低估值高股息！这三只“现金奶牛”被市场错杀

金十数据2025-05-23

随着财政赤字担忧冲击市场，美股再次步入动荡格局。但若投资者能精选优质派息股，仍有望获得稳健收益。近期美债收益率飙升持续压制股市——周四30年期美债收益率最高触及5.161%，10年期基准国债收益率突破4.6%。此番美债抛售潮正值众议院通过特朗普总统的大规模税改法案并提交参议院审议，该法案将州和地方税抵扣上限从现行的1万美元大幅提升至4万美元。对于寻求长期投资的投资者，沃尔夫研究筛选出了一批兼具...

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These three \"cash cows\" were wrongly killed by the market","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"WAL":1,"VOYA":1,"QCOM":1},"content_text":"随着财政赤字担忧冲击市场，美股再次步入动荡格局。但若投资者能精选优质派息股，仍有望获得稳健收益。近期美债收益率飙升持续压制股市——周四30年期美债收益率最高触及5.161%，10年期基准国债收益率突破4.6%。此番美债抛售潮正值众议院通过特朗普总统的大规模税改法案并提交参议院审议，该法案将州和地方税抵扣上限从现行的1万美元大幅提升至4万美元。\n对于寻求长期投资的投资者，沃尔夫研究筛选出了一批兼具第二梯队股息收益率（即派息水平处于最高档60%-80%区间）和低市盈率的股票。第二梯队股息股可能是收益投资者的沃土，因为那些派息最丰厚的公司在财务承压时更可能削减股息。\n此外，过高的股息收益率往往暗示股价疲软或企业经营陷入困境。以下是沃尔夫研究遴选的部分标的：\n阿莱恩斯西部银行(WAL.N)入选该名单。该股年内下跌约13%，但提供2.1%的股息收益率。本月早些时候，Truist证券启动了对包括阿莱恩斯西部银行在内多家地区性银行的覆盖研究，给予这家凤凰城银行“买入”评级，称其是“有机增长最快的银行之一”。\n分析师戴维·史密斯指出：“2018-2022年间，阿莱恩斯西部银行曾是中小型银行中盈利能力最强的机构之一，有形普通股回报率长期保持在20%+。虽然2023/2024年因资产负债表强化导致回报率有所回落，但其‘糟糕年份’的表现仍处于同业中位数水平。\"尽管在2023年地区银行危机中遭受抛售，但该行已\"以强劲的资本和流动性状况重整旗鼓”，有望\"再次成为盈利能力领先的中型银行”。\n根据伦敦证券交易所集团数据，该股获得13位分析师中12人给予“买入”评级，共识目标价隐含27%上涨空间。FactSet数据显示，其当前股价仅为未来12个月预期盈利的7.7倍。\n高通(QCOM.O)同样入选名单。该股提供2.4%的股息收益率，年内仅下跌3%。FactSet数据显示，这家芯片制造商当前市盈率为12.4倍。虽然其最新季报营收与盈利双超预期，但本季度营收指引不及预期。\n不过疲软的展望并未动摇伯恩斯坦分析师斯特西·拉斯冈的看多立场，他在报告中表示：“短期内公司采取稳健策略，既不激进冒险也不过度悲观。当前业绩（稳健但未爆发）的成色让我们对管理潜在风险更有信心。”\n他特别指出：“即便投资者不买账，至少管理层在积极回购——鉴于当前估值，公司计划通过加大回购实现今年100%自由现金流回报。”\n据LSEG统计，覆盖高通的分析师中约半数给予“买入”评级，共识目标价隐含近20%上涨空间。\n最后，退休计划服务提供商Voya金融(VOYA.N)金融也通过了筛选。该股年内下跌超2%，但提供2.7%的股息收益率，前瞻市盈率仅7.6倍。\nPiper Sandler分析师约翰·巴尼奇在与管理层会晤后重申“增持”评级，指出多个可能推动股价的催化剂：包括第一季度约2亿美元的现金生成，以及对OneAmerica金融退休计划业务的整合成效。\n“OneAmerica为Voya提升了退休品牌价值，彰显了其对其他公司近年收缩市场的坚守”，巴尼奇强调Voya财富管理业务一季度还录得“惊人”的310亿美元资金流入。不过市场对该股分歧明显：LSEG数据显示13位分析师中仅6人建议“买入”，共识目标价隐含17%上涨空间。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2537118683","isCrawlerRequest":true}