<p>即使是像今天的標普 500 指數一樣不斷創新高的市場，熊們總是有理由押注反對市場。即使是由日元和美元引發的所謂套利交易拋售也無法讓市場下跌，因為它很快在幾天後恢復了。即使 <strong>NVIDIA Co. NASDAQ: NVDA</strong> 在發佈財報後看到股價下跌，也給了熊們喘息的機會。永遠不要押注逆勢或與美聯儲（聯邦儲備系統）對抗。</p>
<p>隨着利率可能即將下調，根據芝商所的 FedWatch 工具目前預測將在 2024 年 9 月前後實現，有一些股票值得投資者密切關注，以匹配今天市場的看漲偏好。其中一些與消費品行業有關，另一些是科技行業的重要參與者，但它們共同之處是無論市場如何，它們都有可能表現良好。</p>
<p>在這份具有較低風險配置上漲潛力的名單中，包括 <strong>波音公司 NYSE: BA</strong>，醫療保健提供商 <strong>聯合健康集團 Inc. NYSE: UNH</strong>，以及軟件和雲計算巨頭 <strong>微軟公司 NASDAQ: MSFT</strong>。保持對市場的看漲偏好，以下是這些公司可能在接下來的幾個季度中擺脱任何可能出現的波動，併為投資者帶來額外的增長和上漲的原因。</p>
<h2><strong>旅行增長受利率下調推動：波音分析師留意</strong></h2>
<p>儘管近期圍繞波音飛機的爭議，華爾街分析師仍需面對一個重要事實。波音的需求短期內不會下降，即使公司正在修復其製造流程以避免進一步事故和故障。</p>
<p>隨着利率即將到來，消費者可能會推動對旅行的壓抑需求。根據美國交通安全管理局（TSA）的數據，美國近期旅客數量激增，每日旅行量創下記錄。</p>
<p>即使大多數消費者受通貨膨脹困擾，旅行仍然活躍，只要情況如此，對波音飛機的需求就會正常。這就是為什麼華爾街分析師仍預測每股收益（EPS）將從虧損的 4.26 美元增長到 12 個月後的淨利潤 3.42 美元。</p>
<p>這種快速增長和盈利轉好使得瑞銀集團的人員更容易設定該股的最高價目標為每股高達 240 美元，鼓勵其漲幅高達 38.2%。然而，這些分析師並不是唯一一羣在華爾街對波音表現出看漲偏好的人。</p>
<p>在過去 12 個月中流入波音股票的 89 億美元機構資本中，紐波特信託公司的人員在 2024 年 8 月將其持股增加了 1.2%，使其淨投資額增至 58 億美元。</p>
<h2><strong>隨着政府醫療保障增加，聯合健康有增長空間</strong></h2>
<p>根據 USA Facts 的數據，聯邦政府在醫療保障計劃上花費約 8482 億美元，大約佔總聯邦支出的 14%。另外 8390 億美元用於醫療補助，使得去年醫療保障支出超過 1.6 萬億美元。</p>
<p>這對聯合健康等股票是個好消息。隨着越來越多的人符合這些計劃的資格，他們的收入和將資格與服務聯繫起來的費用也會增加。作為一家醫療保險公司有雙重好處。</p>
<p>隨着利率可能再次下降，保險公司從通貨膨脹中獲利，因為他們可以自由提高價格以跟上並超過整體通貨膨脹。</p>
<p>沃倫·巴菲特跟風，最近買入了 <strong>Chubb Ltd. NYSE: CB</strong>。</p>
<p>華爾街分析師預計聯合健康的收益在未來 12 個月內將增長高達 12.8%，對於一家保險公司來説是樂觀的。瑞銀集團在這方面佔據主導地位，看到股價高達 680 美元，並呼籲淨上漲 15.2%。</p>
<h2><strong>通貨膨脹和成本上升推動對微軟雲服務的需求，以提高利潤率</strong></h2>
<p>隨着通貨膨脹持續上升，利率下調可能帶來比今天更高的通貨膨脹週期，企業們意識到在幾乎沒有成本的情況下實現規模經濟的重要性。這就是雲計算和人工智能發揮作用的地方。</p>
<p>微軟通過其旗艦辦公產品提供這些服務。但是，各種類型的企業也在雲應用程序方面有新的發展浪潮。微軟 Azure 使企業能夠通過創新來簡化其運營，幾乎沒有額外成本；事實上，它讓他們通過創新削減不必要的成本。</p>
<p>看到眼下的跡象，分析師們現在預測軟件巨頭的每股收益增長高達 15.2%。Wedbush 的人看到微軟股票的 550 美元估值，呼籲其漲幅高達 31.8%。更重要的是，熊們也開始在新商業浪潮來臨之前撤退。</p>
<p>過去一個月，微軟股票的空頭頭寸下降了高達 5.2%，顯示出熊市的投降。</p>
<p>這為機構和零售投資者都留下了重新開始的空間。</p>
<p>→ 不要進行日內交易（改為這樣做）（來自紀念碑交易聯盟）（廣告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MjYw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MjYw"/></p>
<h2>現在是否值得投資 1000 美元購買微軟股票？</h2>
<p>在考慮微軟之前，您可能會想聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街評級最高、表現最佳的研究分析師以及他們每日向客户推薦的股票。MarketBeat 已經確定了五隻頂級分析師悄悄告訴他們的客户在更廣泛市場注意之前現在購買的股票...而微軟不在名單上。</p>
<p>儘管微軟目前在分析師中有 “中等買入” 評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>查看這五隻股票</p>

聯合健康

<p>在當前牛市中，三隻股票顯示出潛力：波音公司（NYSE: BA）、聯合健康集團（NYSE: UNH）和微軟公司（NASDAQ: MSFT）。分析師認為，波音的需求仍然強勁，預計盈利將從虧損轉為盈利，而聯合健康預計在不斷增加的醫療保險支出中實現盈利增長。由於通貨膨脹壓力，微軟的雲服務可能會面臨增加的需求。總體而言，儘管市場波動，這些股票仍有望蓬勃發展</p>

<p>Bears will always have a reason to bet against the market, even a roaring one like today’s S&amp;P 500 making high after high. Not even the so-called carry trade sell-off triggered by the Japanese yen and U.S. dollar could keep the market down, as it swiftly recovered a couple of days later. Not even <strong>NVIDIA Co. NASDAQ: NVDA</strong> saw lower price action after earnings, which gave bears a break. Never bet against the trend or fight the Federal Reserve (the Fed).</p>
