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克里斯君

克里斯君

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10-10

$阿里巴巴(BABA)$ 大哥求你别跌了再跌我就要去天台了[喷血] [喷血] [喷血] [喷血]

10-03

$特斯拉(TSLA)$ 449 是什么压力位吗？

11-20

$美光科技(MU)$ 为什么经常性夜盘/盘前走高，开盘瞬间下杀？为了杀期权？

10-08

$特斯拉(TSLA)$ 离谱一买call就跌，一买put就涨

10-31

$理想汽车(LI)$ 想子这走势是冲着倒闭去了？

09-25

$Coinbase Global, Inc.(COIN)$ 最近到底是怎么回事？320-330区间震荡洗盘？

09-11

$Circle Internet Corp.(CRCL)$ 牛逼，120卖飞了

11-11

$Figma(FIG)$ 这票是废了吗？

10-23

$Coinbase Global, Inc.(COIN)$ 没救了？

09-18

$Palantir Technologies Inc.(PLTR)$ 咋回事儿？

06-27

$国泰君安国际(01788)$ 还好挂了限价单跑得快@小虎看单

11-20

$Circle Internet Corp.(CRCL)$ 开始建仓

10-28

$理想汽车(LI)$ 我在理想躲牛市[捂脸]

09-23

$英特尔(INTC)$ 打死不上30是吧😡

11-11

这篇文章不错，转发给大家看看

摩根士丹利：这些“潜在分红股”若启动派息，或将带来可观回报

10-28

这篇文章不错，转发给大家看看

埃克森美孚等10只高股息股适合在美股震荡市进行布局

10-24

$GOOG 20260618 270.0 CALL$

10-10

一脸懵逼

三大指数短线大幅跳水，纳指跌超0.9%

10-07

$理想汽车(LI)$ 虽然持仓多头，但是仍然不理解这货最近怎么这么弱

09-23

$COIN 20251010 330.0 CALL$ 你敢跌我就敢加[财迷]

