美股投资如何选择标的？

Group 1 - The vast and diverse nature of the US stock market requires investors to conduct comprehensive and in-depth analysis when selecting investment targets, considering various asset characteristics to align with their investment goals and risk tolerance [1] - Company fundamentals are crucial, with a focus on financial health, including revenue stability, net profit levels, and a sound balance sheet, which indicates the company's ability to manage debt and financial risks [1] - A company's industry position is a key factor, as industry leaders typically possess stronger market competitiveness and pricing power, enabling them to withstand adverse market conditions and seize growth opportunities [1] Group 2 - Valuation metrics, such as Price-to-Earnings (PE) and Price-to-Book (PB) ratios, are important references for assessing company valuation, with lower PE potentially indicating undervaluation and higher PE suggesting overvaluation risks [2] - The macroeconomic environment significantly influences the selection of US stock investment targets, with different industries performing variably across economic cycles; for instance, consumer and technology sectors thrive during expansions, while defensive sectors like utilities and healthcare perform better during recessions [2] - Market trends serve as a critical basis for selecting US stock investment targets, where identifying overall market direction helps investors determine investment timing and risk management strategies [3]