Morgan Stanley recomienda un cambio hacia acciones de calidad de gran capitalización, nombrando 15 selecciones sobreponderadas que incluyen Nvidia, Apple y Visa a medida que el mercado transita hacia un entorno de medio ciclo.
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.
El estratega de Morgan Stanley, Mike Wilson, aconseja a los inversores que se inclinen hacia acciones de gran capitalización y alta calidad a medida que la economía entra en una fase de medio ciclo. La firma destaca 15 empresas, incluyendo Nvidia, Apple y Visa, que cumplen con criterios estrictos de crecimiento de ganancias y estabilidad del mercado, señalando un cambio en el liderazgo alejándose de las acciones cíclicas puras de semiconductores.
Para calificar, las empresas deben estar entre las 1,000 más grandes por valor de mercado, mostrar estimaciones de ganancias en aumento, clasificarse en el tercio superior de la pantalla de calidad del banco y tener una calificación de 'sobreponderada'.