最新报道:Jefferies analysts are bullish on select stocks heading into earnings season, diverging from Wall Street consensus. The firm highlights companies with strong fundamentals and potential upside surprises, particularly in tech and consumer sectors. Their research identifies undervalued names poised to outperform despite broader market concerns. Analysts note these picks combine attractive valuations with improving business trends, offering investors relative safety amid economic uncertainty. The report suggests focusing on firms with pricing power and resilient demand as inflation persists. Jefferies' contrarian stance comes as many strategists remain cautious about earnings growth prospects.