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小小刀据大树
2023-01-18
Goal goal goal ole ole ole
小小刀据大树
2023-01-16
Goal goal goal ole ole ole
小小刀据大树
2023-01-15
Goal goal goal ole ole ole
小小刀据大树
2023-01-14
Goal goal goal ole ole ole
小小刀据大树
2023-01-12
Goal goal goal ole ole ole
小小刀据大树
2023-01-11
Goalll
小小刀据大树
2023-01-10
Goal
小小刀据大树
2023-01-09
Goal
小小刀据大树
2023-01-08
Goal
小小刀据大树
2023-01-06
Goal
小小刀据大树
2023-01-05
Goal
小小刀据大树
2023-01-04
Goal
小小刀据大树
2023-01-03
Goalllll
小小刀据大树
2023-01-03
Goal
小小刀据大树
2023-01-02
Goal
小小刀据大树
2022-12-31
Goal
小小刀据大树
2022-12-30
Goal
小小刀据大树
2022-12-29
[微笑]
小小刀据大树
2022-12-28
Goal
小小刀据大树
2022-12-27
Goalll
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Six of the most bullish sectors on Wall Street in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1113139556","media":"Wind万得","summary":"2021年美国股市以接近纪录高位的水平收官，在新的一年人们重新审视投资策略之际，华尔街顶级投资机构发布的展望显示，能源、金融等去年表现领先的板块再次获得青睐。随着经济努力从疫情的打击中复苏，对经济敏感","content":"<p><html><head></head><body>US stocks ended 2021 at near-record highs, and as investment strategies are being revisited in the new year, outlooks issued by Wall Street's top investment institutions showed sectors that led last year's performance, such as energy and finance, gaining favour again.</p><p>Economically sensitive cyclical stocks recorded a stellar 2021 as the economy struggled to recover from the hit of the pandemic. For all of 2021, the S&P 500 gained nearly 27%, with the energy (+47.7%), real estate (+42.5%), information technology (+33.4%) and financial (+32.5%) sectors outperforming, with the utilities (+14%) and essential consumer (+15.6%) sectors gaining the least.</p><p>According to Business Insider, in<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And other large Wall Street banks as well as<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>In their 2022 recommendation list of other prominent investment firms such as, Federated Hermes, and others, they are most bullish on six sectors, including several top gainers in 2021.</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p><b>1. Finance</b></p><p>Companies optimistic about this sector:<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>BlackRock,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>, Federated Hermes, Goldman Sachs, JPMorgan, LPL Financial, Morgan Stanley,<a href=\"https://laohu8.com/S/UBS\">UBS</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>。</p><p>Consensus: Reasonable valuations, growth looking strong, and rising interest rates will improve the bank's profitability.</p><p>Comment: There is no sector most admired by top companies on Wall Street than finance. 10 companies rank this sector as their first choice in 2022. Morgan Stanley strategists believe that this is largely due to stable earnings and low valuation. BlackRock agreed, noting that the sector has been unpopular since the global financial crisis.</p><p>\"In a low-return world, the need for excess returns sets the stage for growth in alternative asset managers. But current pricing suggests that the market is skeptical, with some of these alternative asset managers with high growth potential priced similarly to value stocks,\" BlackRock strategists wrote.</p><p>In response to the abnormally high inflation caused by the sharp rebound in consumer demand and to curb the overheating of the economy, the Federal Reserve has released signals that it will rate hike several times. Morgan Stanley strategists noted that this is a threat to stocks that rely on economic growth, but a boon for banks, which have enabled them to boost their profits by borrowing at low costs and lending at high rates.</p><p>But,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Not bullish on the financial sector, citing weakening growth prospects in 2022. But few companies expect the economy to slow sharply again in 2022.</p><p><b>2. Energy</b></p><p>Companies bullish on this sector: Bank of America, BlackRock, Credit Suisse,<a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>, Federated Hermes, JPMorgan Chase, Morgan Stanley, UBS.