抗关税股息股大揭秘：11只收益稳健的“避风港”！

金十数据02-13

关税和贸易战——以及关税和贸易战的传闻——将长期存在。特别是股息投资者，现在需要让他们的投资组合免受关税的影响。这说起来容易做起来难。股息投资者通常寻求稳定，而唐纳德·特朗普总统的贸易政策完全不是稳定的。还有一个问题是，如何确切地弄清楚产品的组装地点以及零件的来源。例如，特斯拉将所有在美国销售的汽车都在美国组装，但任何一辆Model 3或Model Y的零件中，有相当一部分来自墨西哥和加拿大。...

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Y的零件中，有相当一部分来自墨西哥和加拿大。幸运的是，特斯拉不支付股息，所以我们在这里不必担心。\n但许多股息热门股票确实存在风险。摩根士丹利的策略师表示，科技硬件和汽车受关税影响最大。许多电子产品——例如苹果iPhone——是在美国以外的地方组装的，这可能带来定价、利润和供应链问题。至于汽车，福特汽车(F.N)首席执行官吉姆·法利表示，关税可能会使数十亿美元的利润化为乌有。\n花旗集团(C.N)的策略师指出，较安全的选择包括金融、能源、部分材料、消费必需品和消费服务，至少在关税方面是如此。保险公司、房地产管理公司和公用事业公司也位列风险较低的类别，并且是新投资理念的有前景领域。\n在这些行业框架下，寻找一些抗关税股息股票是可能的。分析师筛选了在罗素3000指数中的公司，要求它们具备高于平均水平的股息收益率、华尔街分析师的高评级和坚实的财务指标，并且所在的行业相对有利。\n这些公司包括Annaly Capital Management(NLY.N)，这是一家抵押贷款房地产投资信托基金（REIT），投资于住宅和商业抵押贷款，并赚取抵押贷款收益与借款成本之间的差额；以及Starwood Property Trust，这是一家传统的REIT，管理着一组房地产投资组合。\nViper Energy(VNOM.O)，作为一家版税信托基金，也符合条件。版税信托基金帮助资助商品开发，并通过生产资产赚钱，而无需承担运营矿井或油井的风险。\nCVS健康(CVS.N)和地方性银行Provident Financial Services(PFS.N)也入选了名单。\n这五家公司都是纯美国企业，股息收益率平均为7.4%，是罗素3000中股息支付公司的3.3%平均收益率的两倍多。超过75%的分析师对这些股票的评级为“买入”，远高于该指数公司57%的平均水平。\n菲利普莫里斯(PM.N)，这家香烟制造商也入选了。它的股息收益率约为3.6%，年股息为每股5.40美元，75%的分析师对其评级为“买入”。其低关税风险反而来自于它没有美国业务或制造业。菲利普·莫里斯在2008年从奥驰亚（Altria）分拆出来，自那时以来，每年都提高股息。2月6日，公司报告了超出预期的财报和业绩指引，股价上涨了11%。\n符合条件的公用事业公司包括AES、Northwestern 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