<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2022/05/167766743-m.jpg?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://ik.imagekit.io/invezz/uploads/2022/05/167766743-m.jpg"/></p>
<p>美国股市在过去两天大幅上涨，这是在美联储决定将基准利率下调 50 个基点后出现的。</p>
<p>这标志着美联储四年来首次降息，并预示着未来货币政策将更具宽松性，预计年底还将再次下调 50 个基点。</p>
<p>降低利率通常会推动股市上涨，因为它降低了公司的借款成本，鼓励投资、扩张，可能带来更高的利润。</p>
<p>然而，杰富瑞的分析师指出，有三只对利率敏感的股票将在货币政策转变中获益最多，特别是随着未来几个月继续降息。</p>
<p>让我们更仔细地看看这些股票，以及它们为何可能是 2025 年的明智投资选择。</p>
<h2>摩根大通（NYSE: JPM）</h2>
<p>摩根大通是杰富瑞的首选之一，因为它将受益于美联储最近的降息。</p>
<p>预计降低利率将积极影响摩根大通的财富管理和投资银行部门。</p>
<p>随着美联储的大幅降息引发对经济软着陆的希望，摩根大通可能会看到显著的上行潜力。</p>
<p>尽管今年以来表现强劲，杰富瑞仍认为摩根大通具有价值，股价市盈率低于 12。</p>
<p>此外，投资者可以享受稳定的 2.19% 股息率，使摩根大通成为长期增长的吸引人选择。</p>
<h2>谷歌母公司 Alphabet Inc（NASDAQ: GOOGL）</h2>
<p>谷歌母公司 Alphabet 是另一家受益于降息的主要公司，特别是在大市值科技股中。</p>
<p>目前距离 7 月高点下跌约 15%，根据杰富瑞的说法，Alphabet 为投资者提供了购买高质量科技股折扣的独特机会。</p>
<p>降低利率将为 Alphabet 提供更大的财务灵活性，加速在人工智能（AI）领域的投资，Statista 预测到 2030 年将成为一个价值 1 万亿美元的市场。</p>
<p>Alphabet 最近推出的首次股息和 700 亿美元的股票回购计划进一步增强了其对投资者的长期吸引力。</p>
<h2>欧文斯科宁（NYSE: OC）</h2>
<p>总部位于俄亥俄州的玻璃纤维复合材料制造商欧文斯科宁预计将在低利率环境中蓬勃发展。</p>
<p>杰富瑞预测，利率下降将推动对绝缘材料、屋顶和玻璃纤维复合材料的需求增加，因为住房市场由于较低的抵押贷款利率而重新活跃。</p>
<p>在 8 月，欧文斯科宁超出了季度盈利预期，并预计第三季度净销售额同比增长超过 20%。</p>
<p>这一前景表明了对公司未来的强大信心。</p>
<p>投资者还可以从欧文斯科宁的 1.35% 股息率中受益，使其成为另一个对利率敏感的股票的稳健选择。</p>
<p>随着美联储朝着更具宽松立场迈进，这三家公司——摩根大通、Alphabet 和欧文斯科宁——将处于良好位置，从降低利率的好处中获利。</p>
<p>凭借强劲的基本面、有吸引力的估值和前景看好，这些公司可能成为 2025 年任何投资者组合中有价值的补充。</p>
<p>本文来源：Invezz</p>

