<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/08/image21-2.png?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://invezz.com/wp-content/uploads/2025/08/image21-2.png"/></p>
<p>美国银行强调了几家公司，尽管各行业表现不一，但它们被认为有显著的上涨潜力。</p>
<p>这家华尔街投资银行的最新分析指出，Levi Strauss、TKO Group Holdings、TransDigm、PACCAR 和 Live Nation 是具有长期增长前景的股票，得益于强劲的基本面和行业趋势。</p>
<h2>Levi Strauss 拓展业务至牛仔裤之外</h2>
<p>牛仔裤巨头 Levi Strauss 正在吸引美国银行分析师的重新乐观，他们认为该公司正在全面发力。</p>
<p>分析师 Christopher Nardone 在参加最近的投资者会议后，指出了可持续增长的多个途径。</p>
<p>这些途径包括产品扩展、直接面向消费者的势头和高端化努力。</p>
<p>虽然 Levi 的牛仔裤产品最为人知，但银行认为在新类别的扩展中存在显著机会。</p>
<p>“我们看到 Levi 有显著机会拓宽其产品种类，不仅限于下装，重点是为消费者提供全方位的产品选择，” Nardone 写道。</p>
<p>关税可能对服装公司构成风险，但在 Levi 的情况下似乎是可控的，管理层实施了减轻干扰的策略。</p>
<p>截至 2025 年，Levi Strauss 的股票上涨了 23%，突显了投资者对公司方向的信心。</p>
<h2>TKO 从媒体版权和现场体育中获益</h2>
<p>体育娱乐公司 TKO 也在美国银行的买入名单上。</p>
<p>分析师 Brent Navon 指出，该公司正在进入 “下一个增长阶段”，这得益于与其 WWE 和 UFC 品牌相关的丰厚媒体版权交易。</p>
<p>这些协议预计将提供高度可预测的收入，基于合同的递增条款和吸引人的利润率。</p>
<p>除了媒体版权，TKO 还在探索新的增长途径，包括潜在开发自己的拳击联盟。</p>
<p>该公司还通过票务收入和场地费用受益于现场活动，以及全球现场体育的日益普及。</p>
<p>TKO 的股票在 2025 年已经上涨了 31%，反映出投资者的热情日益高涨。</p>
<h2>TransDigm、PACCAR 和 Live Nation 完成推荐</h2>
<p>美国银行还强调了工业和娱乐领域的机会。</p>
<p>在航空航天行业，分析师 Ronald Epstein 建议投资者在 TransDigm 股票下跌 12.5% 后买入，因其在 8 月发布的第三财季业绩不佳。</p>
<p>Epstein 称此次抛售 “过度且与基本面脱节”，并补充说，尽管原始设备需求的短期疲软令人担忧，但长期的利润机会依然存在。</p>
<p>截至 2025 年，TransDigm 的股票仍上涨了 11%。</p>
<p>卡车制造商 PACCAR 也被认为是强劲的长期表现者。</p>
<p>美国银行赞扬其在增长盈利和自由现金流方面的良好记录，同时还在市场中获得了份额。</p>
<p>分析师预计，当前的卡车生产低迷将在 2025 年触底，明年将在货运复苏和新 EPA 排放标准前的卡车采购的推动下恢复增长。</p>
<p>与此同时，Live Nation 继续受益于全球对现场娱乐的需求。</p>
<p>该银行称其为 “多年的增长故事”，得益于行业的顺风和稳健的基本面。</p>
<p>来自潜在司法部拆分的风险已经减轻，使公司在未来几年有望实现两位数的调整后营业收入增长。</p>
<p>美国银行识别出 5 只具有强劲增长潜力的股票的文章首发于 Invezz。</p>

现场之国娱乐

LEVI

<p>美国银行已识别出五只具有强劲增长潜力的股票：Levi Strauss、TKO Group Holdings、TransDigm、PACCAR 和 Live Nation。分析师强调了 Levi 在牛仔布之外的扩展、TKO 的丰厚媒体版权、TransDigm 的长期利润机会、PACCAR 的盈利增长以及 Live Nation 对现场娱乐的需求。尽管行业表现参差不齐，这些公司被视为在强劲基本面和行业趋势的支持下，具备长期增长的良好定位</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/08/image21-2.png" alt="" original-src="https://invezz.com/wp-content/uploads/2025/08/image21-2.png"/></p>
<p>Bank of America has highlighted several companies it believes are positioned for meaningful upside, despite mixed performances across industries.</p>
<div class="lb-trans"><p>美国银行强调了几家公司，尽管各行业表现不一，但它们被认为有显著的上涨潜力。</p>
</div><p>The Wall Street investment bank’s latest analysis names Levi Strauss, TKO Group Holdings, TransDigm, PACCAR, and Live Nation as stocks with long-term growth prospects supported by strong fundamentals and sector trends.</p>
<div class="lb-trans"><p>这家华尔街投资银行的最新分析指出，Levi Strauss、TKO Group Holdings、TransDigm、PACCAR 和 Live Nation 是具有长期增长前景的股票，得益于强劲的基本面和行业趋势。</p>
</div><h2>Levi Strauss expands beyond denim</h2>
