<p>即使是像今天的标普 500 指数一样不断创新高的市场，熊们总是有理由押注反对市场。即使是由日元和美元引发的所谓套利交易抛售也无法让市场下跌，因为它很快在几天后恢复了。即使 <strong>NVIDIA Co. NASDAQ: NVDA</strong> 在发布财报后看到股价下跌，也给了熊们喘息的机会。永远不要押注逆势或与美联储（联邦储备系统）对抗。</p>
<p>随着利率可能即将下调，根据芝商所的 FedWatch 工具目前预测将在 2024 年 9 月前后实现，有一些股票值得投资者密切关注，以匹配今天市场的看涨偏好。其中一些与消费品行业有关，另一些是科技行业的重要参与者，但它们共同之处是无论市场如何，它们都有可能表现良好。</p>
<p>在这份具有较低风险配置上涨潜力的名单中，包括 <strong>波音公司 NYSE: BA</strong>，医疗保健提供商 <strong>联合健康集团 Inc. NYSE: UNH</strong>，以及软件和云计算巨头 <strong>微软公司 NASDAQ: MSFT</strong>。保持对市场的看涨偏好，以下是这些公司可能在接下来的几个季度中摆脱任何可能出现的波动，并为投资者带来额外的增长和上涨的原因。</p>
<h2><strong>旅行增长受利率下调推动：波音分析师留意</strong></h2>
<p>尽管近期围绕波音飞机的争议，华尔街分析师仍需面对一个重要事实。波音的需求短期内不会下降，即使公司正在修复其制造流程以避免进一步事故和故障。</p>
<p>随着利率即将到来，消费者可能会推动对旅行的压抑需求。根据美国交通安全管理局（TSA）的数据，美国近期旅客数量激增，每日旅行量创下记录。</p>
<p>即使大多数消费者受通货膨胀困扰，旅行仍然活跃，只要情况如此，对波音飞机的需求就会正常。这就是为什么华尔街分析师仍预测每股收益（EPS）将从亏损的 4.26 美元增长到 12 个月后的净利润 3.42 美元。</p>
<p>这种快速增长和盈利转好使得瑞银集团的人员更容易设定该股的最高价目标为每股高达 240 美元，鼓励其涨幅高达 38.2%。然而，这些分析师并不是唯一一群在华尔街对波音表现出看涨偏好的人。</p>
<p>在过去 12 个月中流入波音股票的 89 亿美元机构资本中，纽波特信托公司的人员在 2024 年 8 月将其持股增加了 1.2%，使其净投资额增至 58 亿美元。</p>
<h2><strong>随着政府医疗保障增加，联合健康有增长空间</strong></h2>
<p>根据 USA Facts 的数据，联邦政府在医疗保障计划上花费约 8482 亿美元，大约占总联邦支出的 14%。另外 8390 亿美元用于医疗补助，使得去年医疗保障支出超过 1.6 万亿美元。</p>
<p>这对联合健康等股票是个好消息。随着越来越多的人符合这些计划的资格，他们的收入和将资格与服务联系起来的费用也会增加。作为一家医疗保险公司有双重好处。</p>
<p>随着利率可能再次下降，保险公司从通货膨胀中获利，因为他们可以自由提高价格以跟上并超过整体通货膨胀。</p>
<p>沃伦·巴菲特跟风，最近买入了 <strong>Chubb Ltd. NYSE: CB</strong>。</p>
<p>华尔街分析师预计联合健康的收益在未来 12 个月内将增长高达 12.8%，对于一家保险公司来说是乐观的。瑞银集团在这方面占据主导地位，看到股价高达 680 美元，并呼吁净上涨 15.2%。</p>
<h2><strong>通货膨胀和成本上升推动对微软云服务的需求，以提高利润率</strong></h2>
<p>随着通货膨胀持续上升，利率下调可能带来比今天更高的通货膨胀周期，企业们意识到在几乎没有成本的情况下实现规模经济的重要性。这就是云计算和人工智能发挥作用的地方。</p>
<p>微软通过其旗舰办公产品提供这些服务。但是，各种类型的企业也在云应用程序方面有新的发展浪潮。微软 Azure 使企业能够通过创新来简化其运营，几乎没有额外成本；事实上，它让他们通过创新削减不必要的成本。</p>
<p>看到眼下的迹象，分析师们现在预测软件巨头的每股收益增长高达 15.2%。Wedbush 的人看到微软股票的 550 美元估值，呼吁其涨幅高达 31.8%。更重要的是，熊们也开始在新商业浪潮来临之前撤退。</p>
<p>过去一个月，微软股票的空头头寸下降了高达 5.2%，显示出熊市的投降。</p>
<p>这为机构和零售投资者都留下了重新开始的空间。</p>
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<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MjYw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MjYw"/></p>
<h2>现在是否值得投资 1000 美元购买微软股票？</h2>
<p>在考虑微软之前，您可能会想听听这个。</p>
<p>MarketBeat 每天跟踪华尔街评级最高、表现最佳的研究分析师以及他们每日向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉他们的客户在更广泛市场注意之前现在购买的股票...而微软不在名单上。</p>
<p>尽管微软目前在分析师中有 “中等买入” 评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

联合健康

<p>在当前牛市中，三只股票显示出潜力：波音公司（NYSE: BA）、联合健康集团（NYSE: UNH）和微软公司（NASDAQ: MSFT）。分析师认为，波音的需求仍然强劲，预计盈利将从亏损转为盈利，而联合健康预计在不断增加的医疗保险支出中实现盈利增长。由于通货膨胀压力，微软的云服务可能会面临增加的需求。总体而言，尽管市场波动，这些股票仍有望蓬勃发展</p>

