杰富瑞“首选股”大换血！纳入亚马逊(AMZN.US)、AppLovin(APP.US)与麦当劳(MCD.US)，聚焦AI基建与消费

智通财经05-18

智通财经APP获悉，华尔街金融巨头杰富瑞(Jefferies)在周一发布的一份研究报告中对其“首选股”(Franchise Picks)名单进行了调整。该投行股票团队将亚马逊(AMZN.US)、AppLovin(APP.US)、Credo Technology(CRDO.US)、麦当劳(MCD.US)、RadNet(RDNT.US)、赛默飞世尔科技(TMO.US)以及UL Solutions(...

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Including Amazon (AMZN.US), AppLovin (APP.US) and McDonald's (MCD.US) to focus on AI infrastructure and consumption","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c2cb12b541cabd83955236da31dc2a02","symbols_score_info":{"MCD":1.92,"AMZD":0.6,"MSFT":0.6,"GOOG":0.6,"NVDA":0.6,"AMZW":0.6,"META":0.6,"AMZU":0.6,"TSLA":0.6,"USAW.SI":0.6,"AMZP":0.6,"AAPL":0.6,"AZYY":0.6,"APP":1.92,"AMZY":0.6,"AMZN":1.95,"JEF":1.96,"AMZZ":0.6},"content_text":"智通财经APP获悉，华尔街金融巨头杰富瑞(Jefferies)在周一发布的一份研究报告中对其“首选股”(Franchise Picks)名单进行了调整。该投行股票团队将亚马逊(AMZN.US)、AppLovin(APP.US)、Credo Technology(CRDO.US)、麦当劳(MCD.US)、RadNet(RDNT.US)、赛默飞世尔科技(TMO.US)以及UL Solutions(ULS.US)纳入名单。此外，近期已加入的还包括美国医疗保健房地产信托(AHR.US)和Ovintiv(OVV.US)。与此同时，AIG(AIG.US)、博通(AVGO.US)、第一资本(COF.US)、Expand Energy(EXE.US)、GFL Environmental(GFL.US)、耐克(NKE.US)以及Snowflake(SNOW.US)被移出名单。此次新增的标的主要集中在AI算力基础设施建设领军者们、数字广告、医疗需求以及核心消费性价比等领域。Jefferies指出，随着算力逐步上线以及AI合作伙伴关系提振长期收入可见度，亚马逊的AWS业务正处于重新加速的早期阶段。AppLovin被视为移动游戏广告领域的领先平台，其直营电商业务也在不断壮大。而Credo Technology的入选，则是基于市场对主动电缆(AEC)渗透率仍处早期、有望支撑其持续增长至2028年及以后的预期。麦当劳方面，Jefferies预计其焕新后的“McValue”价值平台将支撑同店销售增长及市场份额提升，即便短期预期相对平淡。RadNet受益于PET、MRI及CT检查需求的增长，Jefferies看好其门诊影像需求的景气度。赛默飞世尔则被寄望于2026年下半年生物制药行业增长改善，从而迎来盈利拐点作为全球检测、检验与认证(TIC)行业的龙头，UL Solutions因其定价能力、宏观抗风险性以及潜在的AI相关检测需求而被纳入。Jefferies认为，该公司2026财年的业绩指引可能偏于保守。Jefferies表示，其“首选股”名单涵盖了该机构最具信心的“买入”评级美国市场研究标的，这些标的有差异化分析、催化剂因素以及估值带来的上行空间作为支撑。完整名单如下：","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2636028079","isCrawlerRequest":true}