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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 为什么经常性夜盘/盘前走高，开盘瞬间下杀？为了杀期权？","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 为什么经常性夜盘/盘前走高，开盘瞬间下杀？为了杀期权？","text":"$美光科技(MU)$ 为什么经常性夜盘/盘前走高，开盘瞬间下杀？为了杀期权？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/502296140861584","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087730716970710","authorId":"4087730716970710","name":"Huhbxbxbzhsu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4087730716970710","idStr":"4087730716970710"},"content":"这种玩法，多空都容易si","text":"这种玩法，多空都容易si","html":"这种玩法，多空都容易si"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502131312533808,"gmtCreate":1763609490965,"gmtModify":1763609493774,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 开始建仓","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> 开始建仓","text":"$Circle Internet Corp.(CRCL)$ 开始建仓","images":[{"img":"https://static.tigerbbs.com/e4222b0e6585a1633190db6178f7cbeb","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502131312533808","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":498983165464736,"gmtCreate":1762847113795,"gmtModify":1762847115479,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$ </a> 这票是废了吗？","listText":"<a href=\"https://laohu8.com/S/FIG\">$Figma(FIG)$ </a> 这票是废了吗？","text":"$Figma(FIG)$ 这票是废了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/498983165464736","isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498921070822120,"gmtCreate":1762831859167,"gmtModify":1762831861348,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498921070822120","repostId":"1168884106","repostType":2,"repost":{"id":"1168884106","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1762831244,"share":"https://www.laohu8.com/m/news/1168884106?lang=&edition=full","pubTime":"2025-11-11 11:20","market":"us","language":"zh","title":"摩根士丹利：这些“潜在分红股”若启动派息，或将带来可观回报","url":"https://stock-news.laohu8.com/highlight/detail?id=1168884106","media":"老虎资讯综合","summary":"根据摩根士丹利的分析，一些美股公司具备财务实力，有能力开始向股东支付股息。为了寻找这些“潜在分红股”，卡斯塔尼奥筛选出了那些目前尚未支付季度股息、净现金占市值比例超过5%、自由现金流收益率高于3%的公司。摩根士丹利指出，Schwab的净现金占市值比例为12.3%，自由现金流收益率为8.7%。其股价年初至今上涨约29%。Twilio预计2025年的自由现金流将在9.2亿至9.3亿美元之间。其股价今年迄今上涨近21%。","content":"<html><head></head><body><p style=\"text-align: left;\">根据摩根士丹利的分析，一些美股公司具备财务实力，有能力开始向股东支付股息。</p><p style=\"text-align: left;\">策略师托德·卡斯塔尼奥（Todd Castagno）在最新报告中指出，那些开始定期发放季度股息的公司，往往能为投资者带来显著超额回报。研究显示，在宣布派息后的六个月内，这类公司平均跑赢大盘650个基点，而在十二个月后，平均超出大盘920个基点。</p><p style=\"text-align: left;\">卡斯塔尼奥表示，在美股市场不确定性高或估值偏高的时期，分红还能帮助投资组合保持稳定。</p><p style=\"text-align: left;\">他表示，“在高风险和高估值时期，股息在投资者的总体回报中扮演更重要的角色，有助于降低波动性并支撑股价，当经济增长放缓、利率下降时，稳定且高收益的股息会变得更具吸引力，因为现金与固定收益投资的吸引力正在减弱。”</p><p style=\"text-align: left;\">为了寻找这些“潜在分红股”（dividend hopefuls），卡斯塔尼奥筛选出了那些目前尚未支付季度股息、净现金占市值比例超过5%、自由现金流收益率高于3%的公司。</p><p style=\"text-align: left;\">以下是摩根士丹利筛选出的部分公司名单：</p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">净现金占市值百分比</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">下一财年自由现金流收益率</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">年初至今回报</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>LYFT</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a> </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">11%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+83.14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>SCHW</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a> （Charles Schwab）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12.30%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.70%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+29.13%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>CART</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CART\">Instacart, Inc. (Maplebear Inc.)</a></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">16.20%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.30%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-11.71%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>DDS</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/DDS\">狄乐百货</a> （Dillard’s）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">6.80%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7.60%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+42.02%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>INCY</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/INCY\">因塞特医疗</a>（Incyte） </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14.20%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7.50%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+52.79%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>BMRN</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/BMRN\">拜玛林制药</a>（BioMarin Pharmaceutical） </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.90%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-20.03%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>ABNB</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>（ Airbnb）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.80%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-8.51%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>TWLO</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a> </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.70%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.40%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+20.85%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>NYT</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NYT\">纽约时报</a> （New York Times）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">6.00%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+20.08%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>SAM</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SAM\">波斯顿啤酒</a> （Boston Beer Company）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">4.50%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-32.65%</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>资料来源：摩根士丹利、FactSet</em></p><p style=\"text-align: left;\">卡斯塔尼奥指出，<a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a> 的自由现金流收益率为11%，净现金占市值的比例为12%。</p><p style=\"text-align: left;\">这家网约车公司近期公布的第三季度业绩超出市场预期，并录得<strong>2.778亿美元的创纪录自由现金流</strong>，高于去年同期的2.428亿美元。</p><p style=\"text-align: left;\">公司首席财务官埃琳·布鲁尔（Erin Brewer）在上周的财报声明中表示：“我们有良好条件加速增长，直到2025年底并延续至2026年。我们仍在按计划实现长期目标。”<br/>Lyft股价今年迄今已上涨约83%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1f34152b5b070a0f493b251186562dc\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a> （Charles Schwab）同样交出亮眼的第三季度成绩，盈利和收入均超出华尔街预期。</p><p style=\"text-align: left;\">此外，这家券商和金融服务公司上周四宣布，将以<strong>6.6亿美元</strong>收购私募市场平台<strong>Forge Global</strong>。</p><p style=\"text-align: left;\">首席执行官里克·乌斯特（Rick Wurster）在接受采访时表示：“借助嘉信理财的规模与影响力，我们将为该市场带来流动性与需求，推动更多美国投资者参与私募市场。”</p><p style=\"text-align: left;\">摩根士丹利指出，Schwab的净现金占市值比例为12.3%，自由现金流收益率为8.7%。其股价年初至今上涨约29%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e54d7ecde0ae3bc2c8a6b2d01e38bb88\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">另一方面， <strong><a href=\"https://laohu8.com/S/CART\">Instacart, Inc. (Maplebear Inc.)</a> 股价今年迄今下跌约12%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5050f1a399e1d978761bd5a09817ae19\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\"><strong>这家生鲜配送公司在周一盘前公布的财报，营收和盈利均超出预期。本月早些时候，Instacart还推出了一套全新的人工智能解决方案组合</strong>，帮助超市提升运营效率。<br/>公司目前的自由现金流收益率为8.3%，净现金占市值比例为16.2%。</p><p style=\"text-align: left;\">最后，<strong><a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a> 的净现金占市值比例为8.7%，自由现金流收益率为5.4%。</strong></p><p style=\"text-align: left;\">这家云通讯软件供应商在第三季度实现营收和盈利“双超预期”，并上调了全年收入、盈利及自由现金流目标。</p><p style=\"text-align: left;\">Twilio预计2025年的自由现金流将在<strong>9.2亿至9.3亿美元</strong>之间。</p><p style=\"text-align: left;\">其股价今年迄今上涨近21%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fc648ad88684aa304fe5a285b07d60e\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利：这些“潜在分红股”若启动派息，或将带来可观回报</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利：这些“潜在分红股”若启动派息，或将带来可观回报\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-11 11:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">根据摩根士丹利的分析，一些美股公司具备财务实力，有能力开始向股东支付股息。