从历史数据来看，美国10年期国债收益率和公用事业精选行业指数ETF-SPDR有明显的负相关性，而10年期美债收益率的逐步下降，也为公用事业股的上升奠定了基础。Editor's note: "US Stock Gold Mining" Keep up with daily market trends, insight, and consolidate hot and outstanding stocks, providing multi-dimensional investment opportunities for Mooer and helping them grasp investment opportunities with one chart! Focus on: 1. Performance and stock prices take off! Global fast fashion giant $Gap Inc (GPS.US)$ soared nearly 29% after its performance, reaching a new high for the year. Gap announced its first fiscal 2023 first-quarter results, with net sales of $3.4 billion, exceeding analysts' expectations of $3.28 billion, and earnings per share of $0.41, with overall comparable sales growth of 3%, better than expected 0.91%. In addition, the gross profit margin for the quarter reached 41.2%, higher than analysts' forecast of 38.5%. Its subsidiary brand Old Navy's same-store sales grew by 3%, exceeding market expectations of 2.5%. Based on this, Gap raised its sales and operating profit outlook for the year. Baird has recently raised its target share price for Gap from $23 to $28, and Goldman Sachs has raised its target share price for Gap from $20 to $27. 2. US electric power stocks collectively agitated! The largest wind and solar power generator developer in the United States $NextEra Energy (NEE.US)$, the fourth largest power plant in the United States $Southern Company (SO.US)$, the power and natural gas company $CenterPoint Energy (CNP.US)$, and the electrical production and transmission company $Edison International (EIX.US)$ have all reached new highs for the year. On the news front, as AI technology often requires a lot of energy to develop and operate, utility stocks are becoming a new opportunity for investors. 3. Low-key AI beneficiaries! Data storage giantToday's weather is good Today's weather is good.Please use your Futubull account to access the feature.
1. Crediting expectations have triggered! The second largest wireless operator in the United States.$AT&T (T.US)$Rise another 1.55%, with an annual increase of over 31%.
As a type of public utility stock, telecom stocks are almost a sure bet with the Fed's rate cut in September, causing the yield on 10-year Treasury notes to decline to around 3.8%. This change makes dividend yields of utility stocks relatively more attractive, providing investors with an alternative investment option in a low-interest rate environment.
From historical data, there is a significant negative correlation between the U.S. 10-year treasury notes yield and the utilities select sector index ETF-SPDR, and the gradual decline in the 10-year treasury notes yield has also laid the foundation for the rise of utility stocks.
2. Is the real estate sector undergoing a turning point? Multiple companies have reached new highs this year.$Sun Communities Inc (SUI.US)$ rose 2.74% on Friday,$Equity Lifestyle Properties Inc (ELS.US)$rose 2.13%,$Crown Castle (CCI.US)$rose 1.98%,$American Tower Corp (AMT.US)$Up by 1.08%.
In recent years, REITs (real estate investment trusts) have been struggling due to macroeconomic reasons, as well as specific industry reasons related to office and retail REITs vacancy rates after the pandemic, despite other real estate sub-sectors still being healthy.
Unlike common stocks, REITs must distribute at least 90% of their cash flow to shareholders in the form of dividends or operating income to maintain their unique tax status. Due to their limited retained cash flow, REITs rely heavily on capital markets to fund their operations. This means they often carry more debt than non-REIT stocks, which is a disadvantage in the rising interest rate environment we have experienced in recent years.
3. Ten-day consecutive gains!$The Travelers Companies (TRV.US)$Last Friday, it rose by 1.13% to reach a new all-time high, receiving bullish views from major banks.
The Travelers Companies is an American property insurance company, as well as an investment bank, commercial lending, and financing services. It was once a subsidiary of Citigroup.
Barclays analyst, Tracy Benguigui, maintained a buy rating for The Travelers Companies, with a target price of $286, which still represents nearly a 22% upside compared to $234.46.
At the end of the financial reporting season, the stock prices of multiple companies soared after their performances. A internet of things company$Samsara (IOT.US)$Rising by 13.6% last Friday, the insurance industry software developer$Guidewire Software (GWRE.US)$rose by 12.36%, a software company$DocuSign (DOCU.US)$rose by 3.97%, $NIO Inc (NIO.US)$US stocks rose by 3.51% again, with a cumulative increase of over 18% in the two days after its performance, and Hong Kong stocks rose by more than 13% today.
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