Nyob rau nruab nrab ntawm 2022, cov tub ua lag luam tab tom saib qhov kev hloov pauv zoo tshaj plaws hauv cov khoom lag luam.
Cov kws tshuaj ntsuam xav tias lub khw lag luam yuav nrov nrov - tshwj xeeb tshaj yog peb cov haujlwm.
Hauv qab no yog cov npe ntawm cov khoom lag luam nyiam nyob rau hauv cov haujlwm no, nrog rau cov khoom siv hluav taws xob, uas sawv tawm nrog kev poob qis ntawm cov nqi-rau-cov nyiaj tau los (P / E) kev ntsuas txawm tias nce 37% xyoo no.
Nov yog cov ntsiab lus ntawm 11 ntu ntawm S&P 500, nrog rau cov nqi thiab tus nqi nruab nrab cov hom phiaj ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet, hnyav los ntawm kev lag luam peev, txij li lub Rau Hli 28:
| S&P 500 kev ua haujlwm | 12-hli upside muaj peev xwm raws li qhov hnyav nruab nrab tus nqi hom phiaj | Tus nqi hloov pauv - 2022 txog rau Lub Rau Hli 28 | Xa P / E | Forward P/E – Kaum Ob Hlis 31 | Tsis kam rau pem hauv ntej P/E |
| Tus Neeg Siv Khoom Siv Tawm | 43% | -32% | 24.3 | 33.0 | -26% |
| Cov Kev Sib Txuas Lus | 42% | -30% | 15.4 | 20.9 | -26% |
| Information Technology | 37% | -26% | 19.7 | 28.1 | -30% |
| Nyiaj txiag | 30% | -18% | 11.4 | 14.7 | -22% |
| ntaub ntawv | 29% | -17% | 12.8 | 17.0 | -25% |
| Chaw Tsim Tshuaj | 28% | -17% | 16.3 | 20.6 | -21% |
| Av | 24% | -21% | 18.3 | 24.2 | -25% |
| zog | 24% | 37% | 8.7 | 11.0 | -21% |
| Health Care | 19% | -10% | 16.0 | 17.2 | -7% |
| Neeg Siv Khoom Siv Staples | 15% | -7% | 20.1 | 21.8 | -8% |
| Utilities | 14% | -3% | 19.5 | 20.8 | -6% |
| Tag Nrho S&P 500 | 30% | -20% | 16.4 | 21.5 | -24% |
| Source: FactSet |
Qee cov ntaub ntawv hais txog cov ntaub ntawv sector:
- Peb txoj haujlwm uas cov kws tshuaj ntsuam pom qhov zoo tshaj plaws yog cov neeg siv khoom txaus siab, kev pabcuam kev sib txuas lus thiab kev siv thev naus laus zis. Ntawm peb, tsuas yog cov thev naus laus zis thev naus laus zis tau muaj kev sib tw P / E rau pem hauv ntej daim ntawv cog lus ntau dua li tus nqi hnyav tau poob. (Qhov kev ntsuas P/E rau pem hauv ntej yog raws li dov 12-hli cov nyiaj tau los-ib-kev kwv yees.)
- Lub zog hluav taws xob tsuas yog ib qho uas tau nce mus txog tam sim no hauv 2022. Tab sis qhov nce ntawm cov nqi roj tau ua rau muaj kev nce siab hauv cov nyiaj tau los kwv yees tias qhov kev kwv yees tus nqi ntawm cov nyiaj tau los tom ntej tau poob qis 21%.
Yog tias koj ntseeg tias ib qho kev lag luam lossis ib pab pawg ntawm cov haujlwm yuav ua tau zoo, ib txoj hauv kev yooj yim rau kev caij nrog yog nrog kev sib pauv pauv nyiaj tsim los tsom nws qhov kev ua tau zoo.
SPDR series ntawm ETFs, tswj hwm los ntawm Xeev Txoj Kev Thoob Ntiaj Teb Cov Kws Pab Tswv Yim, yog nrov thiab tsim los taug qab kev ua tau zoo ntawm txhua qhov ntawm 11 cov haujlwm ntawm S&P 500. Lawv suav nrog:
- Tus Neeg Siv Khoom Siv Khoom Siv Khoom Xaiv Kev Siv SDR SPDR
XLY
- $ 14.6 nphom hauv cov cuab tam raws li kev tswj hwm. - Kev Sib Txuas Lus Xaiv SPDR Fund
XLC
- $ 9.4 nphom. - Technology Xaiv SPDR Fund
XLK
- $ 38.6 nphom. - Energy Select SPDR Fund
XLE
- $ 33.6 nphom.