<p>Bears will always have a reason to bet against the market, even a roaring one like today’s S&amp;P 500 making high after high. Not even the so-called carry trade sell-off triggered by the Japanese yen and U.S. dollar could keep the market down, as it swiftly recovered a couple of days later. Not even <strong>NVIDIA Co. NASDAQ: NVDA</strong> saw lower price action after earnings, which gave bears a break. Never bet against the trend or fight the Federal Reserve (the Fed).</p>
<div class="lb-trans"><p>即使是像今天的标普 500 指数一样不断创新高的市场，熊们总是有理由押注反对市场。即使是由日元和美元引发的所谓套利交易抛售也无法让市场下跌，因为它很快在几天后恢复了。即使 <strong>NVIDIA Co. NASDAQ: NVDA</strong> 在发布财报后看到股价下跌，也给了熊们喘息的机会。永远不要押注逆势或与美联储（联邦储备系统）对抗。</p>
</div><p>As interest rate cuts could be around the corner, which the CME’s FedWatch tool now predicts will be here by September 2024, there are a few stocks that investors should watch closely to match a bullish bias on today’s market. Some of these have to do with the consumer staples sector, and another is a vital player in the technology sector, but one thing they do have in common is that they are likely to do well no matter what the market does next.</p>
<div class="lb-trans"><p>随着利率可能即将下调，根据芝商所的 FedWatch 工具目前预测将在 2024 年 9 月前后实现，有一些股票值得投资者密切关注，以匹配今天市场的看涨偏好。其中一些与消费品行业有关，另一些是科技行业的重要参与者，但它们共同之处是无论市场如何，它们都有可能表现良好。</p>
</div><p>Making this list of upside potential with lower risk profiles is <strong>Boeing Co. NYSE: BA</strong>, healthcare provider <strong>UnitedHealth Group Inc. NYSE: UNH</strong>, overlaid with software and cloud giant <strong>Microsoft Co. NASDAQ: MSFT</strong>. Keeping a bullish bias on the market, here’s why these companies could be likely to shake off any volatility that may come up during the next few quarters and bring investors additional growth and upside.</p>
<div class="lb-trans"><p>在这份具有较低风险配置上涨潜力的名单中，包括 <strong>波音公司 NYSE: BA</strong>，医疗保健提供商 <strong>联合健康集团 Inc. NYSE: UNH</strong>，以及软件和云计算巨头 <strong>微软公司 NASDAQ: MSFT</strong>。保持对市场的看涨偏好，以下是这些公司可能在接下来的几个季度中摆脱任何可能出现的波动，并为投资者带来额外的增长和上涨的原因。</p>
</div><h2><strong>Travel Growth Fueled by Rate Cuts: Boeing Analysts Take Notice</strong></h2>
<div class="lb-trans"><h2><strong>旅行增长受利率下调推动：波音分析师留意</strong></h2>
</div><p>Despite the recent drama regarding Boeing airplanes, Wall Street analysts still have one big fact to face. Boeing’s demand won’t be coming down any time soon, even though the company is in the middle of fixing its manufacturing process to avoid further incidents and malfunctions.</p>
<div class="lb-trans"><p>尽管近期围绕波音飞机的争议，华尔街分析师仍需面对一个重要事实。波音的需求短期内不会下降，即使公司正在修复其制造流程以避免进一步事故和故障。</p>
</div><p>With interest rates coming in the near term, consumers are probably going to push up pent-up demand for travel. According to the Transportation Security Administration (TSA), the United States has seen a recent surge in travelers, reporting record after record of daily travel volume.</p>
<div class="lb-trans"><p>随着利率即将到来，消费者可能会推动对旅行的压抑需求。根据美国交通安全管理局（TSA）的数据，美国近期旅客数量激增，每日旅行量创下记录。</p>
