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2021-07-13

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23:26","market":"us","language":"zh","title":"伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2150673539","media":"智通财经","summary":"智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24","content":"<p>智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24%，而按市值加权计算则高出15%。</p>\n<p>计算机硬件是最好的细分行业，但需要注意的是，6月份的增长表现优于其他行业。</p>\n<p>今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:<a href=\"https://laohu8.com/S/FB\">Facebook</a>(FB.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(GOOG.US)。</p>\n<p>“FAAMG占科技公司总市值的50%左右(2000年为10%)，定位是关键，”Sacconaghi表示。 “自2013年以来，FAAMG股票的整体市盈率首次低于科技股平均市盈率，但增长预期仍高于整体科技股。 ”</p>\n<p>伯恩斯坦基本面分析师予亚马逊、Facebook、Alphabet和微软“跑赢大盘”评级。 Sacconaghi补充道，“我们注意到谷歌和Facebook的市盈率都比当前整体科技股的市盈率低25%。”</p>\n<p><img src=\"https://static.tigerbbs.com/d4048d8e2d186be8afd30ac386acfefd\" tg-width=\"965\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>\n<p>总的来说，伯恩斯坦看好整个科技板块。</p>\n<p>“一方面，科技股估值仍接近 20 年高位，预计2021年和2022年科技股的盈利增长将与大盘持平或低于大盘，且科技股面临更高的税率上调风险。不过，科技行业未来5年的预期增长将继续非常强劲，科技行业拥有最高的质量排名、最高的投资回报率和第二高的自由现金流利润率，与历史相比，科技公司内部的拥挤程度仍然很低。”</p>\n<p>他还建议减持价格昂贵、质量分数低的科技股。</p>\n<p>Sacconaghi表示:“人们对最昂贵的前20%的科技股抱有很高的期望，这些股票平均市销率为15.9倍，其中98%的股票是无利可图的。” “我们最担心的是增长放缓或质量分数较低的公司，这些公司目前集中于中小盘软件和互联网产品公司，我们鼓励投资者考虑有选择地减少风险敞口。”</p>\n<p>中国的BAT股票，即<a href=\"https://laohu8.com/S/BIDU\">百度</a>(BIDU.US)、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)和<a href=\"https://laohu8.com/S/00700\">腾讯</a>处于12个月低点。</p>\n<p>以下是伯恩斯坦列出的股票得分表：</p>\n<p><img src=\"https://static.tigerbbs.com/e61d292ca1a62e42d5511878bd070291\" tg-width=\"792\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p>","source":"stock_zhitongcaijing","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>伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票</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伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 23:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/512392.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24%，而按市值加权计算则高出15%。\n计算机硬件是最好的细分行业，但需要注意的是，6月份的增长表现优于其他行业。\n今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:Facebook(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/512392.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2749b306a30dc5b6e5d14499791ee3bb","relate_stocks":{"MSFT":"微软","GOOGL":"谷歌A","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"http://www.zhitongcaijing.com/content/detail/512392.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150673539","content_text":"智通财经APP获悉，伯恩斯坦分析师Toni Sacconaghi发布研究报告表示，2021年上半年，科技股转向价值股的趋势更为明显。 该分析师表示，同等权重下，最便宜的科技股的表现比最贵的股票高出24%，而按市值加权计算则高出15%。\n计算机硬件是最好的细分行业，但需要注意的是，6月份的增长表现优于其他行业。\n今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:Facebook(FB.US)、苹果(AAPL.US)、亚马逊(AMZN.US)、微软(MSFT.US)和谷歌母公司Alphabet(GOOG.US)。\n“FAAMG占科技公司总市值的50%左右(2000年为10%)，定位是关键，”Sacconaghi表示。 “自2013年以来，FAAMG股票的整体市盈率首次低于科技股平均市盈率，但增长预期仍高于整体科技股。 ”\n伯恩斯坦基本面分析师予亚马逊、Facebook、Alphabet和微软“跑赢大盘”评级。 Sacconaghi补充道，“我们注意到谷歌和Facebook的市盈率都比当前整体科技股的市盈率低25%。”\n\n总的来说，伯恩斯坦看好整个科技板块。\n“一方面，科技股估值仍接近 20 年高位，预计2021年和2022年科技股的盈利增长将与大盘持平或低于大盘，且科技股面临更高的税率上调风险。不过，科技行业未来5年的预期增长将继续非常强劲，科技行业拥有最高的质量排名、最高的投资回报率和第二高的自由现金流利润率，与历史相比，科技公司内部的拥挤程度仍然很低。”\n他还建议减持价格昂贵、质量分数低的科技股。\nSacconaghi表示:“人们对最昂贵的前20%的科技股抱有很高的期望，这些股票平均市销率为15.9倍，其中98%的股票是无利可图的。” “我们最担心的是增长放缓或质量分数较低的公司，这些公司目前集中于中小盘软件和互联网产品公司，我们鼓励投资者考虑有选择地减少风险敞口。”\n中国的BAT股票，即百度(BIDU.US)、阿里巴巴(BABA.US)和腾讯处于12个月低点。\n以下是伯恩斯坦列出的股票得分表：","news_type":1},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}