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2021-11-29

'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist<blockquote>策略师表示，“被困”投资者，这是你摆脱一组被夸大的股票的机会</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":600451286,"tweetId":"600451286","gmtCreate":1638191725622,"gmtModify":1638191725886,"author":{"id":3582285682937778,"idStr":"3582285682937778","authorId":3582285682937778,"authorIdStr":"3582285682937778","name":"neoh","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Like</body></html>","htmlText":"<html><head></head><body>Like</body></html>","text":"Like","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/600451286","repostId":2187516374,"repostType":4,"repost":{"id":"2187516374","kind":"highlight","pubTimestamp":1638191196,"share":"https://www.laohunote.com/m/news/2187516374?lang=zh_CN&edition=full","pubTime":"2021-11-29 21:06","market":"us","language":"en","title":"'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist<blockquote>策略师表示，“被困”投资者，这是你摆脱一组被夸大的股票的机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2187516374","media":"MarketWatch","summary":"Investors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stoc","content":"Investors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stocks and other assets rebounding as the week kicks off.<blockquote>投资者正在重新思考周五由 Omicron 变体引发的残酷抛售的至少一部分，随着本周的开始，股票和其他资产出现反弹。</blockquote> We may have the word \"mild\" to thank for that.<blockquote>我们可能要感谢“温和”这个词。</blockquote> Making the rounds over the weekend was a comment by a South African doctor who first raised the alarm over the new coronavirus variant in patients, but reported \"extremely mild\" symptoms. While we're in the early days with this new variant, that would be positive for stocks if true, tweeted billionaire Pershing Square hedge-fund manager Bill Ackman.<blockquote>周末流传的是一名南非医生的评论，他首先对患者中的新型冠状病毒变种发出警报，但报告了“极其轻微”的症状。亿万富翁潘兴广场对冲基金经理比尔·阿克曼在推特上表示，虽然我们还处于这种新变体的早期阶段，但如果属实，这将对股市产生积极影响。</blockquote> <img src=\"https://static.tigerbbs.com/de0a6fa9fd24bee2c3ddd6a9cb414d92\" tg-width=\"700\" tg-height=\"457\" width=\"100%\" height=\"auto\"><blockquote></blockquote> But that same doctor also highlighted potential risks to older, unvaccinated patients. The bottom line, is we don't know a ton more than we did Friday and it will take awhile to figure this next stage out, though at least some of the shock may have worn off.<blockquote>但同一位医生也强调了未接种疫苗的老年患者的潜在风险。底线是，我们知道的并不比周五多多少，这将需要一段时间来弄清楚下一阶段，尽管至少一些震惊可能已经消退。</blockquote> Until two big questions are answered, \"reopening, value (especially vs. quality), and risk assets in general face this new overhang,\" said a JPMorgan team led by Mixo Das. Those are: what's the likelihood of severe outcomes -- hospitalization and death -- and how will the new variant respond to existing vaccines and treatments?<blockquote>米索·达斯 (Mixo Das) 领导的摩根大通团队表示，在两个大问题得到回答之前，“重新开放、价值（尤其是与质量）和风险资产总体上都面临着这一新的悬而未决的问题”。这些是：严重后果（住院和死亡）的可能性有多大，新变种将如何应对现有的疫苗和治疗？</blockquote> Our call of the day is from JonesTrading's chief equity strategist Michael O'Rourke, who sees a silver lining from Friday's selloff. \"The big rally in the Pandemic Plays serves as an opportunity for trapped investors to get out,\" he told clients in a note on Sunday.<blockquote>我们今天的看涨期权来自 JonesTrading 首席股票策略师 Michael O'Rourke，他从周五的抛售中看到了一线希望。他在周日的一份报告中对客户表示：“大流行的大幅反弹为被困投资者提供了一个脱身的机会。”</blockquote> For example, <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video (ZM) and Peloton&nbsp;surged around 5% each on Friday, and are slipping some in premarket action. After huge gains in 2020, those stocks are down 55% and 35% respectively year to date.