---
title: "分析师在 ETF 低迷和特朗普交易期间揭示了五月的股票选择"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286640096.md"
description: "分析师推荐 Dutch Bros、e.l.f. Beauty、MercadoLibre、TV Asahi 和 K+S AG 作为强劲的股票选择，尽管由于油价上涨和通货膨胀，消费品选择 ETF RSPD 下跌了 13%。此外，特朗普总统在第一季度进行了 3,642 笔交易，包括重大科技投资，这引发了人们对他任内投资组合管理的担忧"
datetime: "2026-05-16T08:51:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286640096.md)
  - [en](https://longbridge.com/en/news/286640096.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286640096.md)
---

# 分析师在 ETF 低迷和特朗普交易期间揭示了五月的股票选择

New stock picks: Analysts highlight Dutch Bros, e.l.f. Beauty, MercadoLibre, TV Asahi, and K+S AG as attractive buys despite volatile market conditions. ETF sector slump: Consumer discretionary ETF RSPD has dropped 13% since January amid surging oil prices, inflation pressures, and weakening consumer sentiment. Trump trading surge: President Trump executed 3,642 trades in Q1, including large tech buys, raising questions over direct portfolio control while in office.

### 相关股票

- [ELF.US](https://longbridge.com/zh-CN/quote/ELF.US.md)
- [BROS.US](https://longbridge.com/zh-CN/quote/BROS.US.md)
- [MELI.US](https://longbridge.com/zh-CN/quote/MELI.US.md)
- [KMLI.US](https://longbridge.com/zh-CN/quote/KMLI.US.md)
- [RSPD.US](https://longbridge.com/zh-CN/quote/RSPD.US.md)
- [9409.JP](https://longbridge.com/zh-CN/quote/9409.JP.md)

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