UBS Equities-US Equity Strategy _U.S. Return Decomposition - June 2024_ P...-108526423

报告摘要

Global Research and Evidence Lab Performance has been particularly disparate across different groups of stocks patrick.palfrey@ubs.com

核心要点

3 June 2024
14.5
18.6
11.0
10.6
18.3
24.7
12.7

报告信息

文件全名: 《UBS Equities-US Equity Strategy _U.S. Return Decomposition - June 2024_ P...-108526423.pdf》
适合读者: 战略规划行业研究员
核心数据: Sector: TECH+ stocks are up 18.6% YTD, with improving EPS the primary driver. By
contrast, the rest of the market gained 6.6%.
Single Stock: NVDA has contributed 34% of the S&P 500's 10.6% YTD price return.
GOOGL, MSFT, META, and AMZN combined account for another 26%.
核心议题: REITs

常见问题

《UBS Equities-US Equity Strategy _U.S. Return Decomposition - June 2024_ P...-108526423》主要包含哪些内容?

Global Research and Evidence Lab Performance has been particularly disparate across different groups of stocks patrick.palfrey@ubs.com核心数据:Sector: TECH+ stocks are up 18.6% YTD, with improving EPS the primary driver. By;contrast, the rest of the market gained 6.6%.;Single Stock: NVDA has contributed 34% of the S&P 500's 10.6% YTD price return.。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 25。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了REITs等议题。