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2021-03-30

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Investors See Poor Large-Cap Stock Gains This Year. Here’s Where There’s Opportunity<blockquote>投资者认为今年大盘股涨幅不佳。这就是机会所在</blockquote>

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Here’s Where There’s Opportunity<blockquote>投资者认为今年大盘股涨幅不佳。这就是机会所在</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126418852","media":"Barron's","summary":"Stocks have seen impressive gains of late and they may be running low on gas. But there are pockets ","content":"Stocks have seen impressive gains of late and they may be running low on gas. But there are pockets of opportunity<blockquote>股市最近涨幅令人印象深刻，但天然气供应可能即将耗尽。但也有一些机会</blockquote> Since Sept. 23, when investors resumed buying up assets most tethered to the direction of the economy, the S&amp;P 500 has risen 22%. Investors expect a sharp economic rebound, as Covid-19 vaccine doses have been administered quickly and trillions of dollars of fiscal stimulus has shored up demand. Much of that is now priced in, and valuations are fairly rich, leaving some to wonder if the market has seen the best of its gains for the near term.<blockquote>自 9 月 23 日投资者恢复购买与经济走向最相关的资产以来，标普500已上涨 22%。投资者预计经济将大幅反弹，因为 Covid-19 疫苗剂量已迅速接种，数万亿美元的财政刺激措施支撑了需求。其中大部分现在已经定价，估值也相当高，这让一些人怀疑市场是否在短期内看到了最佳收益。</blockquote> That anxiety is evident in a Citigroup (ticker: C) survey of institutional investors. A “plurality” of those surveyed, according to the bank’s strategists, expect the S&amp;P 500 to move past 4,100 by the end of the year. That implies less than a 4% gain from the index’s current level. The average call for the S&amp;P 500, though, was for a gain just under 1%.<blockquote>这种焦虑在花旗集团（股票代码：C）对机构投资者的调查中显而易见。据该银行的策略师称，“大多数 ”受访者预计，到今年年底，标普500将超过 4100 人。这意味着该指数的涨幅不到 4%。不过，标普500的平均看涨期权涨幅略低于1%。</blockquote> Bettter opportunities may lie within the broader market. Financials is the cheapest large-capitalization sector in the country, with S&amp;P 500 financials trading at a forward-earnings multiple 32% lower than the average on the broader index. Earnings growth for the sector is set to explode in the next few quarters—especially for banks—as long-dated interest rates have risen and have more room to rise. At such low valuations, earnings may not be priced into the stocks. As rates rise and lending activity remains strong, earnings can post low-double-digit growth though 2022, according to FactSet consensus estimates. Citi’s survey respondents are enthusiastic, as fund managers have the highest expectations for financials out of any other sector.<blockquote>更好的机会可能存在于更广泛的市场中。金融业是该国最便宜的大盘股行业，标普500金融业的远期市盈率比更广泛指数的平均水平低 32%。随着长期利率上升并且有更大的上升空间，该行业的盈利增长将在未来几个季度爆炸式增长，尤其是对于银行而言。在如此低的估值下，收益可能不会计入股票。根据 FactSet 的一致估计，随着利率上升和贷款活动保持强劲，2022 年盈利可能会出现低两位数的增长。花旗的调查受访者热情高涨，因为基金经理对金融业的期望是其他行业中最高的。</blockquote> But maybe large-cap land isn’t even the best spot at this juncture. Small-cap value looks set for gains from here. Small caps are often more volatile than large caps. Smaller companies lack the ballast of steady sales and earnings, and changes in the economy create choppy conditions for them. Plus, the hit to earnings is more of a threat to smaller companies, which often have less access to capital; when they emerge from a recession, their shares emerge robustly. Smaller value names might be best to capture the upswing—value-oriented companies are mature in their life cycles, and their performance is more tied to economic growth, whereas revenue for companies still growing is dependent on longer-term industry changes.<blockquote>但也许在这个关头，大盘股土地甚至不是最好的地点。小盘股看起来有望从这里上涨。小盘股通常比大盘股波动性更大。较小的公司缺乏稳定的销售和盈利的支撑，经济的变化给它们带来了动荡的环境。此外，盈利受到打击对小公司的威胁更大，因为这些公司获得资本的渠道通常较少；当他们走出衰退时，他们的股票会表现强劲。较小的价值公司可能最能抓住上升势头——以价值为导向的公司在其生命周期中已经成熟，其业绩更多地与经济增长联系在一起，而仍在增长的公司的收入取决于长期的行业变化。</blockquote> Value stocks in the Russell 2000 Index trade at tolerable levels, clearing the way for earnings momentum to carry these stocks higher. The forward-earnings multiple there is almost 35% below that of growth stocks on the index. Growth stocks often trade at between a 15% to 20% valuation premium to value, according to Yardeni Research. The iShares Russell 2000 Value ETF (IWN) is expected to see earnings per share double this year, and to rise another rise another 25% in 2022.