<blockquote>例如，<a href=\"https://laohu8.com/S/ZM\">缩放</a>Video (ZM) 和 Peloton 周五分别飙升约 5%，并在盘前交易中下滑了一些。在 2020 年大幅上涨后，这些股票今年迄今已分别下跌 55% 和 35%。</blockquote> \"Countless times throughout 2020 we warned against extrapolating an atypical year indefinitely into the future, yet the market did it anyway. Collectively, the group was awarded multiples that will take years and, in some cases, decades, to grow into. This should prove to be the bounce for which investors have been waiting,\" said O'Rourke.<blockquote>“在整个 2020 年，我们无数次警告不要将非典型的一年无限期地推断到未来，但市场还是这样做了。总体而言，该集团获得的市盈率需要数年时间，在某些情况下甚至需要数十年才能增长。这应该被证明是投资者一直在等待的反弹，”奥罗克说。</blockquote> The strategist reminds us that \"the Bull tape does not remain down long enough to cover one's short and the Bear does not remain up long enough for longs to sell,\" he said.<blockquote>这位策略师提醒我们，“多头下跌的时间不足以弥补空头，空头上涨的时间也不足以让多头卖出，”他说。</blockquote> \"The policy normalization process will continue because inflation is real and does not have a hope of subsiding if the Fed does not continue the normalization process. Over the past 13 years, the FOMC has had the luxury of a benign inflation environment to allow it to seemingly respond to every equity market dip, and now that luxury is gone. As such, value is very attractive relative to growth,\" he said.<blockquote>“政策正常化进程将继续下去，因为通胀是真实存在的，如果美联储不继续正常化进程，通胀就没有消退的希望。在过去的 13 年里，联邦公开市场委员会 (FOMC) 拥有良性通胀环境，使其看似能够应对每一次股市下跌，而现在这种奢侈已经消失了。因此，相对于增长，价值非常有吸引力，”他说。</blockquote> Oil stocks are among the value plays he sees staying in demand.<blockquote>石油股是他认为需求持续旺盛的价值股之一。</blockquote> Echoing some of these thoughts, Mark Haefele, chief investment officer, global wealth management at UBS, urged investors not to act hastily, as he said the selloff was a lesson in staying diversified across markets and sectors.<blockquote>瑞银全球财富管理首席投资官马克·海菲尔（Mark Haefele）赞同其中一些想法，敦促投资者不要仓促行事，因为他表示，此次抛售是保持跨市场和行业多元化的一个教训。</blockquote> \"We maintain our positive view on energy and financials despite this latest bout of volatility. We think the energy sector will be supported by oil prices that are likely to remain elevated this year and next,\" he said.<blockquote>“尽管最近一轮波动，我们仍对能源和金融保持积极看法。我们认为能源行业将受到今明两年油价可能保持高位的支撑，”他表示。</blockquote>","source":"lsy1603348471595","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>'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist<blockquote>策略师表示，“被困”投资者，这是你摆脱一组被夸大的股票的机会</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\">\n'Trapped' investors, here's your chance to escape one overplayed group of stocks, says strategist<blockquote>策略师表示，“被困”投资者，这是你摆脱一组被夸大的股票的机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-11-29 21:06\n\n</h4>\n</header>\n<article>\nInvestors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stocks and other assets rebounding as the week kicks off.<blockquote>投资者正在重新思考周五由 Omicron 变体引发的残酷抛售的至少一部分，随着本周的开始，股票和其他资产出现反弹。</blockquote> We may have the word \"mild\" to thank for that.<blockquote>我们可能要感谢“温和”这个词。</blockquote> Making the rounds over the weekend was a comment by a South African doctor who first raised the alarm over the new coronavirus variant in patients, but reported \"extremely mild\" symptoms. While we're in the early days with this new variant, that would be positive for stocks if true, tweeted billionaire Pershing Square hedge-fund manager Bill Ackman.<blockquote>周末流传的是一名南非医生的评论，他首先对患者中的新型冠状病毒变种发出警报，但报告了“极其轻微”的症状。亿万富翁潘兴广场对冲基金经理比尔·阿克曼在推特上表示，虽然我们还处于这种新变体的早期阶段，但如果属实，这将对股市产生积极影响。</blockquote> <img src=\"https://static.tigerbbs.com/de0a6fa9fd24bee2c3ddd6a9cb414d92\" tg-width=\"700\" tg-height=\"457\" width=\"100%\" height=\"auto\"><blockquote></blockquote> But that same doctor also highlighted potential risks to older, unvaccinated patients. The bottom line, is we don't know a ton more than we did Friday and it will take awhile to figure this next stage out, though at least some of the shock may have worn off.