Kimobin
2021-06-02
Oh no
Tesla and 6 More Stocks That Could Tumble If the Tech Rally Stalls<blockquote>如果科技股涨势停滞,特斯拉和另外6只股票可能会暴跌</blockquote>
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The Nasdaq-100 index has rebounded 5.3% from its May 12 low and is approaching 14,100 points again.</p><p><blockquote>在经历了几个月的大幅上涨和下跌后,科技股再次上涨,这要归功于美联储关于通胀和利率的最新令人放心的评论。纳斯达克100指数较5月12日低点反弹5.3%,再度逼近14100点。</blockquote></p><p> Still, investors should expect that the good times won’t last, and be ready to take advantage, according to JPMorgan.</p><p><blockquote>尽管如此,摩根大通表示,投资者应该预计好时光不会持续,并准备好利用这一机会。</blockquote></p><p> The index, tracked by the $161 billion Invesco QQQ ETF (ticker: QQQ), has failed to break above resistance at 14,100 multiple times this year and many of its members are still showing negative momentum over longer periods. JPMorgan strategist Shawn Quigg says headwinds for tech stocks could last into the summer. He suggest investors buy put options on certain stocks in order to benefit.</p><p><blockquote>该指数由价值1,610亿美元的景顺QQQ ETF(股票代码:QQQ)追踪,今年多次未能突破14,100点的阻力位,其许多成员在较长时期内仍表现出负面势头。摩根大通策略师肖恩·奎格表示,科技股的逆风可能会持续到夏季。他建议投资者购买某些股票的看跌期权以从中受益。</blockquote></p><p> The trouble for tech stocks stems from concern about inflation. As the economy reopens, many companies have been noting shortages of raw materials, parts, and labor as they report their quarterly results. All those factors tend to boost prices, putting pressure on the Federal Reserve to raise interest rates to keep the economy from overheating.</p><p><blockquote>科技股的麻烦源于对通胀的担忧。随着经济重新开放,许多公司在报告季度业绩时都注意到原材料、零部件和劳动力的短缺。所有这些因素往往会推高物价,给美联储带来加息以防止经济过热的压力。</blockquote></p><p> Higher rates reduce the present value of future cash flows, which is particularly problematic for expensive growth names in tech because most of the money those companies will bring in is expected years from now. As a result, investors have favored cyclical value stocks—more mature companies better positioned to benefit from an improving economy.</p><p><blockquote>较高的利率会降低未来现金流的现值,这对于昂贵的成长型科技公司来说尤其成问题,因为这些公司将带来的大部分资金预计将在几年后到来。因此,投资者青睐周期性价值股——更成熟的公司更有能力从经济改善中受益。</blockquote></p><p> While JPMorgan economists expect that inflation peaked in April, the market won’t be able to confirm this until late June when the May data is released. If personal consumption expenditures for May show a continued increase, that could signal still more inflation is on the way, putting some tech stocks at risk of additional losses, Quigg wrote in a research note.</p><p><blockquote>虽然摩根大通经济学家预计通胀将在4月份见顶,但市场要到6月底5月份数据公布时才能证实这一点。奎格在一份研究报告中写道,如果5月份个人消费支出持续增长,这可能表明更多的通胀即将到来,使一些科技股面临进一步下跌的风险。</blockquote></p><p> He looked at five popular technical signals––momentum for one, two, and three months and the 50-day and 100-day moving averages-––for the Nasdaq-100 stocks. He found that nearly 30% of Nasdaq-100 members are breaking lower, or are poised to do so, in terms of three to five of the signals, indicating negative momentum is still in place. The comparable figure for stocks in the S&P 500 is 15%, he said.</p><p><blockquote>他研究了纳斯达克100指数股票的五个流行技术信号——一个月、两个月和三个月的动量以及50天和100天移动平均线。他发现,就三到五个信号而言,近30%的纳斯达克100指数成分股正在跌破或准备这样做,表明负面势头仍然存在。他表示,标准普尔500指数成分股的可比数字为15%。</blockquote></p><p> After excluding the illiquid and volatile names from the list of Nasdaq names with negative momentum<b>,</b>Quigg recommends investors purchase July puts on Baidu(BIDU),Pinduoduo(PDD),Skyworks Solutions(SWKS),Qualcomm(QCOM),Okta(OKTA),Xilinx(XLNX), and Tesla(TSLA). Buying a put gives the buyer the right to sell the underlying asset at a stated price, making a profit if the stock’s price falls below that point.</p><p><blockquote>从具有负面势头的纳斯达克名单中排除流动性差和波动性强的名字后<b>,</b>Quigg建议投资者购买百度(BIDU)、拼多多(PDD)、Skyworks Solutions(SWKS)、高通(QCOM)、Okta(OKTA)、赛灵思(XLNX)和特斯拉(TSLA)的7月看跌期权。购买看跌期权赋予买方以规定价格出售标的资产的权利,如果股票价格跌破该点即可获利。