摩根大通近日更新了其美国股票分析师关注名单(AFL)。该行每月会更新其“分析师关注名单”,这是他们在成长型、收益型、价值型和做空型四大投资策略下最具代表性的精选个股。值得一提的是,最新名单中不再包含能源股Energy Transfer,该行表示,尽管仍认为该股被低估,但不认为有必要将其纳入名单中。
以下是小摩给出的7月美股分析师关注名单。
在成长型策略下,小摩分析师关注的美股包括:亚马逊、博通、礼来、传奇生物、微软、T-Mobile US等。
在收益型策略下,小摩分析师关注的美股包括:Annaly Capital Management、Broadstone Net Lease、EPR不动产,均为房地产信托投资公司。
在价值型策略下,小摩分析师关注的美股包括:AT&T、百思买、麦当劳、通用汽车、Ulta Beauty、联合大陆航空等。
在做空型策略下,小摩分析师关注的美股为Sirius XM。
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