Bank Of America Warns Energy Could Be 'Cheap For A Reason,' Highlights Utilities As Defensive Play
Bank Of America Warns Energy Could Be 'Cheap For A Reason,' Highlights Utilities As Defensive Play
美國銀行警告稱能源可能「便宜是有原因的」，並稱公用事業作爲防禦性投資。
Bank of America has reshuffled its sector outlooks, raising Utilities to "overweight" while downgrading Energy to "market-weight."
美國銀行調整了其行業前景，將公用事業上調至 「增持」，同時將能源評級下調至 「市場權重」。
The changes come as elevated volatility and policy uncertainty drive a recalibration of investment strategies. According to Savita Subramanian, Bank of America's head of U.S. equity strategy, the shifting economic and political landscape has altered the risk-reward profiles of these key sectors.
這些變化是在波動性加劇和政策不確定性推動投資策略調整之際發生的。根據美國銀行美國股票策略主管薩維塔·蘇布拉曼尼安的說法，不斷變化的經濟和政治格局改變了這些關鍵行業的風險回報狀況。
Utilities: Defensive Hedge With Growth Potential
公用事業：具有增長潛力的防禦性對沖工具
Subramanian argues that Utilities, as tracked by the Utilities Select Sector SPDR Fund (NYSE:XLU), long regarded as a defensive sector, have become increasingly attractive in the current rate environment.
蘇布拉曼尼安認爲，公用事業精選板塊SPDR基金（紐約證券交易所代碼：XLU）追蹤的長期以來一直被視爲防禦性板塊的公用事業在當前的利率環境中變得越來越有吸引力。
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