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2023-11-09
赢者通吃
Nobody on Wall Street wants to bet against the 'Magnificent Seven'
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Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\". Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below.In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels.U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nobody on Wall Street wants to bet against the 'Magnificent Seven'\n</p>\n<p>\n By Joseph Adinolfi \n</p>\n<p>\n Short interest in the highflying megacap tech stocks is at an all-time low \n</p>\n<p>\n Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\" \n</p>\n<p>\n Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below. \n</p>\n<p>\n The combined market capitalization of the Magnificent Seven members -- Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) and Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> -- was just shy of $11.3 trillion on Wednesday, with Apple, the most valuable U.S. company, accounting for more than $2.8 trillion, according to FactSet data. \n</p>\n<p>\n In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels. \n</p>\n<p>\n According to Dow Jones Market Data, the Magnificent Seven have driven all of the S&P 500's appreciation in 2023, offsetting an aggregate loss in shares of the other 493 companies included in the index. \n</p>\n<p>\n According to BofA's data, long-only funds are overweight every member of the group except Apple and Tesla. \n</p>\n<p>\n Plenty of Wall Street strategists believe these companies can continue to outperform. In a note to clients shared with MarketWatch on Wednesday, strategists at Capital Economics said the group could continue its stretch of market-beating performance even in a recession, thanks to the companies' strong balance sheets and prospects for earnings growth. \n</p>\n<p>\n \"Given our pessimistic view of the economy in the U.S., we think that equities there will fare quite poorly in the near term. But the biggest components of the S&P 500 might hold up better,\" the team said in written commentary. \n</p>\n<p>\n Strong earnings forecasts also factored into their bullish view. Thanks in part to the artificial-intelligence boom, expected earnings growth for the Magnificent Seven over the next year dwarfs that of the rest of the S&P 500. \n</p>\n<p>\n U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data. \n</p>\n<p>\n The S&P 500 SPX rose 0.1% to 4,382.80. Gains for Magnificent Seven members helped offset weakness in other Nasdaq stocks, with Nvidia and Microsoft among the best performers in the group. \n</p>\n<p>\n -Joseph Adinolfi \n</p>\n<p>\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n November 08, 2023 16:28 ET (21:28 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>","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>Nobody on Wall Street wants to bet against the 'Magnificent Seven'</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nNobody on Wall Street wants to bet against the 'Magnificent Seven'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-11-09 05:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Nobody on Wall Street wants to bet against the 'Magnificent Seven'\n</p>\n<p>\n By Joseph Adinolfi \n</p>\n<p>\n Short interest in the highflying megacap tech stocks is at an all-time low \n</p>\n<p>\n Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\" \n</p>\n<p>\n Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below. \n</p>\n<p>\n The combined market capitalization of the Magnificent Seven members -- Apple Inc. <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, Alphabet Inc. <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. (META) and Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> -- was just shy of $11.3 trillion on Wednesday, with Apple, the most valuable U.S. company, accounting for more than $2.8 trillion, according to FactSet data. \n</p>\n<p>\n In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels. \n</p>\n<p>\n According to Dow Jones Market Data, the Magnificent Seven have driven all of the S&P 500's appreciation in 2023, offsetting an aggregate loss in shares of the other 493 companies included in the index. \n</p>\n<p>\n According to BofA's data, long-only funds are overweight every member of the group except Apple and Tesla. \n</p>\n<p>\n Plenty of Wall Street strategists believe these companies can continue to outperform. In a note to clients shared with MarketWatch on Wednesday, strategists at Capital Economics said the group could continue its stretch of market-beating performance even in a recession, thanks to the companies' strong balance sheets and prospects for earnings