ycng
2022-01-07
Still jittery over the sea of red.
The tech sell-off sparked by hawkish Fed minutes is a major buying opportunity for investors, Wedbush says<blockquote>韦德布什表示，美联储鹰派会议纪要引发的科技抛售是投资者的主要买入机会</blockquote>
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Smith</span></p><p><blockquote><html><head></head><body><ul><li><b>Wedbush 的 Dan Ives 表示，科技股的大幅抛售为投资者创造了巨大的买入机会。</b></li><li><b>在美联储会议纪要显示加息速度快于预期的可能性后，纳斯达克周三下跌超过 3%。</b></li><li><b>艾夫斯表示：“我们认为将推动第四次工业革命的许多长期科技赢家现在都处于超卖状态，我们发现其估值非常有吸引力。”</b></li></ul><p class=\"t-img-caption\"><span>盖蒂图片社/布莱恩·R·史密斯</span></p></body></html></blockquote></p><p>A Fed-driven sell-off in technology stocks is creating a massive buying opportunity for investors, according to a Wednesday note from Dan Ives of Wedbush.</p><p><blockquote>Wedbush 的丹·艾夫斯 (Dan Ives) 周三发布的一份报告称，美联储推动的科技股抛售正在为投资者创造巨大的买入机会。</blockquote></p><p>The Nasdaq 100 plunged more than 3% on Wednesday after minutes released by the Federal Reserve revealed the potential for quicker-than-expected interest rate increases and quantitative tightening later this year. Ark Invest's flagship ETF sold off as much as 7% and is down 12% year-to-date.</p><p><blockquote>美联储公布的会议纪要显示，今年晚些时候加息和量化紧缩速度可能快于预期，纳斯达克 100 指数周三暴跌超过 3%。Ark Investment 的旗舰 ETF 已下跌 7%，今年迄今已下跌 12%。</blockquote></p><p>But the broad decline in fast-growing technology stocks represents a "get out the shopping list" moment for investors willing to buy downward trending stocks, according to Ives.</p><p><blockquote>但艾夫斯表示，快速增长的科技股的普遍下跌对于愿意购买下跌趋势股票的投资者来说，代表着一个“从购物清单中移除”的时刻。</blockquote></p><p>"Many of the secular tech winners we believe will drive the 4th Industrial Revolution are now in oversold territory with valuations we find very compelling given the outsized growth prospects over the next 12 to 18 months," Ives said.</p><p><blockquote>艾夫斯表示：“我们认为将推动第四次工业革命的许多长期科技赢家现在都处于超卖状态，考虑到未来 12 至 18 个月的巨大增长前景，我们发现估值非常有吸引力。”</blockquote></p><p>Ives warned that 2022 will likely remain very volatile for tech investors as the Fed combats inflation with hawkish policies, supply chain disruptions continue to impact semiconductors, and COVID-19 variants continue to spread. But that volatility is par for the course when buying tech stocks with strong growth prospects at bargain prices.</p><p><blockquote>艾夫斯警告说，随着美联储以鹰派政策对抗通胀、供应链中断继续影响半导体以及 COVID-19 变种继续传播，2022 年对于科技投资者来说可能仍然非常不稳定。但当以低价购买具有强劲增长前景的科技股时，这种波动性是理所当然的。</blockquote></p><p>"While the December Fed minutes were the straw that broke the camel's back after a brutal start to the year for tech investors, we caution this is not the time to throw in the white towel on the tech bull cycle," Ives said, pointing to the continued prospect for governments and enterprises to spend $1 trillion on cloud services over the next decade.</p><p><blockquote>艾夫斯表示：“虽然 12 月份的美联储会议纪要是压垮科技投资者在今年开局惨淡之后压垮骆驼的最后一根稻草，但我们警告说，现在不是对科技牛市周期认输的时候。”他指出，政府和企业未来十年将在云服务上花费 1 万亿美元。</blockquote></p><p>Cyber security, 5G connectivity, and big data are additional fuel to stoke the ongoing growth in technology companies, according to Ives.</p><p><blockquote>艾夫斯表示，网络安全、5G连接和大数据是推动科技公司持续增长的额外动力。</blockquote></p><p>"While we can fret about the Fed, 10-year spikes, and macro noise, the underlying growth in the tech sector (which is being underestimated by investors) is unparalleled to any period of time we have seen in the last 21 years," Ives said.</p><p><blockquote>“虽然我们可以担心美联储、10 年来的飙升和宏观噪音，但科技行业的潜在增长（被投资者低估了）是我们过去 21 年来见过的任何时期都无法比拟的，”艾夫斯说。</blockquote></p><p>Tech stocks that should be on investors shopping lists, according to Ives, include Apple,Microsoft,Zscaler,Palo Alto Networks, and Matterport, among others.</p><p><blockquote>艾夫斯表示，应该出现在投资者购物清单上的科技股包括苹果、微软、Zscaler、Palo Alto Networks 和 Matterport 等。