有望在未来一年实现两位数的回报，尽管已经大幅上涨。很多投资者都在为高歌猛进的“七巨头”担心。华尔街股市分析师却不这么看。事实上，他们预测新一轮两位数的回报指日可待。虽然投资者持怀疑态度是正确的，但即使对不了解情况的指数投资者来说，看涨的前景也是个好消息。对于热门的大型科技股来说，这已经是一个很好的时期了。追踪这些股票表现的...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=146033&type=news&data_type=0\">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":"BK4097","symbol_name":"系统软件","start_time":0,"source_url":"https://xnews.jin10.com/webapp/details.html?id=146033&type=news&data_type=0","article_id":"2459628882","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/cb76a261fe3c2075cc9c0b192cbb8ce3"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2459628882","pubTimestamp":1723798844,"columns":[],"sourceInfo":{"source_id":"xnew_highlight","name":"金十要闻"},"weMediaInfo":null,"summary":"华尔街分析师预测，这七大科技巨头的股票仍有望在未来一年实现两位数的回报，尽管已经大幅上涨。","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4097":"系统软件","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","GOOGL":"谷歌A","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4099":"汽车制造商","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","MSFT":"微软","BK4514":"搜索引擎","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4516":"特朗普概念","BK4515":"5G概念","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4567":"ESG概念","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4507":"流媒体概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","META":"Meta Platforms, Inc.","NVDA":"英伟达","LU0109391861.USD":"富兰克林美国机遇基金A Acc","AMZN":"亚马逊","BK4566":"资本集团","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4559":"巴菲特持仓","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","BK4077":"互动媒体与服务","AAPL":"苹果","BK4550":"红杉资本持仓","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"translate_title":"The Carnival Continues: Wall Street Bullish on 'Big Seven' Potential 14% Return","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3dfd424a9edbe45785c5a48da171f433","symbols_score_info":{"NVDA":1,"AMZN":0.9,"META":0.9,"TSLA":0.8,"MSFT":0.8,"GOOGL":0.8,"AAPL":0.6},"content_text":"华尔街分析师预测，这七大科技巨头的股票仍有望在未来一年实现两位数的回报，尽管已经大幅上涨。很多投资者都在为高歌猛进的“七巨头”担心。华尔街股市分析师却不这么看。事实上，他们预测新一轮两位数的回报指日可待。虽然投资者持怀疑态度是正确的，但即使对不了解情况的指数投资者来说，看涨的前景也是个好消息。对于热门的大型科技股来说，这已经是一个很好的时期了。追踪这些股票表现的RoundhillMagnificentSevenETF今年的回报率高达37%，而标准普尔500指数的回报率仅为17%。人工智能芯片制造商英伟达(NVDA.O)的股价上涨了一倍多，Facebook母公司Meta Platforms(META.O)的股价上涨了50%。只有特斯拉(TSLA.O)面临需求放缓和竞争加剧，股价下跌14%。“七巨头”的大获成功让一些人担心，这些股票涨得太快了。FactSet的数据显示，即使考虑到超高的盈利增长，这些股票明年的利润也只有31倍，而标准普尔500指数整体只有21倍。而且，这些股票的市值巨大，意味着它们占了指数的很大一部分，约30%。这导致一些投资者担心市场头重脚轻，甚至出现泡沫。华尔街的股票分析师们显然对此并不担心。根据DataTrekResearch最近对12个月目标股价的分析，他们平均认为“七巨头”股票的近期上涨空间为14.4%，而标准普尔500指数的上涨空间仅为11.9%。华尔街预计亚马逊(AMZN.O)的涨幅最大，接近29%，其次是Alphabet(GOOGL.O)和微软(MSFT.O)，均为20%左右，英伟达为18%。亚马逊目前股价远低于其平均目标价的原因之一是：本月早些时候，这家在线零售巨头未能达到季度销售预期，股价下跌超过9%。不过，亚马逊本季度的业绩并没有全军覆没。该公司公布的利润好于预期，其关键的云计算业务增长了近20%。因此，大多数分析师对这一消息不以为然：根据FactSet的数据，该公司的平均目标价从225美元降至219美元，降幅仅约3%。威廉·布莱尔公司（WilliamBlair）分析师迪伦·卡登（DylanCarden）和阿俊·巴蒂亚（ArjunBhatia）在财报发布后的一份说明中写道：“我们仍然认为，这里的发展前景更长远”。他们重申了“跑赢大盘”的评级。华尔街并没有说“七巨头”里每一只股票都会表现出色。分析师预计，Meta和苹果(AAPL.O)将落后于标准普尔500指数，回报率均在6%左右，而特斯拉股价预计将停滞不前，其当前价格或多或少与平均目标价相符。但值得注意的是，如果将特斯拉排除在外，华尔街对“七巨头”的看好程度更高。根据DataTrek的数据，分析师预计其余六家公司在未来12个月的回报率将接近17%。这些股票真的能继续超越竞争对手吗？DataTrak联合创始人杰西卡·拉贝（JessicaRabe）指出：“我们对分析师的目标价格持谨慎态度（你也应该如此）。”华尔街所谓的卖方分析师是出了名的看涨派，尤其是在涉及高知名度的科技股时。部分原因是华尔街大公司希望从其分析师覆盖的公司中赢得投资银行业务。但也因为华尔街总体上是一个看涨的地方：乐观情绪和上涨的价格会鼓励客户进行更多股票交易。事实上，一位知名市场策略师Marko Kolanovic，最近因为在摩根大通持续看空时间过长而失去工作。尽管如此，正如DataTrek的拉贝所指出的，即使是对华尔街最持怀疑态度的被动投资者也应该为看涨预测欢呼雀跃。如果读者只持有先锋500指数基金，那么他也有30%的资金投资于“七巨头”指数。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}