智通财经APP获悉，美国银行周二发布了其第三季度十大投资优选名单，包含八只推荐买入个股和两只建议做空标的。
入选买入名单的包括：思科(CSCO.US)、波音(BA.US)、云计算平台Datadog(DDOG.US)、信用评分公司Fair Isaac(FICO.US)、地区银行KeyCorp(KEY.US)、李维斯(LEVI.US)、医疗设备商美敦力(MDT.US)以及华纳兄弟探索频道(WBD.US)。做空标的则为食品巨头康尼格拉(CAG.US)和远程医疗公司Hims & Hers Health(HIMS.US)。美银对推荐买入个股均给予“买入”评级，对做空标的则持“跑输大盘”评级。
该行在致客户报告中指出：“进入2025年下半年，我们的经济与利率团队已更新展望。经济学家团队维持预期，认为美联储2025年将按兵不动，到2026年才会实施100个基点的降息。”分析师补充称，受关税政策影响，下半年通胀可能回升，这将使美联储在未见通胀“持续回落”前难以启动降息。
报告同时强调：“尽管劳动力市场可能面临移民政策限制和贸易不确定性的压力，但整体韧性仍存。”
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