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nThe tech sell-off sparked by hawkish Fed minutes is a major buying opportunity for investors, Wedbush says<blockquote>韦德布什表示，美联储鹰派会议纪要引发的科技抛售是投资者的主要买入机会</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Markets insider</strong><span class=\"h-time small\">2022-01-07 14:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li><b>A deep sell-off in technology stocks has created a massive buying opportunity for investors, according to Dan Ives of Wedbush.</b></li><li><b>The Nasdaq fell more than 3% on Wednesday after minutes from the Fed revealed the potential for quicker-than-expected interest rate hikes.</b></li><li><b>"Many of the secular tech winners we believe will drive the 4th Industrial Revolution are now in oversold territory with valuations we find very compelling," Ives said.</b></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6b633384a96e76caf6a6c6bcba24ca8\" tg-width=\"790\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>Getty Images / Bryan R. Smith</span></p><p><blockquote><html><head></head><body><ul><li><b>Wedbush 的 Dan Ives 表示，科技股的大幅抛售为投资者创造了巨大的买入机会。</b></li><li><b>在美联储会议纪要显示加息速度快于预期的可能性后，纳斯达克周三下跌超过 3%。</b></li><li><b>艾夫斯表示：“我们认为将推动第四次工业革命的许多长期科技赢家现在都处于超卖状态，我们发现其估值非常有吸引力。”</b></li></ul><p class=\"t-img-caption\"><span>盖蒂图片社/布莱恩·R·史密斯</span></p></body></html></blockquote></p><p>A Fed-driven sell-off in technology stocks is creating a massive buying opportunity for investors, according to a Wednesday note from Dan Ives of Wedbush.</p><p><blockquote>Wedbush 的丹·艾夫斯 (Dan Ives) 周三发布的一份报告称，美联储推动的科技股抛售正在为投资者创造巨大的买入机会。</blockquote></p><p>The Nasdaq 100 plunged more than 3% on Wednesday after minutes released by the Federal Reserve revealed the potential for quicker-than-expected interest rate increases and quantitative tightening later this year. Ark Invest's flagship ETF sold off as much as 7% and is down 12% year-to-date.</p><p><blockquote>美联储公布的会议纪要显示，今年晚些时候加息和量化紧缩速度可能快于预期，纳斯达克 100 指数周三暴跌超过 3%。Ark Investment 的旗舰 ETF 已下跌 7%，今年迄今已下跌 12%。</blockquote></p><p>But the broad decline in fast-growing technology stocks represents a "get out the shopping list" moment for investors willing to buy downward trending stocks, according to Ives.</p><p><blockquote>但艾夫斯表示，快速增长的科技股的普遍下跌对于愿意购买下跌趋势股票的投资者来说，代表着一个“从购物清单中移除”的时刻。</blockquote></p><p>"Many of the secular tech winners we believe will drive the 4th Industrial Revolution are now in oversold territory with valuations we find very compelling given the outsized growth prospects over the next 12 to 18 months," Ives said.</p><p><blockquote>艾夫斯表示：“我们认为将推动第四次工业革命的许多长期科技赢家现在都处于超卖状态，考虑到未来 12 至 18 个月的巨大增长前景，我们发现估值非常有吸引力。”</blockquote></p><p>Ives warned that 2022 will likely remain very volatile for tech investors as the Fed combats inflation with hawkish policies, supply chain disruptions continue to impact semiconductors, and COVID-19 variants continue to spread. But that volatility is par for the course when buying tech stocks with strong growth prospects at bargain prices.</p><p><blockquote>艾夫斯警告说，随着美联储以鹰派政策对抗通胀、供应链中断继续影响半导体以及 COVID-19 变种继续传播，2022 年对于科技投资者来说可能仍然非常不稳定。但当以低价购买具有强劲增长前景的科技股时，这种波动性是理所当然的。</blockquote></p><p>"While the December Fed minutes were the straw that broke the camel's back after a brutal start to the year for tech investors, we caution this is not the time to throw in the white towel on the tech bull cycle," Ives said, pointing to the continued prospect for governments and enterprises to spend $1 trillion on cloud services over the next decade.</p><p><blockquote>艾夫斯表示：“虽然 12 月份的美联储会议纪要是压垮科技投资者在今年开局惨淡之后压垮骆驼的最后一根稻草，但我们警告说，现在不是对科技牛市周期认输的时候。”他指出，政府和企业未来十年将在云服务上花费 1 万亿美元。</blockquote></p><p>Cyber security, 5G connectivity, and big data are additional fuel to stoke the ongoing growth in technology companies, according to Ives.</p><p><blockquote>艾夫斯表示，网络安全、5G连接和大数据是推动科技公司持续增长的额外动力。