摩根大通

欧文斯科宁

<p>在美联储四年来首次降息之后，美国股市大幅上涨，预计年底还将再次降息。杰富瑞的分析师指出，2025 年值得关注的三只受利率影响较大的股票是：摩根大通，可能受益于财富管理领域的低利率；谷歌母公司 Alphabet，可以利用财务灵活性进行人工智能投资；以及欧文斯科宁，预计在住房需求上升的情况下蓬勃发展。由于这些股票在低利率环境下的基本面和增长前景强劲，它们被视为强大的投资机会</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2022/05/167766743-m.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2022/05/167766743-m.jpg"/></p>
<p>US stocks have surged over the past two days following the Federal Reserve’s decision to lower its benchmark interest rate by 50 basis points.</p>
<div class="lb-trans"><p>美国股市在过去两天大幅上涨，这是在美联储决定将基准利率下调 50 个基点后出现的。</p>
</div><p>This marks the Fed’s first rate cut in four years and signals a more accommodative monetary policy ahead, with an additional 50-basis point cut projected by year-end.</p>
<div class="lb-trans"><p>这标志着美联储四年来首次降息，并预示着未来货币政策将更具宽松性，预计年底还将再次下调 50 个基点。</p>
</div><p>Lower interest rates generally boost the stock market, as they reduce borrowing costs for companies, encouraging investment, expansion, and potentially higher profits.</p>
<div class="lb-trans"><p>降低利率通常会推动股市上涨，因为它降低了公司的借款成本，鼓励投资、扩张，可能带来更高的利润。</p>
</div><p>However, analysts at Jefferies have singled out three rate-sensitive stocks that stand to gain the most from this shift in monetary policy, particularly as rates continue to decline in the coming months.</p>
<div class="lb-trans"><p>然而，杰富瑞的分析师指出，有三只对利率敏感的股票将在货币政策转变中获益最多，特别是随着未来几个月继续降息。</p>
</div><p>Here’s a closer look at these stocks and why they could be smart investments for 2025.</p>
<div class="lb-trans"><p>让我们更仔细地看看这些股票，以及它们为何可能是 2025 年的明智投资选择。</p>
</div><h2>JPMorgan Chase &amp; Co (NYSE: JPM)</h2>
<div class="lb-trans"><h2>摩根大通（NYSE: JPM）</h2>
</div><p>JPMorgan Chase is one of the top picks for Jefferies, as it’s poised to benefit from the Federal Reserve’s recent rate cuts.</p>
<div class="lb-trans"><p>摩根大通是杰富瑞的首选之一，因为它将受益于美联储最近的降息。</p>
</div><p>Lower interest rates are expected to positively impact JPMorgan’s wealth management and investment banking divisions.</p>
<div class="lb-trans"><p>预计降低利率将积极影响摩根大通的财富管理和投资银行部门。</p>
</div><p>With the Fed’s jumbo rate cut raising hopes for a soft landing in the economy, JPMorgan could see significant upside potential.</p>
<div class="lb-trans"><p>随着美联储的大幅降息引发对经济软着陆的希望，摩根大通可能会看到显著的上行潜力。</p>
</div><p>Despite a strong performance year-to-date, Jefferies still sees value in JPMorgan, with the stock trading at a price-to-earnings ratio of under 12.</p>
<div class="lb-trans"><p>尽管今年以来表现强劲，杰富瑞仍认为摩根大通具有价值，股价市盈率低于 12。</p>
</div><p>In addition, investors can enjoy a solid 2.19% dividend yield, making JPMorgan an attractive option for long-term growth.</p>
<div class="lb-trans"><p>此外，投资者可以享受稳定的 2.19% 股息率，使摩根大通成为长期增长的吸引人选择。</p>
</div><h2>Alphabet Inc (NASDAQ: GOOGL)</h2>
<div class="lb-trans"><h2>谷歌母公司 Alphabet Inc（NASDAQ: GOOGL）</h2>
</div><p>Alphabet, the parent company of Google, is another major beneficiary of lower interest rates, particularly among large-cap tech stocks.</p>
<div class="lb-trans"><p>谷歌母公司 Alphabet 是另一家受益于降息的主要公司，特别是在大市值科技股中。</p>
</div><p>Currently down about 15% from its July high, Alphabet presents a unique opportunity for investors to buy a high-quality tech stock at a discount, according to Jefferies.</p>
<div class="lb-trans"><p>目前距离 7 月高点下跌约 15%，根据杰富瑞的说法，Alphabet 为投资者提供了购买高质量科技股折扣的独特机会。</p>
</div><p>Lower rates will provide Alphabet with greater financial flexibility to accelerate investments in artificial intelligence (AI), a sector Statista forecasts will become a $1 trillion market by 2030.</p>
<div class="lb-trans"><p>降低利率将为 Alphabet 提供更大的财务灵活性，加速在人工智能（AI）领域的投资，Statista 预测到 2030 年将成为一个价值 1 万亿美元的市场。</p>
</div><p>Alphabet’s recent introduction of its first-ever dividend and a $70 billion stock buyback program further enhanced its long-term appeal for investors.</p>
<div class="lb-trans"><p>Alphabet 最近推出的首次股息和 700 亿美元的股票回购计划进一步增强了其对投资者的长期吸引力。</p>
</div><h2>Owens Corning (NYSE: OC)</h2>
<div class="lb-trans"><h2>欧文斯科宁（NYSE: OC）</h2>
</div><p>Owens Corning, the Ohio-based manufacturer of fiberglass composites, is expected to thrive in a low-interest-rate environment.</p>
<div class="lb-trans"><p>总部位于俄亥俄州的玻璃纤维复合材料制造商欧文斯科宁预计将在低利率环境中蓬勃发展。</p>
</div><p>Jefferies predicts that falling rates will boost demand for insulation, roofing, and fiberglass composites as the housing market sees renewed activity from lower mortgage rates.</p>
<div class="lb-trans"><p>杰富瑞预测，利率下降将推动对绝缘材料、屋顶和玻璃纤维复合材料的需求增加，因为住房市场由于较低的抵押贷款利率而重新活跃。</p>
</div><p>In August, Owens Corning exceeded expectations for its quarterly earnings and projected over 20% year-over-year growth in net sales for the third quarter.</p>
<div class="lb-trans"><p>在 8 月，欧文斯科宁超出了季度盈利预期，并预计第三季度净销售额同比增长超过 20%。</p>
</div><p>This outlook signals strong confidence in the company’s future.</p>
<div class="lb-trans"><p>这一前景表明了对公司未来的强大信心。</p>
</div><p>Investors can also benefit from Owens Corning’s dividend yield of 1.35%, making it another solid choice for rate-sensitive stocks.</p>
<div class="lb-trans"><p>投资者还可以从欧文斯科宁的 1.35% 股息率中受益，使其成为另一个对利率敏感的股票的稳健选择。</p>
</div><p>As the Federal Reserve moves toward a more accommodative stance, these three stocks—JPMorgan Chase, Alphabet, and Owens Corning—are well-positioned to capitalize on the benefits of lower interest rates.</p>
<div class="lb-trans"><p>随着美联储朝着更具宽松立场迈进，这三家公司——摩根大通、Alphabet 和欧文斯科宁——将处于良好位置，从降低利率的好处中获利。</p>
</div><p>With strong fundamentals, attractive valuations, and promising growth prospects, these companies could be valuable additions to any investor’s portfolio for 2025.</p>
<div class="lb-trans"><p>凭借强劲的基本面、有吸引力的估值和前景看好，这些公司可能成为 2025 年任何投资者组合中有价值的补充。</p>
</div><p>The post Top 3 rate-sensitive stocks to watch in 2025 amid Fed rate cuts appeared first on Invezz</p>
<div class="lb-trans"><p>本文来源：Invezz</p>
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2025 年美联储降息期间值得关注的三只利率敏感股票