</p><p style=\"text-align: left;\">策略师托德·卡斯塔尼奥（Todd Castagno）在最新报告中指出，那些开始定期发放季度股息的公司，往往能为投资者带来显著超额回报。研究显示，在宣布派息后的六个月内，这类公司平均跑赢大盘650个基点，而在十二个月后，平均超出大盘920个基点。</p><p style=\"text-align: left;\">卡斯塔尼奥表示，在美股市场不确定性高或估值偏高的时期，分红还能帮助投资组合保持稳定。</p><p style=\"text-align: left;\">他表示，“在高风险和高估值时期，股息在投资者的总体回报中扮演更重要的角色，有助于降低波动性并支撑股价，当经济增长放缓、利率下降时，稳定且高收益的股息会变得更具吸引力，因为现金与固定收益投资的吸引力正在减弱。”</p><p style=\"text-align: left;\">为了寻找这些“潜在分红股”（dividend hopefuls），卡斯塔尼奥筛选出了那些目前尚未支付季度股息、净现金占市值比例超过5%、自由现金流收益率高于3%的公司。</p><p style=\"text-align: left;\">以下是摩根士丹利筛选出的部分公司名单：</p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">净现金占市值百分比</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">下一财年自由现金流收益率</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">年初至今回报</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>LYFT</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a> </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">11%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+83.14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>SCHW</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a> （Charles Schwab）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12.30%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.70%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+29.13%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>CART</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CART\">Instacart, Inc. (Maplebear Inc.)</a></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">16.20%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.30%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-11.71%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>DDS</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/DDS\">狄乐百货</a> （Dillard’s）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">6.80%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7.60%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+42.02%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>INCY</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/INCY\">因塞特医疗</a>（Incyte） </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14.20%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7.50%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+52.79%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>BMRN</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/BMRN\">拜玛林制药</a>（BioMarin Pharmaceutical） </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.90%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-20.03%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>ABNB</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>（ Airbnb）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.80%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-8.51%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>TWLO</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a> </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.70%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.40%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+20.85%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>NYT</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NYT\">纽约时报</a> （New York Times）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">6.00%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+20.08%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>SAM</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SAM\">波斯顿啤酒</a> （Boston Beer Company）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">4.50%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-32.65%</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>资料来源：摩根士丹利、FactSet</em></p><p style=\"text-align: left;\">卡斯塔尼奥指出，<a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a> 的自由现金流收益率为11%，净现金占市值的比例为12%。</p><p style=\"text-align: left;\">这家网约车公司近期公布的第三季度业绩超出市场预期，并录得<strong>2.778亿美元的创纪录自由现金流</strong>，高于去年同期的2.428亿美元。</p><p style=\"text-align: left;\">公司首席财务官埃琳·布鲁尔（Erin Brewer）在上周的财报声明中表示：“我们有良好条件加速增长，直到2025年底并延续至2026年。我们仍在按计划实现长期目标。”<br/>Lyft股价今年迄今已上涨约83%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1f34152b5b070a0f493b251186562dc\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a> （Charles Schwab）同样交出亮眼的第三季度成绩，盈利和收入均超出华尔街预期。</p><p style=\"text-align: left;\">此外，这家券商和金融服务公司上周四宣布，将以<strong>6.6亿美元</strong>收购私募市场平台<strong>Forge Global</strong>。</p><p style=\"text-align: left;\">首席执行官里克·乌斯特（Rick Wurster）在接受采访时表示：“借助嘉信理财的规模与影响力，我们将为该市场带来流动性与需求，推动更多美国投资者参与私募市场。”</p><p style=\"text-align: left;\">摩根士丹利指出，Schwab的净现金占市值比例为12.3%，自由现金流收益率为8.7%。其股价年初至今上涨约29%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e54d7ecde0ae3bc2c8a6b2d01e38bb88\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">另一方面， <strong><a href=\"https://laohu8.com/S/CART\">Instacart, Inc. (Maplebear Inc.)</a> 股价今年迄今下跌约12%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5050f1a399e1d978761bd5a09817ae19\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\"><strong>这家生鲜配送公司在周一盘前公布的财报，营收和盈利均超出预期。本月早些时候，Instacart还推出了一套全新的人工智能解决方案组合</strong>，帮助超市提升运营效率。<br/>公司目前的自由现金流收益率为8.3%，净现金占市值比例为16.2%。</p><p style=\"text-align: left;\">最后，<strong><a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a> 的净现金占市值比例为8.7%，自由现金流收益率为5.4%。</strong></p><p style=\"text-align: left;\">这家云通讯软件供应商在第三季度实现营收和盈利“双超预期”，并上调了全年收入、盈利及自由现金流目标。</p><p style=\"text-align: left;\">Twilio预计2025年的自由现金流将在<strong>9.2亿至9.3亿美元</strong>之间。</p><p style=\"text-align: left;\">其股价今年迄今上涨近21%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fc648ad88684aa304fe5a285b07d60e\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/5f85c955e3208ef4eece8dcd45934bb7","relate_stocks":{"SAM":"波斯顿啤酒","CART":"Instacart, Inc. (Maplebear Inc.)","BMRN":"拜玛林制药","ABNB":"爱彼迎","LYFT":"Lyft, Inc.","NYT":"纽约时报","TWLO":"Twilio Inc","DDS":"狄乐百货","INCY":"因塞特医疗","SCHW":"嘉信理财"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168884106","content_text":"根据摩根士丹利的分析，一些美股公司具备财务实力，有能力开始向股东支付股息。策略师托德·卡斯塔尼奥（Todd Castagno）在最新报告中指出，那些开始定期发放季度股息的公司，往往能为投资者带来显著超额回报。研究显示，在宣布派息后的六个月内，这类公司平均跑赢大盘650个基点，而在十二个月后，平均超出大盘920个基点。卡斯塔尼奥表示，在美股市场不确定性高或估值偏高的时期，分红还能帮助投资组合保持稳定。他表示，“在高风险和高估值时期，股息在投资者的总体回报中扮演更重要的角色，有助于降低波动性并支撑股价，当经济增长放缓、利率下降时，稳定且高收益的股息会变得更具吸引力，因为现金与固定收益投资的吸引力正在减弱。”为了寻找这些“潜在分红股”（dividend hopefuls），卡斯塔尼奥筛选出了那些目前尚未支付季度股息、净现金占市值比例超过5%、自由现金流收益率高于3%的公司。以下是摩根士丹利筛选出的部分公司名单：股票代码公司净现金占市值百分比下一财年自由现金流收益率年初至今回报LYFTLyft, Inc. 12%11%+83.14%SCHW 嘉信理财 （Charles Schwab）12.30%8.70%+29.13%CART Instacart, Inc. (Maplebear Inc.)16.20%8.30%-11.71%DDS 狄乐百货 （Dillard’s）6.80%7.60%+42.02%INCY 因塞特医疗（Incyte） 14.20%7.50%+52.79%BMRN 拜玛林制药（BioMarin Pharmaceutical） 8.10%5.90%-20.03%ABNB 爱彼迎（ Airbnb）12.10%5.80%-8.51%TWLO Twilio Inc 8.70%5.40%+20.85%NYT 纽约时报 （New York Times）6.00%5.10%+20.08%SAM 波斯顿啤酒 （Boston Beer Company）7%4.50%-32.65%资料来源：摩根士丹利、FactSet卡斯塔尼奥指出，Lyft, Inc. 的自由现金流收益率为11%，净现金占市值的比例为12%。这家网约车公司近期公布的第三季度业绩超出市场预期，并录得2.778亿美元的创纪录自由现金流，高于去年同期的2.428亿美元。公司首席财务官埃琳·布鲁尔（Erin Brewer）在上周的财报声明中表示：“我们有良好条件加速增长，直到2025年底并延续至2026年。我们仍在按计划实现长期目标。”Lyft股价今年迄今已上涨约83%。 嘉信理财 （Charles Schwab）同样交出亮眼的第三季度成绩，盈利和收入均超出华尔街预期。此外，这家券商和金融服务公司上周四宣布，将以6.6亿美元收购私募市场平台Forge Global。首席执行官里克·乌斯特（Rick Wurster）在接受采访时表示：“借助嘉信理财的规模与影响力，我们将为该市场带来流动性与需求，推动更多美国投资者参与私募市场。”摩根士丹利指出，Schwab的净现金占市值比例为12.3%，自由现金流收益率为8.7%。其股价年初至今上涨约29%。另一方面， Instacart, Inc. (Maplebear Inc.) 股价今年迄今下跌约12%。这家生鲜配送公司在周一盘前公布的财报，营收和盈利均超出预期。本月早些时候，Instacart还推出了一套全新的人工智能解决方案组合，帮助超市提升运营效率。公司目前的自由现金流收益率为8.3%，净现金占市值比例为16.2%。最后，Twilio Inc 的净现金占市值比例为8.7%，自由现金流收益率为5.4%。这家云通讯软件供应商在第三季度实现营收和盈利“双超预期”，并上调了全年收入、盈利及自由现金流目标。Twilio预计2025年的自由现金流将在9.2亿至9.3亿美元之间。