--- title: "Oppenheimer March US Stock Strategy: Momentum Strategy is Timely, Recommending Stocks like Apple, Alcoa, and Baker Hughes" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/277558938.md" description: "Oppenheimer analysts pointed out that the March market brings bullish momentum trading opportunities, suggesting to focus on stocks such as Apple, Alcoa, and Baker Hughes. Historical data shows that when the S&P 500 index is above the 200-day moving average, the market performs positively, and March returns are usually better than February. Analysts emphasize that investors should pay attention to market breadth, avoid weak sectors, and capture strong stocks" datetime: "2026-03-03T04:03:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277558938.md) - [en](https://longbridge.com/en/news/277558938.md) - [zh-HK](https://longbridge.com/zh-HK/news/277558938.md) --- > 支持的语言: [English](https://longbridge.com/en/news/277558938.md) | [繁體中文](https://longbridge.com/zh-HK/news/277558938.md) # Oppenheimer March US Stock Strategy: Momentum Strategy is Timely, Recommending Stocks like Apple, Alcoa, and Baker Hughes According to the Zhitong Finance APP, as the March market gradually unfolds, Oppenheimer analysts point out that multiple sectors are showing trading opportunities brought by bullish momentum. Historical data shows that when the S&P 500 index stabilizes above the 200-day moving average, the stock market often performs positively. The analysts wrote in their report: "Historically, market returns in March tend to outperform those in February." They added that since 1950, under the aforementioned technical pattern, the benchmark index has averaged a 1.2% increase, with a probability of rising at 66%. Oppenheimer's technical analysis indicates that the S&P 500 index is still operating above the support level of 6520 points, maintaining an upward trend. The consolidation over the past four months has effectively alleviated the previous overbought pressure. As the bull market cycle enters its fourth year, analysts suggest that investors shift their focus from mega-cap stocks to broader market opportunities, expressing a preference for "embracing the strength reflected in market breadth rather than being fixated on the strength or weakness of market capitalization." Oppenheimer notes that although the "seven giants" have exerted some drag on the S&P 500 index since last October, the momentum factor still shows strong resilience during the rotation of value styles. The analysts emphasize that avoiding weak sectors and capturing strong stocks are equally important, revealing that their underweight in the software sector provides strong support for their momentum strategy. Within the technology sector, Oppenheimer observes a clear divergence between software stocks and equal-weight technology stocks. The analysts wrote: "Since we downgraded our rating in mid-January, the software sector has continued to drag down the performance of technology stocks." Data shows that after excluding software stocks with a -10% momentum score, the overall score of the technology sector significantly improved from -4% to +6%. The stocks rated "buy" in the technology sector by the institution include: Apple (AAPL.US), TE Connectivity (TEL.US), Jabil (JBL.US), and MongoDB (MDB.US). In Oppenheimer's momentum quantitative model, the biotechnology and metals & mining sectors rank at the top of the industry rankings. The analysts believe that for the biotechnology sector, "the lost decade may have reached a turning point." Data shows that the equal-weight ETF for biotechnology