</p><p>Consensus: Oil supercycle, inflation-protected gains, cheap valuations.</p><p>Comment: After a dismal 2020 (-37.3%), the energy sector regrouped in 2021, surging 47.7% and outperforming the S&P 500. With the rapid recovery of the global economy, oil prices have risen sharply, with Brent crude oil and U.S. crude oil both rising by more than 50% in 2021. JPMorgan strategists believe the \"super cycle\" of soaring oil prices is just beginning.</p><p>\"We believe that commodities, particularly energy assets, are in the midst of a super cycle driven by post-pandemic recovery, currency depreciation, geopolitical tensions, and supply and demand friction that has developed over the past few years,\" JPMorgan strategists wrote in a 2022 outlook note.</p><p>Bank of America favors energy stocks because they provide inflation-protected yields. Rising inflation is a boon for the energy sector, as higher commodity prices will boost oil producers' top-line and profits, keeping these companies financially healthy and able to return significant Dividend to shareholders.</p><p>The energy sector may have solid fundamentals, but its valuation has long been very cheap. JPMorgan strategists noted that the sector accounts for only about 3% of the S&P 500, well below its peak of nearly 20%.</p><p>BlackRock strategists say they will focus on areas where there are growth opportunities in the energy sector, such as exploration and production companies, rather than areas where there is limited room for growth, such as service providers.</p><p><b>3. Health care</b></p><p>Companies bullish on this sector: Bank of America, BlackRock, Goldman Sachs, Ferry Financial, JPMorgan Chase, LPL Financial, Morgan Stanley, UBS.</p><p>Consensus: Reasonable valuation, stable earnings, and defensive.</p><p>Comment: In LPL Financial's view, the healthcare sector is \"attractively valued\". While the trajectory of steady growth in the sector over the past decade has been disrupted by the pandemic and lucrative elective surgeries have been delayed, analysts expect a return to normal.</p><p>Ferry Financial recently upgraded its rating on the healthcare sector \"to reflect better risk and reward\". Bank of America has been peddling the sector's healthy yields — offering some inflation protection. Furthermore, if the economy weakens in 2022, the pricing power of healthcare companies will make the sector a defensive haven for investors.</p><p>But Credit Suisse takes a different view, seeing \"weak growth prospects\" in the new year.</p><p><b>4. Technology</b></p><p>Companies bullish on this sector: BlackRock, Federated Hermes, Goldman Sachs, UBS, Wells Fargo.</p><p>Consensus: Growth is strong but threatened by increasingly hawkish monetary policy.</p><p>Commentary: Solid growth, substantial momentum combined with historically strong returns in the current phase of the economic cycle convinces UBS strategists that tech stocks are on track for another 2022. UBS notes that many tech companies have pricing power, which is especially important under high inflation. UBS leans towards media, tech hardware and application software companies.</p><p>JPMorgan strategists agree with strong fundamentals, but offer a key caveat: Tech stocks will face multiple pressures on stocks from the Fed's rate hike, which will cause this high-growth sector to perform in line with the broader market.</p><p>BlackRock believes the best opportunities in the tech sector can be found in the telecommunications sector and in stocks of companies that make \"labor-saving\" equipment. The company noted that continued investment in 5G cellular networks will set off a spending boom, while rising wage inflation will prompt businesses to adopt technologies that replace manpower.</p><p>The breadth and diversity of the tech sector, though, tends to draw a wide range of opinions from investors. Morgan Stanley is bearish on tech hardware companies and other cyclical tech companies, but not entirely bearish on tech stocks, saying there could be short-term upside in stocks of some reasonably valued companies, such as software makers.