其股价今年迄今上涨近21%。","news_type":1,"symbols_score_info":{"DDS":2,"INCY":2,"NYT":2,"SAM":2,"LYFT":2,"BMRN":2,"ABNB":2,"SCHW":2,"CART":2,"TWLO":2}},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495190056243392,"gmtCreate":1761904461092,"gmtModify":1761904462839,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 想子这走势是冲着倒闭去了？","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a> 想子这走势是冲着倒闭去了？","text":"$理想汽车(LI)$ 想子这走势是冲着倒闭去了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/495190056243392","isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567765491811758","authorId":"3567765491811758","name":"vanhan","avatar":"https://static.tigerbbs.com/84ecd75caad1237e6b3e86c83ef1720f","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3567765491811758","idStr":"3567765491811758"},"content":"那倒也不至于，毕竟召回了，如果不召回继续烧的话就不好说了。","text":"那倒也不至于，毕竟召回了，如果不召回继续烧的话就不好说了。","html":"那倒也不至于，毕竟召回了，如果不召回继续烧的话就不好说了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494917997826152,"gmtCreate":1761860462877,"gmtModify":1761860475023,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a> 还剩一手call 希望明天别跳水[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$ </a> 还剩一手call 希望明天别跳水[捂脸]&nbsp;&nbsp;","text":"$亚马逊(AMZN)$ 还剩一手call 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不会复制0731财报的走势吧","text":"$Coinbase Global, Inc.(COIN)$ 妈的 不会复制0731财报的走势吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494891879567560","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494877471314000,"gmtCreate":1761850212807,"gmtModify":1761850215354,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"感觉今晚的价格已经是在 price in 财报的预期了？ [捂脸] [捂脸]","listText":"感觉今晚的价格已经是在 price in 财报的预期了？ [捂脸] [捂脸]","text":"感觉今晚的价格已经是在 price in 财报的预期了？ [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494877471314000","repostId":"494758410875416","repostType":1,"repost":{"id":494758410875416,"gmtCreate":1761820972392,"gmtModify":1761820974272,"author":{"id":"3575767161110591","authorId":"3575767161110591","name":"单车变跑车6","avatar":"https://static.tigerbbs.com/07727a3397f4e2146c511d0338c14d7c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575767161110591","idStr":"3575767161110591"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 财报有人赌吗？好害怕😪","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 财报有人赌吗？好害怕😪","text":"$Coinbase Global, Inc.(COIN)$ 财报有人赌吗？好害怕😪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494758410875416","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494807390671632,"gmtCreate":1761832939437,"gmtModify":1761832941115,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 到底在跌什么？","listText":"<a href=\"https://laohu8.com/S/UNH\">$联合健康(UNH)$&nbsp;</a><v-v data-views=\"1\"></v-v> 到底在跌什么？","text":"$联合健康(UNH)$ 到底在跌什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494807390671632","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493982898234112,"gmtCreate":1761622041250,"gmtModify":1761622043352,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493982898234112","repostId":"1137363160","repostType":2,"repost":{"id":"1137363160","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761620129,"share":"https://www.laohu8.com/m/news/1137363160?lang=&edition=full","pubTime":"2025-10-28 10:55","market":"us","language":"zh","title":"埃克森美孚等10只高股息股适合在美股震荡市进行布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1137363160","media":"老虎资讯综合","summary":"$埃克森美孚$  $、 $孩之宝$ 和$美国景顺集团$等高股息股票或许是不错的选择。CFRA首席投资策略师萨姆·斯托瓦尔指出，配置高股息收益率股票是有效的防御策略，这类资产能在市场抛售中帮助投资者减少损失。其贝塔值仅为0.8，意味着当股市下跌10%时，这类股票平均跌幅仅为8%。但高股息策略也存在陷阱。虽然景顺股价在2024年已上涨逾30%，但其远期市盈率仅10倍，仍低于金融股16倍的平均水平。","content":"<html><head></head><body><p style=\"text-align: start;\">想在投资组合中采取防御策略？ <a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>  $(XOM)、 <a href=\"https://laohu8.com/S/HAS\">孩之宝</a> 和<a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>等高股息股票或许是不错的选择。</p><p style=\"text-align: start;\">近期美国美国股市表现与经济形势似乎背道而驰。标普500指数周一上涨超1%，在周五创下年内第34次历史新高后延续涨势。</p><p style=\"text-align: start;\">然而另一方面，美国政府停摆危机未解，就业市场持续放缓，通胀率始终维持在3%的高位——远高于美联储2%的政策目标。</p><p style=\"text-align: start;\">这种背离让众多投资者担忧股市迟早会出现回调。</p><p style=\"text-align: start;\">CFRA首席投资策略师萨姆·斯托瓦尔指出，配置高股息收益率股票是有效的防御策略，这类资产能在市场抛售中帮助投资者减少损失。</p><p style=\"text-align: start;\">斯托瓦尔将标普500成分股按股息率分为五档：最高档股票平均股息率达4.5%，且波动性远低于大盘。其贝塔值仅为0.8，意味着当股市下跌10%时，这类股票平均跌幅仅为8%。</p><p style=\"text-align: start;\">但高股息策略也存在陷阱。收益率最高的股票往往伴随特定风险。</p><p style=\"text-align: start;\">斯托瓦尔在报告中写道：&#34;如同过长的草叶容易被修剪，过高的股息率可能源于不可持续的派息比例。&#34;派息比例即股息占盈利的百分比。</p><p style=\"text-align: start;\">为筛选出派息可观且财务健康的标的，CFRA设置了以下标准：标普500成分股中股息率最高、获得基本面分析师&#34;买入&#34;或&#34;强烈买入&#34;评级，且派息比例不高于75%的10只股票。该标准可为投资者提供安全边际。</p><p style=\"text-align: start;\">入围名单包含多只股息投资者耳熟能详的蓝筹股：埃克森美孚(股息率3.4%)、 <a href=\"https://laohu8.com/S/MRK\">默沙东</a>(3.7%)和 <a href=\"https://laohu8.com/S/TGT\">塔吉特</a>  (4.7%)。</p><p style=\"text-align: start;\">但这些选择并非全无风险。</p><p style=\"text-align: start;\">以塔吉特为例，由于门店转型受阻且电商策略未达预期，其股价年内下跌近30%。该公司上周宣布作为业务重组计划的一部分，将裁员近2000个企业岗位。</p><p style=\"text-align: start;\">不过CFRA认为裁员是积极举措，有望帮助公司在未来几年重回正轨。分析师阿伦·桑达拉姆上周五指出：&#34;精简的组织架构将提升决策效率并激发创新活力。&#34;</p><p style=\"text-align: start;\">其他入选股票如孩之宝(股息率3.6%)和 <a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>(3.6%)今年表现强劲，且仍具上涨空间。</p><p style=\"text-align: start;\">《巴伦周刊》近期指出，景顺是传统共同基金管理公司中少数能在ETF新时代实现增长的机构。虽然景顺股价在2024年已上涨逾30%，但其远期市盈率仅10倍，仍低于金融股16倍的平均水平。</p><p style=\"text-align: start;\">除上述股票外，CFRA完整名单还包括： <a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a> (CMCSA，股息率4.9%)、 <a href=\"https://laohu8.com/S/EOG\">依欧格资源</a>(3.8%)、 <a href=\"https://laohu8.com/S/OMC\">宏盟集团</a> (3.5%)、 <a href=\"https://laohu8.com/S/SJM\">斯马克</a>  (4.2%)及 <a href=\"https://laohu8.com/S/VICI\">Vici Properties</a> (5.8%)。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>埃克森美孚等10只高股息股适合在美股震荡市进行布局</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n埃克森美孚等10只高股息股适合在美股震荡市进行布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-28 10:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">想在投资组合中采取防御策略？ <a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>  $(XOM)、 <a href=\"https://laohu8.com/S/HAS\">孩之宝</a> 和<a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>等高股息股票或许是不错的选择。</p><p style=\"text-align: start;\">近期美国美国股市表现与经济形势似乎背道而驰。标普500指数周一上涨超1%，在周五创下年内第34次历史新高后延续涨势。</p><p style=\"text-align: start;\">然而另一方面，美国政府停摆危机未解，就业市场持续放缓，通胀率始终维持在3%的高位——远高于美联储2%的政策目标。</p><p style=\"text-align: start;\">这种背离让众多投资者担忧股市迟早会出现回调。</p><p style=\"text-align: start;\">CFRA首席投资策略师萨姆·斯托瓦尔指出，配置高股息收益率股票是有效的防御策略，这类资产能在市场抛售中帮助投资者减少损失。</p><p style=\"text-align: start;\">斯托瓦尔将标普500成分股按股息率分为五档：最高档股票平均股息率达4.5%，且波动性远低于大盘。其贝塔值仅为0.8，意味着当股市下跌10%时，这类股票平均跌幅仅为8%。</p><p style=\"text-align: start;\">但高股息策略也存在陷阱。收益率最高的股票往往伴随特定风险。</p><p style=\"text-align: start;\">斯托瓦尔在报告中写道：&#34;如同过长的草叶容易被修剪，过高的股息率可能源于不可持续的派息比例。&#34;派息比例即股息占盈利的百分比。</p><p style=\"text-align: start;\">为筛选出派息可观且财务健康的标的，CFRA设置了以下标准：标普500成分股中股息率最高、获得基本面分析师&#34;买入&#34;或&#34;强烈买入&#34;评级，且派息比例不高于75%的10只股票。该标准可为投资者提供安全边际。</p><p style=\"text-align: start;\">入围名单包含多只股息投资者耳熟能详的蓝筹股：埃克森美孚(股息率3.4%)、 <a href=\"https://laohu8.com/S/MRK\">默沙东</a>(3.7%)和 <a href=\"https://laohu8.com/S/TGT\">塔吉特</a>  (4.7%)。</p><p style=\"text-align: start;\">但这些选择并非全无风险。</p><p style=\"text-align: start;\">以塔吉特为例，由于门店转型受阻且电商策略未达预期，其股价年内下跌近30%。该公司上周宣布作为业务重组计划的一部分，将裁员近2000个企业岗位。</p><p style=\"text-align: start;\">不过CFRA认为裁员是积极举措，有望帮助公司在未来几年重回正轨。分析师阿伦·桑达拉姆上周五指出：&#34;精简的组织架构将提升决策效率并激发创新活力。&#34;</p><p style=\"text-align: start;\">其他入选股票如孩之宝(股息率3.6%)和 <a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>(3.6%)今年表现强劲，且仍具上涨空间。</p><p style=\"text-align: start;\">《巴伦周刊》近期指出，景顺是传统共同基金管理公司中少数能在ETF新时代实现增长的机构。虽然景顺股价在2024年已上涨逾30%，但其远期市盈率仅10倍，仍低于金融股16倍的平均水平。</p><p style=\"text-align: start;\">除上述股票外，CFRA完整名单还包括： <a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a> (CMCSA，股息率4.9%)、 <a href=\"https://laohu8.com/S/EOG\">依欧格资源</a>(3.8%)、 <a href=\"https://laohu8.com/S/OMC\">宏盟集团</a> (3.5%)、 <a href=\"https://laohu8.com/S/SJM\">斯马克</a>  (4.2%)及 <a href=\"https://laohu8.com/S/VICI\">Vici Properties</a> (5.8%)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/faf744bbda13863e474545414171e3c5","relate_stocks":{"SJM":"斯马克","IVZ":"美国景顺集团","TGT":"塔吉特","MRK":"默沙东","HAS":"孩之宝","CMCSA":"康卡斯特","OMC":"宏盟集团","VICI":"Vici Properties","EOG":"依欧格资源","XOM":"埃克森美孚"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137363160","content_text":"想在投资组合中采取防御策略？ 埃克森美孚  $(XOM)、 孩之宝 和美国景顺集团等高股息股票或许是不错的选择。近期美国美国股市表现与经济形势似乎背道而驰。