不知道美股如何投資？
Bernstein根據量化評級和分析師評級，將Meta(META.US)、慧與科技(HPE.US)、克羅格(KR.US)、康西哥(CNC.US)、美國運通(AXP.US)和L3Harris(LHX.US)、高通(QCOM.US)、美光科技(MU.US)、洲際交易所(ICE.US)、先鋒自然資源(PXD.US)、戴文能源(DVN.US)與環匯有限公司(GPN.US)這12只股票選爲未來六個月的最佳選擇。
據悉，上榜的股票均在Bernstein阿爾法模型(Alpha Model)中處於最佳的五分位，並被Bernstein或Autonomous基本面分析師給予“跑贏大盤”評級。該公司還補充說，從歷史上看，在Bernstein阿爾法模型中處於最佳五分位的股票，從2004年開始，平均每年跑贏標普500指數6.1%。
Bernstein表示，儘管Meta近期有所上漲，但其股價仍有折扣價;其次，相對於其所在行業，高通提供了“令人信服的”風險回報狀況。再者，Bernstein稱美國運通爲"在市場充滿不確定性和壓力時投資者首選的藏身之地"，該股也被視爲仍具有折扣。
Bernstein看好先鋒自然資源，預計該公司“未來五年將以自由現金流的形式向股東返還當前市值的40%左右”。Bernstein還預計戴文能源的業績也將類似於先鋒自然資源，稱其爲“頁巖行業的轉型故事”。
Bernstein還看好克羅格，認爲該公司將穩步增長。Bernstein表示，克羅格計劃與Albertsons的合併將使其“在一個更大的市場上成爲一個更強大的參與者，擁有更好的運營利潤率”。
而L3Harris因其估值和低風險而被視爲具有吸引力，Bernstein認爲媒體和一些賣方對國防預算削減的擔憂與美國國會官員的觀點和美國總統的預算請求“不一致”。
至於康西哥，Bernstein認爲，其業務轉型仍處於“早期階段”，“尚未完全反映在股價中”，因此該股仍有上漲空間。該公司還認爲慧與科技的股票有上漲空間，Bernstein認爲慧與科技的股票“便宜”，沒有太多成爲“價值陷阱”的風險。
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