一旦美联储结束加息周期转向降息，美股市场上“差生”将快速变为“优等生”。
As the US Federal Reserve's monetary policy shifts from tightening to easing, savvy investors are also asking further questions about which assets are expected to have investment opportunities in a global monetary policy shift, declining interest rates, and an upcoming round of liquidity easing.
除了此前文章提及的医疗股,公共事业股,Consumer staples.In addition, this article will bring to mooer the communication services industry, which is another major beneficiary in the Federal Reserve's interest rate cut cycle.
From the industry performance this year, the communication services industry has shown strong trends. $The Communication Services Select Sector SPDR® Fund (XLC.US)$ It has risen nearly 19% since the beginning of the year, far outperforming the three major indices.
The communications services industry - a shining star in the interest rate cut cycle.
During the overnight US stock market's "earthquake," the US telecom giant $Verizon (VZ.US)$Please use your Futubull account to access the feature.$AT&T (T.US)$ But it hits a new high against the market.
From the performance of the communications services industry this year, the streaming music service giant $Spotify Technology (SPOT.US)$ has accumulated a nearly 75% increase for the year, reaching a historical high at one point; the advertising industry giant $Meta Platforms (META.US)$ and the new entertainment giant $TKO Group Holdings (TKO.US)$ Up nearly 45% year-to-date; media giant $Fox Corp-A (FOXA.US)$ , streaming media giant $Netflix (NFLX.US)$ up nearly 40%; US telecommunications giant $T-Mobile US (TMUS.US)$ Nvidia. $Verizon (VZ.US)$ The American media giant $Liberty Formula One-A (FWONA.US)$ also rose by about 20%, while the world's largest advertising giant $omnicom group(OMC.US)$ increased by over 16%. $Omnicom Group (OMC.US)$ .
$The Communication Services Select Sector SPDR® Fund (XLC.US)$Please use your Futubull account to access the feature.$Vanguard Communication Services ETF (VOX.US)$Please use your Futubull account to access the feature.$Fidelity Covington Trust Msci Communication Services Index Etf (FCOM.US)$Please use your Futubull account to access the feature.$First Tr Exchange Traded Fd Ii Indxx Nextg Etf (NXTG.US)$Please use your Futubull account to access the feature.$Ishares Global Telecom Etf (IXP.US)$ , with a year-to-date increase of approximately 10%-18%.
What are the advantages of the communications services industry during an interest rate cut cycle?
In the information age, people's reliance on communications services has been increasing. Whether it's high-speed and stable network connections or diverse digital content, they have become an indispensable part of people's lives and work.
During an interest rate cut cycle, communications service companies can obtain lower financing costs, thereby increasing investment in technology research and development, infrastructure construction, and market expansion. The widespread application of 5G technology, the booming development of the Internet of Things, and the continuous innovation of digital entertainment have brought broad development opportunities to the communications services industry.
At the same time, the competitive landscape of the communications services industry is constantly evolving. Those companies that are at the forefront of technological innovation and user experience will gain more market share and profit growth during an interest rate cut cycle.
Is the US expected to cut interest rates? Interest rate-sensitive long bonds, small-value stocks, biotech stocks and other assets have benefited from the rebound, and savvy investors who have deployed early have already gained profits! If you are still unsure about which assets to allocate during an interest rate cut cycle? How to allocate?Take a look at the "Interest Rate Investment Lazy Pack" course, which comes with the most comprehensive guide >>.
Editor/Somer