has recovered its four-year moving average for the first time since June 2021; while the metals and mining sector has completed a decade-long bottoming and breakout pattern. The recommended "buy" targets in these two sectors include: Amgen (AMGN.US), Gilead Sciences (GILD.US), Moderna (MRNA.US), and United Therapeutics (UTHR.US) in the biotechnology field; as well as Alcoa (AA.US), Freeport-McMoRan (FCX.US), MP Materials (MP.US), and Century Aluminum (CENX.US) in the mining sector. Additionally, the energy sector has also attracted attention recently. Oppenheimer points out that "in our latest model, the momentum score for the energy sector jumped from 0% to +4%", marking one of the largest monthly increases. The analysts believe that the sector's SPDR ETF has simultaneously broken through a technical resistance level that has persisted for twelve years since 2014, indicating that a long-term bottom is being formed The energy stocks they are optimistic about include: Baker Hughes (BKR.US), TechnipFMC (FTI.US), Targa Resources (TRGP.US), and Valero Energy (VLO.US) ### 相关股票 - [iShares Core S&P US Growth (IUSG.US)](https://longbridge.com/zh-CN/quote/IUSG.US.md) - [T-Rex 2X Long Apple Daily Target ETF (AAPX.US)](https://longbridge.com/zh-CN/quote/AAPX.US.md) - [SPDR O&G Equip (XES.US)](https://longbridge.com/zh-CN/quote/XES.US.md) - [Invesco S&P 500 Equal Weight Energy ETF (RSPG.US)](https://longbridge.com/zh-CN/quote/RSPG.US.md) - [Invesco S&P 500 Equal Weight Tech ETF (RSPT.US)](https://longbridge.com/zh-CN/quote/RSPT.US.md) - [VG S&P 500 (VOO.US)](https://longbridge.com/zh-CN/quote/VOO.US.md) - [Direxion Daily AAPL Bull 2X Shares (AAPU.US)](https://longbridge.com/zh-CN/quote/AAPU.US.md) - [ISHRS Russ 1000 Growth (IWF.US)](https://longbridge.com/zh-CN/quote/IWF.US.md) - [SPDR O&G Ex & Prd (XOP.US)](https://longbridge.com/zh-CN/quote/XOP.US.md) - [Apple (AAPL.US)](https://longbridge.com/zh-CN/quote/AAPL.US.md) - [Alerian Energy Infrastructure ETF (ENFR.US)](https://longbridge.com/zh-CN/quote/ENFR.US.md) - [Direxion S&P 500 Bull 3X (SPXL.US)](https://longbridge.com/zh-CN/quote/SPXL.US.md) - [GraniteShares 2x Long AAPL Daily ETF (AAPB.US)](https://longbridge.com/zh-CN/quote/AAPB.US.md) - [Avantis US Large Cap Value ETF (AVLV.US)](https://longbridge.com/zh-CN/quote/AVLV.US.md) - [Schw Us L-Cp Grw (SCHG.US)](https://longbridge.com/zh-CN/quote/SCHG.US.md) - [Ultr S&P 500 Pro (SSO.US)](https://longbridge.com/zh-CN/quote/SSO.US.md) - [SPDR S&P 500 (SPY.US)](https://longbridge.com/zh-CN/quote/SPY.US.md) - [Baker Hughes (BKR.US)](https://longbridge.com/zh-CN/quote/BKR.US.md) - [Alcoa (AA.US)](https://longbridge.com/zh-CN/quote/AA.US.md) - [iShares US Oil Equip & Svcs (IEZ.US)](https://longbridge.com/zh-CN/quote/IEZ.US.md) - [S&P 500 (.SPX.US)](https://longbridge.com/zh-CN/quote/.SPX.US.md) - [iShares Core S&P 500 (IVV.US)](https://longbridge.com/zh-CN/quote/IVV.US.md) - [VanEck Oil Services ETF (OIH.US)](https://longbridge.com/zh-CN/quote/OIH.US.md) - [Pro UltrPro S&Pro 500 (UPRO.US)](https://longbridge.com/zh-CN/quote/UPRO.US.md) ## 相关资讯与研究 - [Here's the smartest way to invest in the S&P 500 in March](https://longbridge.com/zh-CN/news/279997438.md) - [High-Probability Apple Iron Condor with 22% Return Potential](https://longbridge.com/zh-CN/news/280147535.md) - [How 0DTE Options Can Explain Market Movement](https://longbridge.com/zh-CN/news/280360642.md) - [Severin Investments LLC Purchases 2,755 Shares of Apple Inc. $AAPL](https://longbridge.com/zh-CN/news/280017302.md) - [What are iShares Core S&P 500 ETFs?](https://longbridge.com/zh-CN/news/279499494.md)