伯恩斯坦：科技未来5年强劲增长，增持FAAMG股票

智通财经2021-07-12

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%。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。今年下半年，Sacconaghi建议投资者增持FAAMG股票，包括:Facebook(...

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allenkee2021
·2021-07-13
good
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1
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KenCheng
·2021-07-13
x因素出現，等待看結果
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- KenCheng:
  [得意] [得意]
  2021-07-13
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开洱文
·2021-07-13
大盤靠頭部拉着
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- 快乐玩美股:
  [财迷]
  2021-07-13
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klh3822
·2021-07-13
good
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moon88
·2021-07-13
Zan
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- moon88:
  赞
  2021-07-21
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- moon88:
  赞
  2021-07-13
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- moon88:
  Zan
  2021-07-13
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”\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。” 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