</blockquote></p><p>"While we can fret about the Fed, 10-year spikes, and macro noise, the underlying growth in the tech sector (which is being underestimated by investors) is unparalleled to any period of time we have seen in the last 21 years," Ives said.</p><p><blockquote>“虽然我们可以担心美联储、10 年来的飙升和宏观噪音，但科技行业的潜在增长（被投资者低估了）是我们过去 21 年来见过的任何时期都无法比拟的，”艾夫斯说。</blockquote></p><p>Tech stocks that should be on investors shopping lists, according to Ives, include Apple,Microsoft,Zscaler,Palo Alto Networks, and Matterport, among others.</p><p><blockquote>艾夫斯表示，应该出现在投资者购物清单上的科技股包括苹果、微软、Zscaler、Palo Alto Networks 和 Matterport 等。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-hawkish-fed-tech-investors-major-buying-opportunity-2022-1\">Markets insider</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":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-hawkish-fed-tech-investors-major-buying-opportunity-2022-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143887891","content_text":"A deep sell-off in technology stocks has created a massive buying opportunity for investors, according to Dan Ives of Wedbush.The Nasdaq fell more than 3% on Wednesday after minutes from the Fed revealed the potential for quicker-than-expected interest rate hikes.\"Many of the secular tech winners we believe will drive the 4th Industrial Revolution are now in oversold territory with valuations we find very compelling,\" Ives said.Getty Images / Bryan R. SmithA Fed-driven sell-off in technology stocks is creating a massive buying opportunity for investors, according to a Wednesday note from Dan Ives of Wedbush.The Nasdaq 100 plunged more than 3% on Wednesday after minutes released by the Federal Reserve revealed the potential for quicker-than-expected interest rate increases and quantitative tightening later this year. Ark Invest's flagship ETF sold off as much as 7% and is down 12% year-to-date.But the broad decline in fast-growing technology stocks represents a \"get out the shopping list\" moment for investors willing to buy downward trending stocks, according to Ives.\"Many of the secular tech winners we believe will drive the 4th Industrial Revolution are now in oversold territory with valuations we find very compelling given the outsized growth prospects over the next 12 to 18 months,\" Ives said.Ives warned that 2022 will likely remain very volatile for tech investors as the Fed combats inflation with hawkish policies, supply chain disruptions continue to impact semiconductors, and COVID-19 variants continue to spread. But that volatility is par for the course when buying tech stocks with strong growth prospects at bargain prices.\"While the December Fed minutes were the straw that broke the camel's back after a brutal start to the year for tech investors, we caution this is not the time to throw in the white towel on the tech bull cycle,\" Ives said, pointing to the continued prospect for governments and enterprises to spend $1 trillion on cloud services over the next decade.Cyber security, 5G connectivity, and big data are additional fuel to stoke the ongoing growth in technology companies, according to Ives.\"While we can fret about the Fed, 10-year spikes, and macro noise, the underlying growth in the tech sector (which is being underestimated by investors) is unparalleled to any period of time we have seen in the last 21 years,\" Ives said.Tech stocks that should be on investors shopping lists, according to Ives, include Apple,Microsoft,Zscaler,Palo Alto Networks, and Matterport, among others.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3619,"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":28,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/695413229"}
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