Chipotle Mexican Grill IncCiti names CMG as a most preferred stock in restaurant sub-sector
シティは2026年下半期の株式ピックとパンを発表し、不動産、テクノロジー・通信、消費財、ヘルスケアの各セクターをカバーした。同行の年末S&P500目標株価8100は、AI設備投資のスーパーサイクルが原動力だと、ストラテジストのスコット・クロナート氏は述べている。不動産では、最も推奨するREITとしてWELL、PLD、CPTが挙げられ、BDNは最も推奨されない。テクノロジー・通信では、インターネットのAMZN、GOOGL、DASH、半導体のAMD、TXN、AMATなどサブセクターにわたる銘柄が選好され、通信インフラのOPTU、UNIT、CCOI、半導体のQRVO、SWKS、OLEDは最も推奨されない。消費財セクターのトップピックは、飲料のCL、PG、KO、レストランのMCD、CMG、BROSで、KMBやCBRLは最も推奨されない。ヘルスケアでは、バイオテクノロジーと大型医薬品のLLY、VRTX、GILD、医療技術のEW、ISRG、SYKが最も推奨され、BAXやXRAYは最も推奨されない。
Chipotle Mexican Grill IncCiti names CMG as a most preferred stock in restaurant sub-sector
DoorDash, Inc. Class A Common StockCiti names DASH as a most preferred stock in internet sub-sector
Cracker Barrel Old Country StoreCiti names CBRL as least preferred in consumer sector.
Advance Auto Parts Inc
AutoZone Inc
Dutch Bros Inc
Carnival Corporation
Capri Holdings Ltd
Dick’s Sporting Goods Inc
Krispy Kreme Inc
National Vision Holdings Inc
Floor & Decor Holdings Inc
The Home Depot Inc
Alphabet Inc Class CCiti lists GOOGL as most preferred in internet sub-sector, driven by AI-capex super cycle.
Advanced Micro Devices IncCiti names AMD as most preferred in semiconductors, driven by AI-capex super cycle.
Amazon.com IncCiti names AMZN as most preferred in internet, driven by AI-capex super cycle.
Adobe Systems Incorporated
Applovin Corp
Appian Corp
Ciena Corp
Sprinklr Inc
Gilead Sciences IncCiti names GILD as a most preferred stock in biotech and large cap pharma
Eli Lilly and CompanyCiti lists LLY as most preferred in biotech and large cap pharma.
Amylyx Pharmaceuticals Inc
ArriVent BioPharma, Inc. Common Stock
Charles River Laboratories
Cytokinetics Inc
Illumina Inc
Edwards Lifesciences CorpCiti names EW as a most preferred stock in medical technology
Baxter International IncCiti names BAX as least preferred in healthcare.
EyePoint, Inc
Henry Schein Inc
Colgate-Palmolive CompanyCiti names CL as a most preferred stock in consumer sector for H2 2026
Dollar General Corporation
Intuitive Surgical IncCiti lists ISRG as most preferred in medical technology.
Applied Materials IncCiti names AMAT as most preferred in semiconductors, driven by AI-capex super cycle.
HP Inc