2023年最强势的3大投资主题，2024也将延续？

金融界2023-11-17

BlackRock表示，投资者不必因为日历即将改变而放弃在2023年行之有效的主题。这家资产管理巨头周三发布了2024年主题展望，强调了一些已被证明成功的热门观点。其中包括人工智能和医疗保健，这两个主题在过去10个月分化的市场中产生了亮点。"由于有 6 万亿美元的资金处于观望状态，投资者显然乐于接受 5%的现金收益率，而对主题投资有些犹豫不决。但我们在主题展望中寻找的不仅仅是哪些是最引人注目的长期...

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href=https://usstock.jrj.com.cn/2023/11/17043838453720.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BlackRock表示，投资者不必因为日历即将改变而放弃在2023年行之有效的主题。这家资产管理巨头周三发布了2024年主题展望，强调了一些已被证明成功的热门观点。其中包括人工智能和医疗保健，这两个主题在过去10个月分化的市场中产生了亮点。\"由于有 6 万亿美元的资金处于观望状态，投资者显然乐于接受 5%的现金收益率，而对主题投资有些犹豫不决。但我们在主题展望中寻找的不仅仅是哪些是最引人注目的长期...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2023/11/17043838453720.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B1XK9C88.USD","symbol_name":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) 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HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","IRBO":"iShares Robotics and Artificial Intelligence Multisector ETF","IBB":"生物科技指数ETF-iShares Nasdaq"},"translate_title":"The three strongest investment themes in 2023 will continue in 2024?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"INDA":1,"IRBO":1,"AIQ":1,"LLY":1,"EPI":1,"EWW":1,"PPH":1,"IBB":1,"NVO":1,"MSFT":1,"FDN":0.9,"NVDA":0.7},"content_text":"BlackRock表示，投资者不必因为日历即将改变而放弃在2023年行之有效的主题。这家资产管理巨头周三发布了2024年主题展望，强调了一些已被证明成功的热门观点。其中包括人工智能和医疗保健，这两个主题在过去10个月分化的市场中产生了亮点。\"由于有 6 万亿美元的资金处于观望状态，投资者显然乐于接受 5%的现金收益率，而对主题投资有些犹豫不决。但我们在主题展望中寻找的不仅仅是哪些是最引人注目的长期主题，而是哪些是将在2024年达到新催化剂的最引人注目的长期主题，\"BlackRock主题和主动型股票ETF美国主管Jay Jacobs告诉CNBC。人工智能对人工智能的热情推动了Nvidia(MSFT)和微软（MSFT）等大型科技股的大涨。Jacobs说，2023年可能会成为人工智能的 \"培训年\"，但其好处可能会扩大。Jacobs说：\"我们更看重的是那些参与人工智能生态系统，但尚未享受到同样高水平回报的中小型纯人工智能公司。雅各布斯说，这可能包括其他半导体和网络类股票，以帮助建立技术基础设施，以及人工智能允许建立新经济的其他领域。\"IShares有一只广泛的人工智能基金-- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)--今年迄今为止上涨了26%。Global X Artificial Intelligence & Technology ETF (AIQ)对Nvidia和其他一些大盘股的权重较高，涨幅超过44%。Jacobs说，投资者还可以关注行业基金，如专注于半导体的基金，以获得更有针对性的投资机会。医疗保健医疗保健是 2023 年的另一个大赢家，制药公司在减肥和老年痴呆症的治疗方面取得了突破性进展。Jacobs说，这些新进展对商业的影响明年会更加明显。他说：\"我们认为 2024 年将是这些药物大规模商业化的一年，因为我们看到老龄化人口在美国真正开始占据主导地位。\"不过，在 Eli Lilly(LLY)和Novo Nordisk(NVO)等个股飙升的同时，许多医疗保健 ETF 在 2023 年却举步维艰。iShares Biotechnology ETF (IBB)今年下跌了约10%。VanEck Pharmaceutical ETF (PPH)在2023年大致持平。新兴市场BlackRock展望的另一个重点领域是新兴市场--尤其是那些受益于 \"供应链重新布线 \"的市场，Jacobs说。该公司重点关注的两个市场是墨西哥和印度。BlackRock的报告显示，根据对 20,000 多名投资者投资组合的分析，投资者对墨西哥和印度主题的投资不足 1%。根据FactSet的数据，以 iShares Mexico ETF (EWW)衡量的墨西哥股票今年表现强劲，总回报率达到25%。iShares MSCI India ETF (INDA)落后一点，总回报率约为 8%。竞争对手基金WisdomTree India Earnings Fund（EPI）在2023年表现更好，总回报率超过15%。\n\n\r\n            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