<div class="lb-trans"><p>即使是像今天的標普 500 指數一樣不斷創新高的市場，熊們總是有理由押注反對市場。即使是由日元和美元引發的所謂套利交易拋售也無法讓市場下跌，因為它很快在幾天後恢復了。即使 <strong>NVIDIA Co. NASDAQ: NVDA</strong> 在發佈財報後看到股價下跌，也給了熊們喘息的機會。永遠不要押注逆勢或與美聯儲（聯邦儲備系統）對抗。</p>
</div><p>As interest rate cuts could be around the corner, which the CME’s FedWatch tool now predicts will be here by September 2024, there are a few stocks that investors should watch closely to match a bullish bias on today’s market. Some of these have to do with the consumer staples sector, and another is a vital player in the technology sector, but one thing they do have in common is that they are likely to do well no matter what the market does next.</p>
<div class="lb-trans"><p>隨着利率可能即將下調，根據芝商所的 FedWatch 工具目前預測將在 2024 年 9 月前後實現，有一些股票值得投資者密切關注，以匹配今天市場的看漲偏好。其中一些與消費品行業有關，另一些是科技行業的重要參與者，但它們共同之處是無論市場如何，它們都有可能表現良好。</p>
</div><p>Making this list of upside potential with lower risk profiles is <strong>Boeing Co. NYSE: BA</strong>, healthcare provider <strong>UnitedHealth Group Inc. NYSE: UNH</strong>, overlaid with software and cloud giant <strong>Microsoft Co. NASDAQ: MSFT</strong>. Keeping a bullish bias on the market, here’s why these companies could be likely to shake off any volatility that may come up during the next few quarters and bring investors additional growth and upside.</p>
<div class="lb-trans"><p>在這份具有較低風險配置上漲潛力的名單中，包括 <strong>波音公司 NYSE: BA</strong>，醫療保健提供商 <strong>聯合健康集團 Inc. NYSE: UNH</strong>，以及軟件和雲計算巨頭 <strong>微軟公司 NASDAQ: MSFT</strong>。保持對市場的看漲偏好，以下是這些公司可能在接下來的幾個季度中擺脱任何可能出現的波動，併為投資者帶來額外的增長和上漲的原因。</p>
</div><h2><strong>Travel Growth Fueled by Rate Cuts: Boeing Analysts Take Notice</strong></h2>
<div class="lb-trans"><h2><strong>旅行增長受利率下調推動：波音分析師留意</strong></h2>
</div><p>Despite the recent drama regarding Boeing airplanes, Wall Street analysts still have one big fact to face. Boeing’s demand won’t be coming down any time soon, even though the company is in the middle of fixing its manufacturing process to avoid further incidents and malfunctions.</p>
<div class="lb-trans"><p>儘管近期圍繞波音飛機的爭議，華爾街分析師仍需面對一個重要事實。波音的需求短期內不會下降，即使公司正在修復其製造流程以避免進一步事故和故障。</p>
</div><p>With interest rates coming in the near term, consumers are probably going to push up pent-up demand for travel. According to the Transportation Security Administration (TSA), the United States has seen a recent surge in travelers, reporting record after record of daily travel volume.</p>
<div class="lb-trans"><p>隨着利率即將到來，消費者可能會推動對旅行的壓抑需求。根據美國交通安全管理局（TSA）的數據，美國近期旅客數量激增，每日旅行量創下記錄。</p>
</div><p>Even as most consumers are choked by inflation, travel is still alive, and as long as that is the case, demand for Boeing aircraft will be okay. This is why Wall Street analysts still forecast earnings per share (EPS) to go from a loss of $4.26 to a net profit of $3.42 in 12 months,</p>
