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金融股有望强势来袭!大摩列出一份“增持”名单

Zhitong Finance ·  01:30

摩根士丹利分析师近日对金融股青睐有加,并列出一份评级为“增持”的股票清单。

智通财经APP获悉,摩根士丹利分析师近日对金融股青睐有加,并列出一份评级为“增持”的股票清单。由于财报季风险降低、资本市场活动加速以及估值和仓位皆具有吸引力,该行分析师在10月初将金融类股评级上调至增持。此外,该行推断金融股表现优异的另一个原因在于强劲的盈利预期上调,近期总统选举结果使得监管放松的预期正推动该板块业绩。

The financial selector sector ETF(XLF.US)今年迄今上涨33.15%,过去一个月上涨5.53%。同样,先锋金融指数基金(Vanguard financial Index Fund,VFAIX)今年迄今上涨了32.58%,过去一个月上涨了7.11%。

以下是摩根士丹利分析师按行业分类得出的评级为“增持”的金融股情况:

银行类:

美国银行(BAC.US)

Cadence Bank (CADE.US)

花旗集团(C.US)

East West Bancorp (EWBC.US)

Huntington Bancshares (HBAN.US)

M&T Bank Corp. (MTB.US)

Prosperity Bancshares (PB.US)

Regions Financial (RF.US)

US Bancorp (USB.US)

富国银行(WFC.US)

金融服务类:

Ally Financial (ALLY.US)

贝莱德(BLK.US)

黑石(BX.US)

Equitable Holdings (EQH.US)

Evercore (EVR.US)

Fiserv (FI.US)

Global Payments (GPN.US)

高盛(GS.US)

LPL Financial Holdings (LPLA.US)

万事达(MA.US)

MSCI Inc. (MSCI.US)

Nasdaq Inc. (NDAQ.US)

S&P Global (SPGI.US)

Toast(TOST.US)

TPG Inc. (TPG.US)

Tradeweb Markets (TW.US)

Visa (V.US)

保险类:

Allstate (ALL.US)

大都会人寿(MET.US)

Progressive (PGR.US)

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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