When global markets get selective, foreign financials are often the first place investors start trimming exposure. You get that double-edged sword of equity risk and currency risk. Risk-off typically means dollar strength, which is no good for foreign stocks. Today’s Bear of the Day has avoided these pitfalls for now. However, the near-term setup is far less compelling than it looks on the surface.Today’s Bear of the Day is Zacks Rank #5 (Strong Sell) Banco De Chile ((BCH). Banco De Chile, as the name impli ...

文章核心观点 - 分析师认为今年可能是美国银行业表现良好的一年 核心驱动因素包括更低的融资成本、固定资产重新定价带来的净息差前景向好以及拨备前收入增长 同时信贷趋势保持韧性且持续改善 [1] 行业前景与驱动因素 - 更低的融资成本与固定资产重新定价共同为银行的净息差和拨备前收入增长提供了良好的前景 [1] - 信贷趋势保持韧性并持续改善 为银行业绩提供了支撑 [1] 投资策略与偏好 - 分析师倾向于采取长期买入并持有的投资策略 偏好能够持续产生高质量盈利的股票 [1] - 此类股票多数可在股息和收益板块中找到 [1]