growth. \n</p>\n<p>\n \"Given our pessimistic view of the economy in the U.S., we think that equities there will fare quite poorly in the near term. But the biggest components of the S&P 500 might hold up better,\" the team said in written commentary. \n</p>\n<p>\n Strong earnings forecasts also factored into their bullish view. Thanks in part to the artificial-intelligence boom, expected earnings growth for the Magnificent Seven over the next year dwarfs that of the rest of the S&P 500. \n</p>\n<p>\n U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data. \n</p>\n<p>\n The S&P 500 SPX rose 0.1% to 4,382.80. Gains for Magnificent Seven members helped offset weakness in other Nasdaq stocks, with Nvidia and Microsoft among the best performers in the group. \n</p>\n<p>\n -Joseph Adinolfi \n</p>\n<p>\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n (END) Dow Jones Newswires\n</p>\n<p>\n November 08, 2023 16:28 ET (21:28 GMT)\n</p>\n<p>\n Copyright (c) 2023 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","MSFT":"微软","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","TSLA":"特斯拉","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","OEX":"标普100","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF","AAPL":"苹果","META":"Meta Platforms","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SPXU":"三倍做空标普500ETF","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","NVDA":"英伟达","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","UPRO":"三倍做多标普500ETF","AMZN":"亚马逊","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","OEF":"标普100指数ETF-iShares","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","SPY":"标普500ETF","BK4512":"苹果概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4511":"特斯拉概念","IVV":"标普500指数ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","GOOGL":"谷歌A","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","GOOG":"谷歌","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2382392752","content_text":"MW Nobody on Wall Street wants to bet against the 'Magnificent Seven'\n\n\n By Joseph Adinolfi \n\n\n Short interest in the highflying megacap tech stocks is at an all-time low \n\n\n Almost nobody on Wall Street has the temerity to bet against the \"Magnificent Seven.\" \n\n\n Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below. \n\n\n The combined market capitalization of the Magnificent Seven members -- Apple Inc. $(AAPL)$, Microsoft Corp. $(MSFT)$, Alphabet Inc. $(GOOGL)$, Amazon.com Inc. $(AMZN)$, Nvidia Corp. $(NVDA)$, Meta Platforms Inc. (META) and Tesla Inc. $(TSLA)$ -- was just shy of $11.3 trillion on Wednesday, with Apple, the most valuable U.S. company, accounting for more than $2.8 trillion, according to FactSet data. \n\n\n In a note to clients, the team questioned who might be left to buy these megacap names as their valuation relative to the rest of the market reaches extremely stretched levels. \n\n\n According to Dow Jones Market Data, the Magnificent Seven have driven all of the S&P 500's appreciation in 2023, offsetting an aggregate loss in shares of the other 493 companies included in the index. \n\n\n According to BofA's data, long-only funds are overweight every member of the group except Apple and Tesla. \n\n\n Plenty of Wall Street strategists believe these companies can continue to outperform. In a note to clients shared with MarketWatch on Wednesday, strategists at Capital Economics said the group could continue its stretch of market-beating performance even in a recession, thanks to the companies' strong balance sheets and prospects for earnings growth. \n\n\n \"Given our pessimistic view of the economy in the U.S., we think that equities there will fare quite poorly in the near term. But the biggest components of the S&P 500 might hold up better,\" the team said in written commentary. \n\n\n Strong earnings forecasts also factored into their bullish view. Thanks in part to the artificial-intelligence boom, expected earnings growth for the Magnificent Seven over the next year dwarfs that of the rest of the S&P 500. \n\n\n U.S. stocks finished mixed on Wednesday, but the tech-heavy Nasdaq Composite COMP kept pace with the S&P 500, gaining 0.1% to finish at 13,650.41, according to FactSet data. \n\n\n The S&P 500 SPX rose 0.1% to 4,382.80. Gains for Magnificent Seven members helped offset weakness in other Nasdaq stocks, with Nvidia and Microsoft among the best performers in the group. \n\n\n -Joseph Adinolfi \n\n\n This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n (END) Dow Jones Newswires\n\n\n November 08, 2023 16:28 ET (21:28 GMT)\n\n\n Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/239429911806032"}
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