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla and 6 More Stocks That Could Tumble If the Tech Rally Stalls<blockquote>如果科技股涨势停滞,特斯拉和另外6只股票可能会暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla and 6 More Stocks That Could Tumble If the Tech Rally Stalls<blockquote>如果科技股涨势停滞,特斯拉和另外6只股票可能会暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-02 19:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a few months of steep ups and downs, technology stocks are rising again, thanks to the latest reassuring commentary from the Federal Reserve about inflation and interest rates. The Nasdaq-100 index has rebounded 5.3% from its May 12 low and is approaching 14,100 points again.</p><p><blockquote>在经历了几个月的大幅上涨和下跌后,科技股再次上涨,这要归功于美联储关于通胀和利率的最新令人放心的评论。纳斯达克100指数较5月12日低点反弹5.3%,再度逼近14100点。</blockquote></p><p> Still, investors should expect that the good times won’t last, and be ready to take advantage, according to JPMorgan.</p><p><blockquote>尽管如此,摩根大通表示,投资者应该预计好时光不会持续,并准备好利用这一机会。</blockquote></p><p> The index, tracked by the $161 billion Invesco QQQ ETF (ticker: QQQ), has failed to break above resistance at 14,100 multiple times this year and many of its members are still showing negative momentum over longer periods. JPMorgan strategist Shawn Quigg says headwinds for tech stocks could last into the summer. He suggest investors buy put options on certain stocks in order to benefit.</p><p><blockquote>该指数由价值1,610亿美元的景顺QQQ ETF(股票代码:QQQ)追踪,今年多次未能突破14,100点的阻力位,其许多成员在较长时期内仍表现出负面势头。摩根大通策略师肖恩·奎格表示,科技股的逆风可能会持续到夏季。他建议投资者购买某些股票的看跌期权以从中受益。</blockquote></p><p> The trouble for tech stocks stems from concern about inflation. As the economy reopens, many companies have been noting shortages of raw materials, parts, and labor as they report their quarterly results. All those factors tend to boost prices, putting pressure on the Federal Reserve to raise interest rates to keep the economy from overheating.</p><p><blockquote>科技股的麻烦源于对通胀的担忧。随着经济重新开放,许多公司在报告季度业绩时都注意到原材料、零部件和劳动力的短缺。所有这些因素往往会推高物价,给美联储带来加息以防止经济过热的压力。</blockquote></p><p> Higher rates reduce the present value of future cash flows, which is particularly problematic for expensive growth names in tech because most of the money those companies will bring in is expected years from now. As a result, investors have favored cyclical value stocks—more mature companies better positioned to benefit from an improving economy.</p><p><blockquote>较高的利率会降低未来现金流的现值,这对于昂贵的成长型科技公司来说尤其成问题,因为这些公司将带来的大部分资金预计将在几年后到来。因此,投资者青睐周期性价值股——更成熟的公司更有能力从经济改善中受益。</blockquote></p><p> While JPMorgan economists expect that inflation peaked in April, the market won’t be able to confirm this until late June when the May data is released. If personal consumption expenditures for May show a continued increase, that could signal still more inflation is on the way, putting some tech stocks at risk of additional losses, Quigg wrote in a research note.</p><p><blockquote>虽然摩根大通经济学家预计通胀将在4月份见顶,但市场要到6月底5月份数据公布时才能证实这一点。奎格在一份研究报告中写道,如果5月份个人消费支出持续增长,这可能表明更多的通胀即将到来,使一些科技股面临进一步下跌的风险。</blockquote></p><p> He looked at five popular technical signals––momentum for one, two, and three months and the 50-day and 100-day moving averages-––for the Nasdaq-100 stocks. He found that nearly 30% of Nasdaq-100 members are breaking lower, or are poised to do so, in terms of three to five of the signals, indicating negative momentum is still in place. The comparable figure for stocks in the S&P 500 is 15%, he said.</p><p><blockquote>他研究了纳斯达克100指数股票的五个流行技术信号——一个月、两个月和三个月的动量以及50天和100天移动平均线。他发现,就三到五个信号而言,近30%的纳斯达克100指数成分股正在跌破或准备这样做,表明负面势头仍然存在。他表示,标准普尔500指数成分股的可比数字为15%。