【Zacks每日邮件简报】市场的取胜之路(2017年9月19日)

发布于: 修改于: 雪球转发:0回复:0喜欢:0

机构介绍:Zacks Investment Research创立于1978年,是一家位于芝加哥的证券研究及资产管理机构,专为机构投资者提供用于预测美国公司股价的定量模型。随着公司产品线的逐步扩张,公司现也向个人投资者提供各类投资相关的信息服务和软件工具,包括公司评级体系核心产品Zacks Rank和Zacks风格评分(Zacks Style Score)等。

昨日道指、标普和 $纳斯达克综合指数(.IXIC)$ 三大股指均创下新高,市场上出现了更多的绿色箭头,为市场的取胜之路添上了浓墨重彩的一笔。

涨幅几乎遍布所有的板块。基本材料、工业和金融板块(走势)尤其强劲。鉴于昨天收盘后有报道称国会参议院已通过总额达7000亿美元的国防预算,我猜我们会看见防务板块也跟着走强。这也跟特朗普政府不断加大军事开支的做法一致。

值得一提的是, $诺斯洛普-格鲁门(NOC)$  昨天表示将作价78亿美元收购 $Orbital ATK(OA)$ 。这是对(公司)当前在这一领域的行动和利益的进一步确认,预计将利好防务板块个股。

但坦率地说,整个市场现在都处于兴奋的情绪之中。 经济发展取得的积极成果远远超出了任何不利因素。 市场向一个又一个的新高攀升,凸显和放大了这种情绪。 这表明后续还会有更多新高到来。 

此致,

Kevin Matras
Zacks Investment Research 执行副总裁

-----------------------------------------------------------------

免责声明:上述简报中的内容仅代表作者和/或Zacks Investment Research的观点,仅供学习参考,译者不对其中讨论的投资、交易或交易策略进行任何背书或推荐。本材料仅作信息提供之目的,不是也不应被视为任何证券的出售要约或购买要约邀请。材料中讨论的一般市场活动、行业或板块趋势、或其他广泛的经济或政治形势均不应被视为研究或投资建议。其中提及的特定证券、商品、货币或其他产品均不构成推荐购买、出售或持有该等投资的建议。本材料没有也不旨在考虑个别客户的特定财务状况、投资目标或要求。在根据本材料采取行动之前,请先考虑其是否适合自己的具体情况,并在必要时寻求专业建议。

-----------------------------------------------------------------

The Market's Winning Ways

The markets chalked up more green arrows yesterday and added to their winning ways, as the Dow, the S&P, and the Nasdaq all made new all-time highs.

The gains were widespread across virtually every sector. Basic Materials, Industrials, and Financials were especially strong. I suspect we'll see more strength in the Defense Sector too as reports came out after the close yesterday that the Senate passed a $700 billion defense bill. This is in line with the Trump administration's push for increased military spending.

It's also noteworthy to mention that Northrop Grumman yesterday said it would buy Orbital ATK for $7.8 billion. This is just more confirmation of the level of action and interest in this space right now and that should be good for defense stocks.

But quite frankly, the whole market is exciting right now. And the number of positive developments in the economy far outweigh any negatives. The market's climb to new high after new high clearly underscores this sentiment. And it suggests more new highs to come.

Best,

Kevin Matras
Executive Vice President, Zacks Investment Research