核心通胀数据与货币政策 - 2025年5月核心PCE通胀环比上升0.22% 同比上升2.68% 强化美联储鹰派立场将持续至下半年 [1] - 10年期国债收益率从3.35%攀升至3.45% 反映市场推迟降息预期 [2] 利率环境对金融业影响 - 收益率曲线陡峭化改善银行净息差 提升商业银行盈利能力 [2][4] - 银行股和保险公司受益于持续加息 2025年标普500金融板块ETF(XLF)年内涨幅达9.1% [5] - 高利率环境下贷款利差扩大 存款等短期负债增加进一步支撑净息差 [4] 重点推荐个股分析 - Nelnet(NNI) 当前财年盈利预期增长59% 过去60天盈利预测上调16.8% 获Zacks评级1级 [8] - Pagaya Technologies(PGY) 采用AI技术服务金融业 当前财年盈利预期增长195.2% 盈利预测60天内上调39.2% [9] - United Fire Group(UFCS) 财险公司 下一年盈利预期增长8% 盈利预测60天内上调3.3% 获Zacks评级2级 [10] 金融板块投资逻辑 - 金融股普遍支付股息 财务健康度成为核心评估指标 适合加入投资组合 [6] - 筛选标准采用Zacks评级1-2级且VGM评分A/B级 综合价值/成长/动量指标 [7]

嘉年华公司业绩表现 - 第二季度调整后EBITDA达15 1亿美元 较去年同期12亿美元增长26% [1] - EBITDA利润率创近20年同期新高 较2019年提升200个基点 [1] - 单位可用床位日EBITDA同比飙升52% 投资资本回报率提升12 5% [3] - 净债务与EBITDA比率从4 1降至3 7 利息支出持续下降 [4] 业绩驱动因素 - 收益率同比增长6 5% 超公司指引200个基点 [2] - 强劲的临近预订推动票务销售及船上消费超预期 [2] - 定价能力提升与运营杠杆效应共同促进利润率改善 [2] 财务指引调整 - 上调2025全年调整后EBITDA预期至69亿美元 较2024年增长10% [5] - 新指引较3月预测的67亿美元高出3% 管理层预计下半年EBITDA进一步走强 [5] 同业比较 - 皇家加勒比邮轮一季度EBITDA利润率达35% 同比提升360个基点 [6] - 皇家加勒比2025年预计EBITDA增长15% 毛利率扩大210个基点 [6] - 挪威邮轮一季度调整后EBITDA4 53亿美元 12个月EBITDA利润率35 5% [7] - 挪威邮轮通过成本节约计划目标节省3亿美元 2025年EBITDA预期27 2亿美元 [7] 估值与市场表现 - 嘉年华股价过去三个月上涨40 5% 远超行业16 8%的涨幅 [8] - 远期市盈率13 29倍 显著低于行业平均18 98倍 [10] - 2025年每股收益共识预期同比增长38% 2026年预期增长13 4% [11]

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed alo ...

Zacks Premium服务 - Zacks Premium提供多种工具帮助投资者更自信地进行投资 包括每日更新的Zacks Rank和Zacks Industry Rank 以及完整的Zacks 1 Rank List 股票研究报告和高级股票筛选器 [1] - 该服务还包含Zacks Style Scores 作为Zacks Rank的补充指标 帮助投资者挑选未来30天最有可能跑赢市场的股票 [2] Zacks Style Scores分类 - **价值评分(Value Score)**：通过P/E PEG Price/Sales等比率识别最具吸引力且被低估的股票 [3] - **成长评分(Growth Score)**：综合考虑历史及预测的收益 销售额和现金流 筛选具有长期可持续增长潜力的股票 [4] - **动量评分(Momentum Score)**：利用一周价格变动和月度盈利预测变化等因子 识别高动量股票的建仓时机 [5] - **VGM综合评分**：加权整合价值 成长和动量三项评分 帮助找到最具吸引力的公司 [6] Zacks Rank与Style Scores的协同作用 - Zacks Rank基于盈利预测修正来构建投资组合 其中1(强力买入)股票自1988年以来年均回报率达+25.41% 超过标普500两倍以上 [8] - 建议选择Zacks Rank 1或2且Style Scores为A或B的股票 以最大化成功概率 [9] - 即使股票Rank为3(持有) 若其Style Scores为A或B 仍可能具备上行潜力 [10] 沃尔玛(WMT)案例分析 - 沃尔玛已从传统零售商转型为全渠道运营商 通过收购 合作伙伴关系及对Flipkart的投资 在零售生态系统中保持竞争力 [11] - 公司Zacks Rank为3(持有) VGM评分为B 成长评分为B 当前财年盈利预计同比增长3.6% [12] - 过去60天内4位分析师上调2026财年盈利预测 共识预期升至每股2.60美元 平均盈利惊喜达5.3% [12][13]

