---
title: "分析师将百事公司和宝洁公司列为五月的最佳选择"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286675842.md"
description: "分析师已将百事和宝洁列为 2026 年 5 月的首选，原因是它们强劲的股息增长记录。尽管面临通货膨胀和贸易战等挑战，消费品的需求依然强劲。这两家公司目前的市盈率均低于其 10 年中位数，并且提供的股息收益率显著高于标准普尔 500 指数的平均水平"
datetime: "2026-05-17T14:43:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286675842.md)
  - [en](https://longbridge.com/en/news/286675842.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286675842.md)
---

# 分析师将百事公司和宝洁公司列为五月的最佳选择

Top consumer staples: PepsiCo and Procter & Gamble are highlighted as leading picks for May 2026, with decades-long dividend growth records. Economic backdrop: Persistent inflation, trade wars, and the Iran conflict are pressuring markets, but consumer staples demand remains steady. Valuation advantage: Both stocks trade below their 10-year median P/E ratios and offer dividend yields far above the S&P 500 average.

### 相关股票

- [PEP.US](https://longbridge.com/zh-CN/quote/PEP.US.md)
- [PG.US](https://longbridge.com/zh-CN/quote/PG.US.md)
- [PEPS.US](https://longbridge.com/zh-CN/quote/PEPS.US.md)
- [IYK.US](https://longbridge.com/zh-CN/quote/IYK.US.md)
- [VDC.US](https://longbridge.com/zh-CN/quote/VDC.US.md)
- [XLP.US](https://longbridge.com/zh-CN/quote/XLP.US.md)
- [FTXG.US](https://longbridge.com/zh-CN/quote/FTXG.US.md)
- [KXI.US](https://longbridge.com/zh-CN/quote/KXI.US.md)
- [PBJ.US](https://longbridge.com/zh-CN/quote/PBJ.US.md)
- [TGT.US](https://longbridge.com/zh-CN/quote/TGT.US.md)
- [COST.US](https://longbridge.com/zh-CN/quote/COST.US.md)
- [KR.US](https://longbridge.com/zh-CN/quote/KR.US.md)
- [.SPX.US](https://longbridge.com/zh-CN/quote/.SPX.US.md)

## 相关资讯与研究

- [必需消费品板块回暖走红，重新审视可口可乐、塔吉特投资价值](https://longbridge.com/zh-CN/news/286848605.md)
- [雀巢求变：冰激凌业务被 “踢出群聊”，脆脆鲨游进了冰柜](https://longbridge.com/zh-CN/news/286988575.md)
- [瑞幸不坐小孩那桌](https://longbridge.com/zh-CN/news/286899150.md)
- [无惧物价冲击！塔吉特交出四年最强同店销售答卷 新 CEO 转型战略初战告捷](https://longbridge.com/zh-CN/news/287066407.md)
- [零售商接连遭遇重重经营困境](https://longbridge.com/zh-CN/news/286781479.md)