<p>美国选举结束后，投资者需要弄清楚在接下来的几个月里应该投资哪些股票和行业。大多数的关注和资金都集中在科技行业，因为追逐动量的投资者加大了投资力度；然而，一种新趋势即将改变这一局面。</p>
<p>这一趋势为美国国内制造业创造了新的上行潜力，这是新政府的一个基本提案。投资者必须理解，市场已经在表现得好像这一切今天就是真实的。</p>
<p>基本材料类股票的价格走势，如 <strong>美国钢铁公司 NYSE: X</strong>，在选举后的早晨上涨超过 8%，揭示了下一步的方向。下一步将包括农业和制造业股票，这些股票一直处于观望状态，如 <strong>迪尔公司 NYSE: DE</strong>、<strong>美盛公司 NYSE: MOS</strong> 和 <strong>CF 实业 NYSE: CF</strong>。</p>
<p>获取 <strong>迪尔公司</strong> 的提醒：</p>
<h2><strong>为什么今天空头卖家正在逃离迪尔股票</strong></h2>
<p>在过去一个月中，迪尔股票的空头头寸下降超过 11.2%，显示出投资者足够的看跌投降迹象，以考虑自己的看涨案例。现在，为了替代这些空头卖家，新机构买家纷纷涌入，帮助迪尔股票重新获得上行空间。</p>
<p>最近，KBC 集团在迪尔股票上的持仓增加了多达 10.9%，截至 2024 年 11 月初。这一新配置使他们在公司的持股增至 4250 万美元，而交易的时机引发了一个问题，即今天的反弹证据是否比以往更明显。</p>
<p>华尔街分析师，特别是 Truist Financial 的分析师，可能能够回答这个问题。在重申他们的买入评级后，这些分析师还将迪尔股票的估值提升至每股 496 美元，较之前的 443 美元目标大幅上调。</p>
<p>为了证明这些新观点是正确的，股票必须从今天的交易价格上涨多达 23%，更不用说达到今年的新高。这将进一步施加压力，促使空头平仓，并对公司产生进一步的买入压力。</p>
<h2><strong>分析师预测美盛股票将实现强劲的两位数增长</strong></h2>
<p>由于国内制造业和农业周期的下滑，化肥和化工股票表现不佳。然而，在过去 12 个月中下跌 15.5% 后，美盛股票今天面临华尔街分析师的新双位数上行预测。</p>
<p>该公司的高估值范围设定在每股 48 美元，意味着从今天的价格来看，最多可上涨 74%，显示出相较于这一新周期中的其他提案的显著超额表现潜力。根据美盛最新的投资者演示，催化剂可能已经在进行中，使投资者更接近这些价格目标。</p>
<p>化肥和其他化学品的价格现在处于周期低点，而亚洲和南美的需求开始上升。由于价格低廉，供应没有扩张，因为生产商没有盈利的动力，这为美盛在未来几个月的利润创造了双重顺风。</p>
<p>即使这一趋势需要更长时间才能显现，美盛的股东可以依靠公司每股 0.84 美元的分红，这意味着今天的股息收益率高达 3%。虽然足以战胜通货膨胀，但分红并不是投资者应该过于关注的因素；相反，他们应该关注新的机构买入活动。</p>
<p>特别值得注意的是，Versor Investments 的新买入在 2024 年 11 月超过三倍，达到 230 万美元。尽管这一新配置只是沧海一粟，但在过去 12 个月中，最多有 13 亿美元的机构资本流入美盛股票。</p>
<h2><strong>CF 实业股票准备迎接新一轮反弹，原因如下</strong></h2>
<p>如果美盛对未来几个季度作物和化肥需求的预测是正确的，那么 CF 实业股票可能会受到顺风的溢出效应，华尔街分析师愿意对此下注。</p>
<p>投资者可以通过加拿大皇家银行的大胆预测看到这一点，分析师不仅重申了对 CF 实业股票的跑赢大盘评级，还将其价格目标提升至每股 100 美元。这一新观点表明，股票有足够的空间从今天的价格上涨多达 21%。</p>
<p>面对潜在的两位数反弹，一些看跌交易者选择离场。CF 实业股票的空头头寸在过去一个月中下降超过 23%，加剧了季度下行趋势。显然，在所有这些股票中，机构也找到了足够的理由最近开始买入该股票。</p>
<p>国际资产投资管理公司的买家决定将他们在 CF 实业股票上的投资增加到 3.754 亿美元，使他们成为这一农业股票的最大机构持有者之一，押注于新的价格反弹。</p>
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<h2>你现在应该投资 1000 美元在迪尔公司吗？</h2>
<p>在考虑迪尔公司之前，你会想听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而迪尔公司并不在名单上。</p>
<p>虽然迪尔公司目前在分析师中获得了 “持有” 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>

美盛

CF实业

<p>随着美国选举结果的尘埃落定，制造业股票正吸引投资者的关注，特别是像美国钢铁公司、迪尔公司、美盛和 CF 实业这样的公司。分析师预测这些股票具有显著的上涨潜力，Truist Financial 将迪尔的目标价格上调，而美盛预计将上涨 74%。CF 实业也预计将上涨 21%，这主要是由于对肥料需求的增加。机构买入活动正在上升，显示出制造业和农业领域的乐观情绪</p>

