--- 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) - [瑞幸卖酒，难在把尝鲜变成习惯](https://longbridge.com/zh-CN/news/286790508.md) - [瑞幸星巴克最新财报发布，咖啡赛道要变天？](https://longbridge.com/zh-CN/news/286738878.md) - [瑞幸不坐小孩那桌](https://longbridge.com/zh-CN/news/286899150.md) - [塔吉特销售持续疲软，任命新任供应链负责人](https://longbridge.com/zh-CN/news/286935827.md)