<div class="lb-trans"><h2>Levi Strauss 拓展业务至牛仔裤之外</h2>
</div><p>Denim giant Levi Strauss is attracting renewed optimism from Bank of America analysts, who view the company as firing on all cylinders.</p>
<div class="lb-trans"><p>牛仔裤巨头 Levi Strauss 正在吸引美国银行分析师的重新乐观，他们认为该公司正在全面发力。</p>
</div><p>Analyst Christopher Nardone, after attending a recent investor meeting, pointed to multiple avenues for sustainable growth.</p>
<div class="lb-trans"><p>分析师 Christopher Nardone 在参加最近的投资者会议后，指出了可持续增长的多个途径。</p>
</div><p>These include product expansion, direct-to-consumer momentum, and premiumization efforts.</p>
<div class="lb-trans"><p>这些途径包括产品扩展、直接面向消费者的势头和高端化努力。</p>
</div><p>While Levi’s is best known for its denim offerings, the bank sees significant opportunity in expanding into new categories.</p>
<div class="lb-trans"><p>虽然 Levi 的牛仔裤产品最为人知，但银行认为在新类别的扩展中存在显著机会。</p>
</div><p>“We see a significant opportunity for Levi’s to broaden its assortment beyond bottoms, with a focus on offering the consumer a full head-to-toe offering,” Nardone wrote.</p>
<div class="lb-trans"><p>“我们看到 Levi 有显著机会拓宽其产品种类，不仅限于下装，重点是为消费者提供全方位的产品选择，” Nardone 写道。</p>
</div><p>Tariffs, which could pose risks to apparel firms, appear manageable in Levi’s case, with management implementing strategies to mitigate disruptions.</p>
<div class="lb-trans"><p>关税可能对服装公司构成风险，但在 Levi 的情况下似乎是可控的，管理层实施了减轻干扰的策略。</p>
</div><p>Shares of Levi Strauss are up 23% so far in 2025, underscoring investor confidence in the company’s direction.</p>
<div class="lb-trans"><p>截至 2025 年，Levi Strauss 的股票上涨了 23%，突显了投资者对公司方向的信心。</p>
</div><h2>TKO gains from media rights and live sports</h2>
<div class="lb-trans"><h2>TKO 从媒体版权和现场体育中获益</h2>
</div><p>Sports entertainment company TKO is also on Bank of America’s buy list.</p>
<div class="lb-trans"><p>体育娱乐公司 TKO 也在美国银行的买入名单上。</p>
</div><p>Analyst Brent Navon noted that the firm is entering “the next round of growth,” driven by lucrative media rights deals tied to its WWE and UFC brands.</p>
<div class="lb-trans"><p>分析师 Brent Navon 指出，该公司正在进入 “下一个增长阶段”，这得益于与其 WWE 和 UFC 品牌相关的丰厚媒体版权交易。</p>
</div><p>These agreements are expected to provide highly predictable revenues, underpinned by contractual escalators and attractive margins.</p>
<div class="lb-trans"><p>这些协议预计将提供高度可预测的收入，基于合同的递增条款和吸引人的利润率。</p>
</div><p>Beyond media rights, TKO is exploring new growth avenues, including the potential development of its own boxing league.</p>
<div class="lb-trans"><p>除了媒体版权，TKO 还在探索新的增长途径，包括潜在开发自己的拳击联盟。</p>
</div><p>The company also benefits from its exposure to live events through ticketing revenues and site fees, as well as the global rise in popularity of live sports.</p>
