<p>美國選舉結束後，投資者需要弄清楚在接下來的幾個月裏應該投資哪些股票和行業。大多數的關注和資金都集中在科技行業，因為追逐動量的投資者加大了投資力度；然而，一種新趨勢即將改變這一局面。</p>
<p>這一趨勢為美國國內製造業創造了新的上行潛力，這是新政府的一個基本提案。投資者必須理解，市場已經在表現得好像這一切今天就是真實的。</p>
<p>基本材料類股票的價格走勢，如 <strong>美國鋼鐵公司 NYSE: X</strong>，在選舉後的早晨上漲超過 8%，揭示了下一步的方向。下一步將包括農業和製造業股票，這些股票一直處於觀望狀態，如 <strong>迪爾公司 NYSE: DE</strong>、<strong>美盛公司 NYSE: MOS</strong> 和 <strong>CF 實業 NYSE: CF</strong>。</p>
<p>獲取 <strong>迪爾公司</strong> 的提醒：</p>
<h2><strong>為什麼今天空頭賣家正在逃離迪爾股票</strong></h2>
<p>在過去一個月中，迪爾股票的空頭頭寸下降超過 11.2%，顯示出投資者足夠的看跌投降跡象，以考慮自己的看漲案例。現在，為了替代這些空頭賣家，新機構買家紛紛湧入，幫助迪爾股票重新獲得上行空間。</p>
<p>最近，KBC 集團在迪爾股票上的持倉增加了多達 10.9%，截至 2024 年 11 月初。這一新配置使他們在公司的持股增至 4250 萬美元，而交易的時機引發了一個問題，即今天的反彈證據是否比以往更明顯。</p>
<p>華爾街分析師，特別是 Truist Financial 的分析師，可能能夠回答這個問題。在重申他們的買入評級後，這些分析師還將迪爾股票的估值提升至每股 496 美元，較之前的 443 美元目標大幅上調。</p>
<p>為了證明這些新觀點是正確的，股票必須從今天的交易價格上漲多達 23%，更不用説達到今年的新高。這將進一步施加壓力，促使空頭平倉，並對公司產生進一步的買入壓力。</p>
<h2><strong>分析師預測美盛股票將實現強勁的兩位數增長</strong></h2>
<p>由於國內製造業和農業週期的下滑，化肥和化工股票表現不佳。然而，在過去 12 個月中下跌 15.5% 後，美盛股票今天面臨華爾街分析師的新雙位數上行預測。</p>
<p>該公司的高估值範圍設定在每股 48 美元，意味着從今天的價格來看，最多可上漲 74%，顯示出相較於這一新週期中的其他提案的顯著超額表現潛力。根據美盛最新的投資者演示，催化劑可能已經在進行中，使投資者更接近這些價格目標。</p>
<p>化肥和其他化學品的價格現在處於週期低點，而亞洲和南美的需求開始上升。由於價格低廉，供應沒有擴張，因為生產商沒有盈利的動力，這為美盛在未來幾個月的利潤創造了雙重順風。</p>
<p>即使這一趨勢需要更長時間才能顯現，美盛的股東可以依靠公司每股 0.84 美元的分紅，這意味着今天的股息收益率高達 3%。雖然足以戰勝通貨膨脹，但分紅並不是投資者應該過於關注的因素；相反，他們應該關注新的機構買入活動。</p>
<p>特別值得注意的是，Versor Investments 的新買入在 2024 年 11 月超過三倍，達到 230 萬美元。儘管這一新配置只是滄海一粟，但在過去 12 個月中，最多有 13 億美元的機構資本流入美盛股票。</p>
<h2><strong>CF 實業股票準備迎接新一輪反彈，原因如下</strong></h2>
<p>如果美盛對未來幾個季度作物和化肥需求的預測是正確的，那麼 CF 實業股票可能會受到順風的溢出效應，華爾街分析師願意對此下注。</p>
<p>投資者可以通過加拿大皇家銀行的大膽預測看到這一點，分析師不僅重申了對 CF 實業股票的跑贏大盤評級，還將其價格目標提升至每股 100 美元。這一新觀點表明，股票有足夠的空間從今天的價格上漲多達 21%。</p>
<p>面對潛在的兩位數反彈，一些看跌交易者選擇離場。CF 實業股票的空頭頭寸在過去一個月中下降超過 23%，加劇了季度下行趨勢。顯然，在所有這些股票中，機構也找到了足夠的理由最近開始買入該股票。</p>
<p>國際資產投資管理公司的買家決定將他們在 CF 實業股票上的投資增加到 3.754 億美元，使他們成為這一農業股票的最大機構持有者之一，押注於新的價格反彈。</p>
<p>→ 625,000% 的收益（來自加密貨幣交換利潤）（廣告）</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD0xMDE2NQ?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-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD0xMDE2NQ"/></p>
<h2>你現在應該投資 1000 美元在迪爾公司嗎？</h2>
<p>在考慮迪爾公司之前，你會想聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已經識別出五隻股票，頂級分析師正在悄悄地向客户推薦在更廣泛的市場注意到之前購買……而迪爾公司並不在名單上。</p>
<p>雖然迪爾公司目前在分析師中獲得了 “持有” 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>

美盛

CF實業

<p>隨着美國選舉結果的塵埃落定，製造業股票正吸引投資者的關注，特別是像美國鋼鐵公司、迪爾公司、美盛和 CF 實業這樣的公司。分析師預測這些股票具有顯著的上漲潛力，Truist Financial 將迪爾的目標價格上調，而美盛預計將上漲 74%。CF 實業也預計將上漲 21%，這主要是由於對肥料需求的增加。機構買入活動正在上升，顯示出製造業和農業領域的樂觀情緒</p>

<p>With the United States election over, investors are left figuring out which stocks and sectors they should invest in for the coming months. Most of the interest and capital are focused on the technology sector as momentum chasers step on the gas; however, a new trend is about to flip the script.</p>