标普500指数周一上涨超1%，在周五创下年内第34次历史新高后延续涨势。然而另一方面，美国政府停摆危机未解，就业市场持续放缓，通胀率始终维持在3%的高位——远高于美联储2%的政策目标。这种背离让众多投资者担忧股市迟早会出现回调。CFRA首席投资策略师萨姆·斯托瓦尔指出，配置高股息收益率股票是有效的防御策略，这类资产能在市场抛售中帮助投资者减少损失。斯托瓦尔将标普500成分股按股息率分为五档：最高档股票平均股息率达4.5%，且波动性远低于大盘。其贝塔值仅为0.8，意味着当股市下跌10%时，这类股票平均跌幅仅为8%。但高股息策略也存在陷阱。收益率最高的股票往往伴随特定风险。斯托瓦尔在报告中写道：\"如同过长的草叶容易被修剪，过高的股息率可能源于不可持续的派息比例。\"派息比例即股息占盈利的百分比。为筛选出派息可观且财务健康的标的，CFRA设置了以下标准：标普500成分股中股息率最高、获得基本面分析师\"买入\"或\"强烈买入\"评级，且派息比例不高于75%的10只股票。该标准可为投资者提供安全边际。入围名单包含多只股息投资者耳熟能详的蓝筹股：埃克森美孚(股息率3.4%)、 默沙东(3.7%)和 塔吉特  (4.7%)。但这些选择并非全无风险。以塔吉特为例，由于门店转型受阻且电商策略未达预期，其股价年内下跌近30%。该公司上周宣布作为业务重组计划的一部分，将裁员近2000个企业岗位。不过CFRA认为裁员是积极举措，有望帮助公司在未来几年重回正轨。分析师阿伦·桑达拉姆上周五指出：\"精简的组织架构将提升决策效率并激发创新活力。\"其他入选股票如孩之宝(股息率3.6%)和 美国景顺集团(3.6%)今年表现强劲，且仍具上涨空间。《巴伦周刊》近期指出，景顺是传统共同基金管理公司中少数能在ETF新时代实现增长的机构。虽然景顺股价在2024年已上涨逾30%，但其远期市盈率仅10倍，仍低于金融股16倍的平均水平。除上述股票外，CFRA完整名单还包括： 康卡斯特 (CMCSA，股息率4.9%)、 依欧格资源(3.8%)、 宏盟集团 (3.5%)、 斯马克  (4.2%)及 Vici Properties (5.8%)。","news_type":1,"symbols_score_info":{"CMCSA":1.1,"IVZ":1.1,"SJM":1.1,"VICI":1.1,"XOM":1.1,"OMC":1.1,"HAS":1.1,"TGT":1.1,"EOG":1.1,"MRK":1.1}},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493955728871536,"gmtCreate":1761615650502,"gmtModify":1761615652273,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 我在理想躲牛市[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"1\"></v-v> 我在理想躲牛市[捂脸]&nbsp;&nbsp;","text":"$理想汽车(LI)$ 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CALL$","images":[{"img":"https://static.tigerbbs.com/478025472b883e2e58fe269c1803a30a","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492725855105408","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":492065740009640,"gmtCreate":1761153927665,"gmtModify":1761153929449,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 没救了？","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a> 没救了？","text":"$Coinbase Global, Inc.(COIN)$ 没救了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/492065740009640","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3445990815937032","authorId":"3445990815937032","name":"期权不隔夜","avatar":"https://static.tigerbbs.com/3027d52a93306f14ba4547a864966111","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3445990815937032","idStr":"3445990815937032"},"content":"好能装 比特币也不行了 一直在诱多","text":"好能装 比特币也不行了 一直在诱多","html":"好能装 比特币也不行了 一直在诱多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489572962877792,"gmtCreate":1760552291891,"gmtModify":1760552294425,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/GOOG 20260618 270.0 CALL\">$GOOG 20260618 270.0 CALL$</a> 又卖飞[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/GOOG 20260618 270.0 CALL\">$GOOG 20260618 270.0 CALL$</a> 又卖飞[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"$GOOG 20260618 270.0 CALL$ 又卖飞[捂脸] [捂脸] [捂脸] [捂脸]","images":[{"img":"https://static.tigerbbs.com/8dea55daf4ab303ad9d3960aedcc87a8","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489572962877792","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":489438246626008,"gmtCreate":1760519039410,"gmtModify":1760519041693,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"我也有同样的问题🙁","listText":"我也有同样的问题🙁","text":"我也有同样的问题🙁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489438246626008","repostId":"489434242957512","repostType":1,"repost":{"id":489434242957512,"gmtCreate":1760518060908,"gmtModify":1760518062700,"author":{"id":"4203501055375862","authorId":"4203501055375862","name":"想你的你到哪","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4203501055375862","idStr":"4203501055375862"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02670\">$云迹(02670)$ </a> 云迹这个股确定性这么强，为什么股价不行啊","listText":"<a href=\"https://laohu8.com/S/02670\">$云迹(02670)$ </a> 云迹这个股确定性这么强，为什么股价不行啊","text":"$云迹(02670)$ 云迹这个股确定性这么强，为什么股价不行啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489434242957512","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488634170704080,"gmtCreate":1760322589373,"gmtModify":1760322591603,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488634170704080","repostId":"488205013782920","repostType":1,"repost":{"id":488205013782920,"gmtCreate":1760198768544,"gmtModify":1760238002321,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667590215376","idStr":"3527667590215376"},"themes":[],"title":"美股回调3%，5%还是10%？","htmlText":"周五发完标题为“月底回调”的帖子后没几分钟就崩盘了，我想这跟说好的不一样啊。既然提前了，我想大家现在最关心的就是回调到什么点位可以抄底或者现在是不是应该对冲。我自己现在有5成多头仓位，因为就像文章里写的，准备点现金抄底。但对于这次崩盘我也没有做特别充分的准备，哪怕<a href=\"https://laohu8.com/TW/484278687167200\" target=\"_blank\">在国庆节前写了有VIX大单</a>赌暴跌 <a href=\"https://laohu8.com/OPT/VIX%2020251119%2032.0%20CALL\">$VIX 20251119 32.0 CALL$</a>。因为7月份之后做空氛围一直有，不过被多头打爆了。先说结论，虽然VIX涨幅低于4月，从做空细节上大盘跌幅略超出空头预期，所以本次下跌虽然非常值得抄底，但需要谨慎观察再出手。因为周五的期权数据要到周一盘前才会披露，所以本文采用的是周三和周四的期权开仓数据，对分析结果影响不大，主要是看看空头是怎么预判这次回调的。<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>从期权开仓可以看出本轮下跌空头布局很早，行权价非常有层次。10月8号开仓数据里有一些末日单腿看跌期权，这是平时开仓数据里比较罕见的，价外单方向末日买入。有一些腿甚至废了，比如9号到期659put和664put。但10号到期 <a href=\"https://laohu8.com/OPT/SPY 20251010 659.0 PUT\">$SPY 20251010 659.0 PUT$&nbsp;</a> 和13号到期651put <a href=\"https://laohu8.com/OPT/SPY%2020251013%20651.0%20PUT\">$SPY 2</a>","listText":"周五发完标题为“月底回调”的帖子后没几分钟就崩盘了，我想这跟说好的不一样啊。既然提前了，我想大家现在最关心的就是回调到什么点位可以抄底或者现在是不是应该对冲。我自己现在有5成多头仓位，因为就像文章里写的，准备点现金抄底。但对于这次崩盘我也没有做特别充分的准备，哪怕<a href=\"https://laohu8.com/TW/484278687167200\" target=\"_blank\">在国庆节前写了有VIX大单</a>赌暴跌 <a href=\"https://laohu8.com/OPT/VIX%2020251119%2032.0%20CALL\">$VIX 20251119 32.0 CALL$</a>。因为7月份之后做空氛围一直有，不过被多头打爆了。先说结论，虽然VIX涨幅低于4月，从做空细节上大盘跌幅略超出空头预期，所以本次下跌虽然非常值得抄底，但需要谨慎观察再出手。因为周五的期权数据要到周一盘前才会披露，所以本文采用的是周三和周四的期权开仓数据，对分析结果影响不大，主要是看看空头是怎么预判这次回调的。<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>从期权开仓可以看出本轮下跌空头布局很早，行权价非常有层次。10月8号开仓数据里有一些末日单腿看跌期权，这是平时开仓数据里比较罕见的，价外单方向末日买入。有一些腿甚至废了，比如9号到期659put和664put。但10号到期 <a href=\"https://laohu8.com/OPT/SPY 20251010 659.0 PUT\">$SPY 20251010 659.0 PUT$&nbsp;</a> 和13号到期651put <a href=\"https://laohu8.com/OPT/SPY%2020251013%20651.0%20PUT\">$SPY 2</a>","text":"周五发完标题为“月底回调”的帖子后没几分钟就崩盘了，我想这跟说好的不一样啊。既然提前了，我想大家现在最关心的就是回调到什么点位可以抄底或者现在是不是应该对冲。我自己现在有5成多头仓位，因为就像文章里写的，准备点现金抄底。但对于这次崩盘我也没有做特别充分的准备，哪怕在国庆节前写了有VIX大单赌暴跌 $VIX 20251119 32.0 CALL$。因为7月份之后做空氛围一直有，不过被多头打爆了。先说结论，虽然VIX涨幅低于4月，从做空细节上大盘跌幅略超出空头预期，所以本次下跌虽然非常值得抄底，但需要谨慎观察再出手。因为周五的期权数据要到周一盘前才会披露，所以本文采用的是周三和周四的期权开仓数据，对分析结果影响不大，主要是看看空头是怎么预判这次回调的。$标普500ETF(SPY)$从期权开仓可以看出本轮下跌空头布局很早，行权价非常有层次。10月8号开仓数据里有一些末日单腿看跌期权，这是平时开仓数据里比较罕见的，价外单方向末日买入。有一些腿甚至废了，比如9号到期659put和664put。但10号到期 $SPY 20251010 659.0 PUT$ 和13号到期651put $SPY 2","images":[{"img":"https://static.tigerbbs.com/fc5f0b68147ba065bb7a05c2be952e91"},{"img":"https://static.tigerbbs.com/23b58dea18cd5038c91cce9ff0392b72"},{"img":"https://static.tigerbbs.com/53ae5f798da09d2394308938336cadb9"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488205013782920","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487757746709256,"gmtCreate":1760109007509,"gmtModify":1760109009779,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"一脸懵逼","listText":"一脸懵逼","text":"一脸懵逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487757746709256","repostId":"1155247073","repostType":4,"repost":{"id":"1155247073","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1760108574,"share":"https://www.laohu8.com/m/news/1155247073?lang=&edition=full","pubTime":"2025-10-10 23:02","market":"us","language":"zh","title":"三大指数短线大幅跳水，纳指跌超0.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155247073","media":"老虎资讯综合","summary":"三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。","content":"<html><head></head><body><p>三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c26d3c77c4a4ab46b33b906e0ae4a0\" title=\"\" tg-width=\"929\" tg-height=\"323\"/></p><p>现货黄金短线拉升涨超0.7%，再次站上4000美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62597ecfdbb4e375e48afbf27647af39\" title=\"\" tg-width=\"279\" tg-height=\"85\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三大指数短线大幅跳水，纳指跌超0.9%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 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23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c26d3c77c4a4ab46b33b906e0ae4a0\" title=\"\" tg-width=\"929\" tg-height=\"323\"/></p><p>现货黄金短线拉升涨超0.7%，再次站上4000美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62597ecfdbb4e375e48afbf27647af39\" title=\"\" tg-width=\"279\" tg-height=\"85\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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11:20","market":"us","language":"zh","title":"摩根士丹利：这些“潜在分红股”若启动派息，或将带来可观回报","url":"https://stock-news.laohu8.com/highlight/detail?id=1168884106","media":"老虎资讯综合","summary":"根据摩根士丹利的分析，一些美股公司具备财务实力，有能力开始向股东支付股息。