Qhov no tsis yog hais tias SPDR sector nyiaj yog koj xaiv xwb. Vanguard thiab iShares, piv txwv li, muab cov peev nyiaj siv los siv cov txheej txheem sib txawv los taug qab ntu ntawm qhov ntsuas dav dua.
Analyst's top stock picks
Ntawm no yog cov kws tshuaj ntsuam xyuas cov khoom lag luam nyiam nyob rau hauv cov neeg siv khoom siv kev txiav txim siab, kev pabcuam kev sib txuas lus thiab kev siv thev naus laus zis, raws li feem pua ntawm "yuav" lossis qhov sib npaug, ua raws li lub zog sector, uas tau ntxiv vim tias nws poob qis hauv P / E tus nqi txawm tias nws muaj. nce 37% xyoo no.
Consumer discretionary
Nov yog cov kws tshuaj ntsuam xyuas 10 tus neeg siv khoom nyiam cov khoom lag luam hauv S&P 500, txheeb los ntawm kev sib koom ntawm "yuav" lossis sib npaug sib npaug:
| lub tuam txhab | Ticker | Qhia "yuav" kev ntsuas | Tus nqi kaw - Lub Rau Hli 28 | Kev pom zoo tus nqi phiaj | Pauv 12-hli upside tej zaum |
| Caesars Entertainment Inc. | CZR | 94% | $42.97 | $99.13 | 131% |
| Amazon.com Inc. | AMZN | 92% | $107.40 | $175.49 | 63% |
| Bath & Body Works Inc. | BBWI | 90% | $29.00 | $63.06 | 117% |
| TJX Cos. Inc. | TJX | 83% | $57.48 | $75.32 | 31% |
| Hasbro Inc. | TAU | 81% | $84.19 | $111.00 | 32% |
| Lub tuam txhab Tapestry Inc. | TPR | 78% | $32.22 | $45.46 | 41% |
| General Motors Co. | GM | 77% | $33.99 | $57.64 | 70% |
| Penn National Gaming Inc. | PENN | 76% | $31.79 | $55.58 | 75% |
| LKQ Corp. | LKQ | 75% | $49.94 | $63.75 | 28% |
| Nike Inc. Chav B | NKE | 74% | $102.78 | $142.04 | 38% |
| Source: FactSet |
Nyem rau ntawm tickers los pib koj tus kheej kev tshawb fawb txog ib qho ntawm cov tuam txhab.
Thiab koj yuav tsum nyeem Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig pub dawb ntawm nplooj ntawv MarketWatch.
kev sib txuas lus
Nov yog cov kws tshuaj ntsuam '10 nyiam cov khoom lag luam hauv S&P 500 kev sib txuas lus, los ntawm feem pua ntawm cov txiaj ntsig zoo:
| lub tuam txhab | Ticker | Qhia "yuav" kev ntsuas | Tus nqi kaw - Lub Rau Hli 28 | Kev pom zoo tus nqi phiaj | Pauv 12-hli upside tej zaum |
| Lub Niam Ntawv Inc. Chav A | GOOGL | 98% | $2,240.15 | $3,190.74 | 42% |
| Phim Pab Pawg Inc. | MTCH | 91% | $71.81 | $118.67 | 65% |
| T-txawb Teb Chaws Asmeskas Inc. | TMUS | 91% | $133.03 | $170.63 | 28% |
| Take-Ob Sib Tham Sib Tham Software Inc. | TTWO | 81% | $126.18 | $176.54 | 40% |
| Xov Xwm Corp. Class A | NWS | 80% | $15.49 | $28.04 | 81% |
| Hauv Kev Tsim Yeeb Yam Inc. | EA | 76% | $122.88 | $153.21 | 25% |
| Meta Platforms Inc. Chav Kawm A | META | 74% | $160.68 | $283.54 | 76% |
| Walt Disney Co. | DIS | 73% | $95.92 | $141.61 | 48% |
| Dish Network Corp. Class A | DISH | 68% | $18.13 | $39.60 | 118% |
| Live Nation Entertainment Inc. | LYV | 65% | $84.38 | $125.85 | 49% |
| Source: FactSet |
technology