</div><p>Even as most consumers are choked by inflation, travel is still alive, and as long as that is the case, demand for Boeing aircraft will be okay. This is why Wall Street analysts still forecast earnings per share (EPS) to go from a loss of $4.26 to a net profit of $3.42 in 12 months,</p>
<div class="lb-trans"><p>即使大多数消费者受通货膨胀困扰，旅行仍然活跃，只要情况如此，对波音飞机的需求就会正常。这就是为什么华尔街分析师仍预测每股收益（EPS）将从亏损的 4.26 美元增长到 12 个月后的净利润 3.42 美元。</p>
</div><p>This fast growth and swing into profitability made it easier for those at the UBS Group to place a price target of up to $240 a share for this stock, daring it to rally by as much as 38.2% from where it trades today. However, these analysts weren’t the only ones on Wall Street who showed a bullish bias against Boeing.</p>
<div class="lb-trans"><p>这种快速增长和盈利转好使得瑞银集团的人员更容易设定该股的最高价目标为每股高达 240 美元，鼓励其涨幅高达 38.2%。然而，这些分析师并不是唯一一群在华尔街对波音表现出看涨偏好的人。</p>
</div><p>Of the $8.9 billion of institutional capital that made its way into Boeing stock over the past 12 months, those at Newport Trust Company boosted their stake by 1.2% as of August 2024, bringing their net investment up to $5.8 billion today.</p>
<div class="lb-trans"><p>在过去 12 个月中流入波音股票的 89 亿美元机构资本中，纽波特信托公司的人员在 2024 年 8 月将其持股增加了 1.2%，使其净投资额增至 58 亿美元。</p>
</div><h2><strong>With Government Medicare Entitlements Rising, UnitedHealth Has Room to Grow</strong></h2>
<div class="lb-trans"><h2><strong>随着政府医疗保障增加，联合健康有增长空间</strong></h2>
</div><p>According to USA Facts, the federal government spent about $848.2 billion on Medicare programs, which was roughly 14% of total federal spending. Another $839 billion went into Medicaid, bringing the healthcare entitlement spending over $1.6 trillion for last year alone.</p>
<div class="lb-trans"><p>根据 USA Facts 的数据，联邦政府在医疗保障计划上花费约 8482 亿美元，大约占总联邦支出的 14%。另外 8390 亿美元用于医疗补助，使得去年医疗保障支出超过 1.6 万亿美元。</p>
</div><p>This means good news for stocks like UnitedHealth. As more and more people qualify for these programs, their revenues and fees for connecting entitlements to services rise as well. Being a health insurance company has a double benefit.</p>
<div class="lb-trans"><p>这对联合健康等股票是个好消息。随着越来越多的人符合这些计划的资格，他们的收入和将资格与服务联系起来的费用也会增加。作为一家医疗保险公司有双重好处。</p>
</div><p>With interest rate cuts potentially comes another period of inflation, which insurance companies profit from as they can freely raise prices to keep up and outpace overall inflation.</p>
<div class="lb-trans"><p>随着利率可能再次下降，保险公司从通货膨胀中获利，因为他们可以自由提高价格以跟上并超过整体通货膨胀。</p>
</div><p>Warren Buffett hopped on this trend as he recently bought into <strong>Chubb Ltd. NYSE: CB</strong>.</p>
<div class="lb-trans"><p>沃伦·巴菲特跟风，最近买入了 <strong>Chubb Ltd. NYSE: CB</strong>。</p>