</p><p><b>5. Industry</b></p><p>Companies bullish on this sector: Bank of Montreal, Credit Suisse, Federated Hermes, LPL Financial, Wells Fargo.</p><p>Consensus: Steady economic growth in the United States will only strengthen as infrastructure spending increases.</p><p>Commentary: The industrial sector gained 19.4% in 2021, weaker than the S&P 500. While the huge upside from the signing of the $1 trillion infrastructure bill in mid-November may have been priced in, Bank of Montreal strategists believe that industrial stocks still have upside in 2022 and that the sector should be a \"major beneficiary of infrastructure spending\" that will put a strong economic recovery and cyclical stocks in the spotlight.</p><p>Strategists at Wells Fargo and Bank of Montreal suggest that investors would be better off investing selectively in the industrial sector. While the former recommends targeting the air freight, logistics, construction products and rail industries, the latter recommends continuing to focus on U.S. companies.</p><p>\"The inclination toward companies that are more domestically (U.S.) focused should be beneficial because our research shows that these firms fundamentally outperform those with greater exposure to overseas sales,\" wrote Brian Belski, chief investment strategist at the Bank of Montreal.</p><p><b>6. Materials</b></p><p>Companies bullish on this sector: Bank of Montreal, Credit Suisse, Deutsche Bank, Federated Hermes.</p><p>Consensus: Persistent inflation will push up input prices while fundamentals are attractive.</p><p>Comment: Many investors see soaring prices as a threat because higher input costs (e.g. timber, steel) drag down company profits unless they are passed on to consumers. But businesses that produce these inputs are the exception, especially those in the materials industry. Strategists at Deutsche Bank believe economically sensitive stocks, including commodity producers, will outperform other S&P 500 constituents in 2022.</p><p>The Bank of Montreal noted that materials stocks provide strong relative value and robust operations due to higher margins and free cash flow generation levels than historical averages. In addition, the return on equity is also picking up from a 10-year low at the height of the pandemic.</p><p>However, UBS has a more pessimistic view on materials stocks. UBS has chosen to maintain its underweight rating on the sector given the downside risks from slowing investment in durable goods and Chinese real estate.</p><p></body></html></p>","collect":0,"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>Absolutely dry goods! Six of the most bullish sectors on Wall Street in 2022</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAbsolutely dry goods! Six of the most bullish sectors on Wall Street in 2022\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-01-04 21:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>US stocks ended 2021 at near-record highs, and as investment strategies are being revisited in the new year, outlooks issued by Wall Street's top investment institutions showed sectors that led last year's performance, such as energy and finance, gaining favour again.</p><p>Economically sensitive cyclical stocks recorded a stellar 2021 as the economy struggled to recover from the hit of the pandemic. For all of 2021, the S&P 500 gained nearly 27%, with the energy (+47.7%), real estate (+42.5%), information technology (+33.4%) and financial (+32.5%) sectors outperforming, with the utilities (+14%) and essential consumer (+15.6%) sectors gaining the least.</p><p>According to Business Insider, in<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>、<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>、<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>And other large Wall Street banks as well as<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>In their 2022 recommendation list of other prominent investment firms such as, Federated Hermes, and others, they are most bullish on six sectors, including several top gainers in 2021.