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分析师称标普500明年还能再涨12%!哪些板块有望脱颖而出?

Analysts say the S&P 500 can rise another 12% next year! Which sectors are expected to stand out?

富途資訊 ·  Dec 14, 2021 19:00

With 2022 approaching, analysts are beginning to predict the direction of U. S. stocks next year. According to FactSet, market strategists (usually using a top-down approach) expect the S & P 500 to exceed 5000 by the end of 2022.

Industry analysts (using a bottom-up approach) overall expect the s & p 500 to close at 5225 by the end of 2022, 11.9 per cent higher than its close of 4668.97 on December 13th.

sp-500-收盘价-自下而上-目标价

At the industry levelExpectedThe communications services (+ 22.0%) and energy (+ 19.2%) sectors showed the largest increases, while the utilities (+ 6.2%) sector is expected to show the smallest increases.

sp-500-sector-level-bottom-up-target-price-vs-收盘价

What does the agency think?

Bank of America Corporation strategist said earlierWith inflation rising and consumption falling, the US stock market will struggle to meet extremely high expectations in the coming year. The bank believes thatEnergy, finance and healthcare stocks could be winnersIn contrast, the consumer discretionary, essential consumer goods and communications services sectors are expected to perform poorly.

Analysts at the bank said that energy, finance and some real estate stocks are the best options for seeking returns against inflation, while health care stocks stand out with their strong growth and sound returns at reasonable prices. On the contrary, as consumption slows and consumer spending shifts from goods to services, there should be capital outflows from the consumer-centric sector, while the communications services sector is simply overcrowded and may soon loosen.

JPMorgan Chase & CoThe market is expected to continue to rise next year, but more moderately. Configuration aspectRecommend investment opportunities such as energy, finance, consumer services, health care, and small stocks.

Goldman Sachs Group strategists are optimistic that the bull market in US stocks will continue into next year, maintaining the proposal of "overweight" technology stocks and upgrading the rating of health care stocks to "overweight".But he...Give "low" ratings to automobile and auto parts companiesConsider these stocks expensive and say investors should minimize their exposure to companies that are struggling in the current economic environment.

On the other hand, the big motorcycle simply and roughly put up a chart:It is recommended to increase holdings in the financial, health care and real estate sectors.Take a neutral attitude towards communications services, energy, industry, materials, consumer goods, public utilities and technology stocks other than hardware, and propose to reduce the holdings of non-essential consumer goods and technology hardware sectors.

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