</div><p>Wall Street analysts expect UnitedHealth to grow its earnings by up to 12.8% during the next 12 months, which is optimistic for an insurance company. The UBS Group took the lead on this one as well, seeing a valuation of up to $680 a share and calling for a net upside of 15.2%.</p>
<div class="lb-trans"><p>华尔街分析师预计联合健康的收益在未来 12 个月内将增长高达 12.8%，对于一家保险公司来说是乐观的。瑞银集团在这方面占据主导地位，看到股价高达 680 美元，并呼吁净上涨 15.2%。</p>
</div><h2><strong>Rising Inflation and Costs Drive Demand for Microsoft’s Cloud Services to Boost Margins</strong></h2>
<div class="lb-trans"><h2><strong>通货膨胀和成本上升推动对微软云服务的需求，以提高利润率</strong></h2>
</div><p>As inflation continues to run and rate cuts could bring back another inflationary cycle higher than today’s, businesses understand the importance of achieving economies of scale at little to no cost. This is where the cloud and artificial intelligence come into play.</p>
<div class="lb-trans"><p>随着通货膨胀持续上升，利率下调可能带来比今天更高的通货膨胀周期，企业们意识到在几乎没有成本的情况下实现规模经济的重要性。这就是云计算和人工智能发挥作用的地方。</p>
</div><p>Microsoft offers these services through its flagship office products. Still, there is also a new wave of development in cloud applications for businesses of every kind. Microsoft Azure enables businesses to streamline their operations with little additional cost; in fact, it lets them cut unnecessary costs through innovation.</p>
<div class="lb-trans"><p>微软通过其旗舰办公产品提供这些服务。但是，各种类型的企业也在云应用程序方面有新的发展浪潮。微软 Azure 使企业能够通过创新来简化其运营，几乎没有额外成本；事实上，它让他们通过创新削减不必要的成本。</p>
</div><p>Seeing the writing on the wall, analysts now forecast up to 15.2% EPS growth for the software giant. Those at Wedbush see a valuation of $550 a share for Microsoft stock, calling for it to rally by 31.8% from where it trades today. More than that, bears have also started to retreat ahead of the new business wave.</p>
<div class="lb-trans"><p>看到眼下的迹象，分析师们现在预测软件巨头的每股收益增长高达 15.2%。Wedbush 的人看到微软股票的 550 美元估值，呼吁其涨幅高达 31.8%。更重要的是，熊们也开始在新商业浪潮来临之前撤退。</p>
</div><p>Microsoft stock’s short interest declined by as much as 5.2% in the past month, showing bearish capitulation.</p>
<div class="lb-trans"><p>过去一个月，微软股票的空头头寸下降了高达 5.2%，显示出熊市的投降。</p>
</div><p>This leaves room for both institutional and retail investors to pick up where they left off.</p>
<div class="lb-trans"><p>这为机构和零售投资者都留下了重新开始的空间。</p>
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<h2>Should you invest $1,000 in Microsoft right now?</h2>
<div class="lb-trans"><h2>现在是否值得投资 1000 美元购买微软股票？</h2>
</div><p>Before you consider Microsoft, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑微软之前，您可能会想听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街评级最高、表现最佳的研究分析师以及他们每日向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉他们的客户在更广泛市场注意之前现在购买的股票...而微软不在名单上。</p>
</div><p>While Microsoft currently has a &#34;Moderate Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>尽管微软目前在分析师中有 “中等买入” 评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

当前市场中看涨投资者必备的三只股票