</p><p><img src=\"https://static.tigerbbs.com/1e02eb5ca007e065bcbac5c4cab84d32\" tg-width=\"796\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/></p><p><b>1. Finance</b></p><p>Companies optimistic about this sector:<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>、<a href=\"https://laohu8.com/S/BMO\">Bank of Montreal</a>BlackRock,<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>, Federated Hermes, Goldman Sachs, JPMorgan, LPL Financial, Morgan Stanley,<a href=\"https://laohu8.com/S/UBS\">UBS</a>、<a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>。</p><p>Consensus: Reasonable valuations, growth looking strong, and rising interest rates will improve the bank's profitability.</p><p>Comment: There is no sector most admired by top companies on Wall Street than finance. 10 companies rank this sector as their first choice in 2022. Morgan Stanley strategists believe that this is largely due to stable earnings and low valuation. BlackRock agreed, noting that the sector has been unpopular since the global financial crisis.</p><p>\"In a low-return world, the need for excess returns sets the stage for growth in alternative asset managers. But current pricing suggests that the market is skeptical, with some of these alternative asset managers with high growth potential priced similarly to value stocks,\" BlackRock strategists wrote.</p><p>In response to the abnormally high inflation caused by the sharp rebound in consumer demand and to curb the overheating of the economy, the Federal Reserve has released signals that it will rate hike several times. Morgan Stanley strategists noted that this is a threat to stocks that rely on economic growth, but a boon for banks, which have enabled them to boost their profits by borrowing at low costs and lending at high rates.</p><p>But,<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Not bullish on the financial sector, citing weakening growth prospects in 2022. But few companies expect the economy to slow sharply again in 2022.</p><p><b>2. Energy</b></p><p>Companies bullish on this sector: Bank of America, BlackRock, Credit Suisse,<a href=\"https://laohu8.com/S/0H7D.UK\">Deutsche Bank</a>, Federated Hermes, JPMorgan Chase, Morgan Stanley, UBS.</p><p>Consensus: Oil supercycle, inflation-protected gains, cheap valuations.</p><p>Comment: After a dismal 2020 (-37.3%), the energy sector regrouped in 2021, surging 47.7% and outperforming the S&P 500. With the rapid recovery of the global economy, oil prices have risen sharply, with Brent crude oil and U.S. crude oil both rising by more than 50% in 2021. JPMorgan strategists believe the \"super cycle\" of soaring oil prices is just beginning.</p><p>\"We believe that commodities, particularly energy assets, are in the midst of a super cycle driven by post-pandemic recovery, currency depreciation, geopolitical tensions, and supply and demand friction that has developed over the past few years,\" JPMorgan strategists wrote in a 2022 outlook note.</p><p>Bank of America favors energy stocks because they provide inflation-protected yields. Rising inflation is a boon for the energy sector, as higher commodity prices will boost oil producers' top-line and profits, keeping these companies financially healthy and able to return significant Dividend to shareholders.</p><p>The energy sector may have solid fundamentals, but its valuation has long been very cheap. JPMorgan strategists noted that the sector accounts for only about 3% of the S&P 500, well below its peak of nearly 20%.</p><p>BlackRock strategists say they will focus on areas where there are growth opportunities in the energy sector, such as exploration and production companies, rather than areas where there is limited room for growth, such as service providers.</p><p><b>3. Health care</b></p><p>Companies bullish on this sector: Bank of America, BlackRock, Goldman Sachs, Ferry Financial, JPMorgan Chase, LPL Financial, Morgan Stanley, UBS.</p><p>Consensus: Reasonable valuation, stable earnings, and defensive.