On September 2, Gr长汇 reported that Morgan Stanley recently released the latest dividend-paying stock investment portfolio list, made significant adjustments to reflect changes in the market dynamics, and carefully reevaluated risks and opportunities. The new list removes microsoft, aiming to realign the portfolio towards industries and companies that provide high dividend yields, defensive characteristics, and promising growth opportunities, which is particularly important against the backdrop of geopolitical tensions and changing economic conditions. The list introduces new stocks. $General Dynamics (GD.US)$ and $Constellation Energy (CEG.US)$ Analysts believe that the increase in global defense spending and the growing demand for electrical utilities, especially from data centers, are bullish for these two companies, making them very suitable for dividend investments. Morgan Stanley also made several adjustments to the weights of other stocks in the portfolio as part of its ongoing risk management process. This rebalancing aims to maintain attractive risk characteristics while ensuring the portfolio remains consistent with its benchmark. Morgan Stanley increased its positions in merck, M&T Bank, and johnson & johnson, all of which have high dividend levels and strong growth prospects. In contrast, Morgan Stanley reduced its positions in $T-Mobile US (TMUS.US)$ and $Starbucks (SBUX.US)$ The exposure is to reflect competitive pressure and potential challenges to maintaining growth.
大摩公布最新收息股策略:剔除微软 新引入通用动力和星座能源公司
Deutsche Bank announces its latest dividend strategy: excluding Microsoft, introducing General Dynamics and Constellation Energy.
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