<p>With the United States election over, investors are left figuring out which stocks and sectors they should invest in for the coming months. Most of the interest and capital are focused on the technology sector as momentum chasers step on the gas; however, a new trend is about to flip the script.</p>
<div class="lb-trans"><p>美国选举结束后，投资者需要弄清楚在接下来的几个月里应该投资哪些股票和行业。大多数的关注和资金都集中在科技行业，因为追逐动量的投资者加大了投资力度；然而，一种新趋势即将改变这一局面。</p>
</div><p>This trend creates new upside potential for the United States economy in the domestic manufacturing sector, which is an underlying proposal from the new administration. Investors must understand that the market is already behaving as if this were a reality today.</p>
<div class="lb-trans"><p>这一趋势为美国国内制造业创造了新的上行潜力，这是新政府的一个基本提案。投资者必须理解，市场已经在表现得好像这一切今天就是真实的。</p>
</div><p>Price action in basic materials stocks like <strong>United States Steel Co. NYSE: X</strong>, whose shares rallied by over 8% the morning after the election, reveals the next step. This next step will include agricultural and manufacturing stocks, which have been sitting on the sidelines, such as <strong>Deere &amp; Co. NYSE: DE</strong>, <strong>Mosaic Co. NYSE: MOS</strong>, and <strong>CF Industries Co. NYSE: CF</strong>.</p>
<div class="lb-trans"><p>基本材料类股票的价格走势，如 <strong>美国钢铁公司 NYSE: X</strong>，在选举后的早晨上涨超过 8%，揭示了下一步的方向。下一步将包括农业和制造业股票，这些股票一直处于观望状态，如 <strong>迪尔公司 NYSE: DE</strong>、<strong>美盛公司 NYSE: MOS</strong> 和 <strong>CF 实业 NYSE: CF</strong>。</p>
</div><p>Get <strong>Deere &amp; Company</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>迪尔公司</strong> 的提醒：</p>
</div><h2><strong>Why Short Sellers Are Running From Deere Stock Today</strong></h2>
<div class="lb-trans"><h2><strong>为什么今天空头卖家正在逃离迪尔股票</strong></h2>
</div><p>Over the past month, short interest in Deere stock declined by over 11.2%, showing investors enough signs of bearish capitulation to consider a bullish case of their own. Now, to replace these short sellers, new institutional buyers have flooded the scene to help Deere stock’s renewed upside.</p>
<div class="lb-trans"><p>在过去一个月中，迪尔股票的空头头寸下降超过 11.2%，显示出投资者足够的看跌投降迹象，以考虑自己的看涨案例。现在，为了替代这些空头卖家，新机构买家纷纷涌入，帮助迪尔股票重新获得上行空间。</p>
</div><p>Leading the way recently were those at KBC Group, who boosted their position in Deere stock by as much as 10.9% as of early November 2024. This new allocation brought their holdings in the company up to $42.5 million today, and the timing of the transaction begs the question of whether the evidence for a rally was more apparent today than ever.</p>
<div class="lb-trans"><p>最近，KBC 集团在迪尔股票上的持仓增加了多达 10.9%，截至 2024 年 11 月初。这一新配置使他们在公司的持股增至 4250 万美元，而交易的时机引发了一个问题，即今天的反弹证据是否比以往更明显。</p>
</div><p>Wall Street analysts, particularly those at Truist Financial, might be able to answer that question. After reiterating their Buy rating, these analysts also pushed valuations for Deere stock as high as $496 a share, a significant boost from their previous $443 price target.</p>
<div class="lb-trans"><p>华尔街分析师，特别是 Truist Financial 的分析师，可能能够回答这个问题。在重申他们的买入评级后，这些分析师还将迪尔股票的估值提升至每股 496 美元，较之前的 443 美元目标大幅上调。</p>
</div><p>To prove these new views right, the stock would have to rally by as much as 23% from where it trades today, not to mention get to a new high for the year. This would add further pressure for the bears to close their short positions and further buying pressure on the company.</p>
<div class="lb-trans"><p>为了证明这些新观点是正确的，股票必须从今天的交易价格上涨多达 23%，更不用说达到今年的新高。这将进一步施加压力，促使空头平仓，并对公司产生进一步的买入压力。</p>
</div><h2><strong>Analysts Forecast Strong Double-Digit Gains for Mosaic Stock</strong></h2>
<div class="lb-trans"><h2><strong>分析师预测美盛股票将实现强劲的两位数增长</strong></h2>
</div><p>Fertilizer and chemical stocks have underperformed as the domestic manufacturing and agricultural cycle has declined. However, after a 15.5% decline for the past 12 months, Mosaic stock faces new double-digit upside projections from Wall Street analysts today.</p>
<div class="lb-trans"><p>由于国内制造业和农业周期的下滑，化肥和化工股票表现不佳。然而，在过去 12 个月中下跌 15.5% 后，美盛股票今天面临华尔街分析师的新双位数上行预测。</p>
</div><p>The company's high valuation range is set at $48 a share, calling for up to 74% upside from today’s price to show significant outperformance potential compared to other propositions in this new cycle. According to Mosaic’s latest investor presentation, a catalyst might already be underway to bring investors closer to these price targets.</p>