</p><p>Comment: In LPL Financial's view, the healthcare sector is \"attractively valued\". While the trajectory of steady growth in the sector over the past decade has been disrupted by the pandemic and lucrative elective surgeries have been delayed, analysts expect a return to normal.</p><p>Ferry Financial recently upgraded its rating on the healthcare sector \"to reflect better risk and reward\". Bank of America has been peddling the sector's healthy yields — offering some inflation protection. Furthermore, if the economy weakens in 2022, the pricing power of healthcare companies will make the sector a defensive haven for investors.</p><p>But Credit Suisse takes a different view, seeing \"weak growth prospects\" in the new year.</p><p><b>4. Technology</b></p><p>Companies bullish on this sector: BlackRock, Federated Hermes, Goldman Sachs, UBS, Wells Fargo.</p><p>Consensus: Growth is strong but threatened by increasingly hawkish monetary policy.</p><p>Commentary: Solid growth, substantial momentum combined with historically strong returns in the current phase of the economic cycle convinces UBS strategists that tech stocks are on track for another 2022. UBS notes that many tech companies have pricing power, which is especially important under high inflation. UBS leans towards media, tech hardware and application software companies.</p><p>JPMorgan strategists agree with strong fundamentals, but offer a key caveat: Tech stocks will face multiple pressures on stocks from the Fed's rate hike, which will cause this high-growth sector to perform in line with the broader market.</p><p>BlackRock believes the best opportunities in the tech sector can be found in the telecommunications sector and in stocks of companies that make \"labor-saving\" equipment. The company noted that continued investment in 5G cellular networks will set off a spending boom, while rising wage inflation will prompt businesses to adopt technologies that replace manpower.</p><p>The breadth and diversity of the tech sector, though, tends to draw a wide range of opinions from investors. Morgan Stanley is bearish on tech hardware companies and other cyclical tech companies, but not entirely bearish on tech stocks, saying there could be short-term upside in stocks of some reasonably valued companies, such as software makers.</p><p><b>5. Industry</b></p><p>Companies bullish on this sector: Bank of Montreal, Credit Suisse, Federated Hermes, LPL Financial, Wells Fargo.</p><p>Consensus: Steady economic growth in the United States will only strengthen as infrastructure spending increases.</p><p>Commentary: The industrial sector gained 19.4% in 2021, weaker than the S&P 500. While the huge upside from the signing of the $1 trillion infrastructure bill in mid-November may have been priced in, Bank of Montreal strategists believe that industrial stocks still have upside in 2022 and that the sector should be a \"major beneficiary of infrastructure spending\" that will put a strong economic recovery and cyclical stocks in the spotlight.</p><p>Strategists at Wells Fargo and Bank of Montreal suggest that investors would be better off investing selectively in the industrial sector. While the former recommends targeting the air freight, logistics, construction products and rail industries, the latter recommends continuing to focus on U.S. companies.</p><p>\"The inclination toward companies that are more domestically (U.S.) focused should be beneficial because our research shows that these firms fundamentally outperform those with greater exposure to overseas sales,\" wrote Brian Belski, chief investment strategist at the Bank of Montreal.</p><p><b>6. Materials</b></p><p>Companies bullish on this sector: Bank of Montreal, Credit Suisse, Deutsche Bank, Federated Hermes.</p><p>Consensus: Persistent inflation will push up input prices while fundamentals are attractive.</p><p>Comment: Many investors see soaring prices as a threat because higher input costs (e.g. timber, steel) drag down company profits unless they are passed on to consumers. But businesses that produce these inputs are the exception, especially those in the materials industry. Strategists at Deutsche Bank believe economically sensitive stocks, including commodity producers, will outperform other S&P 500 constituents in 2022.