---
title: "分析師指出了 2026 年銀行、中型股和小型股的投資策略"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286799192.md"
description: "分析師預測，由於強勁的資產負債表，摩根大通和美國銀行將在 2026 年看到淨利息收入的增加。醫療、能源和消費領域的中型股因低市盈率和強勁的盈利能力而吸引投資者。此外，30 美元以下的工業和能源領域的小型股可能會受益於人工智能和製造業的企業資本支出上升"
datetime: "2026-05-18T16:31:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286799192.md)
  - [en](https://longbridge.com/en/news/286799192.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286799192.md)
---

# 分析師指出了 2026 年銀行、中型股和小型股的投資策略

Big banks' advantage: JPMorgan and Bank of America are poised for higher net interest income in 2026, supported by strong balance sheets and diversified services. Mid-cap value surge: Healthcare, energy, and consumer mid-caps with low forward P/Es and strong profitability grades are drawing investor interest. Small-cap growth wave: Industrial and energy small-caps under $30 could benefit from rising corporate capex in AI, power, and manufacturing.

### 相關股票

- [JPM.US](https://longbridge.com/zh-HK/quote/JPM.US.md)
- [BAC.US](https://longbridge.com/zh-HK/quote/BAC.US.md)
- [XLF.US](https://longbridge.com/zh-HK/quote/XLF.US.md)
- [JPX.US](https://longbridge.com/zh-HK/quote/JPX.US.md)
- [VFH.US](https://longbridge.com/zh-HK/quote/VFH.US.md)
- [JPM-M.US](https://longbridge.com/zh-HK/quote/JPM-M.US.md)
- [JPM-C.US](https://longbridge.com/zh-HK/quote/JPM-C.US.md)
- [JPM-D.US](https://longbridge.com/zh-HK/quote/JPM-D.US.md)
- [JPM-L.US](https://longbridge.com/zh-HK/quote/JPM-L.US.md)
- [8634.JP](https://longbridge.com/zh-HK/quote/8634.JP.md)
- [JPM-K.US](https://longbridge.com/zh-HK/quote/JPM-K.US.md)
- [JPM-J.US](https://longbridge.com/zh-HK/quote/JPM-J.US.md)
- [BAC-Q.US](https://longbridge.com/zh-HK/quote/BAC-Q.US.md)
- [BML-L.US](https://longbridge.com/zh-HK/quote/BML-L.US.md)
- [BAC-L.US](https://longbridge.com/zh-HK/quote/BAC-L.US.md)
- [BAC-K.US](https://longbridge.com/zh-HK/quote/BAC-K.US.md)
- [BML-H.US](https://longbridge.com/zh-HK/quote/BML-H.US.md)
- [BAC-N.US](https://longbridge.com/zh-HK/quote/BAC-N.US.md)
- [BAC-E.US](https://longbridge.com/zh-HK/quote/BAC-E.US.md)
- [MER-K.US](https://longbridge.com/zh-HK/quote/MER-K.US.md)
- [BAC-O.US](https://longbridge.com/zh-HK/quote/BAC-O.US.md)
- [BML-G.US](https://longbridge.com/zh-HK/quote/BML-G.US.md)
- [BAC-M.US](https://longbridge.com/zh-HK/quote/BAC-M.US.md)
- [BAC-B.US](https://longbridge.com/zh-HK/quote/BAC-B.US.md)
- [BML-J.US](https://longbridge.com/zh-HK/quote/BML-J.US.md)
- [BAC-S.US](https://longbridge.com/zh-HK/quote/BAC-S.US.md)
- [BAC-P.US](https://longbridge.com/zh-HK/quote/BAC-P.US.md)
- [8648.JP](https://longbridge.com/zh-HK/quote/8648.JP.md)

## 相關資訊與研究

- [摩根大通在德國推出零售銀行服務](https://longbridge.com/zh-HK/news/287067235.md)
- [AI 丨摩通戴蒙：將減少銀行家數目 擬增聘更多 AI 專才](https://longbridge.com/zh-HK/news/287162385.md)
- [小摩投資銀行暨併購部主管：AI 正從「炒作」走向實際應用](https://longbridge.com/zh-HK/news/286928151.md)
- [高盛據悉是 SpaceX 巨型 IPO 的牽線行](https://longbridge.com/zh-HK/news/287067932.md)
- [摩根大通首席資訊官稱人工智慧提升其生產力 同時也考驗領導力](https://longbridge.com/zh-HK/news/287080481.md)