<div class="lb-trans"><p>美國選舉結束後，投資者需要弄清楚在接下來的幾個月裏應該投資哪些股票和行業。大多數的關注和資金都集中在科技行業，因為追逐動量的投資者加大了投資力度；然而，一種新趨勢即將改變這一局面。</p>
</div><p>This trend creates new upside potential for the United States economy in the domestic manufacturing sector, which is an underlying proposal from the new administration. Investors must understand that the market is already behaving as if this were a reality today.</p>
<div class="lb-trans"><p>這一趨勢為美國國內製造業創造了新的上行潛力，這是新政府的一個基本提案。投資者必須理解，市場已經在表現得好像這一切今天就是真實的。</p>
</div><p>Price action in basic materials stocks like <strong>United States Steel Co. NYSE: X</strong>, whose shares rallied by over 8% the morning after the election, reveals the next step. This next step will include agricultural and manufacturing stocks, which have been sitting on the sidelines, such as <strong>Deere &amp; Co. NYSE: DE</strong>, <strong>Mosaic Co. NYSE: MOS</strong>, and <strong>CF Industries Co. NYSE: CF</strong>.</p>
<div class="lb-trans"><p>基本材料類股票的價格走勢，如 <strong>美國鋼鐵公司 NYSE: X</strong>，在選舉後的早晨上漲超過 8%，揭示了下一步的方向。下一步將包括農業和製造業股票，這些股票一直處於觀望狀態，如 <strong>迪爾公司 NYSE: DE</strong>、<strong>美盛公司 NYSE: MOS</strong> 和 <strong>CF 實業 NYSE: CF</strong>。</p>
</div><p>Get <strong>Deere &amp; Company</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <strong>迪爾公司</strong> 的提醒：</p>
</div><h2><strong>Why Short Sellers Are Running From Deere Stock Today</strong></h2>
<div class="lb-trans"><h2><strong>為什麼今天空頭賣家正在逃離迪爾股票</strong></h2>
</div><p>Over the past month, short interest in Deere stock declined by over 11.2%, showing investors enough signs of bearish capitulation to consider a bullish case of their own. Now, to replace these short sellers, new institutional buyers have flooded the scene to help Deere stock’s renewed upside.</p>
<div class="lb-trans"><p>在過去一個月中，迪爾股票的空頭頭寸下降超過 11.2%，顯示出投資者足夠的看跌投降跡象，以考慮自己的看漲案例。現在，為了替代這些空頭賣家，新機構買家紛紛湧入，幫助迪爾股票重新獲得上行空間。</p>
</div><p>Leading the way recently were those at KBC Group, who boosted their position in Deere stock by as much as 10.9% as of early November 2024. This new allocation brought their holdings in the company up to $42.5 million today, and the timing of the transaction begs the question of whether the evidence for a rally was more apparent today than ever.</p>
<div class="lb-trans"><p>最近，KBC 集團在迪爾股票上的持倉增加了多達 10.9%，截至 2024 年 11 月初。這一新配置使他們在公司的持股增至 4250 萬美元，而交易的時機引發了一個問題，即今天的反彈證據是否比以往更明顯。</p>
</div><p>Wall Street analysts, particularly those at Truist Financial, might be able to answer that question. After reiterating their Buy rating, these analysts also pushed valuations for Deere stock as high as $496 a share, a significant boost from their previous $443 price target.</p>
