グローバル株式ストラテジー: 2026年下半期見通し

研报英文原文证据摘录

グローバル株式ストラテジー: 2026年下半期見通し

ndustrials 2.112.09 CIENAPA CienaAPA CorpCorp TechnologyEnergy 2.192.13

CB Chubb Ltd Financials 1.25 NEM Newmont Corp Materials 1.86 DELL Dell Technologies Inc Technology 2.02 GNRC Generac Holdings Inc Industrials 2.07

ECL Ecolab Inc Materials 1.23 AMT American Tower Corp Real Estate 1.84 CSGP CoStar Group Inc Real Estate 2.00 F Ford Motor Co Discretionary 2.06 Sector SYK Stryker Corp Health Care 1.21 LMT Lockheed Martin Corp Industrials 1.84 COF Capital One Financial Corp Financials 1.98 BG Bunge Global SA Staples 1.98

on VRSN VeriSign Inc Technology 1.21 GDDY GoDaddy Inc Technology 1.78 CBOE Cboe Global Markets Inc Financials 1.85 GS Goldman Sachs Group Inc/TFinancials 1.95

ORLY O'Reilly Automotive Inc Discretionary 1.21 CL Colgate-Palmolive Co Staples 1.78 PM Philip Morris International Staples 1.85 GOOGL Alphabet Inc Comm. Services 1.89

WMB Williams Cos Inc/The Energy 1.20 JKHY Jack Henry & Associates IncFinancials 1.77 PWR Quanta Services Inc Industrials 1.83 NUE Nucor Corp Materials 1.89 based

CTAS Cintas Corp Industrials 1.20 ALL Allstate Corp/The Financials 1.75 WM Waste Management Inc Industrials 1.82 C Citigroup Inc Financials 1.87

O Realty Income Corp Real Estate 1.19 ITW Illinois Tool Works Inc Industrials 1.74 BRO Brown & Brown Inc Financials 1.65 GM General Motors Co Discretionary 1.85 Stocks HLT Hilton Worldwide Holdings InDiscretionary 1.18 WDC Western Digital Corp Technology 1.74 APH Amphenol Corp Technology 1.62 GOOG Alphabet Inc Comm. Services 1.83

50 REG Regency Centers Corp Real Estate 1.18 KLAC KLA Corp Technology 1.73 AXON Axon Enterprise Inc Industrials 1.61 PWR Quanta Services Inc Industrials 1.81