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The Hottest Sectors for Canadian Investors in 2025

The Hottest Sectors for Canadian Investors in 2025

2025年加拿大投資者最熱門的行業
The Motley Fool ·  12/21 22:00

It's difficult to predict market trends late in 2025, but assuming the current trends will carry over to the beginning of the new year, we can identify some good sectors for Canadian investors to invest in.

預測到2025年底的市場趨勢是困難的,但假設當前的趨勢會延續到新的一年開始,我們可以爲加拿大投資者識別一些好的投資領域。

The tech sector

科技板塊

The tech sector and individual tech stocks like CGI (TSX:GIB.A) have increased steadily for the past several months. This IT and business consulting stock has increased 16% in the last six months. Assuming it might continue at this pace, the stock can offer you about 30% returns in the next year and double your capital in the next four years.

科技板塊和個股 科技股票相比 像CGI (TSX:GIb.A)這樣的科技股在過去幾個月中穩步增長。這隻業務諮詢股票在過去六個月中上漲了16%。假設這種增長速度能夠持續,股票在未來一年中可爲您提供大約30%的回報,並在未來四年中使您的資本翻倍。

While CGI is a healthy pick from the sector and a relatively conservative growth stock, you can benefit from this sector's bullish trend via another stock, too. The index has risen over 37% in just the last six months, and most of that growth took place in just the last three months, so the chances of most tech stocks making a strong entry into 2025 are quite decent.

雖然CGI是來自該板塊的一個健康選擇,且相對保守的增長股票,但您也可以通過另一隻股票受益於該板塊的看漲趨勢。該指數在過去六個月內上漲了超過37%,而且大部分增長是在過去三個月內發生的,因此大多數科技股票在2025年強勢進入的機會相當不錯。

The consumer discretionary sector

消費選擇板塊

The consumer discretionary sector has performed well in the last few months, and the momentum is likely to continue into the next year. This is especially true considering the interest rate cuts that may trigger more discretionary spending. The cuts won't directly impact companies like Magna International (TSX:MG), but the impact will eventually reach them.

消費選擇板塊在過去幾個月表現良好,而這種勢頭很可能會持續到明年。特別是考慮到可能引發更多消費支出的利率削減,這一點尤其如此。這些削減不會直接影響像曼格納國際(TSX:MG)這樣的公司,但影響最終會波及到他們。

The stock is currently growing at a decent pace—about 19% in the last three months. But it's also heavily discounted from its five-year peak and trading at roughly half its five-year peak valuation. This has made its dividends quite inviting, at a yield of around 4.2%. While it's not counted among undervalued stocks per se, the price-to-earnings ratio of 11.8 is another compelling reason to consider this stock.

該股票目前以相對不錯的速度增長——在過去三個月內約爲19%。但它也在從五年高峰中大幅打折,當前交易價格大約是其五年高峰估值的一半。這使得其分紅看起來非常誘人,收益率約爲4.2%。雖然它並未被算作 被低估的股票 本身而言, 市盈率 11.8 是考慮這支股票的另一個重要理由。

The healthcare sector

醫療健康板塊

There is one potential reason to buy into healthcare stocks, or more accurately, marijuana stocks in 2025—new leadership across the border. The president-elect is friendly toward federal marijuana legalization, and this can give a significant boost to stocks like Tilray Brands (TSX:TLRY) that already have a presence in the country.

在2025年,有一個潛在的理由可以買入醫療健康股票,或者更準確地說,是大麻股票——新任領導者的變化。新當選的總統對聯邦大麻合法化持友好態度,這可能會對像Tilray Brands (TSX:TLRY)這樣的股票產生顯著的推動,因爲它們在該國已經有了存在。

The current abysmal state of the stock is also worth considering. It's trading at a 92% discount from its five-year peak and a price of $1.7 per share. The market valuation is gradually inching towards the lower end of small-cap stocks.

目前股票的低迷狀態也是值得考慮的。它的交易價格比五年高峰低了92%,每股價格爲1.7美元。市場估值逐漸接近小型股的低端。

However, one benefit of this discount is that even a modest bit of optimism in the market may send this stock shooting upwards. A U.S. federal marijuana legalization can efficiently serve as that bullish catalyst.

然而,這一折扣的一個好處是,即使市場上有一點點樂觀情緒,也可能使這隻股票迅速上漲。美國聯邦大麻合法化可以有效地充當這個看好的催化劑。

Foolish takeaway

愚蠢的看法

The reasons vary from current momentum to international factors, but the three sectors are worth tracking in 2025. Factors like low interest rates may also impact the real estate sector if you seek more promising investment avenues.

原因從當前的動量到國際因素各不相同,但這三個板塊在2025年值得關注。如果你在尋找更有前景的投資渠道,低利率等因素也可能影響房地產業。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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