<blockquote>罗素 2000 指数中的价值股交易处于可接受的水平，为盈利势头推动这些股票走高扫清了道路。那里的远期市盈率比该指数中的成长型股票低近 35%。Yardeni Research 表示，成长型股票的估值溢价通常在 15% 至 20% 之间。iShares Russell 2000 Value ETF (IWN) 预计今年每股收益将翻一番，并在 2022 年再上涨 25%。</blockquote> Simply riding the S&amp;P 500 may no longer be a top strategy.<blockquote>简单地乘坐标普500可能不再是顶级策略。</blockquote>","source":"lsy1610680873436","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>Investors See Poor Large-Cap Stock Gains This Year. Here’s Where There’s Opportunity<blockquote>投资者认为今年大盘股涨幅不佳。这就是机会所在</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\">\nInvestors See Poor Large-Cap Stock Gains This Year. Here’s Where There’s Opportunity<blockquote>投资者认为今年大盘股涨幅不佳。这就是机会所在</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarron's2021-03-30 17:26\n\n</h4>\n</header>\n<article>\nStocks have seen impressive gains of late and they may be running low on gas. But there are pockets of opportunity<blockquote>股市最近涨幅令人印象深刻，但天然气供应可能即将耗尽。但也有一些机会</blockquote> Since Sept. 23, when investors resumed buying up assets most tethered to the direction of the economy, the S&amp;P 500 has risen 22%. Investors expect a sharp economic rebound, as Covid-19 vaccine doses have been administered quickly and trillions of dollars of fiscal stimulus has shored up demand. Much of that is now priced in, and valuations are fairly rich, leaving some to wonder if the market has seen the best of its gains for the near term.<blockquote>自 9 月 23 日投资者恢复购买与经济走向最相关的资产以来，标普500已上涨 22%。投资者预计经济将大幅反弹，因为 Covid-19 疫苗剂量已迅速接种，数万亿美元的财政刺激措施支撑了需求。其中大部分现在已经定价，估值也相当高，这让一些人怀疑市场是否在短期内看到了最佳收益。</blockquote> That anxiety is evident in a Citigroup (ticker: C) survey of institutional investors. A “plurality” of those surveyed, according to the bank’s strategists, expect the S&amp;P 500 to move past 4,100 by the end of the year. That implies less than a 4% gain from the index’s current level. The average call for the S&amp;P 500, though, was for a gain just under 1%.<blockquote>这种焦虑在花旗集团（股票代码：C）对机构投资者的调查中显而易见。据该银行的策略师称，“大多数 ”受访者预计，到今年年底，标普500将超过 4100 人。这意味着该指数的涨幅不到 4%。不过，标普500的平均看涨期权涨幅略低于1%。</blockquote> Bettter opportunities may lie within the broader market. Financials is the cheapest large-capitalization sector in the country, with S&amp;P 500 financials trading at a forward-earnings multiple 32% lower than the average on the broader index. Earnings growth for the sector is set to explode in the next few quarters—especially for banks—as long-dated interest rates have risen and have more room to rise. At such low valuations, earnings may not be priced into the stocks. As rates rise and lending activity remains strong, earnings can post low-double-digit growth though 2022, according to FactSet consensus estimates. Citi’s survey respondents are enthusiastic, as fund managers have the highest expectations for financials out of any other sector.<blockquote>更好的机会可能存在于更广泛的市场中。金融业是该国最便宜的大盘股行业，标普500金融业的远期市盈率比更广泛指数的平均水平低 32%。随着长期利率上升并且有更大的上升空间，该行业的盈利增长将在未来几个季度爆炸式增长，尤其是对于银行而言。在如此低的估值下，收益可能不会计入股票。根据 FactSet 的一致估计，随着利率上升和贷款活动保持强劲，2022 年盈利可能会出现低两位数的增长。花旗的调查受访者热情高涨，因为基金经理对金融业的期望是其他行业中最高的。</blockquote> But maybe large-cap land isn’t even the best spot at this juncture. Small-cap value looks set for gains from here. Small caps are often more volatile than large caps. Smaller companies lack the ballast of steady sales and earnings, and changes in the economy create choppy conditions for them. Plus, the hit to earnings is more of a threat to smaller companies, which often have less access to capital; when they emerge from a recession, their shares emerge robustly. Smaller value names might be best to capture the upswing—value-oriented companies are mature in their life cycles, and their performance is more tied to economic growth, whereas revenue for companies still growing is dependent on longer-term industry changes.<blockquote>但也许在这个关头，大盘股土地甚至不是最好的地点。小盘股看起来有望从这里上涨。小盘股通常比大盘股波动性更大。较小的公司缺乏稳定的销售和盈利的支撑，经济的变化给它们带来了动荡的环境。此外，盈利受到打击对小公司的威胁更大，因为这些公司获得资本的渠道通常较少；当他们走出衰退时，他们的股票会表现强劲。较小的价值公司可能最能抓住上升势头——以价值为导向的公司在其生命周期中已经成熟，其业绩更多地与经济增长联系在一起，而仍在增长的公司的收入取决于长期的行业变化。