2010年美国证券市场投资策略报告

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【出版时间及名称】：2010年美国证券市场投资策略报告
        【作者】：摩根大通
        【文件格式】：PDF
        【页数】：76
        【目录或简介】：
Table of Contents
Macro
Economics (Bruce Kasman) .........................................................................................5
Equity Strategy (Tom Lee)............................................................................................7
Accounting & Valuation (Dane Mott) ............................................................................8
Capital Goods/Industrials
Aerospace & Defense (Joseph B. Nadol III) .................................................................9
Airfreight & Surface Transportation (Thomas R. Wadewitz) .......................................10
Electrical Equipment & Multi-Industry (C. Stephen Tusa, Jr.).....................................11
Engineering & Construction (Scott Levine).................................................................12
Environmental Services (Scott Levine).......................................................................13
Machinery (Ann Duignan)...........................................................................................14
Marine Transportation (Jonathan B Chappell)............................................................15
Consumer
Airlines (Jamie Baker) ................................................................................................17
Autos, Auto Parts, Tires, and Dealers (Himanshu Patel)............................................18
Beverages (John Faucher) .........................................................................................19
Building Materials (Mike Betts) ...................................................................................20
Gaming (Joseph Greff) ...............................................................................................21
Homebuilding & Building Products (Michael Rehaut) .................................................22
Household Products & Personal Care (John Faucher)...............................................23
Lodging (Joseph Greff)...............................................................................................24
Packaged Food (Terry Bivens)...................................................................................25
Restaurants (John Ivankoe) .......................................................................................26
Retailing – Broadlines & Department Stores (Charles Grom).....................................27
Retailing – Food (Charles Grom)................................................................................28
Retailing – Hardlines (Christopher Horvers) ...............................................................29
Tobacco (Erik Bloomquist) .........................................................................................30
Energy
Electric Utilities & Independent Power Producers (Andrew Smith).............................31
Oil & Gas Exploration & Production (Joseph Allman).................................................32
2
Financial
Banks – Large Cap (Vivek Juneja) .............................................................................33
Banks – Mid-Cap (Steven Alexopoulos) .....................................................................34
Brokers, Asset Managers & Exchanges (Kenneth B. Worthington)............................35
Insurance – Life (Jimmy Bhullar) ................................................................................36
Insurance – Non-Life (Mathew Heimermann).............................................................37
REITs/Real Estate Services (Michael W. Mueller / Anthony Paolone) .......................38
Specialty & Consumer Finance (Andrew Wessel) ......................................................39
Health Care
Biotechnology (Geoffrey Meacham) ...........................................................................41
SMid Biotechnology (Cory Kasimov) ..........................................................................42
Healthcare Facilities (John Rex).................................................................................43
Healthcare Technology & Distribution (Lisa Gill) ........................................................44
Managed Care (John Rex) .........................................................................................45
Medical Technology & Devices (Michael Weinstein) ..................................................46
SMid Cap Medical & Life Science Technology (Tycho W. Peterson) .........................47
Pharmaceuticals – Major (Chris Schott) .....................................................................48
Pharmaceuticals – Specialty (Chris Schott)................................................................49
Materials
Base Metals & Steel (Michael F. Gambardella)..........................................................51
Coal (John Bridges)....................................................................................................52
Chemicals (Jeffrey J. Zekauskas) ..............................................................................53
Gold & Precious Metals (John Bridges)......................................................................54
Paper & Packaging (Claudia Shank Hueston)............................................................55
Media & Telecommunications
Advertising & Publishing (Alexia Quadrani) ................................................................57
Entertainment (Imran Khan) .......................................................................................58
Information Services/TV & Radio Broadcasting (Michael Meltz).................................59
Internet (Imran Khan) .................................................................................................60
Telecom Services (Michael McCormack) ...................................................................61
Technology
Applied Technologies (Paul Coster) ...........................................................................63
Business Services (Andrew Steinerman) ...................................................................64
Communications Equipment (Rod Hall) .....................................................................65
Communications Infrastructure Technology (Steven O’Brien)....................................66
Computer Services & IT Consulting (Tien-tsin Huang)...............................................67
Education Services (Andrew Steinerman)..................................................................68
IT Hardware & Imaging (Mark Moskowitz)..................................................................69
Semiconductors (Christopher Danely)........................................................................70
Software (John DiFucci) .............................................................................................71
Software Technology (Sterling Auty) ..........................................................................72
Disclosures.................................................................................................................74

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