</blockquote></p><p> After excluding the illiquid and volatile names from the list of Nasdaq names with negative momentum<b>,</b>Quigg recommends investors purchase July puts on Baidu(BIDU),Pinduoduo(PDD),Skyworks Solutions(SWKS),Qualcomm(QCOM),Okta(OKTA),Xilinx(XLNX), and Tesla(TSLA). Buying a put gives the buyer the right to sell the underlying asset at a stated price, making a profit if the stock’s price falls below that point.</p><p><blockquote>从具有负面势头的纳斯达克名单中排除流动性差和波动性强的名字后<b>,</b>Quigg建议投资者购买百度(BIDU)、拼多多(PDD)、Skyworks Solutions(SWKS)、高通(QCOM)、Okta(OKTA)、赛灵思(XLNX)和特斯拉(TSLA)的7月看跌期权。购买看跌期权赋予买方以规定价格出售标的资产的权利,如果股票价格跌破该点即可获利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/how-to-score-with-options-if-the-rebound-in-tech-stocks-doesnt-last-51622582508?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","OKTA":"Okta Inc.","BIDU":"百度","QCOM":"高通","SWKS":"思佳讯","PDD":"拼多多"},"source_url":"https://www.barrons.com/articles/how-to-score-with-options-if-the-rebound-in-tech-stocks-doesnt-last-51622582508?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162242159","content_text":"After a few months of steep ups and downs, technology stocks are rising again, thanks to the latest reassuring commentary from the Federal Reserve about inflation and interest rates. The Nasdaq-100 index has rebounded 5.3% from its May 12 low and is approaching 14,100 points again.\nStill, investors should expect that the good times won’t last, and be ready to take advantage, according to JPMorgan.\nThe index, tracked by the $161 billion Invesco QQQ ETF (ticker: QQQ), has failed to break above resistance at 14,100 multiple times this year and many of its members are still showing negative momentum over longer periods. JPMorgan strategist Shawn Quigg says headwinds for tech stocks could last into the summer. He suggest investors buy put options on certain stocks in order to benefit.\nThe trouble for tech stocks stems from concern about inflation. As the economy reopens, many companies have been noting shortages of raw materials, parts, and labor as they report their quarterly results. All those factors tend to boost prices, putting pressure on the Federal Reserve to raise interest rates to keep the economy from overheating.\nHigher rates reduce the present value of future cash flows, which is particularly problematic for expensive growth names in tech because most of the money those companies will bring in is expected years from now. As a result, investors have favored cyclical value stocks—more mature companies better positioned to benefit from an improving economy.\nWhile JPMorgan economists expect that inflation peaked in April, the market won’t be able to confirm this until late June when the May data is released. If personal consumption expenditures for May show a continued increase, that could signal still more inflation is on the way, putting some tech stocks at risk of additional losses, Quigg wrote in a research note.\nHe looked at five popular technical signals––momentum for one, two, and three months and the 50-day and 100-day moving averages-––for the Nasdaq-100 stocks. He found that nearly 30% of Nasdaq-100 members are breaking lower, or are poised to do so, in terms of three to five of the signals, indicating negative momentum is still in place. The comparable figure for stocks in the S&P 500 is 15%, he said.\nAfter excluding the illiquid and volatile names from the list of Nasdaq names with negative momentum,Quigg recommends investors purchase July puts on Baidu(BIDU),Pinduoduo(PDD),Skyworks Solutions(SWKS),Qualcomm(QCOM),Okta(OKTA),Xilinx(XLNX), and Tesla(TSLA). Buying a put gives the buyer the right to sell the underlying asset at a stated price, making a profit if the stock’s price falls below that point.","news_type":1,"symbols_score_info":{"PDD":0.9,"TSLA":0.9,"BIDU":0.9,"OKTA":0.9,"QCOM":0.9,"XLNX":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":656,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/113427545"}
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