S&P 500 cov ntaub ntawv xov xwm thev naus laus zis tau nyob qib thib peb ntawm daim ntawv teev npe, saum toj no, nrog cov kws tshuaj ntsuam pom 37% upside muaj peev xwm, raws li FactSet qhov hnyav ntawm cov phiaj xwm nruab nrab. Nov yog cov kws tshuaj ntsuam 10 lub npe nyiam hauv cov haujlwm, los ntawm feem pua ntawm "yuav" lossis qhov sib npaug:
| lub tuam txhab | Ticker | Qhia "yuav" kev ntsuas | Tus nqi kaw - Lub Rau Hli 28 | Kev pom zoo tus nqi phiaj | Pauv 12-hli upside tej zaum |
| Microsoft Corp. | MSFT | 95% | $256.48 | $352.92 | 38% |
| ServiceNow Inc. | TAM SIM NO | 94% | $473.44 | $631.29 | 33% |
| EPAM Systems Inc. | EPAM | 93% | $311.51 | $429.15 | 38% |
| Monolithic Fais Fab Systems Inc. | MPWR | 92% | $397.13 | $567.56 | 43% |
| Txhob txwm ua Inc. | INT | 91% | $386.29 | $515.00 | 33% |
| Salesforce Inc. | CRM | 90% | $171.46 | $243.89 | 42% |
| Mastercard Inc. Chav Kawm A | MA | 89% | $318.29 | $430.19 | 35% |
| Visa Inc. Class A | V | 89% | $198.12 | $265.75 | 34% |
| Micron Technology Inc. | MU | 89% | $57.86 | $96.74 | 67% |
| Broadcom Inc. | AVGO | 88% | $498.45 | $697.52 | 40% |
| Source: FactSet |
zog
Txawm hais tias qhov kev lag luam no tau nce xyoo no, nrog 37% nce, nws cov P / E pem hauv ntej tau poob 30%. Ntawm no yog cov kws tshuaj ntsuam '10 nyiam lub zog Tshuag hauv S&P 500, los ntawm feem pua ntawm cov txiaj ntsig zoo:
| lub tuam txhab | Ticker | Qhia "yuav" kev ntsuas | Tus nqi kaw - Lub Rau Hli 28 | Kev pom zoo tus nqi phiaj | Pauv 12-hli upside tej zaum |
| Diamondback Zog Inc. | FANG | 88% | $129.80 | $183.20 | 41% |
| Schlumberger NWS | SLB | 87% | $36.97 | $50.40 | 36% |
| ConocoPhillips | PHOO | 81% | $95.22 | $131.21 | 38% |
| Phillips 66 | PSX | 79% | $88.85 | $116.06 | 31% |
| Marathon Roj av Corp. | MPC | 78% | $88.69 | $117.25 | 32% |
| Halliburton Co. | Hal | 75% | $33.19 | $46.42 | 40% |
| Lub Tuam Txhab Valero Energy Corp. | VLO | 75% | $116.25 | $139.31 | 20% |
| Pioneer Ntuj Cov Khoom Pab Co. | PXD | 73% | $235.33 | $309.77 | 32% |
| Baker Hughes Co. Class A | BKR | 71% | $30.07 | $40.99 | 36% |
| Hmong / Williams Cos. Inc. | WMB | 71% | $31.74 | $38.14 | 20% |
| Source: FactSet |
Ntau qhov kev pab cuam nruab nrab xyoo:
Wall Street nyiam cov khoom lag luam muaj peev xwm nce siab ntawm 43% thaum peb nkag mus rau ib nrab xyoo 2022
Nyob rau nruab nrab ntawm 2022, cov tub ua lag luam tab tom saib qhov kev hloov pauv zoo tshaj plaws hauv cov khoom lag luam.
Lub S&P 500
SPX
tau poob 20%, tab sis qhov ntsuas ntsuas qhov ntsuas tus nqi mus rau cov nyiaj tau los tau poob los ntawm 24% vim tias kev kwv yees nyiaj tau los yav tom ntej tau nce ntxiv. Hauv lwm lo lus, S&P 500 tau txais pheej yig dua.
Cov kws tshuaj ntsuam xav tias lub khw lag luam yuav nrov nrov - tshwj xeeb tshaj yog peb cov haujlwm.
