EXCLUSIVE: Beyond The Magnificent Seven — Direxion's Egilinsky Reveals Top Sector Picks
EXCLUSIVE: Beyond The Magnificent Seven — Direxion's Egilinsky Reveals Top Sector Picks
"The tech sector has continued to be a leader in 2024, with semiconductors once again outpacing the broader tech space," he said. This trend is partly due to the excitement surrounding AI.Direxion Managing Director Ed Egilinsky spoke to Benzinga about the sectors likely to benefit from the Federal Reserve's potential rate cuts as well as the 2024 presidential election.
Direxion首席執行官Ed Egilinsky對Benzinga表示，聯邦儲備有可能減息，這將使得一些板塊受益，同時也關係到2024年的總統選舉。
"In the current rotation trade environment, there are several sectors that could be impacted such as the Financials, Energy, Tech, and Healthcare/Biotech," Egilinsky said.
Egilinsky表示："在當前的輪動交易環境中，有幾個可能受到影響的板塊，例如金融，能源，科技和醫療/生物科技。"
Semiconductors – Driving The Tech Sector
半導體 - 推動科技板塊
Egilinsky emphasized the significant role of semiconductors in the tech sector's recent success.
Egilinsky強調了半導體在科技板塊最近成功的重要作用。
"The tech sector has continued to be a leader in 2024, with semiconductors once again outpacing the broader tech space," he said. This trend is partly due to the excitement surrounding AI.
他說："科技板塊在2024年繼續領先，半導體再次超過了整個科技行業，這一趨勢在一定程度上歸因於人工智能的激動。"
For traders looking to leverage this momentum, Egilinsky said, "We have seen inflows YTD with both our Direxion Daily Semiconductor Bull 3x Shares (NYSE:SOXL) and Direxion Daily Semiconductor Bear 3x Shares (NYSE:SOXS), as traders contemplate the next directional move."
對於想要利用這一勢頭的交易員，Egilinsky說："我們看到今年以來我們的Direxion Daily Semiconductor Bull 3x Shares (紐交所: SOXL)和Direxion Daily Semiconductor Bear 3x Shares (紐交所: SOXS)都有資金流入，交易員們在思考下一次的方向性移動。"
These ETFs are designed to capture short-term fluctuations in the semiconductor sector, offering investors tools to capitalize on its ongoing growth.
這些etf旨在捕捉半導體板塊的短期波動，爲投資者提供利用其持續增長的工具。
Sector Sensitivity Amid Political, Economic Shifts
在政治和經濟轉變中，板塊的敏感性
With Election Day on Nov. 5, Egilinsky highlighted how policy changes could affect various sectors in 2025.
11月5日選舉日到來，艾吉林斯基強調政策變化將如何影響2025年各個行業。
"The election outcome could have a major impact on policy and should create directional volatility in areas sensitive to policy shifts such as healthcare/biotech, financials, and energy," he explained.
他解釋道：「選舉結果可能對政策產生重大影響，並且應該對政策轉變敏感的領域，如醫療/生物科技、金融和能源，造成方向性的波動。」
Leveraged and inverse ETFs are poised to see increased activity depending on these policy changes:
根據這些政策變化，做多和做空ETF將可能見到增加的交易活動：
- Direxion Daily S&P Biotech Bull 3X Shares (NYSE:LABU) and Direxion Daily S&P Biotech Bear 3X Shares (NYSE:LABD),
- Direxion Energy Bull 2X Shares (NYSE:ERX) and Direxion Daily Energy Bear 2X Shares (NYSE:ERY)
- Direxion Financial Bull 3X Shares (NYSE:FAS) and Direxion Financial Bear 3X Shares (NYSE:FAZ)
- Direxion日度S&P生物技術牛市3倍槓桿ETF（NYSE:LABU）和Direxion日度S&P生物技術熊市3倍槓桿ETF（NYSE:LABD）
- Direxion能源牛市2倍槓桿ETF（NYSE:ERX）和Direxion日度能源熊市2倍槓桿ETF（NYSE:ERY）
- Direxion金融牛市3倍槓桿ETF（NYSE:FAS）和Direxion金融熊市3倍槓桿ETF（NYSE:FAZ）
Read Also: EXCLUSIVE: Which Magnificent 7 Stock Would Investors Put $1,000 In Today? 44% Of Benzinga Readers Pick This Company
閱讀更多：獨家報道：投資者今天會在哪隻科技七巨頭的股票上投入1000美元？44%的Benzinga讀者選擇了這家公司
Diversifying Beyond The Magnificent Seven
超越科技七巨頭的多元化投資
Egilinsky also discussed the challenge of diversifying beyond the top-performing Magnificent Seven stocks: Apple Inc. (NASDAQ:AAPL), Amazon.com Inc (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT), Tesla Inc (NASDAQ:TSLA), and Nvidia Corp (NASDAQ:NVDA).
Egilinsky還討論了超越表現最佳的科技七巨頭股票的多樣化挑戰：蘋果公司(NASDAQ:AAPL)，亞馬遜公司(NASDAQ:AMZN)，alphabet inc(NASDAQ:GOOG) (NASDAQ:GOOGL)，meta platforms公司(NASDAQ:META)，微軟公司(NASDAQ:MSFT)，特斯拉公司(NASDAQ:TSLA)，以及英偉達公司(NASDAQ:NVDA)。
"We see many investors looking to diversify beyond the Magnificent Seven stocks," he said. For those seeking broader exposure, the Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE) offers an equal weight approach to the NASDAQ 100 Index, potentially providing additional sources of returns.
「我們看到許多投資者希望實現超越科技七巨頭股票的多樣化，」他說。對於那些尋求更廣泛曝光的投資者，納斯達克100指數等權指數etf（NASDAQ:QQQE）採用等權方式，可能提供額外的回報來源。
Real Estate, Utilities: Benefiting From Rate Cut Expectations
房地產業，公用事業：受益於減息預期
Egilinsky also noted the performance of real estate and utilities in light of anticipated rate cuts.
Egilinsky還指出了在預期的減息光環下房地產和公用事業的表現。
"The Real Estate and Utilities markets recently hit two-year highs as the realization that the Fed will start cutting interest rates has helped both sectors be amongst the best-performing sectors thus far this quarter," he said.
「隨着人們意識到聯儲局即將開始減息，房地產和公用事業市場最近達到兩年來的最高點，這有助於這兩個板塊成爲本季度迄今爲止表現最佳的板塊之一，」他說。
For investors looking to ride this momentum, ETFs like the Direxion Daily Utilities Bull 3X Shares (NYSE:UTSL) and Direxion Daily Real Estate Bull 3X Shares (NYSE:DRN) are worth considering.
對於希望乘此勢頭的投資者，像Direxion擅長能源etf-2倍做多(NYSE:UTSL)和Direxion擅長房地產業etf-2倍做多(NYSE:DRN)這樣的etf值得考慮。
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。
