近萬億美元基建法案，哪些美股將成爲贏家?
週二，美國國會參議院以69比30票批準了近萬億美元的跨黨派基建立法草案，該法案預計將於今年晚些時候提交國會衆議院審議。投資者正加緊尋找可能從基礎設施支出大幅增加中獲益的股票。
基金經理搶購有望從基礎設施法案中受益的股票，推高了標準普爾500指數的原材料和工業板塊，這兩類板塊今年迄今已上漲約18%。
不過，部分投資者正在更深入地挖掘一些領域，比如某些房地產投資信託基金和公用事業公司，尋找那些被低估的公司。
ProShares主題投資主管Scott Helfstein表示:“在人們不一定會聯想到基礎設施的領域，將會有大量支出。”
Helfstein稱，他的公司一直在加大對擁有港口和手機信號塔的房地產投資信託的押注，如冠城(CCI.US)，他認爲該公司將從基礎設施法案中獲益。冠城今年以來上漲了近20%，而標普美國房地產投資信託基金指數(S&P U.S. Real Estate REIT Index)上漲了約25%。他還持有一些天然氣公司的股票，包括威廉姆斯(WMB.US)等，他預計這些公司將從電氣化擴張中受益。
NFJ投資集團首席投資長John Mowrey一直在投資鐵路運營商諾福克南方(NSC.US)等公司。諾福克南方公司的股價今年僅上漲9%。 他認爲，隨着美國各地的建築材料運輸需求上升，該公司的收入將大幅增加。 諾福克南方公司的市盈率接近52周低點。
他還買入了美國水務(AWK.US)等公司的股票，因爲該公司有望從基礎設施法案中獲益。 Mowrey認爲：“它們有機會通過公共支出來更新系統，而不是全部由內部籌資來完成。”
因預期基建支出將增加，投資者已大量買入iShares美國基礎設施ETF(IFRA.US)等基礎設施類基金。根據理柏(Lipper)的數據，IFRA基金在過去六週中有五週的資金流入量爲正值，其中截至7月7日當週的資金流入達到創紀錄的5100萬美元。
不過，鑑於估值過高，且市場擔心美聯儲可能在未來幾周暗示將比預期更早縮減支持政策規模，一些人仍對全面增加新的基礎設施頭寸持謹慎態度，這可能引發資產價格動盪。
James Advantage Funds的基金經理Barry James表示:“我們目前處於持有觀望的狀態。”
不過，James仍採取了一些行動，增持了聯邦快遞(FDX.US)等物流公司以及亞馬遜(AMZN.US)等電子商務公司，因爲他預計基礎設施法案將縮短公路運輸配送的時間。
他表示:“我們認爲，我們已經度過了市場盈利的高峯期，但這項法案可能會給一些企業提供另一種催化劑。”
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