<div class="lb-trans"><p>该公司的高估值范围设定在每股 48 美元，意味着从今天的价格来看，最多可上涨 74%，显示出相较于这一新周期中的其他提案的显著超额表现潜力。根据美盛最新的投资者演示，催化剂可能已经在进行中，使投资者更接近这些价格目标。</p>
</div><p>The price of fertilizers and other chemicals is now at its cyclical lows, while demand in Asia and South America is beginning to tick up higher. With low prices, the supply hasn’t been expanding as producers have no incentive to profit, which creates a double tailwind for Mosaic’s margins in the coming months.</p>
<div class="lb-trans"><p>化肥和其他化学品的价格现在处于周期低点，而亚洲和南美的需求开始上升。由于价格低廉，供应没有扩张，因为生产商没有盈利的动力，这为美盛在未来几个月的利润创造了双重顺风。</p>
</div><p>Even if this trend takes a little longer to play out, Mosaic shareholders can count on the company’s $0.84 a share payout, which calls for a dividend yield of up to 3% today. While enough to beat inflation, the dividend is not a factor investors should focus so much on; rather, they should look at the new institutional buying activity.</p>
<div class="lb-trans"><p>即使这一趋势需要更长时间才能显现，美盛的股东可以依靠公司每股 0.84 美元的分红，这意味着今天的股息收益率高达 3%。虽然足以战胜通货膨胀，但分红并不是投资者应该过于关注的因素；相反，他们应该关注新的机构买入活动。</p>
</div><p>Particularly noteworthy are the new buys from Versor Investments, which more than tripled as of November 2024 to reach a high of $2.3 million. That new allocation is a drop in the bucket, though, as up to $1.3 billion of institutional capital made its way into Mosaic stock over the past 12 months.</p>
<div class="lb-trans"><p>特别值得注意的是，Versor Investments 的新买入在 2024 年 11 月超过三倍，达到 230 万美元。尽管这一新配置只是沧海一粟，但在过去 12 个月中，最多有 13 亿美元的机构资本流入美盛股票。</p>
</div><h2><strong>CF Industries Stock Primed for a New Rally, Here’s Why</strong></h2>
<div class="lb-trans"><h2><strong>CF 实业股票准备迎接新一轮反弹，原因如下</strong></h2>
</div><p>If Mosaic is right about its projections for crop and fertilizer demand in the coming quarters, then CF Industries stock will likely see a spillover effect from the tailwind, and Wall Street analysts are willing to bet on this.</p>
<div class="lb-trans"><p>如果美盛对未来几个季度作物和化肥需求的预测是正确的，那么 CF 实业股票可能会受到顺风的溢出效应，华尔街分析师愿意对此下注。</p>
</div><p>Investors can see this through the bold projections made by the Royal Bank of Canada, where analysts not only reiterated their Outperform rating on CF Industries stock but also boosted their price targets to a high of $100 a share. This new view suggests the stock has enough room to deliver a rally of up to 21% from today’s price.</p>
<div class="lb-trans"><p>投资者可以通过加拿大皇家银行的大胆预测看到这一点，分析师不仅重申了对 CF 实业股票的跑赢大盘评级，还将其价格目标提升至每股 100 美元。这一新观点表明，股票有足够的空间从今天的价格上涨多达 21%。</p>
</div><p>Being in front of a potential double-digit rally sent some bearish traders home. CF Industries stock’s short interest collapsed by over 23% in the past month alone, amplifying a quarterly downtrend. As is apparently common in all of these names, institutions also found enough reasons to start buying the stock recently.</p>
<div class="lb-trans"><p>面对潜在的两位数反弹，一些看跌交易者选择离场。CF 实业股票的空头头寸在过去一个月中下降超过 23%，加剧了季度下行趋势。显然，在所有这些股票中，机构也找到了足够的理由最近开始买入该股票。</p>
</div><p>Buyers from International Assets Investment Management decided to boost their exposure in CF Industries stock to $375.4 million today, making them one of the biggest institutional holders of this agricultural stock betting on the new price rally.</p>
<div class="lb-trans"><p>国际资产投资管理公司的买家决定将他们在 CF 实业股票上的投资增加到 3.754 亿美元，使他们成为这一农业股票的最大机构持有者之一，押注于新的价格反弹。</p>
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<div class="lb-trans"><p>→ 625,000% 的收益（来自加密货币交换利润）（广告）</p>
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<h2>Should you invest $1,000 in Deere &amp; Company right now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在迪尔公司吗？</h2>
</div><p>Before you consider Deere &amp; Company, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑迪尔公司之前，你会想听听这个。</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 Deere &amp; Company wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前购买……而迪尔公司并不在名单上。</p>
</div><p>While Deere &amp; Company currently has a &#34;Hold&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然迪尔公司目前在分析师中获得了 “持有” 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>

3 只股票有望受益于美国制造业和农业的复苏