Hauv qab no yog cov npe ntawm cov khoom lag luam nyiam nyob rau hauv cov haujlwm no, nrog rau cov khoom siv hluav taws xob, uas sawv tawm nrog kev poob qis ntawm cov nqi-rau-cov nyiaj tau los (P / E) kev ntsuas txawm tias nce 37% xyoo no.
Nov yog cov ntsiab lus ntawm 11 ntu ntawm S&P 500, nrog rau cov nqi thiab tus nqi nruab nrab cov hom phiaj ntawm cov kws tshuaj ntsuam xyuas los ntawm FactSet, hnyav los ntawm kev lag luam peev, txij li lub Rau Hli 28:
Qee cov ntaub ntawv hais txog cov ntaub ntawv sector:
Yog tias koj ntseeg tias ib qho kev lag luam lossis ib pab pawg ntawm cov haujlwm yuav ua tau zoo, ib txoj hauv kev yooj yim rau kev caij nrog yog nrog kev sib pauv pauv nyiaj tsim los tsom nws qhov kev ua tau zoo.
SPDR series ntawm ETFs, tswj hwm los ntawm Xeev Txoj Kev Thoob Ntiaj Teb Cov Kws Pab Tswv Yim, yog nrov thiab tsim los taug qab kev ua tau zoo ntawm txhua qhov ntawm 11 cov haujlwm ntawm S&P 500. Lawv suav nrog:
XLY
- $ 14.6 nphom hauv cov cuab tam raws li kev tswj hwm.
XLC
- $ 9.4 nphom.
XLK
- $ 38.6 nphom.
XLE
- $ 33.6 nphom.
Qhov no tsis yog hais tias SPDR sector nyiaj yog koj xaiv xwb. Vanguard thiab iShares, piv txwv li, muab cov peev nyiaj siv los siv cov txheej txheem sib txawv los taug qab ntu ntawm qhov ntsuas dav dua.
Analyst's top stock picks
Ntawm no yog cov kws tshuaj ntsuam xyuas cov khoom lag luam nyiam nyob rau hauv cov neeg siv khoom siv kev txiav txim siab, kev pabcuam kev sib txuas lus thiab kev siv thev naus laus zis, raws li feem pua ntawm "yuav" lossis qhov sib npaug, ua raws li lub zog sector, uas tau ntxiv vim tias nws poob qis hauv P / E tus nqi txawm tias nws muaj. nce 37% xyoo no.
Consumer discretionary
Nov yog cov kws tshuaj ntsuam xyuas 10 tus neeg siv khoom nyiam cov khoom lag luam hauv S&P 500, txheeb los ntawm kev sib koom ntawm "yuav" lossis sib npaug sib npaug:
Nyem rau ntawm tickers los pib koj tus kheej kev tshawb fawb txog ib qho ntawm cov tuam txhab.
Thiab koj yuav tsum nyeem Tomi Kilgore cov ncauj lus kom ntxaws qhia txog cov ntaub ntawv muaj txiaj ntsig pub dawb ntawm nplooj ntawv MarketWatch.
kev sib txuas lus
Nov yog cov kws tshuaj ntsuam '10 nyiam cov khoom lag luam hauv S&P 500 kev sib txuas lus, los ntawm feem pua ntawm cov txiaj ntsig zoo:
technology
S&P 500 cov ntaub ntawv xov xwm thev naus laus zis tau nyob qib thib peb ntawm daim ntawv teev npe, saum toj no, nrog cov kws tshuaj ntsuam pom 37% upside muaj peev xwm, raws li FactSet qhov hnyav ntawm cov phiaj xwm nruab nrab. Nov yog cov kws tshuaj ntsuam 10 lub npe nyiam hauv cov haujlwm, los ntawm feem pua ntawm "yuav" lossis qhov sib npaug:
zog
Txawm hais tias qhov kev lag luam no tau nce xyoo no, nrog 37% nce, nws cov P / E pem hauv ntej tau poob 30%. Ntawm no yog cov kws tshuaj ntsuam '10 nyiam lub zog Tshuag hauv S&P 500, los ntawm feem pua ntawm cov txiaj ntsig zoo:
Ntau qhov kev pab cuam nruab nrab xyoo:
Tau qhov twg los: https://www.marketwatch.com/story/wall-streets-favorite-stock-sector-has-potential-upside-of-43-as-we-enter-the-second-half-of-2022- 11656505692?siteid=yhoof2&yptr=yahoo