</p><p>The Bank of Montreal noted that materials stocks provide strong relative value and robust operations due to higher margins and free cash flow generation levels than historical averages. In addition, the return on equity is also picking up from a 10-year low at the height of the pandemic.</p><p>However, UBS has a more pessimistic view on materials stocks. UBS has chosen to maintain its underweight rating on the sector given the downside risks from slowing investment in durable goods and Chinese real estate.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113139556","content_text":"2021年美国股市以接近纪录高位的水平收官，在新的一年人们重新审视投资策略之际，华尔街顶级投资机构发布的展望显示，能源、金融等去年表现领先的板块再次获得青睐。随着经济努力从疫情的打击中复苏，对经济敏感的周期性股票在2021年录得出色表现。2021年全年，标普500指数上涨近27%，能源（+47.7%）、房地产（+42.5%）、信息技术（+33.4%）和金融（+32.5%）板块跑赢大盘，公用事业（+14%）和必需消费（+15.6%）板块涨幅最小。据Business Insider，在高盛、摩根大通、摩根士丹利等华尔街大型银行以及贝莱德、Federated Hermes等其他知名投资公司的2022年推荐清单中，他们最看好六个板块，其中包括几个2021年涨幅居前的板块。1. 金融看好这一板块的公司：美国银行、蒙特利尔银行、贝莱德、德意志银行、Federated Hermes、高盛、摩根大通、LPL Financial、摩根士丹利、瑞银、富国银行。共识：估值合理、成长看起来强劲、利率上升将提高银行的盈利能力。评论：华尔街顶级公司最推崇的板块莫过于金融，有10家公司将该板块列为2022年首选，摩根士丹利策略师认为，这在很大程度上是因为盈利稳定及估值不高。贝莱德对此表示同意，并指出该板块自全球金融危机以来一直不受欢迎。贝莱德策略师写道：“在一个低回报的世界中，对超额回报的需求为另类资产管理公司的成长奠定了基础。但目前的定价表明，市场对此持怀疑态度，其中一些具有高成长潜力的另类资产管理公司的定价与价值股类似。”为应对消费需求大幅反弹带来的异常高的通胀、抑制经济过热，美联储已释放将加息数次的信号。摩根士丹利策略师指出，这对仰赖经济增长的股票构成威胁，但对银行来说却是利好，因为长期利率上升使银行能够通过低成本借贷和高利率放贷来提高利润。不过，瑞士信贷并不看好金融板块，理由是2022年成长前景趋弱。但鲜有公司预计经济会在2022年再次大幅放缓。2. 能源看好这一板块的公司：美国银行、贝莱德、瑞士信贷、德意志银行、Federated Hermes、摩根大通、摩根士丹利、瑞银。共识：石油超级周期、通胀保值收益、估值便宜。评论：在经历了惨淡的2020年（-37.3%）之后，能源板块在2021年重整旗鼓，大涨47.7%，并跑赢标普500指数。伴随全球经济迅速回暖，油价大幅走高，布伦特原油和美国原油2021年涨幅双双超过50%。摩根大通策略师相信，油价飙升的“超级周期”才刚刚开始。摩根大通策略师在一份2022年展望报告中写道：“我们认为，大宗商品，尤其是能源资产，正处在一个由疫后复苏、货币贬值、地缘政治紧张以及过去几年形成的供需摩擦所驱动的超级周期中。”美银青睐能源股则是因为它们能够提供通胀保值收益。通胀上升对能源板块来说是福音，因为商品价格上涨将提振石油生产商的营收和利润，使这些公司的财务状况保持健康，并且能够向股东返还可观的股息。能源板块的基本面可能很稳健，但长期以来其估值一直非常便宜。摩根大通策略师指出，该板块仅占标普500指数的3%左右，远低于近20%的峰值水平。贝莱德策略师表示，他们将专注于能源板块有增长机会的领域，如勘探和生产公司，而不是增长空间有限的领域，如服务提供商。3. 医疗保健看好这一板块的公司：美国银行、贝莱德、高盛、富瑞金融、摩根大通、LPL Financial、摩根士丹利、瑞银。共识：估值合理、收益稳定，并具有防御性。评论：在LPL Financial看来，医疗保健板块“估值具有吸引力”。尽管过去10年该行业稳定增长的轨迹被疫情打乱，利润丰厚的择期手术被推迟，但分析师预期会恢复正常。富瑞金融最近上调了对医疗保健板块的评级，“以反映更好的风险和回报”。美银一直在兜售该板块的健康收益率——提供一定的通胀保护。此外，如果经济在2022年走弱，医疗保健公司的定价能力将使该行业成为投资者的防御型避风港。但瑞士信贷持不同观点，认为新的一年“成长前景疲软”。4. 科技看好这一板块的公司：贝莱德、Federated Hermes、高盛、瑞银、富国银行。共识：增长势头强劲，但受到货币政策日益鹰派的威胁。评论：稳健的增长、充实的动力加上经济周期当前阶段的历史强劲回报让瑞银策略师相信，科技股有望在2022年再创辉煌。瑞银指出，许多科技公司拥有定价权，这在高通胀之下尤为重要。瑞银倾向于媒体、科技硬件和应用软件公司。摩根大通策略师同意基本面强劲的说法，但提出一个关键警告：科技股将面临美联储加息给股市带来的多重压力，这将导致这一高成长板块的表现与大盘保持一致。贝莱德认为，科技板块的最佳机会可以在电信行业和制造“节省劳动力”设备的公司股票中找到。该公司指出，对5G蜂窝网络的持续投资将掀起支出热潮，而工资通胀加剧将促使企业采用替代人力的技术。不过，科技行业的广度和多样性往往会引起投资者的广泛看法。摩根士丹利看跌科技硬件公司和其他周期性科技公司，但并未完全看淡科技股，该行表示，软件制造商等一些估值合理的公司股票可能有短期上行空间。5. 工业看好这一板块的公司：蒙特利尔银行、瑞士信贷、Federated Hermes、LPL Financial、富国银行。共识：随着基础设施支出的增加，美国稳定的经济增长只会增强。评论：工业板块在2021年上涨19.4%，涨幅逊于标普500指数。尽管11月中旬1万亿美元基建法案签署带来的巨大利好可能已被消化，但蒙特利尔银行策略师认为，工业股在2022年仍有上涨空间，该板块应该会成为“基建支出的主要受益者”，基建支出将使经济强劲复苏和周期性股票成为人们关注的焦点。富国银行和蒙特利尔银行的策略师建议，投资者最好在工业板块中进行选择性投资。前者建议将目标放在航空货运、物流、建筑产品和铁路行业，后者建议继续关注美国公司。蒙特利尔银行首席投资策略师Brian Belski写道：“倾向更侧重（美国）国内的公司应该是有益的，因为我们的研究表明，这些公司的基本面基本优于那些海外销售敞口较大的公司。”6. 材料看好这一板块的公司：蒙特利尔银行、瑞士信贷、德意志银行、Federated Hermes。共识：持续的通胀将推高投入价格，同时基本面具有吸引力。评论：许多投资者将物价飙升视为一种威胁，因为更高的投入成本（如木材、钢铁）会拖累公司利润，除非它们被转嫁给消费者。但生产这些投入品的企业是例外，尤其是材料行业的企业。德意志银行策略师认为，包括大宗商品生产商在内的对经济敏感的股票2022年的盈利将超过其他标普500指数成份股。蒙特利尔银行指出，材料股提供了强劲的相对价值和强健的运营，因利润率和自由现金流生成水平高于历史平均水平。此外，股本回报率也在从疫情最严重时候的10年低点回升。不过，瑞银对材料股的看法更为悲观。鉴于耐用品和中国房地产投资放缓带来的下行风险，瑞银选择维持对该板块的低配评级。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938599324,"gmtCreate":1662626737868,"gmtModify":1676537104310,"author":{"id":"3570397749118489","authorId":"3570397749118489","name":"小小刀据大树","avatar":"https://static.tigerbbs.com/e3d210e0b0e45afa91d7d3df150ed26d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570397749118489","authorIdStr":"3570397749118489"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a><v-v data-views=\"1\"></v-v>good","listText":"<a 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