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卡塔爾世界盃開啓!這些美股值得關注

2022年卡塔爾世界盃已於11月20日開啓,並將持續到12月18日。這屆世界盃預計將吸引50億觀衆,使其成爲歷史上觀看人數最多的體育賽事。對於美股投資者來說,以下這些股票是值得在世界盃期間關注的。

體育博彩行業可能是受世界盃影響最大的。自2014年以來,體育博彩行業掀起了一波合法化浪潮。體育博彩記者Geoff Zochonde預測,DraftKings(DKNG.US)和Flutter Entertainment(PDYPY.US)旗下FanDuel將受到世界盃的顯著提振。他還認爲,世界盃可能是美國規模較小、但在國外有根基的博彩公司向美國客戶展示更深層次博彩市場的機會。

知名投資公司Roundhill Investment的分析師Will Hershey認爲,世界盃可能會讓Entain(GMVHY.US)以及諸如Kindred Group和888 Holdings等歐洲博彩股受益。分析人士還指出,美高梅(MGM.US)和凱撒娛樂(CZR.US)在世界盃上的促銷活動也將給它們帶來好處。Bettson、Bet365和Super Group(SGHC.US)旗下的Betway這些規模較小的博彩公司可能會在第四季度迎來大幅增長。

美國銀行預計,在體育博彩行業之外,拉丁美洲最大的啤酒生產商、世界第四大啤酒生產商Ambev SA(ABEV.US)的啤酒銷售通常會在世界盃期間逐步增加。Evercore ISI則認爲,全球對世界盃的關注將會給百威英博(BUD.US)在本季度來打巨大利好,儘管百威英博因世界盃體育場禁售啤酒的決定遇到了一些困難,但這些銷售額只是百威英博從世界盃獲得的整體收益中的一小部分。

加密貨幣市場的因FTX崩盤經歷了災難性的兩週之後,正希望在世界盃上創造一些積極的消息。投資者將會看到包括體育迷代幣、Web 3.0、NFT驅動的交易遊戲、品牌NFT以及元宇宙在內的促銷活動,Roblox(RBLX.US)和幣安都有望成爲世界盃的焦點。

此外,富國銀行認爲,世界盃在節日期間舉行的獨特時機爲藝電(EA.US)發佈《FIFA》電子遊戲提供了有利條件。從更廣泛的角度來看,富國銀行認爲,這屆世界盃的主要贏家之一可能是主辦國卡塔爾。此次世界盃有望提升卡塔爾在全球舞臺上的地位,並使其在未來的經濟事務中更具影響力。

在卡塔爾有業務關係的公司包括:捷藍航空(JBLU.US)、康菲石油(COP.US)、埃克森美孚(XOM.US)和道達爾(TTE.US)。iShares MSCI卡塔爾ETF (QAT.US)今年迄今爲止上漲了3.67%,位居全球多數股市指數的前列。

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