<div class="lb-trans"><p>该公司还通过票务收入和场地费用受益于现场活动，以及全球现场体育的日益普及。</p>
</div><p>Shares of TKO have already rallied 31% in 2025, reflecting growing investor enthusiasm.</p>
<div class="lb-trans"><p>TKO 的股票在 2025 年已经上涨了 31%，反映出投资者的热情日益高涨。</p>
</div><h2>TransDigm, PACCAR, and Live Nation round out picks</h2>
<div class="lb-trans"><h2>TransDigm、PACCAR 和 Live Nation 完成推荐</h2>
</div><p>Bank of America also highlighted opportunities in industrials and entertainment.</p>
<div class="lb-trans"><p>美国银行还强调了工业和娱乐领域的机会。</p>
</div><p>In the aerospace sector, analyst Ronald Epstein advised investors to buy the dip in TransDigm shares, which fell 12.5% in August following its fiscal third-quarter results.</p>
<div class="lb-trans"><p>在航空航天行业，分析师 Ronald Epstein 建议投资者在 TransDigm 股票下跌 12.5% 后买入，因其在 8 月发布的第三财季业绩不佳。</p>
</div><p>Epstein called the selloff “overdone and dislocated from fundamentals,” adding that while near-term softness in original equipment demand is a concern, the long-term margin opportunity remains intact.</p>
<div class="lb-trans"><p>Epstein 称此次抛售 “过度且与基本面脱节”，并补充说，尽管原始设备需求的短期疲软令人担忧，但长期的利润机会依然存在。</p>
</div><p>TransDigm shares are still up 11% in 2025 year to date.</p>
<div class="lb-trans"><p>截至 2025 年，TransDigm 的股票仍上涨了 11%。</p>
</div><p>Truck manufacturer PACCAR was also cited as a strong long-term performer.</p>
<div class="lb-trans"><p>卡车制造商 PACCAR 也被认为是强劲的长期表现者。</p>
</div><p>Bank of America praised its track record of growing earnings and free cash flow while taking market share.</p>
<div class="lb-trans"><p>美国银行赞扬其在增长盈利和自由现金流方面的良好记录，同时还在市场中获得了份额。</p>
</div><p>Analysts expect the current truck production downturn to bottom in 2025, with growth resuming next year on the back of a freight recovery and truck purchases ahead of new EPA emissions standards.</p>
<div class="lb-trans"><p>分析师预计，当前的卡车生产低迷将在 2025 年触底，明年将在货运复苏和新 EPA 排放标准前的卡车采购的推动下恢复增长。</p>
</div><p>Meanwhile, Live Nation continues to benefit from global demand for live entertainment.</p>
<div class="lb-trans"><p>与此同时，Live Nation 继续受益于全球对现场娱乐的需求。</p>
</div><p>The bank called it a “multi-year growth story” supported by industry tailwinds and solid fundamentals.</p>
<div class="lb-trans"><p>该银行称其为 “多年的增长故事”，得益于行业的顺风和稳健的基本面。</p>
</div><p>Risks from a potential Department of Justice breakup have eased, leaving the company positioned for double-digit adjusted operating income growth in the years ahead.</p>
<div class="lb-trans"><p>来自潜在司法部拆分的风险已经减轻，使公司在未来几年有望实现两位数的调整后营业收入增长。</p>
</div><p>The post Bank of America identifies 5 stocks with strong growth potential appeared first on Invezz</p>
<div class="lb-trans"><p>美国银行识别出 5 只具有强劲增长潜力的股票的文章首发于 Invezz。</p>
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