为了寻找这些“潜在分红股”，卡斯塔尼奥筛选出了那些目前尚未支付季度股息、净现金占市值比例超过5%、自由现金流收益率高于3%的公司。摩根士丹利指出，Schwab的净现金占市值比例为12.3%，自由现金流收益率为8.7%。其股价年初至今上涨约29%。Twilio预计2025年的自由现金流将在9.2亿至9.3亿美元之间。其股价今年迄今上涨近21%。","content":"<html><head></head><body><p style=\"text-align: left;\">根据摩根士丹利的分析，一些美股公司具备财务实力，有能力开始向股东支付股息。</p><p style=\"text-align: left;\">策略师托德·卡斯塔尼奥（Todd Castagno）在最新报告中指出，那些开始定期发放季度股息的公司，往往能为投资者带来显著超额回报。研究显示，在宣布派息后的六个月内，这类公司平均跑赢大盘650个基点，而在十二个月后，平均超出大盘920个基点。</p><p style=\"text-align: left;\">卡斯塔尼奥表示，在美股市场不确定性高或估值偏高的时期，分红还能帮助投资组合保持稳定。</p><p style=\"text-align: left;\">他表示，“在高风险和高估值时期，股息在投资者的总体回报中扮演更重要的角色，有助于降低波动性并支撑股价，当经济增长放缓、利率下降时，稳定且高收益的股息会变得更具吸引力，因为现金与固定收益投资的吸引力正在减弱。”</p><p style=\"text-align: left;\">为了寻找这些“潜在分红股”（dividend hopefuls），卡斯塔尼奥筛选出了那些目前尚未支付季度股息、净现金占市值比例超过5%、自由现金流收益率高于3%的公司。</p><p style=\"text-align: left;\">以下是摩根士丹利筛选出的部分公司名单：</p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">净现金占市值百分比</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">下一财年自由现金流收益率</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">年初至今回报</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>LYFT</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a> </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">11%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+83.14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>SCHW</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a> （Charles Schwab）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12.30%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.70%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+29.13%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>CART</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CART\">Instacart, Inc. (Maplebear Inc.)</a></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">16.20%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.30%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-11.71%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>DDS</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/DDS\">狄乐百货</a> （Dillard’s）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">6.80%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7.60%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+42.02%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>INCY</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/INCY\">因塞特医疗</a>（Incyte） </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14.20%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7.50%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+52.79%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>BMRN</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/BMRN\">拜玛林制药</a>（BioMarin Pharmaceutical） </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.90%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-20.03%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>ABNB</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>（ Airbnb）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.80%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-8.51%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>TWLO</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a> </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.70%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.40%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+20.85%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>NYT</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NYT\">纽约时报</a> （New York Times）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">6.00%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+20.08%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>SAM</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SAM\">波斯顿啤酒</a> （Boston Beer Company）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">4.50%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-32.65%</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>资料来源：摩根士丹利、FactSet</em></p><p style=\"text-align: left;\">卡斯塔尼奥指出，<a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a> 的自由现金流收益率为11%，净现金占市值的比例为12%。</p><p style=\"text-align: left;\">这家网约车公司近期公布的第三季度业绩超出市场预期，并录得<strong>2.778亿美元的创纪录自由现金流</strong>，高于去年同期的2.428亿美元。</p><p style=\"text-align: left;\">公司首席财务官埃琳·布鲁尔（Erin Brewer）在上周的财报声明中表示：“我们有良好条件加速增长，直到2025年底并延续至2026年。我们仍在按计划实现长期目标。”<br/>Lyft股价今年迄今已上涨约83%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1f34152b5b070a0f493b251186562dc\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a> （Charles Schwab）同样交出亮眼的第三季度成绩，盈利和收入均超出华尔街预期。</p><p style=\"text-align: left;\">此外，这家券商和金融服务公司上周四宣布，将以<strong>6.6亿美元</strong>收购私募市场平台<strong>Forge Global</strong>。</p><p style=\"text-align: left;\">首席执行官里克·乌斯特（Rick Wurster）在接受采访时表示：“借助嘉信理财的规模与影响力，我们将为该市场带来流动性与需求，推动更多美国投资者参与私募市场。”</p><p style=\"text-align: left;\">摩根士丹利指出，Schwab的净现金占市值比例为12.3%，自由现金流收益率为8.7%。其股价年初至今上涨约29%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e54d7ecde0ae3bc2c8a6b2d01e38bb88\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">另一方面， <strong><a href=\"https://laohu8.com/S/CART\">Instacart, Inc. (Maplebear Inc.)</a> 股价今年迄今下跌约12%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5050f1a399e1d978761bd5a09817ae19\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\"><strong>这家生鲜配送公司在周一盘前公布的财报，营收和盈利均超出预期。本月早些时候，Instacart还推出了一套全新的人工智能解决方案组合</strong>，帮助超市提升运营效率。<br/>公司目前的自由现金流收益率为8.3%，净现金占市值比例为16.2%。</p><p style=\"text-align: left;\">最后，<strong><a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a> 的净现金占市值比例为8.7%，自由现金流收益率为5.4%。</strong></p><p style=\"text-align: left;\">这家云通讯软件供应商在第三季度实现营收和盈利“双超预期”，并上调了全年收入、盈利及自由现金流目标。</p><p style=\"text-align: left;\">Twilio预计2025年的自由现金流将在<strong>9.2亿至9.3亿美元</strong>之间。</p><p style=\"text-align: left;\">其股价今年迄今上涨近21%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fc648ad88684aa304fe5a285b07d60e\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根士丹利：这些“潜在分红股”若启动派息，或将带来可观回报</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利：这些“潜在分红股”若启动派息，或将带来可观回报\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-11 11:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">根据摩根士丹利的分析，一些美股公司具备财务实力，有能力开始向股东支付股息。</p><p style=\"text-align: left;\">策略师托德·卡斯塔尼奥（Todd Castagno）在最新报告中指出，那些开始定期发放季度股息的公司，往往能为投资者带来显著超额回报。研究显示，在宣布派息后的六个月内，这类公司平均跑赢大盘650个基点，而在十二个月后，平均超出大盘920个基点。</p><p style=\"text-align: left;\">卡斯塔尼奥表示，在美股市场不确定性高或估值偏高的时期，分红还能帮助投资组合保持稳定。</p><p style=\"text-align: left;\">他表示，“在高风险和高估值时期，股息在投资者的总体回报中扮演更重要的角色，有助于降低波动性并支撑股价，当经济增长放缓、利率下降时，稳定且高收益的股息会变得更具吸引力，因为现金与固定收益投资的吸引力正在减弱。”</p><p style=\"text-align: left;\">为了寻找这些“潜在分红股”（dividend hopefuls），卡斯塔尼奥筛选出了那些目前尚未支付季度股息、净现金占市值比例超过5%、自由现金流收益率高于3%的公司。</p><p style=\"text-align: left;\">以下是摩根士丹利筛选出的部分公司名单：</p><table style=\"border-collapse: collapse;\"><colgroup><col/><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\">股票代码</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">公司</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">净现金占市值百分比</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">下一财年自由现金流收益率</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">年初至今回报</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>LYFT</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a> </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">11%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+83.14%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>SCHW</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a> （Charles Schwab）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12.30%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.70%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+29.13%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>CART</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/CART\">Instacart, Inc. (Maplebear Inc.)