<div class="lb-trans"><p>華爾街分析師，特別是 Truist Financial 的分析師，可能能夠回答這個問題。在重申他們的買入評級後，這些分析師還將迪爾股票的估值提升至每股 496 美元，較之前的 443 美元目標大幅上調。</p>
</div><p>To prove these new views right, the stock would have to rally by as much as 23% from where it trades today, not to mention get to a new high for the year. This would add further pressure for the bears to close their short positions and further buying pressure on the company.</p>
<div class="lb-trans"><p>為了證明這些新觀點是正確的，股票必須從今天的交易價格上漲多達 23%，更不用説達到今年的新高。這將進一步施加壓力，促使空頭平倉，並對公司產生進一步的買入壓力。</p>
</div><h2><strong>Analysts Forecast Strong Double-Digit Gains for Mosaic Stock</strong></h2>
<div class="lb-trans"><h2><strong>分析師預測美盛股票將實現強勁的兩位數增長</strong></h2>
</div><p>Fertilizer and chemical stocks have underperformed as the domestic manufacturing and agricultural cycle has declined. However, after a 15.5% decline for the past 12 months, Mosaic stock faces new double-digit upside projections from Wall Street analysts today.</p>
<div class="lb-trans"><p>由於國內製造業和農業週期的下滑，化肥和化工股票表現不佳。然而，在過去 12 個月中下跌 15.5% 後，美盛股票今天面臨華爾街分析師的新雙位數上行預測。</p>
</div><p>The company's high valuation range is set at $48 a share, calling for up to 74% upside from today’s price to show significant outperformance potential compared to other propositions in this new cycle. According to Mosaic’s latest investor presentation, a catalyst might already be underway to bring investors closer to these price targets.</p>
<div class="lb-trans"><p>該公司的高估值範圍設定在每股 48 美元，意味着從今天的價格來看，最多可上漲 74%，顯示出相較於這一新週期中的其他提案的顯著超額表現潛力。根據美盛最新的投資者演示，催化劑可能已經在進行中，使投資者更接近這些價格目標。</p>
</div><p>The price of fertilizers and other chemicals is now at its cyclical lows, while demand in Asia and South America is beginning to tick up higher. With low prices, the supply hasn’t been expanding as producers have no incentive to profit, which creates a double tailwind for Mosaic’s margins in the coming months.</p>
<div class="lb-trans"><p>化肥和其他化學品的價格現在處於週期低點，而亞洲和南美的需求開始上升。由於價格低廉，供應沒有擴張，因為生產商沒有盈利的動力，這為美盛在未來幾個月的利潤創造了雙重順風。</p>
</div><p>Even if this trend takes a little longer to play out, Mosaic shareholders can count on the company’s $0.84 a share payout, which calls for a dividend yield of up to 3% today. While enough to beat inflation, the dividend is not a factor investors should focus so much on; rather, they should look at the new institutional buying activity.</p>
<div class="lb-trans"><p>即使這一趨勢需要更長時間才能顯現，美盛的股東可以依靠公司每股 0.84 美元的分紅，這意味着今天的股息收益率高達 3%。雖然足以戰勝通貨膨脹，但分紅並不是投資者應該過於關注的因素；相反，他們應該關注新的機構買入活動。</p>
</div><p>Particularly noteworthy are the new buys from Versor Investments, which more than tripled as of November 2024 to reach a high of $2.3 million. That new allocation is a drop in the bucket, though, as up to $1.3 billion of institutional capital made its way into Mosaic stock over the past 12 months.</p>
