2010年5月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5月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】：56
        【目录或简介】：
Table of Contents
Macro
Global FX Strategy (John Normand) ............................................................................5
Equity Strategy (Tom Lee)............................................................................................7
Capital Goods/Industrials
Aerospace & Defense (Joseph B. Nadol III) ...............................................................11
Airfreight & Surface Transportation (Thomas R. Wadewitz) .......................................12
Electrical Equipment & Multi-Industry (C. Stephen Tusa, Jr.).....................................13
Engineering & Construction (Scott Levine).................................................................14
Environmental Services (Scott Levine).......................................................................15
Machinery (Ann Duignan)...........................................................................................16
Consumer
Apparel/Textile Manufacturers (Christopher Kim).......................................................17
Autos & Auto Parts (Himanshu Patel) ........................................................................18
Beverages (John Faucher) .........................................................................................19
Broadlines & Food Retailing (Charles Grom) .............................................................20
Gaming & Lodging (Joseph Greff)..............................................................................21
Hardlines Retailing (Christopher Horvers) ..................................................................22
Homebuilding & Building Products (Michael Rehaut) .................................................23
Household Products & Personal Care (John Faucher)...............................................24
Packaged Food (Terry Bivens)...................................................................................25
Tobacco (Rae Maile) ..................................................................................................26
Energy
Alternative Energy (Christopher Blansett) ..................................................................27
Electric Utilities & Independent Power Producers (Andrew Smith).............................28
Financial
Asset Managers (Kenneth B. Worthington) ................................................................29
Large Cap Banks (Vivek Juneja) ................................................................................30
US Exchanges (Kenneth B. Worthington) ..................................................................31
Health Care
Life Science Tools & Diagnostics (Tycho W. Peterson) .............................................33
Medical Supplies & Devices (Michael Weinstein).......................................................34
Pharmaceuticals (Chris Schott) ..................................................................................35
Materials
Chemicals (Jeffrey J. Zekauskas) ..............................................................................37
Metals & Mining (Michael F. Gambardella).................................................................38
Paper & Packaging (Claudia Shank Hueston)............................................................39
Media & Telecommunications
Advertising & Marketing Services and Publishing (Alexia Quadrani)..........................41
Information Services & Broadcasting (Michael Meltz) ................................................42
Internet (Imran Khan) .................................................................................................43
Technology
Business Services (Andrew Steinerman) ...................................................................45
Communications Equipment & Data Networking (Rod Hall).......................................46
Computer Services & IT Consulting (Tien-tsin Huang)...............................................47
IT Hardware (Mark Moskowitz)...................................................................................48
Semiconductors (Christopher Danely)........................................................................49
Software (John DiFucci) .............................................................................................50
Software Technology (Sterling Auty) ..........................................................................51
Disclosures.................................................................................................................54

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