</a></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">16.20%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.30%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-11.71%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>DDS</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/DDS\">狄乐百货</a> （Dillard’s）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">6.80%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7.60%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+42.02%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>INCY</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/INCY\">因塞特医疗</a>（Incyte） </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">14.20%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7.50%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+52.79%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>BMRN</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/BMRN\">拜玛林制药</a>（BioMarin Pharmaceutical） </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.90%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-20.03%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>ABNB</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>（ Airbnb）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">12.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.80%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-8.51%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>TWLO</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a> </p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">8.70%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.40%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+20.85%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>NYT</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/NYT\">纽约时报</a> （New York Times）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">6.00%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">5.10%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">+20.08%</p></td></tr><tr><td style=\"text-align: left;\"><p style=\"text-align: left;\"><strong>SAM</strong></p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SAM\">波斯顿啤酒</a> （Boston Beer Company）</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">7%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">4.50%</p></td><td style=\"text-align: left;\"><p style=\"text-align: left;\">-32.65%</p></td></tr></tbody></table><p style=\"text-align: left;\"><em>资料来源：摩根士丹利、FactSet</em></p><p style=\"text-align: left;\">卡斯塔尼奥指出，<a href=\"https://laohu8.com/S/LYFT\">Lyft, Inc.</a> 的自由现金流收益率为11%，净现金占市值的比例为12%。</p><p style=\"text-align: left;\">这家网约车公司近期公布的第三季度业绩超出市场预期，并录得<strong>2.778亿美元的创纪录自由现金流</strong>，高于去年同期的2.428亿美元。</p><p style=\"text-align: left;\">公司首席财务官埃琳·布鲁尔（Erin Brewer）在上周的财报声明中表示：“我们有良好条件加速增长，直到2025年底并延续至2026年。我们仍在按计划实现长期目标。”<br/>Lyft股价今年迄今已上涨约83%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c1f34152b5b070a0f493b251186562dc\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a> （Charles Schwab）同样交出亮眼的第三季度成绩，盈利和收入均超出华尔街预期。</p><p style=\"text-align: left;\">此外，这家券商和金融服务公司上周四宣布，将以<strong>6.6亿美元</strong>收购私募市场平台<strong>Forge Global</strong>。</p><p style=\"text-align: left;\">首席执行官里克·乌斯特（Rick Wurster）在接受采访时表示：“借助嘉信理财的规模与影响力，我们将为该市场带来流动性与需求，推动更多美国投资者参与私募市场。”</p><p style=\"text-align: left;\">摩根士丹利指出，Schwab的净现金占市值比例为12.3%，自由现金流收益率为8.7%。其股价年初至今上涨约29%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e54d7ecde0ae3bc2c8a6b2d01e38bb88\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">另一方面， <strong><a href=\"https://laohu8.com/S/CART\">Instacart, Inc. (Maplebear Inc.)</a> 股价今年迄今下跌约12%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5050f1a399e1d978761bd5a09817ae19\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\"><strong>这家生鲜配送公司在周一盘前公布的财报，营收和盈利均超出预期。本月早些时候，Instacart还推出了一套全新的人工智能解决方案组合</strong>，帮助超市提升运营效率。<br/>公司目前的自由现金流收益率为8.3%，净现金占市值比例为16.2%。</p><p style=\"text-align: left;\">最后，<strong><a href=\"https://laohu8.com/S/TWLO\">Twilio Inc</a> 的净现金占市值比例为8.7%，自由现金流收益率为5.4%。</strong></p><p style=\"text-align: left;\">这家云通讯软件供应商在第三季度实现营收和盈利“双超预期”，并上调了全年收入、盈利及自由现金流目标。</p><p style=\"text-align: left;\">Twilio预计2025年的自由现金流将在<strong>9.2亿至9.3亿美元</strong>之间。</p><p style=\"text-align: left;\">其股价今年迄今上涨近21%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9fc648ad88684aa304fe5a285b07d60e\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/5f85c955e3208ef4eece8dcd45934bb7","relate_stocks":{"SAM":"波斯顿啤酒","CART":"Instacart, Inc. (Maplebear Inc.)","BMRN":"拜玛林制药","ABNB":"爱彼迎","LYFT":"Lyft, Inc.","NYT":"纽约时报","TWLO":"Twilio Inc","DDS":"狄乐百货","INCY":"因塞特医疗","SCHW":"嘉信理财"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168884106","content_text":"根据摩根士丹利的分析，一些美股公司具备财务实力，有能力开始向股东支付股息。策略师托德·卡斯塔尼奥（Todd Castagno）在最新报告中指出，那些开始定期发放季度股息的公司，往往能为投资者带来显著超额回报。研究显示，在宣布派息后的六个月内，这类公司平均跑赢大盘650个基点，而在十二个月后，平均超出大盘920个基点。卡斯塔尼奥表示，在美股市场不确定性高或估值偏高的时期，分红还能帮助投资组合保持稳定。他表示，“在高风险和高估值时期，股息在投资者的总体回报中扮演更重要的角色，有助于降低波动性并支撑股价，当经济增长放缓、利率下降时，稳定且高收益的股息会变得更具吸引力，因为现金与固定收益投资的吸引力正在减弱。”为了寻找这些“潜在分红股”（dividend hopefuls），卡斯塔尼奥筛选出了那些目前尚未支付季度股息、净现金占市值比例超过5%、自由现金流收益率高于3%的公司。以下是摩根士丹利筛选出的部分公司名单：股票代码公司净现金占市值百分比下一财年自由现金流收益率年初至今回报LYFTLyft, Inc. 12%11%+83.14%SCHW 嘉信理财 （Charles Schwab）12.30%8.70%+29.13%CART Instacart, Inc. (Maplebear Inc.)16.20%8.30%-11.71%DDS 狄乐百货 （Dillard’s）6.80%7.60%+42.02%INCY 因塞特医疗（Incyte） 14.20%7.50%+52.79%BMRN 拜玛林制药（BioMarin Pharmaceutical） 8.10%5.90%-20.03%ABNB 爱彼迎（ Airbnb）12.10%5.80%-8.51%TWLO Twilio Inc 8.70%5.40%+20.85%NYT 纽约时报 （New York Times）6.00%5.10%+20.08%SAM 波斯顿啤酒 （Boston Beer Company）7%4.50%-32.65%资料来源：摩根士丹利、FactSet卡斯塔尼奥指出，Lyft, Inc. 的自由现金流收益率为11%，净现金占市值的比例为12%。这家网约车公司近期公布的第三季度业绩超出市场预期，并录得2.778亿美元的创纪录自由现金流，高于去年同期的2.428亿美元。公司首席财务官埃琳·布鲁尔（Erin Brewer）在上周的财报声明中表示：“我们有良好条件加速增长，直到2025年底并延续至2026年。我们仍在按计划实现长期目标。”Lyft股价今年迄今已上涨约83%。 嘉信理财 （Charles Schwab）同样交出亮眼的第三季度成绩，盈利和收入均超出华尔街预期。此外，这家券商和金融服务公司上周四宣布，将以6.6亿美元收购私募市场平台Forge Global。首席执行官里克·乌斯特（Rick Wurster）在接受采访时表示：“借助嘉信理财的规模与影响力，我们将为该市场带来流动性与需求，推动更多美国投资者参与私募市场。”摩根士丹利指出，Schwab的净现金占市值比例为12.3%，自由现金流收益率为8.7%。其股价年初至今上涨约29%。另一方面， Instacart, Inc. (Maplebear Inc.) 股价今年迄今下跌约12%。这家生鲜配送公司在周一盘前公布的财报，营收和盈利均超出预期。本月早些时候，Instacart还推出了一套全新的人工智能解决方案组合，帮助超市提升运营效率。公司目前的自由现金流收益率为8.3%，净现金占市值比例为16.2%。最后，Twilio Inc 的净现金占市值比例为8.7%，自由现金流收益率为5.4%。这家云通讯软件供应商在第三季度实现营收和盈利“双超预期”，并上调了全年收入、盈利及自由现金流目标。Twilio预计2025年的自由现金流将在9.2亿至9.3亿美元之间。其股价今年迄今上涨近21%。","news_type":1,"symbols_score_info":{"DDS":2,"INCY":2,"NYT":2,"SAM":2,"LYFT":2,"BMRN":2,"ABNB":2,"SCHW":2,"CART":2,"TWLO":2}},"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493982898234112,"gmtCreate":1761622041250,"gmtModify":1761622043352,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493982898234112","repostId":"1137363160","repostType":2,"repost":{"id":"1137363160","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761620129,"share":"https://www.laohu8.com/m/news/1137363160?lang=&edition=full","pubTime":"2025-10-28 10:55","market":"us","language":"zh","title":"埃克森美孚等10只高股息股适合在美股震荡市进行布局","url":"https://stock-news.laohu8.com/highlight/detail?id=1137363160","media":"老虎资讯综合","summary":"$埃克森美孚$  $、 $孩之宝$ 和$美国景顺集团$等高股息股票或许是不错的选择。CFRA首席投资策略师萨姆·斯托瓦尔指出，配置高股息收益率股票是有效的防御策略，这类资产能在市场抛售中帮助投资者减少损失。其贝塔值仅为0.8，意味着当股市下跌10%时，这类股票平均跌幅仅为8%。但高股息策略也存在陷阱。虽然景顺股价在2024年已上涨逾30%，但其远期市盈率仅10倍，仍低于金融股16倍的平均水平。","content":"<html><head></head><body><p style=\"text-align: start;\">想在投资组合中采取防御策略？ <a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>  $(XOM)、 <a href=\"https://laohu8.com/S/HAS\">孩之宝</a> 和<a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>等高股息股票或许是不错的选择。</p><p style=\"text-align: start;\">近期美国美国股市表现与经济形势似乎背道而驰。标普500指数周一上涨超1%，在周五创下年内第34次历史新高后延续涨势。</p><p style=\"text-align: start;\">然而另一方面，美国政府停摆危机未解，就业市场持续放缓，通胀率始终维持在3%的高位——远高于美联储2%的政策目标。</p><p style=\"text-align: start;\">这种背离让众多投资者担忧股市迟早会出现回调。