<blockquote>但同一位医生也强调了未接种疫苗的老年患者的潜在风险。底线是，我们知道的并不比周五多多少，这将需要一段时间来弄清楚下一阶段，尽管至少一些震惊可能已经消退。</blockquote> Until two big questions are answered, \"reopening, value (especially vs. quality), and risk assets in general face this new overhang,\" said a JPMorgan team led by Mixo Das. Those are: what's the likelihood of severe outcomes -- hospitalization and death -- and how will the new variant respond to existing vaccines and treatments?<blockquote>米索·达斯 (Mixo Das) 领导的摩根大通团队表示，在两个大问题得到回答之前，“重新开放、价值（尤其是与质量）和风险资产总体上都面临着这一新的悬而未决的问题”。这些是：严重后果（住院和死亡）的可能性有多大，新变种将如何应对现有的疫苗和治疗？</blockquote> Our call of the day is from JonesTrading's chief equity strategist Michael O'Rourke, who sees a silver lining from Friday's selloff. \"The big rally in the Pandemic Plays serves as an opportunity for trapped investors to get out,\" he told clients in a note on Sunday.<blockquote>我们今天的看涨期权来自 JonesTrading 首席股票策略师 Michael O'Rourke，他从周五的抛售中看到了一线希望。他在周日的一份报告中对客户表示：“大流行的大幅反弹为被困投资者提供了一个脱身的机会。”</blockquote> For example, <a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video (ZM) and Peloton&nbsp;surged around 5% each on Friday, and are slipping some in premarket action. After huge gains in 2020, those stocks are down 55% and 35% respectively year to date.<blockquote>例如，<a href=\"https://laohu8.com/S/ZM\">缩放</a>Video (ZM) 和 Peloton 周五分别飙升约 5%，并在盘前交易中下滑了一些。在 2020 年大幅上涨后，这些股票今年迄今已分别下跌 55% 和 35%。</blockquote> \"Countless times throughout 2020 we warned against extrapolating an atypical year indefinitely into the future, yet the market did it anyway. Collectively, the group was awarded multiples that will take years and, in some cases, decades, to grow into. This should prove to be the bounce for which investors have been waiting,\" said O'Rourke.<blockquote>“在整个 2020 年，我们无数次警告不要将非典型的一年无限期地推断到未来，但市场还是这样做了。总体而言，该集团获得的市盈率需要数年时间，在某些情况下甚至需要数十年才能增长。这应该被证明是投资者一直在等待的反弹，”奥罗克说。</blockquote> The strategist reminds us that \"the Bull tape does not remain down long enough to cover one's short and the Bear does not remain up long enough for longs to sell,\" he said.<blockquote>这位策略师提醒我们，“多头下跌的时间不足以弥补空头，空头上涨的时间也不足以让多头卖出，”他说。</blockquote> \"The policy normalization process will continue because inflation is real and does not have a hope of subsiding if the Fed does not continue the normalization process. Over the past 13 years, the FOMC has had the luxury of a benign inflation environment to allow it to seemingly respond to every equity market dip, and now that luxury is gone. As such, value is very attractive relative to growth,\" he said.<blockquote>“政策正常化进程将继续下去，因为通胀是真实存在的，如果美联储不继续正常化进程，通胀就没有消退的希望。在过去的 13 年里，联邦公开市场委员会 (FOMC) 拥有良性通胀环境，使其看似能够应对每一次股市下跌，而现在这种奢侈已经消失了。因此，相对于增长，价值非常有吸引力，”他说。</blockquote> Oil stocks are among the value plays he sees staying in demand.<blockquote>石油股是他认为需求持续旺盛的价值股之一。</blockquote> Echoing some of these thoughts, Mark Haefele, chief investment officer, global wealth management at UBS, urged investors not to act hastily, as he said the selloff was a lesson in staying diversified across markets and sectors.<blockquote>瑞银全球财富管理首席投资官马克·海菲尔（Mark Haefele）赞同其中一些想法，敦促投资者不要仓促行事，因为他表示，此次抛售是保持跨市场和行业多元化的一个教训。</blockquote> \"We maintain our positive view on energy and financials despite this latest bout of volatility. We think the energy sector will be supported by oil prices that are likely to remain elevated this year and next,\" he said.<blockquote>“尽管最近一轮波动，我们仍对能源和金融保持积极看法。我们认为能源行业将受到今明两年油价可能保持高位的支撑，”他表示。