<div id="readability-page-1">Staples show strength: EPS revisions for companies like ADM, Darling Ingredients, and UNFI point to broad-based optimism in consumer staples. Utilities under strain: Higher rates, AI-driven capex, and climate liabilities are eroding utilities’ traditional safe-haven status. Generational strategy shifts: Survey data shows Gen Z and boomers differ on risk tolerance, asset preferences, and trading habits.</div>

联合天然食品

阿彻丹尼尔斯米德兰

<p>消费品行业正在获得动力，受到广泛乐观情绪和像 ADM、Darling Ingredients 和 UNFI 等公司的正面每股收益修正的推动。相反，公用事业部门面临压力，因为更高的利率、人工智能驱动的资本支出和气候责任削弱了其传统的避风港吸引力。此外，调查数据显示，代际战略发生了变化，揭示了 Z 世代与婴儿潮一代在风险承受能力、资产偏好和交易习惯方面的明显差异</p>

消费必需品正在获得动力，而公用事业则失去了避险的吸引力