2025年上半年股市表现 - 2025年上半年股市波动较大 但部分公司表现突出 主要受人工智能(AI)发展势头、能源行业强劲表现和大胆企业战略推动 [1] 表现最佳公司 Palantir Technologies (PLTR) - 年初至今回报率达80.07% 远超大盘表现 [2] - 增长动力来自AI领域日益重要的角色和政府业务扩张 [2] - Foundry软件平台在各行业获得更多采用 与埃森哲合作及参与核电站现代化项目巩固了其在AI领域的重要地位 [3] - 政府合同不断增加 包括与美国国防部及其他联邦机构的关键交易 增强了投资者信心 [3] NRG Energy (NRG) - 年初至今回报率达77.99% [6] - 强劲的第一季度业绩和从LS Power收购天然气发电厂显著提高了发电能力 [6] - AI相关数据中心推高电力需求 公司处于有利位置满足需求 [7] - 第一季度净利润达7.5亿美元 调整后每股收益2.68美元 同比增长84% [7] 其他表现突出公司 - Howmet Aerospace (HWM)回报率达71.90% 受益于全球航空旅行复苏和飞机零部件需求增长 [8] - Seagate Technology (STX)上涨66.20% 因支持AI基础设施的数据存储解决方案需求增长 [8] - Supermicro (SMCI)上涨60.92% 因其在构建AI优化服务器中的重要作用 [8] - GE Vernova (GEV)上涨60.87% 因投资者对可再生能源和电网现代化的兴趣增加 [10] - Newmont (NEM)上涨56.52% 受通胀担忧和美元走弱推动的黄金价格上涨驱动 [10] - Uber (UBER)上涨54.71% 得益于移动和配送业务的持续强劲表现 [10] - GE Aerospace (GE)上涨54.54% 因商业和国防航空领域需求强劲 [10] - CVS Health (CVS)上涨53.00% 受重组努力和更广泛的医疗服务推动 [11] - Jabil (JBL)上涨51.47% 因消费电子和汽车市场的稳定需求支撑 [11]

投资策略 - Zacks Rank系统通过盈利预测和预测修正来寻找优质股票 [1] - 价值投资是市场中最受青睐的投资方式之一 价值投资者通过关键估值指标寻找被低估股票 [2] - 除Zacks Rank外 Style Scores系统可帮助筛选具有特定特征的股票 例如价值投资者可关注"Value"类别 [3] 公司估值分析 - GMS目前获得Zacks Rank 2(Buy)评级 并在"Value"类别中获得A级评分 [3] - GMS的P/B比为2.63 低于行业平均的2.64 过去52周P/B比范围在1.86至2.78之间 中位数为2.29 [4] - GMS的P/S比为0.75 低于行业平均的0.8 该指标因收入难以操纵而更具参考价值 [5] 投资结论 - GMS多项关键估值指标显示其目前可能被低估 结合盈利前景 该公司当前具有显著投资价值 [6]

The Retail-Wholesale group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Booking Holdings (BKNG) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Retail-Wholesale peers, we might be able to answer that question.Booking Holdings is a member of the Retail-Wholesale sector. Th ...

The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use tried-and-true metrics and fundamental analysis to find companies that they believe are ...

For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Is Alpha Cognition Inc. (ACOG) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question.Alpha Cognition Inc. is a member of our Medical group, which includes 989 different companies and currently sits at #7 in the Zacks Sector Rank. The Zacks Sector Rank gauges the st ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are undervalued, leaving ...