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別光盯着科技巨頭!高盛預計美股股息股將反彈
uSMART盈立智投 05-25 14:29

隨着投資者紛紛涌入大型科技股,今年高股息股的股價表現落後,但高盛表示,這種情況即將改變。包括John Marshall在內的高盛期權策略師建議投資者買入部分高股息股的看漲期權。

高盛發出上述言論之際,股息指數ETF-iShares Dow Jones今年以來下跌了8.5%,而標普500指數上漲了7.2%,以科技股爲主的納斯達克100指數上漲了24%。

高盛策略師們表示,自2023年初以來,股息指數ETF較大盤落後16%,這是在股息指數ETF沒有大量資金流出的情況下發生的。

由於公用事業和金融這兩個市場表現最差的板塊的權重過大,股息指數ETF受到的打擊尤爲嚴重。美國地區銀行的動盪導致一些成分股今年下跌了40%以上,如第一地平線國家銀行和KeyCorp。

美國地區銀行股拖累股息指數ETF下跌

高盛表示,金融股和公用事業股的拋售“並不能完全解釋高股息板塊的疲軟”。期權暗示,投資者看空股息指數ETF成分股,“一個月標準化看跌期權偏差度較過去一年高就是明證。”

高盛策略師建議買入自由現金流收益率高於股息收益率的表現不佳股票的看漲期權。

他們特別提到了Verizon、菲利普莫里斯、IBM Corp,這三家公司都不屬於金融和公用事業領域,但今年以來股價下跌了8%至11%。上述三種看漲期權週三均處於低位。

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