<div class="lb-trans"><p>即使大多數消費者受通貨膨脹困擾，旅行仍然活躍，只要情況如此，對波音飛機的需求就會正常。這就是為什麼華爾街分析師仍預測每股收益（EPS）將從虧損的 4.26 美元增長到 12 個月後的淨利潤 3.42 美元。</p>
</div><p>This fast growth and swing into profitability made it easier for those at the UBS Group to place a price target of up to $240 a share for this stock, daring it to rally by as much as 38.2% from where it trades today. However, these analysts weren’t the only ones on Wall Street who showed a bullish bias against Boeing.</p>
<div class="lb-trans"><p>這種快速增長和盈利轉好使得瑞銀集團的人員更容易設定該股的最高價目標為每股高達 240 美元，鼓勵其漲幅高達 38.2%。然而，這些分析師並不是唯一一羣在華爾街對波音表現出看漲偏好的人。</p>
</div><p>Of the $8.9 billion of institutional capital that made its way into Boeing stock over the past 12 months, those at Newport Trust Company boosted their stake by 1.2% as of August 2024, bringing their net investment up to $5.8 billion today.</p>
<div class="lb-trans"><p>在過去 12 個月中流入波音股票的 89 億美元機構資本中，紐波特信託公司的人員在 2024 年 8 月將其持股增加了 1.2%，使其淨投資額增至 58 億美元。</p>
</div><h2><strong>With Government Medicare Entitlements Rising, UnitedHealth Has Room to Grow</strong></h2>
<div class="lb-trans"><h2><strong>隨着政府醫療保障增加，聯合健康有增長空間</strong></h2>
</div><p>According to USA Facts, the federal government spent about $848.2 billion on Medicare programs, which was roughly 14% of total federal spending. Another $839 billion went into Medicaid, bringing the healthcare entitlement spending over $1.6 trillion for last year alone.</p>
<div class="lb-trans"><p>根據 USA Facts 的數據，聯邦政府在醫療保障計劃上花費約 8482 億美元，大約佔總聯邦支出的 14%。另外 8390 億美元用於醫療補助，使得去年醫療保障支出超過 1.6 萬億美元。</p>
</div><p>This means good news for stocks like UnitedHealth. As more and more people qualify for these programs, their revenues and fees for connecting entitlements to services rise as well. Being a health insurance company has a double benefit.</p>
<div class="lb-trans"><p>這對聯合健康等股票是個好消息。隨着越來越多的人符合這些計劃的資格，他們的收入和將資格與服務聯繫起來的費用也會增加。作為一家醫療保險公司有雙重好處。</p>
</div><p>With interest rate cuts potentially comes another period of inflation, which insurance companies profit from as they can freely raise prices to keep up and outpace overall inflation.</p>
<div class="lb-trans"><p>隨着利率可能再次下降，保險公司從通貨膨脹中獲利，因為他們可以自由提高價格以跟上並超過整體通貨膨脹。</p>
</div><p>Warren Buffett hopped on this trend as he recently bought into <strong>Chubb Ltd. NYSE: CB</strong>.</p>
<div class="lb-trans"><p>沃倫·巴菲特跟風，最近買入了 <strong>Chubb Ltd. NYSE: CB</strong>。</p>
</div><p>Wall Street analysts expect UnitedHealth to grow its earnings by up to 12.8% during the next 12 months, which is optimistic for an insurance company. The UBS Group took the lead on this one as well, seeing a valuation of up to $680 a share and calling for a net upside of 15.2%.</p>
<div class="lb-trans"><p>華爾街分析師預計聯合健康的收益在未來 12 個月內將增長高達 12.8%，對於一家保險公司來説是樂觀的。瑞銀集團在這方面佔據主導地位，看到股價高達 680 美元，並呼籲淨上漲 15.2%。</p>