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/trapped-investors-heres-your-chance-to-escape-one-overplayed-group-of-stocks-says-strategist-11638188721?mod=home-page\">MarketWatch</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":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/trapped-investors-heres-your-chance-to-escape-one-overplayed-group-of-stocks-says-strategist-11638188721?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2187516374","content_text":"Investors are rethinking at least part of Friday's brutal omicon-variant inspired selloff, with stocks and other assets rebounding as the week kicks off.\nWe may have the word \"mild\" to thank for that.\nMaking the rounds over the weekend was a comment by a South African doctor who first raised the alarm over the new coronavirus variant in patients, but reported \"extremely mild\" symptoms. While we're in the early days with this new variant, that would be positive for stocks if true, tweeted billionaire Pershing Square hedge-fund manager Bill Ackman.\n\nBut that same doctor also highlighted potential risks to older, unvaccinated patients. The bottom line, is we don't know a ton more than we did Friday and it will take awhile to figure this next stage out, though at least some of the shock may have worn off.\nUntil two big questions are answered, \"reopening, value (especially vs. quality), and risk assets in general face this new overhang,\" said a JPMorgan team led by Mixo Das. Those are: what's the likelihood of severe outcomes -- hospitalization and death -- and how will the new variant respond to existing vaccines and treatments?\nOur call of the day is from JonesTrading's chief equity strategist Michael O'Rourke, who sees a silver lining from Friday's selloff. \"The big rally in the Pandemic Plays serves as an opportunity for trapped investors to get out,\" he told clients in a note on Sunday.\nFor example, Zoom Video (ZM) and Peloton surged around 5% each on Friday, and are slipping some in premarket action. After huge gains in 2020, those stocks are down 55% and 35% respectively year to date.\n\"Countless times throughout 2020 we warned against extrapolating an atypical year indefinitely into the future, yet the market did it anyway. Collectively, the group was awarded multiples that will take years and, in some cases, decades, to grow into. This should prove to be the bounce for which investors have been waiting,\" said O'Rourke.\nThe strategist reminds us that \"the Bull tape does not remain down long enough to cover one's short and the Bear does not remain up long enough for longs to sell,\" he said.\n\"The policy normalization process will continue because inflation is real and does not have a hope of subsiding if the Fed does not continue the normalization process. Over the past 13 years, the FOMC has had the luxury of a benign inflation environment to allow it to seemingly respond to every equity market dip, and now that luxury is gone. As such, value is very attractive relative to growth,\" he said.\nOil stocks are among the value plays he sees staying in demand.\nEchoing some of these thoughts, Mark Haefele, chief investment officer, global wealth management at UBS, urged investors not to act hastily, as he said the selloff was a lesson in staying diversified across markets and sectors.\n\"We maintain our positive view on energy and financials despite this latest bout of volatility. We think the energy sector will be supported by oil prices that are likely to remain elevated this year and next,\" he said.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1227,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600451286"}