</blockquote> Value stocks in the Russell 2000 Index trade at tolerable levels, clearing the way for earnings momentum to carry these stocks higher. The forward-earnings multiple there is almost 35% below that of growth stocks on the index. Growth stocks often trade at between a 15% to 20% valuation premium to value, according to Yardeni Research. The iShares Russell 2000 Value ETF (IWN) is expected to see earnings per share double this year, and to rise another rise another 25% in 2022.<blockquote>罗素 2000 指数中的价值股交易处于可接受的水平，为盈利势头推动这些股票走高扫清了道路。那里的远期市盈率比该指数中的成长型股票低近 35%。Yardeni Research 表示，成长型股票的估值溢价通常在 15% 至 20% 之间。iShares Russell 2000 Value ETF (IWN) 预计今年每股收益将翻一番，并在 2022 年再上涨 25%。</blockquote> Simply riding the S&amp;P 500 may no longer be a top strategy.<blockquote>简单地乘坐标普500可能不再是顶级策略。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/investors-see-poor-large-cap-stock-gains-heres-where-theres-opportunity-51617043382?mod=hp_DAY_2\">Barron's</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/investors-see-poor-large-cap-stock-gains-heres-where-theres-opportunity-51617043382?mod=hp_DAY_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126418852","content_text":"Stocks have seen impressive gains of late and they may be running low on gas. But there are pockets of opportunity\nSince Sept. 23, when investors resumed buying up assets most tethered to the direction of the economy, the S&P 500 has risen 22%. Investors expect a sharp economic rebound, as Covid-19 vaccine doses have been administered quickly and trillions of dollars of fiscal stimulus has shored up demand. Much of that is now priced in, and valuations are fairly rich, leaving some to wonder if the market has seen the best of its gains for the near term.\nThat anxiety is evident in a Citigroup (ticker: C) survey of institutional investors. A “plurality” of those surveyed, according to the bank’s strategists, expect the S&P 500 to move past 4,100 by the end of the year. That implies less than a 4% gain from the index’s current level. The average call for the S&P 500, though, was for a gain just under 1%.\nBettter opportunities may lie within the broader market. Financials is the cheapest large-capitalization sector in the country, with S&P 500 financials trading at a forward-earnings multiple 32% lower than the average on the broader index. Earnings growth for the sector is set to explode in the next few quarters—especially for banks—as long-dated interest rates have risen and have more room to rise. At such low valuations, earnings may not be priced into the stocks. As rates rise and lending activity remains strong, earnings can post low-double-digit growth though 2022, according to FactSet consensus estimates. Citi’s survey respondents are enthusiastic, as fund managers have the highest expectations for financials out of any other sector.\nBut maybe large-cap land isn’t even the best spot at this juncture. Small-cap value looks set for gains from here. Small caps are often more volatile than large caps. Smaller companies lack the ballast of steady sales and earnings, and changes in the economy create choppy conditions for them. Plus, the hit to earnings is more of a threat to smaller companies, which often have less access to capital; when they emerge from a recession, their shares emerge robustly. Smaller value names might be best to capture the upswing—value-oriented companies are mature in their life cycles, and their performance is more tied to economic growth, whereas revenue for companies still growing is dependent on longer-term industry changes.\nValue stocks in the Russell 2000 Index trade at tolerable levels, clearing the way for earnings momentum to carry these stocks higher. The forward-earnings multiple there is almost 35% below that of growth stocks on the index. Growth stocks often trade at between a 15% to 20% valuation premium to value, according to Yardeni Research. The iShares Russell 2000 Value ETF (IWN) is expected to see earnings per share double this year, and to rise another rise another 25% in 2022.\nSimply riding the S&P 500 may no longer be a top strategy.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":515,"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":34,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/355463463"}