</p><p style=\"text-align: start;\">CFRA首席投资策略师萨姆·斯托瓦尔指出，配置高股息收益率股票是有效的防御策略，这类资产能在市场抛售中帮助投资者减少损失。</p><p style=\"text-align: start;\">斯托瓦尔将标普500成分股按股息率分为五档：最高档股票平均股息率达4.5%，且波动性远低于大盘。其贝塔值仅为0.8，意味着当股市下跌10%时，这类股票平均跌幅仅为8%。</p><p style=\"text-align: start;\">但高股息策略也存在陷阱。收益率最高的股票往往伴随特定风险。</p><p style=\"text-align: start;\">斯托瓦尔在报告中写道：&#34;如同过长的草叶容易被修剪，过高的股息率可能源于不可持续的派息比例。&#34;派息比例即股息占盈利的百分比。</p><p style=\"text-align: start;\">为筛选出派息可观且财务健康的标的，CFRA设置了以下标准：标普500成分股中股息率最高、获得基本面分析师&#34;买入&#34;或&#34;强烈买入&#34;评级，且派息比例不高于75%的10只股票。该标准可为投资者提供安全边际。</p><p style=\"text-align: start;\">入围名单包含多只股息投资者耳熟能详的蓝筹股：埃克森美孚(股息率3.4%)、 <a href=\"https://laohu8.com/S/MRK\">默沙东</a>(3.7%)和 <a href=\"https://laohu8.com/S/TGT\">塔吉特</a>  (4.7%)。</p><p style=\"text-align: start;\">但这些选择并非全无风险。</p><p style=\"text-align: start;\">以塔吉特为例，由于门店转型受阻且电商策略未达预期，其股价年内下跌近30%。该公司上周宣布作为业务重组计划的一部分，将裁员近2000个企业岗位。</p><p style=\"text-align: start;\">不过CFRA认为裁员是积极举措，有望帮助公司在未来几年重回正轨。分析师阿伦·桑达拉姆上周五指出：&#34;精简的组织架构将提升决策效率并激发创新活力。&#34;</p><p style=\"text-align: start;\">其他入选股票如孩之宝(股息率3.6%)和 <a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>(3.6%)今年表现强劲，且仍具上涨空间。</p><p style=\"text-align: start;\">《巴伦周刊》近期指出，景顺是传统共同基金管理公司中少数能在ETF新时代实现增长的机构。虽然景顺股价在2024年已上涨逾30%，但其远期市盈率仅10倍，仍低于金融股16倍的平均水平。</p><p style=\"text-align: start;\">除上述股票外，CFRA完整名单还包括： <a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a> (CMCSA，股息率4.9%)、 <a href=\"https://laohu8.com/S/EOG\">依欧格资源</a>(3.8%)、 <a href=\"https://laohu8.com/S/OMC\">宏盟集团</a> (3.5%)、 <a href=\"https://laohu8.com/S/SJM\">斯马克</a>  (4.2%)及 <a href=\"https://laohu8.com/S/VICI\">Vici Properties</a> (5.8%)。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>埃克森美孚等10只高股息股适合在美股震荡市进行布局</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n埃克森美孚等10只高股息股适合在美股震荡市进行布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-28 10:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">想在投资组合中采取防御策略？ <a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>  $(XOM)、 <a href=\"https://laohu8.com/S/HAS\">孩之宝</a> 和<a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>等高股息股票或许是不错的选择。</p><p style=\"text-align: start;\">近期美国美国股市表现与经济形势似乎背道而驰。标普500指数周一上涨超1%，在周五创下年内第34次历史新高后延续涨势。</p><p style=\"text-align: start;\">然而另一方面，美国政府停摆危机未解，就业市场持续放缓，通胀率始终维持在3%的高位——远高于美联储2%的政策目标。</p><p style=\"text-align: start;\">这种背离让众多投资者担忧股市迟早会出现回调。</p><p style=\"text-align: start;\">CFRA首席投资策略师萨姆·斯托瓦尔指出，配置高股息收益率股票是有效的防御策略，这类资产能在市场抛售中帮助投资者减少损失。</p><p style=\"text-align: start;\">斯托瓦尔将标普500成分股按股息率分为五档：最高档股票平均股息率达4.5%，且波动性远低于大盘。其贝塔值仅为0.8，意味着当股市下跌10%时，这类股票平均跌幅仅为8%。</p><p style=\"text-align: start;\">但高股息策略也存在陷阱。收益率最高的股票往往伴随特定风险。</p><p style=\"text-align: start;\">斯托瓦尔在报告中写道：&#34;如同过长的草叶容易被修剪，过高的股息率可能源于不可持续的派息比例。&#34;派息比例即股息占盈利的百分比。</p><p style=\"text-align: start;\">为筛选出派息可观且财务健康的标的，CFRA设置了以下标准：标普500成分股中股息率最高、获得基本面分析师&#34;买入&#34;或&#34;强烈买入&#34;评级，且派息比例不高于75%的10只股票。该标准可为投资者提供安全边际。</p><p style=\"text-align: start;\">入围名单包含多只股息投资者耳熟能详的蓝筹股：埃克森美孚(股息率3.4%)、 <a href=\"https://laohu8.com/S/MRK\">默沙东</a>(3.7%)和 <a href=\"https://laohu8.com/S/TGT\">塔吉特</a>  (4.7%)。</p><p style=\"text-align: start;\">但这些选择并非全无风险。</p><p style=\"text-align: start;\">以塔吉特为例，由于门店转型受阻且电商策略未达预期，其股价年内下跌近30%。该公司上周宣布作为业务重组计划的一部分，将裁员近2000个企业岗位。</p><p style=\"text-align: start;\">不过CFRA认为裁员是积极举措，有望帮助公司在未来几年重回正轨。分析师阿伦·桑达拉姆上周五指出：&#34;精简的组织架构将提升决策效率并激发创新活力。&#34;</p><p style=\"text-align: start;\">其他入选股票如孩之宝(股息率3.6%)和 <a href=\"https://laohu8.com/S/IVZ\">美国景顺集团</a>(3.6%)今年表现强劲，且仍具上涨空间。</p><p style=\"text-align: start;\">《巴伦周刊》近期指出，景顺是传统共同基金管理公司中少数能在ETF新时代实现增长的机构。虽然景顺股价在2024年已上涨逾30%，但其远期市盈率仅10倍，仍低于金融股16倍的平均水平。</p><p style=\"text-align: start;\">除上述股票外，CFRA完整名单还包括： <a href=\"https://laohu8.com/S/CMCSA\">康卡斯特</a> (CMCSA，股息率4.9%)、 <a href=\"https://laohu8.com/S/EOG\">依欧格资源</a>(3.8%)、 <a href=\"https://laohu8.com/S/OMC\">宏盟集团</a> (3.5%)、 <a href=\"https://laohu8.com/S/SJM\">斯马克</a>  (4.2%)及 <a href=\"https://laohu8.com/S/VICI\">Vici Properties</a> (5.8%)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/faf744bbda13863e474545414171e3c5","relate_stocks":{"SJM":"斯马克","IVZ":"美国景顺集团","TGT":"塔吉特","MRK":"默沙东","HAS":"孩之宝","CMCSA":"康卡斯特","OMC":"宏盟集团","VICI":"Vici Properties","EOG":"依欧格资源","XOM":"埃克森美孚"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137363160","content_text":"想在投资组合中采取防御策略？ 埃克森美孚  $(XOM)、 孩之宝 和美国景顺集团等高股息股票或许是不错的选择。近期美国美国股市表现与经济形势似乎背道而驰。标普500指数周一上涨超1%，在周五创下年内第34次历史新高后延续涨势。然而另一方面，美国政府停摆危机未解，就业市场持续放缓，通胀率始终维持在3%的高位——远高于美联储2%的政策目标。这种背离让众多投资者担忧股市迟早会出现回调。CFRA首席投资策略师萨姆·斯托瓦尔指出，配置高股息收益率股票是有效的防御策略，这类资产能在市场抛售中帮助投资者减少损失。斯托瓦尔将标普500成分股按股息率分为五档：最高档股票平均股息率达4.5%，且波动性远低于大盘。其贝塔值仅为0.8，意味着当股市下跌10%时，这类股票平均跌幅仅为8%。但高股息策略也存在陷阱。收益率最高的股票往往伴随特定风险。斯托瓦尔在报告中写道：\"如同过长的草叶容易被修剪，过高的股息率可能源于不可持续的派息比例。\"派息比例即股息占盈利的百分比。为筛选出派息可观且财务健康的标的，CFRA设置了以下标准：标普500成分股中股息率最高、获得基本面分析师\"买入\"或\"强烈买入\"评级，且派息比例不高于75%的10只股票。该标准可为投资者提供安全边际。入围名单包含多只股息投资者耳熟能详的蓝筹股：埃克森美孚(股息率3.4%)、 默沙东(3.7%)和 塔吉特  (4.7%)。但这些选择并非全无风险。以塔吉特为例，由于门店转型受阻且电商策略未达预期，其股价年内下跌近30%。该公司上周宣布作为业务重组计划的一部分，将裁员近2000个企业岗位。不过CFRA认为裁员是积极举措，有望帮助公司在未来几年重回正轨。分析师阿伦·桑达拉姆上周五指出：\"精简的组织架构将提升决策效率并激发创新活力。\"其他入选股票如孩之宝(股息率3.6%)和 美国景顺集团(3.6%)今年表现强劲，且仍具上涨空间。《巴伦周刊》近期指出，景顺是传统共同基金管理公司中少数能在ETF新时代实现增长的机构。虽然景顺股价在2024年已上涨逾30%，但其远期市盈率仅10倍，仍低于金融股16倍的平均水平。除上述股票外，CFRA完整名单还包括： 康卡斯特 (CMCSA，股息率4.9%)、 依欧格资源(3.8%)、 宏盟集团 (3.5%)、 斯马克  (4.2%)及 Vici Properties (5.8%)。","news_type":1,"symbols_score_info":{"CMCSA":1.1,"IVZ":1.1,"SJM":1.1,"VICI":1.1,"XOM":1.1,"OMC":1.1,"HAS":1.1,"TGT":1.1,"EOG":1.1,"MRK":1.1}},"isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492725855105408,"gmtCreate":1761315636301,"gmtModify":1761315647944,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/GOOG 20260618 270.0 CALL\">$GOOG 20260618 270.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/GOOG 20260618 270.0 CALL\">$GOOG 20260618 270.0 CALL$ </a>&nbsp;","text":"$GOOG 20260618 270.0 CALL$","images":[{"img":"https://static.tigerbbs.com/478025472b883e2e58fe269c1803a30a","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492725855105408","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":487757746709256,"gmtCreate":1760109007509,"gmtModify":1760109009779,"author":{"id":"3586482905130863","authorId":"3586482905130863","name":"克里斯君","avatar":"https://static.tigerbbs.com/95834783bde257b81037bc442950ea1c","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586482905130863","idStr":"3586482905130863"},"themes":[],"htmlText":"一脸懵逼","listText":"一脸懵逼","text":"一脸懵逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487757746709256","repostId":"1155247073","repostType":4,"repost":{"id":"1155247073","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1760108574,"share":"https://www.laohu8.com/m/news/1155247073?lang=&edition=full","pubTime":"2025-10-10 23:02","market":"us","language":"zh","title":"三大指数短线大幅跳水，纳指跌超0.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155247073","media":"老虎资讯综合","summary":"三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。","content":"<html><head></head><body><p>三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c26d3c77c4a4ab46b33b906e0ae4a0\" title=\"\" tg-width=\"929\" tg-height=\"323\"/></p><p>现货黄金短线拉升涨超0.7%，再次站上4000美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62597ecfdbb4e375e48afbf27647af39\" title=\"\" tg-width=\"279\" tg-height=\"85\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三大指数短线大幅跳水，纳指跌超0.9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-10 23:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>三大指数短线大幅跳水，纳指跌超0.9%，道琼斯跌超0.5%，标普跌超0.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3c26d3c77c4a4ab46b33b906e0ae4a0\" title=\"\" tg-width=\"929\" tg-height=\"323\"/></p><p>现货黄金短线拉升涨超0.7%，再次站上4000美元/盎司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62597ecfdbb4e375e48afbf27647af39\" title=\"\" tg-width=\"279\" tg-height=\"85\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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你敢跌我就敢加[财迷]&nbsp;&nbsp;","text":"$COIN 20251010 330.0 CALL$ 你敢跌我就敢加[财迷]","images":[{"img":"https://static.tigerbbs.com/fc685db9d9cbd47ec1a7f8984d2c8efa","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481440743346376","isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}