Morgan Stanley empfiehlt einen Wechsel zu großen Qualitätsaktien und nennt 15 Übergewicht-Picks, darunter Nvidia, Apple und Visa, während der Markt in ein Mid-Cycle-Umfeld übergeht.
Morgan Stanley names Nvidia as a large-cap quality overweight stock as earnings season approaches.
Micron is identified by Morgan Stanley as an overweight chipmaker meeting quality criteria.
Apple is highlighted among Morgan Stanley's overweight large-cap quality tech stocks.
SanDisk is listed by Morgan Stanley as an overweight stock under its quality screen.
Visa is named by Morgan Stanley as an overweight credit giant with quality characteristics.
Mastercard is included in Morgan Stanley's overweight list of high-quality large caps.
Costco is selected by Morgan Stanley as an overweight consumer staples quality stock.
Coca-Cola is highlighted as an overweight consumer staples stock by Morgan Stanley.
Lam Research is named as an overweight semiconductor equipment stock by Morgan Stanley.
Arista Networks is included in Morgan Stanley's overweight quality stock list.
Gilead Sciences is selected by Morgan Stanley as an overweight health care stock.
Seagate Technology is named by Morgan Stanley as an overweight large-cap quality stock.
Booking Holdings is highlighted by Morgan Stanley as an overweight travel stock.
UnitedHealth, although beaten-down, is listed by Morgan Stanley as an overweight quality holding.
ServiceNow, caught up in the software selloff, is named by Morgan Stanley as an overweight stock.
The Philadelphia Semiconductor Index is mentioned as a benchmark that has surged this year but pulled back from its June high.
S&P 500 earnings growth is referenced as context for Morgan Stanley's quality stock recommendations.
Der Morgan Stanley-Strategist Mike Wilson rät Investoren, sich auf große, qualitativ hochwertige Aktien zu konzentrieren, da die Wirtschaft in eine Mid-Cycle-Phase eintritt. Die Firma hebt 15 Unternehmen hervor, darunter Nvidia, Apple und Visa, die strenge Kriterien für das Gewinnwachstum und die Marktstabilität erfüllen, was auf einen Führungswechsel weg von rein zyklischen Halbleiterwerten hinweist.
Um sich zu qualifizieren, müssen Unternehmen zu den 1.000 größten nach Marktkapitalisierung gehören, steigende Gewinnschätzungen aufweisen, im oberen Drittel des Qualitäts-Screens der Bank rangieren und eine ‚Übergewicht‘-Bewertung halten.