Bank Of America Warns Energy Could Be 'Cheap For A Reason,' Highlights Utilities As Defensive Play
Bank Of America Warns Energy Could Be 'Cheap For A Reason,' Highlights Utilities As Defensive Play
美国银行警告称能源可能“便宜是有原因的”，并称公用事业作为防御性投资。
Bank of America has reshuffled its sector outlooks, raising Utilities to "overweight" while downgrading Energy to "market-weight."
美国银行调整了其行业前景，将公用事业上调至 “增持”，同时将能源评级下调至 “市场权重”。
The changes come as elevated volatility and policy uncertainty drive a recalibration of investment strategies. According to Savita Subramanian, Bank of America's head of U.S. equity strategy, the shifting economic and political landscape has altered the risk-reward profiles of these key sectors.
这些变化是在波动性加剧和政策不确定性推动投资策略调整之际发生的。根据美国银行美国股票策略主管萨维塔·苏布拉曼尼安的说法，不断变化的经济和政治格局改变了这些关键行业的风险回报状况。
Utilities: Defensive Hedge With Growth Potential
公用事业：具有增长潜力的防御性对冲工具
Subramanian argues that Utilities, as tracked by the Utilities Select Sector SPDR Fund (NYSE:XLU), long regarded as a defensive sector, have become increasingly attractive in the current rate environment.
苏布拉曼尼安认为，公用事业精选板块SPDR基金（纽约证券交易所代码：XLU）追踪的长期以来一直被视为防御性板块的公用事业在当前的利率环境中变得越来越有吸引力。
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