Investing.com -- 工业板块已成为标普500指数年初至今表现最佳的板块,录得14.5%的涨幅,主要由航空航天和国防、电力以及资本设备公司领涨。 尽管投资者质疑2025年下半年可能会转向运输等短周期和早周期工业股,但Wolfe Research并不预期会出现这种轮动。 该板块的估值已达到多年高点,推动表现的同一批股票已经高度拥挤且受动量驱动。尽管如此,基本面仍然强劲,受到包括航空航天/...
Source LinkInvesting.com -- 工业板块已成为标普500指数年初至今表现最佳的板块,录得14.5%的涨幅,主要由航空航天和国防、电力以及资本设备公司领涨。 尽管投资者质疑2025年下半年可能会转向运输等短周期和早周期工业股,但Wolfe Research并不预期会出现这种轮动。 该板块的估值已达到多年高点,推动表现的同一批股票已经高度拥挤且受动量驱动。尽管如此,基本面仍然强劲,受到包括航空航天/...
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