<div class="lb-trans"><p>特別值得注意的是，Versor Investments 的新買入在 2024 年 11 月超過三倍，達到 230 萬美元。儘管這一新配置只是滄海一粟，但在過去 12 個月中，最多有 13 億美元的機構資本流入美盛股票。</p>
</div><h2><strong>CF Industries Stock Primed for a New Rally, Here’s Why</strong></h2>
<div class="lb-trans"><h2><strong>CF 實業股票準備迎接新一輪反彈，原因如下</strong></h2>
</div><p>If Mosaic is right about its projections for crop and fertilizer demand in the coming quarters, then CF Industries stock will likely see a spillover effect from the tailwind, and Wall Street analysts are willing to bet on this.</p>
<div class="lb-trans"><p>如果美盛對未來幾個季度作物和化肥需求的預測是正確的，那麼 CF 實業股票可能會受到順風的溢出效應，華爾街分析師願意對此下注。</p>
</div><p>Investors can see this through the bold projections made by the Royal Bank of Canada, where analysts not only reiterated their Outperform rating on CF Industries stock but also boosted their price targets to a high of $100 a share. This new view suggests the stock has enough room to deliver a rally of up to 21% from today’s price.</p>
<div class="lb-trans"><p>投資者可以通過加拿大皇家銀行的大膽預測看到這一點，分析師不僅重申了對 CF 實業股票的跑贏大盤評級，還將其價格目標提升至每股 100 美元。這一新觀點表明，股票有足夠的空間從今天的價格上漲多達 21%。</p>
</div><p>Being in front of a potential double-digit rally sent some bearish traders home. CF Industries stock’s short interest collapsed by over 23% in the past month alone, amplifying a quarterly downtrend. As is apparently common in all of these names, institutions also found enough reasons to start buying the stock recently.</p>
<div class="lb-trans"><p>面對潛在的兩位數反彈，一些看跌交易者選擇離場。CF 實業股票的空頭頭寸在過去一個月中下降超過 23%，加劇了季度下行趨勢。顯然，在所有這些股票中，機構也找到了足夠的理由最近開始買入該股票。</p>
</div><p>Buyers from International Assets Investment Management decided to boost their exposure in CF Industries stock to $375.4 million today, making them one of the biggest institutional holders of this agricultural stock betting on the new price rally.</p>
<div class="lb-trans"><p>國際資產投資管理公司的買家決定將他們在 CF 實業股票上的投資增加到 3.754 億美元，使他們成為這一農業股票的最大機構持有者之一，押注於新的價格反彈。</p>
</div><p>→ 625,000% Gain (From Crypto Swap Profits)(Ad)</p>
<div class="lb-trans"><p>→ 625,000% 的收益（來自加密貨幣交換利潤）（廣告）</p>
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<h2>Should you invest $1,000 in Deere &amp; Company right now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在迪爾公司嗎？</h2>
</div><p>Before you consider Deere &amp; Company, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮迪爾公司之前，你會想聽聽這個。</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 Deere &amp; Company wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已經識別出五隻股票，頂級分析師正在悄悄地向客户推薦在更廣泛的市場注意到之前購買……而迪爾公司並不在名單上。</p>
</div><p>While Deere &amp; Company currently has a &#34;Hold&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>雖然迪爾公司目前在分析師中獲得了 “持有” 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>

3 只股票有望受益於美國製造業和農業的復甦