Morgan Stanley recommande un passage aux actions de qualité de grande capitalisation, en nommant 15 choix surpondérés, dont Nvidia, Apple et Visa, alors que le marché transitionne vers un environnement de cycle intermédiaire.
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.
Le stratège de Morgan Stanley, Mike Wilson, conseille aux investisseurs de se tourner vers des actions de grande capitalisation et de haute qualité alors que l'économie entre dans une phase intermédiaire. La société met en avant 15 entreprises, dont Nvidia, Apple et Visa, qui répondent à des critères stricts de croissance des bénéfices et de stabilité du marché, signalant un changement de leadership loin des jeux cycliques purement liés aux semi-conducteurs.
Pour se qualifier, les entreprises doivent figurer parmi les 1 000 plus grandes par valeur de marché, montrer des estimations de bénéfices en hausse, se classer dans le tiers supérieur de l'écran de qualité de la banque et avoir une note 'surpondérée'.