</div><h2><strong>Rising Inflation and Costs Drive Demand for Microsoft’s Cloud Services to Boost Margins</strong></h2>
<div class="lb-trans"><h2><strong>通貨膨脹和成本上升推動對微軟雲服務的需求，以提高利潤率</strong></h2>
</div><p>As inflation continues to run and rate cuts could bring back another inflationary cycle higher than today’s, businesses understand the importance of achieving economies of scale at little to no cost. This is where the cloud and artificial intelligence come into play.</p>
<div class="lb-trans"><p>隨着通貨膨脹持續上升，利率下調可能帶來比今天更高的通貨膨脹週期，企業們意識到在幾乎沒有成本的情況下實現規模經濟的重要性。這就是雲計算和人工智能發揮作用的地方。</p>
</div><p>Microsoft offers these services through its flagship office products. Still, there is also a new wave of development in cloud applications for businesses of every kind. Microsoft Azure enables businesses to streamline their operations with little additional cost; in fact, it lets them cut unnecessary costs through innovation.</p>
<div class="lb-trans"><p>微軟通過其旗艦辦公產品提供這些服務。但是，各種類型的企業也在雲應用程序方面有新的發展浪潮。微軟 Azure 使企業能夠通過創新來簡化其運營，幾乎沒有額外成本；事實上，它讓他們通過創新削減不必要的成本。</p>
</div><p>Seeing the writing on the wall, analysts now forecast up to 15.2% EPS growth for the software giant. Those at Wedbush see a valuation of $550 a share for Microsoft stock, calling for it to rally by 31.8% from where it trades today. More than that, bears have also started to retreat ahead of the new business wave.</p>
<div class="lb-trans"><p>看到眼下的跡象，分析師們現在預測軟件巨頭的每股收益增長高達 15.2%。Wedbush 的人看到微軟股票的 550 美元估值，呼籲其漲幅高達 31.8%。更重要的是，熊們也開始在新商業浪潮來臨之前撤退。</p>
</div><p>Microsoft stock’s short interest declined by as much as 5.2% in the past month, showing bearish capitulation.</p>
<div class="lb-trans"><p>過去一個月，微軟股票的空頭頭寸下降了高達 5.2%，顯示出熊市的投降。</p>
</div><p>This leaves room for both institutional and retail investors to pick up where they left off.</p>
<div class="lb-trans"><p>這為機構和零售投資者都留下了重新開始的空間。</p>
</div><p>→ Do NOT Day Trade (Do THIS instead) (From Monument Traders Alliance)(Ad)</p>
<div class="lb-trans"><p>→ 不要進行日內交易（改為這樣做）（來自紀念碑交易聯盟）（廣告）</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MjYw" alt="" original-src="https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx?TriggeredCampaignID=9260&amp;Placement=NativeDisplay&amp;Source=NativeDisplay"/></p>
<h2>Should you invest $1,000 in Microsoft right now?</h2>
<div class="lb-trans"><h2>現在是否值得投資 1000 美元購買微軟股票？</h2>
</div><p>Before you consider Microsoft, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮微軟之前，您可能會想聽聽這個。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Microsoft wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟蹤華爾街評級最高、表現最佳的研究分析師以及他們每日向客户推薦的股票。MarketBeat 已經確定了五隻頂級分析師悄悄告訴他們的客户在更廣泛市場注意之前現在購買的股票...而微軟不在名單上。</p>
</div><p>While Microsoft currently has a &#34;Moderate Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>儘管微軟目前在分析師中有 “中等買入” 評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看這五隻股票</p>
</div>

當前市場中看漲投資者必備的三隻股票